Amazon just turned its internal AI chip shop into a $20 billion business, and now it's thinking about selling to anyone who'll buy. Amazon's chip division is on track to generate over $20 billion annually, and CEO Andy Jassy says they're considering selling these chips to other companies
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SiFive just raised $400 million to challenge Nvidia and AMD in AI data centers with RISC-V chips, and the compute wars are about to get messy. SiFive raised $400 million led by Atreides Management to push RISC-V architecture into AI data centers
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Meta just bet $21 billion that renting compute beats owning it, and that changes the economics of the entire AI race. CoreWeave expanded its AI compute deal with Meta to $21 billion, up from $14.2 billion in September, a 48% increase in seven months
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Nvidia's stock is finally waking up, and if you're building anything in the agent economy, you should care about what happens next. Nvidia's stock is rallying after months of sideways drift, approaching a technical breakout that traders read as bullish
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SoftBank is tapping European bond markets for the first time to fund Son's AI moonshot, and the financing strategy tells you everything about who's winning the infrastructure race.
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Anthropic just built an AI so good at finding security holes that they won't let you use it.
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Anthropic just crossed $30 billion in run-rate revenue and immediately locked in more compute from Google and Broadcom, which tells you everything about where the AI economics are heading.
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OpenAI is now paying fellows in compute credits, not just cash, and the timing says everything you need to know about their PR strategy. OpenAI launched a safety fellowship offering $111,000 over five months plus roughly $15,000/month in compute credits.
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SpaceX is bypassing Wall Street's gatekeepers and offering 30% of its $2 trillion IPO directly to retail investors. SpaceX plans a June retail investor event ahead of what could be history's largest IPO, targeting a $2 trillion valuation and $75 billion raise
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Intel just bet its comeback on Elon Musk's plan to build a chip factory big enough to power a robot army and data centers in space. Intel is partnering with SpaceX, xAI, and Tesla to design and build Terafab, a massive AI chip fabrication facility in Austin, Texas
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Intel just bet its comeback on building chips for Musk's AI empire. Intel is joining Elon Musk's Terafab project, a chip manufacturing effort designed to supply Tesla, SpaceX, and xAI with custom semiconductors
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Eclipse just raised $1.3 billion to bet on companies building things you can touch, not just things you can prompt. Eclipse, the VC firm behind Cerebras, closed a $1.3 billion fund targeting AI infrastructure, manufacturing, robotics, and defense startups
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Anthropic just locked in hundreds of billions in chip capacity with Google and Broadcom while hitting $30 billion in annualized revenue, and the real story is what it signals about who controls the infrastructure layer of Web4.
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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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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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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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