Tech
Satellite photo of Colossus 2 MACROHARD
(Photo: Planet Labs PBC)

Elon Musk’s Colossus 2 data center is MACROHARD

Satellite photos of the roof of xAI’s new Colossus 2 data center shout a message to the world that it aims to take on Microsoft.

You can’t say Elon Musk doesn’t follow through on his weirdest side quests.

In August, Elon Musk posted on X that the company was going to build software to compete with Microsoft’s ubiquitous productivity apps. As he likes to do, Musk picked a name that would make middle-school boys giggle: MACROHARD.

Musk explained: “In principle, given that software companies like Microsoft do not themselves manufacture any physical hardware, it should be possible to simulate them entirely with AI.”

Musk’s followers weren’t sure if this was just another meme-worthy gag, but he doubled down on the project in follow-up posts.

Musk posted that xAI was so serious about building the MACROHARD software suite that he would emblazon the name on the roof of the company’s 1 gigawatt Colossus 2 data center in South Memphis, TN:

We have been monitoring the Colossus 2 site from satellite photos, and Planet Labs helped us out with some great shots of the new signage, which can in fact be seen from space.

On October 9th, the roof of the larger of the two main buildings at the Colossus 2 site was a featureless white. But by October 11th, the first large letters appeared on the roof. By October 13th, the work was complete.

(Photos: Planet Labs PBC)

The data center sits on the southern border of Tennessee, to take advantage of imported energy from Alabama, from the power plant it operates just down the road from Colossus 2.

Musk is reportedly racing to finish construction of the site, but needs another $18 billion to secure the remaining 300,000 Nvidia GPUs to power the facility, which will be used for running and training xAI’s Grok AI model.

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Meta reorganizes its AI teams yet again, this time slashing 600 positions

As it scrambles to catch up to rivals, Meta is yet again restructuring its AI teams, and will be laying off 600 researchers, according to Axios. This is the fifth reorg in the past eight months, based on news reports.

After stumbles from the release of Meta’s flagship model, Llama 4, CEO Mark Zuckerberg made a risky bet to shake up the company’s AI efforts.

Zuckerberg set out to build a new “superintelligence” team, made up of AI all-stars from around the industry lured with nine-figure pay packages and promises of near limitless computing resources.

The flood of new talent poached from competitors like OpenAI, Apple, Google, DeepMind, and others created some awkward tension within Meta, as it already had a prestigious AI team in place known as FAIR, led by neural networks pioneer Yann LeCun. The new recruits were assigned to a team named “TBD” and won’t be affected by the cuts, per the report.

Since hiring Alexandr Wang from Scale AI to run the new high-profile team, several rounds of restructuring have roiled the existing Meta AI talent, many of whom might be learning they have lost their jobs.

Zuckerberg set out to build a new “superintelligence” team, made up of AI all-stars from around the industry lured with nine-figure pay packages and promises of near limitless computing resources.

The flood of new talent poached from competitors like OpenAI, Apple, Google, DeepMind, and others created some awkward tension within Meta, as it already had a prestigious AI team in place known as FAIR, led by neural networks pioneer Yann LeCun. The new recruits were assigned to a team named “TBD” and won’t be affected by the cuts, per the report.

Since hiring Alexandr Wang from Scale AI to run the new high-profile team, several rounds of restructuring have roiled the existing Meta AI talent, many of whom might be learning they have lost their jobs.

tech

Applied Digital jumps after announcing $5 billion AI factory lease

Applied Digital was up more than 4% premarket after it announced a $5 billion, 15-year AI factory lease from a “US based investment grade hyperscaler” at its Polaris Forge 2 campus, which is expected to begin coming online next year.

On its earnings call earlier this month, the data center company’s management teased the deal, saying it was “in advanced discussions with an investment-grade hyperscaler” to lease capacity at Polaris Forge 2 and “also entered negotiations with two additional hyperscalers for two new locations.”

“What sets us apart isn’t just the size of our pipeline — it’s how fast we can deliver,” Applied Digital Chairman and CEO Wes Cummins said in the press release. “The real constraint in this industry is execution, and our team continues to prove that large-scale, next-generation data centers can be designed, financed, and brought online faster and more efficiently than anyone thought possible.”

tech

Tesla recalls 13,000 vehicles over battery defect ahead of Q3 earnings

Tesla has some bad news ahead of its highly anticipated third-quarter earnings report later today: it’s recalling nearly 13,000 2025 Model 3s and 2026 Model Ys, due to a problem with a battery pack component that could result in the sudden loss of drive power. As of October 7, Tesla identified 36 warranty claims and 26 field reports related to this issue, but said it hadn’t found any accidents, according to a report from the National Highway Traffic Safety Administration.

This is the latest in a string of safety issues for Tesla. Earlier this month, the NHTSA launched a probe into Tesla’s full self-driving technology after reports that the feature was violating traffic laws.

Tesla is flat premarket and reports earnings after the bell on Wednesday.

This is the latest in a string of safety issues for Tesla. Earlier this month, the NHTSA launched a probe into Tesla’s full self-driving technology after reports that the feature was violating traffic laws.

Tesla is flat premarket and reports earnings after the bell on Wednesday.

tech

Apple “drastically” cuts iPhone Air production as consumers prefer iPhone 17 and iPhone 17 Pro

Turns out that people don’t love skinny.

Apple is “drastically” cutting back its slim iPhone Air to end of production levels, Nikkei reports, as consumers greatly prefer its regular and Pro iPhone 17 models. On balance, that means Apple is maintaining its initial production forecast of 85 million to 90 million units for the iPhone 17 lineup, according to the report.

A survey released by KeyBanc today also found “virtually no demand for iPhone Air.” The preference for more expensive models suggests average selling prices rather than unit volume will drive growth in FY 2026, KeyBanc said.

This latest news comes after generally positive early sales for the latest iPhone suite, which recently helped push Apple shares to an all-time high.

Apple is down 0.7% premarket.

A survey released by KeyBanc today also found “virtually no demand for iPhone Air.” The preference for more expensive models suggests average selling prices rather than unit volume will drive growth in FY 2026, KeyBanc said.

This latest news comes after generally positive early sales for the latest iPhone suite, which recently helped push Apple shares to an all-time high.

Apple is down 0.7% premarket.

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