Fidelity just gave institutional air cover to the wildest infrastructure bet in tech: training AI in orbit. Fidelity, a major SpaceX holder, sees viable economics for Musk's orbital data center concept, contingent on Starship reaching full operational capacity
Continue reading ›
Alibaba just announced a chip for agentic AI, and the real story isn't the silicon, it's who's no longer invited to the table. Alibaba launched a new chip targeting agentic AI and inference workloads, expanding its in-house semiconductor portfolio
Continue reading ›
Jensen Huang just said the quiet part loud: AGI is here, and nobody agrees what that even means. Nvidia CEO Jensen Huang told Lex Fridman "I think we've achieved AGI" in a podcast statement that immediately reignited the tech industry's most circular debate
Continue reading ›
Elon Musk is betting he can out-manufacture NVIDIA by vertically integrating chip production across Tesla, SpaceX, and xAI. Musk plans to manufacture custom chips for robotics, AI training, and SpaceX's orbital data centers, consolidating production across his empire
Continue reading ›
Gimlet Labs just raised $80M to make your AI model chip-agnostic, and if they pull it off, NVIDIA's moat just got a lot narrower. Gimlet Labs closed an $80M Series A to build software that runs AI inference across NVIDIA, AMD, Intel, ARM, Cerebras, and d-Matrix chips simultaneously
Continue reading ›
Musk just announced he's building his own chip fab in Texas because TSMC and Samsung aren't moving fast enough for his AI ambitions. Musk unveiled Terafab, an Austin chip factory meant to supply SpaceX, xAI (which just merged), and presumably Tesla's robot push
Continue reading ›
Tom Lee's Bitmine just bought $138 million in ETH while sitting on unrealized losses, the third week in a row they've increased buying as the market bleeds. Bitmine, the Ethereum treasury company run by Thomas Lee, bought $138 million in ETH despite mounting unrealized losses on its balance sheet
Continue reading ›
Bitcoin miners just got a billion-dollar vote of confidence from Wall Street, and it's not about bitcoin. JPMorgan and Morgan Stanley expanded Core Scientific's credit line to $1 billion, doubling down on the miner's pivot to AI infrastructure
Continue reading ›
Nvidia just turned its competitors into customers. Nvidia unveiled server racks that run rival AI chips, including its own networking tech to connect them. The move shifts Nvidia's business model from pure chip sales to infrastructure gatekeeping.
Continue reading ›
Elon Musk just announced he's building a chip fab in Austin, and if you think this is about chips, you're missing the point. Musk announced a "Terafab" plant in Austin, jointly run by Tesla and SpaceX, targeting chips for robotics, AI, and space-based data centers
Continue reading ›
SoftBank just bet $225 million that the next AI infrastructure play isn't about training models—it's about moving data faster between chips. Kandou AI raised $225 million from SoftBank, Maverick Silicon, and Synopsys for AI chip interconnect technology
Continue reading ›
BlackRock's Larry Fink just said the quiet part out loud: AI wealth is concentrating, and if you're not invested, you're falling behind. BlackRock CEO Larry Fink warns AI boom risks widening wealth gap unless more people own stakes in companies capturing the value
Continue reading ›
Korea's Upstage is buying 10,000 AMD AI chips, and the real story isn't the hardware—it's who's not selling them. Korean AI startup Upstage is negotiating with AMD to purchase 10,000 AI accelerators, aiming to build large-scale compute infrastructure domestically
Continue reading ›
Nvidia just fired up H200 production for China again, which means Beijing blinked first in the AI cold war. Nvidia is restarting H200 chip manufacturing for Chinese customers, CEO Jensen Huang confirmed at a Tuesday press conference, signaling Chinese government approval of purchase orders.
Continue reading ›
Xanadu is taking quantum computing public with a 2030 data center promise, betting investors are ready to fund the long road from lab curiosity to commercial infrastructure. Xanadu Quantum Technologies is preparing for a public listing, promising to build quantum-powered data centers by 2030
Continue reading ›
Hon Hai missed earnings but doubled down on AI server forecasts, and the gap between those two facts tells you everything about where we are in the infrastructure build-out.
Continue reading ›
Elon Musk just announced Tesla and SpaceX will co-build a chip fab in Austin, which matters less for what he said and more for what it signals about vertical integration in the agent economy.
Continue reading ›
Elon Musk says he's building a chip fab in Austin because the AI boom needs more chips, and apparently running six companies means you should also vertically integrate into one of the hardest manufacturing problems on earth.
Continue reading ›
Nvidia is about to show us where the AI money is really moving: from teaching models to running them at scale. Nvidia will unveil new AI inference chips at GTC next week, targeting the shift in enterprise spending from model training to deployment
Continue reading ›
Amazon just showed the world its $50 billion poker hand, and it's not about the models—it's about the silicon underneath them. Amazon opened its Trainium chip lab to press days after announcing a $50B investment in OpenAI, revealing the infrastructure play behind the partnership.
Continue reading ›