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Original file line number Diff line number Diff line change
Expand Up @@ -239,7 +239,7 @@ export default function MetaIrisChipBroadcomNvidiaCeilingPage() {
wrote up as the closed silicon loop
</Link>
, added the second flagship in Q1. Meta MTIA/Iris makes it three. The company&apos;s AI
revenue guide for fiscal 2026 was $17 billion at the last update; the run rate implied by
revenue guide for fiscal 2026 was $56 billion at the last update; the run rate implied by
these three programs alone, on multi-year contracts, is closer to $60 billion by 2028.
</p>

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Expand Up @@ -210,7 +210,7 @@ export default function OpenAI42BFederalGatePricePage() {
<p>
That is the tell. $250 billion of frontier-lab equity dwarfs anything the Alaska
Permanent Fund vehicle Altman keeps citing has ever managed (Alaska is at about $80
billion of assets today). It also dwarfs the $12 billion Congress appropriated for the
billion of assets today). It also dwarfs the roughly $52 billion Congress appropriated for the
CHIPS Act. The proposal is not a program the Treasury can spin up out of existing
authority. It needs a new statute and a new fund. That timeline runs long past any of
the IPO windows the labs are currently pointing at.
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