The Threshold Report
← Front page

AI Investments

ETF movesThe AI stocks funds are adding, trimming, or dropping.

Open the tracker for the latest holdings.

Open
Position changesComing soon
AI EntanglementsComing soon

Security

Can AI do this yet?

Video

Produce a 60-second ad with consistent characters from a one-page brief

Sort of
RunwayGoogle VeoOpenAI SoraKling AILuma Dream MachineAdobe FireflyGoogle Veo 3.1Google VidsGoogle Veo 3.1 / FlowGemini Omni 1.1 Flash
Compute & Infra

A major new AI data-center campus comes online with dedicated power secured

See the board · 32 claims

Upcoming

Announced or reported, but not yet real or available.

Compute & InfraSep 3

Figure signs for up to 100,000 GPUs to train humanoids

Waiting on: Compute deployment - Figure and Nscale are targeting the second half of 2027 for the first Vera Rubin machines in Barstow, Texas.

Compute & InfraSep 4

Reports put Jane Street's Crusoe GPU deal at $13 billion

Waiting on: Service start - the reports describe a signed cloud-capacity agreement but give no date for Jane Street's GPU service to begin.

TextSep 3

OpenAI pledges $1 billion in cyber tools for small defenders

Waiting on: Pilot expansion - OpenAI says the MS-ISAC pilot starts with an initial group of defenders and that it intends to extend the model to partner countries in coming weeks.

VideoSep 3

Runway previews GWM Worlds 2, a steerable video-and-audio world

Waiting on: Public availability - Runway calls GWM Worlds 2 a research preview and asks interested users to get in touch.