Anthropic just tripled its revenue run rate in three months and locked in custom silicon from Broadcom and Google, the strongest signal yet that foundation model companies are becoming infrastructure plays.
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Samsung just posted an eight-fold profit jump on AI memory chips while war burns in the Middle East, and nobody in the data center business blinked. Samsung Electronics posted an eight-fold quarterly profit surge, driven by memory chips for AI and data centers
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The picks-and-shovels play for AI just got half a billion dollars more real. Firmus Technologies raised $505 million led by Coatue, with Nvidia already on the cap table This is infrastructure capital chasing the AI compute buildout, not another foundation model company
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OpenAI just told investors it won't turn a profit until 2030, and the numbers explain why the entire AI infrastructure stack is about to get a multi-hundred-billion-dollar stress test.
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Supermicro's entire business model depends on Nvidia's goodwill, and a China smuggling scandal just put that relationship on very thin ice. Bernstein analysts warn that Nvidia cutting GPU supply to Supermicro would have a "devastating impact" on the hardware maker
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Former crypto miners are now worth $48 billion because they control something Big Tech desperately needs: power contracts. Eleven former crypto-mining firms have grown from $2.1 billion market cap in late 2022 to $48.5 billion today, a 23x jump in valuation driven by AI infrastructure demand.
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NVIDIA just posted a quarter that tells you everything about who's winning the agent economy before it even starts. NVIDIA delivered record quarterly results, signaling massive infrastructure spending on AI compute continues to accelerate
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Google's quantum chip didn't crack bitcoin, but 6.9 million bitcoin just got a countdown timer. Google's quantum computing paper claimed future quantum computers could break bitcoin cryptography in 9 minutes, sparking panic across crypto markets
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The quantum apocalypse for Bitcoin has a name now, and two new papers just put the community on notice. "Q-Day" is the theoretical moment when quantum computers become powerful enough to break Bitcoin's cryptographic signatures, potentially allowing unauthorized transactions
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China just proved it doesn't need NVIDIA anymore, and the West's chip export controls are officially obsolete. DeepSeek's V4 model will run on Huawei's Ascend 950PR chips, marking China's breakthrough in semiconductor self-sufficiency for AI training
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Microsoft is dropping $10 billion in Japan over four years, and it's not about being nice to an old ally. Microsoft announced a $10 billion, four-year investment plan for Japan, marking one of its largest regional AI commitments
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UBTech just put an [$18 million price tag](https://www.bloomberg.com/news/articles/2026-04-03/chinese-robot-pioneer-ubtech-offers-18-million-for-ai-scientist) on a single AI scientist, and that tells you everything about where the humanoid robot war is actually being fought.
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Congress just decided that if you're selling the machines that make chips to China, even from Amsterdam or Tokyo, Washington wants veto power.
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OpenAI just raised $122 billion at an $852 billion valuation, and the only thing bigger than those numbers is the question nobody's asking out loud: what happens when the money runs out?
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Trump just torched a two-day crypto rally by threatening Iran while the Strait of Hormuz stays closed and oil hits $106.
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While Washington debates AI policy, the real constraint isn't regulation—it's whether we can physically power the buildout. US policymakers are wrestling with AI infrastructure bottlenecks, particularly energy capacity limitations that are slowing data center expansion
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The Treasury just opened comment on a rulebook that could fragment the $300 billion stablecoin market across 50 states, or finally give it the regulatory clarity it's been begging for.
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Elgato just turned your Stream Deck into an API endpoint for AI agents. Elgato's Stream Deck 7.4 update adds Model Context Protocol (MCP) support, letting Claude, ChatGPT, and Nvidia G-Assist trigger your macros via chat or voice
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OpenAI just closed a [$122 billion funding round](https://www.coindesk.com/tech/2026/04/01/openai-raises-a-record-usd122-billion-at-as-revenue-crosses-usd2-billion-per-month), the largest private raise in history, while running at $24 billion annualized revenue.
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Sequoia Capital just brought Doug Leone back from the bench, and that tells you everything about what venture thinks is coming next. Doug Leone, a Sequoia investor since 1988, is now chairman and back in the deal game after stepping away in 2022
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