▶ 12:22 · $GLW · $NVDA · Nvidia's Corning order is largest in Corning's history, signaling unprecedented AI infrastructure demand

episode briefing

How the White House Plans to 10x Scientific Productivity | Michael Kratsios | EP #276

2026-08-04 · 10 company · 33 thematic

sentiment

10 bull0 bear0 neu

speakers

michael kratsios

Michael Kratsios served as White House OSTP Director and Science Advisor to President Trump. He architected the American AI Action Plan, Genesis Mission for AI-driven science, and the Golden Age Report for revitalizing US scientific productivity.

peter diamandis

Peter Diamandis hosts the Moonshots podcast with a panel of 'mates.' He founded XPRIZE and Singularity University, sits on boards of Trust & Will and Vesmark, and runs the Future Vision XPRIZE for positive AI futures. He frames discussions around the 'singularity economy' and exponential technologies.

quote

“Jensen was here and he was talking about kind of the supply chain that supports Nvidia. He said that the order that he's put into Corning for the chips that he's going to be building in the future is the largest sort of order in the histor…”

—michael kratsios

now playing · $GLW · $NVDA

$GLW···bullish· highmichael kratsios

Nvidia's Corning order is largest in Corning's history, signaling unprecedented AI infrastructure demand

Jensen Huang's order to Corning for future chips is the largest order in Corning's history; they will produce more than ever before solely due to Nvidia's demand.

$NVDA···bullish· highmichael kratsios

Nvidia central to US AI stack with record Corning order

Nvidia's chips are the foundation of the American AI stack with insurmountable lead over Chinese competitors; Jensen Huang's order to Corning is the largest in Corning's history,…

$NVDA···bullish· highmichael kratsios

Kratsios: Nvidia chips are the foundation of US AI stack dominance

Nvidia's chips are the best in the world and form the irreplaceable hardware foundation of the American AI stack that the US government is actively packaging for global export; ex…

$AMD···bullish· mediummichael kratsios

White House names AMD alongside Nvidia as having the world's best AI chips

Kratsios explicitly includes AMD in the 'best chips in the world' category alongside Nvidia as part of the American AI stack advantage.

$BOOM-SUPERSONICbullish· highmichael kratsios

Kratsios: Boom proved Mach 1+ without sonic boom, prompting regulatory reform

Boom Supersonic demonstrated technology to fly supersonic over land without a sonic boom, leading the White House to replace the speed-limit ban with a noise-based standard via ex…

$OPENAIbullish· mediummichael kratsios

Kratsios: OpenAI Foundation valuation near $1T; new GPT-6 model imminent

OpenAI's philanthropic arm is valued at nearly $1 trillion, and the company is about to release its next frontier model (GPT-6), underscoring the pace of private-sector AI advance…

$ALPHA-SCHOOLbullish· lowmichael kratsios

Kratsios: Alpha School's AI-first model (3-4 hrs AI academics, rest social) is a template for education reform

Alpha School demonstrates a working AI-native education model where students complete core academics in 3-4 hours via AI tutors, freeing time for social/physical development; the…

$LILA-SCIENCESbullish· mediummichael kratsios

Lila Sciences building million-square-foot autonomous labs for federal and university adoption

Lila Sciences is constructing a million-square-foot autonomous lab facility; the administration plans to retrofit federal labs with similar closed-loop AI-driven experimentation c…

$ANTHROPICbullish· mediummichael kratsios

Kratsios: Anthropic revenue up 10x to $10B in seven months, fastest-growing company

Anthropic's explosive revenue growth (10x in ~7 months to ~$10B run-rate) exemplifies the unprecedented velocity of AI commercialization that argues for 10x scientific productivit…

$SPCX···bullish· mediumpeter diamandis

Elon Musk uploaded all SpaceX engineering data to Grok, creating unique AI training advantage

Diamandis describes Musk's upload of SpaceX's full engineering dataset to Grok as a 'baller move' that will accelerate AI-driven science in physics, chemistry, and materials by gr…

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▶ 12:22 · $GLW · $NVDA · Nvidia's Corning order is largest in Corning's history, signaling unprecedented AI infrastructure demand

episode briefing

Peter H. Diamandis

How the White House Plans to 10x Scientific Productivity | Michael Kratsios | EP #276

2026-08-04 · 10 company · 33 thematic

sentiment

10 bull0 bear0 neu

speakers

michael kratsios

peter diamandis

quote

“Jensen was here and he was talking about kind of the supply chain that supports Nvidia. He said that the order that he's put into Corning for the chips that he's going to be building in the future is the largest sort of order in the histor…”

—michael kratsios

now playing · $GLW · $NVDA

$GLW···bullish· highmichael kratsios

Nvidia's Corning order is largest in Corning's history, signaling unprecedented AI infrastructure demand

Jensen Huang's order to Corning for future chips is the largest order in Corning's history; they will produce more than ever before solely due to Nvidia's demand.

$NVDA···bullish· highmichael kratsios

Nvidia central to US AI stack with record Corning order

Nvidia's chips are the foundation of the American AI stack with insurmountable lead over Chinese competitors; Jensen Huang's order to Corning is the largest in Corning's history,…

$NVDA···bullish· highmichael kratsios

Kratsios: Nvidia chips are the foundation of US AI stack dominance

Nvidia's chips are the best in the world and form the irreplaceable hardware foundation of the American AI stack that the US government is actively packaging for global export; ex…

$AMD···bullish· mediummichael kratsios

White House names AMD alongside Nvidia as having the world's best AI chips

Kratsios explicitly includes AMD in the 'best chips in the world' category alongside Nvidia as part of the American AI stack advantage.

$BOOM-SUPERSONICbullish· highmichael kratsios

Kratsios: Boom proved Mach 1+ without sonic boom, prompting regulatory reform

Boom Supersonic demonstrated technology to fly supersonic over land without a sonic boom, leading the White House to replace the speed-limit ban with a noise-based standard via ex…

$OPENAIbullish· mediummichael kratsios

Kratsios: OpenAI Foundation valuation near $1T; new GPT-6 model imminent

OpenAI's philanthropic arm is valued at nearly $1 trillion, and the company is about to release its next frontier model (GPT-6), underscoring the pace of private-sector AI advance…

$ALPHA-SCHOOLbullish· lowmichael kratsios

Kratsios: Alpha School's AI-first model (3-4 hrs AI academics, rest social) is a template for education reform

Alpha School demonstrates a working AI-native education model where students complete core academics in 3-4 hours via AI tutors, freeing time for social/physical development; the…

$LILA-SCIENCESbullish· mediummichael kratsios

Lila Sciences building million-square-foot autonomous labs for federal and university adoption

Lila Sciences is constructing a million-square-foot autonomous lab facility; the administration plans to retrofit federal labs with similar closed-loop AI-driven experimentation c…

$ANTHROPICbullish· mediummichael kratsios

Kratsios: Anthropic revenue up 10x to $10B in seven months, fastest-growing company

Anthropic's explosive revenue growth (10x in ~7 months to ~$10B run-rate) exemplifies the unprecedented velocity of AI commercialization that argues for 10x scientific productivit…

$SPCX···bullish· mediumpeter diamandis

Elon Musk uploaded all SpaceX engineering data to Grok, creating unique AI training advantage

Diamandis describes Musk's upload of SpaceX's full engineering dataset to Grok as a 'baller move' that will accelerate AI-driven science in physics, chemistry, and materials by gr…