Subscribe and Listen: https://youtu.be/dDCT_uYV3QQ🎙️ The Five-Minute SprintWelcome to the What the Fudge podcast for May 10, 2026. I’m streamlining the workflow this week with some Python and new tools, aiming to keep this digest under five minutes while covering the rapid overhaul of the AI infrastructure stack.📍 Field Report: Material Science & The Infrastructure Arms RaceThe biggest signal this week is the sheer scale of investment in AI foundations, with hardware being literally reshaped to meet computational demand.From Copper to Glass: There is a major shift toward co-packaged optics and networking. Corning and Nvidia have partnered to build optical glass fibers designed to replace traditional copper in AI rack systems for faster data transfer and lower energy consumption.Vertical Integration: Companies are racing to secure their own compute. Anthropic is projecting massive growth this year and has forged a deal with SpaceX to leverage 300 megawatts of capacity from its Colossus…
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