Arm just stopped being Switzerland and the entire chip industry is pretending this is fine. Arm announced it will start selling its own chips, shifting from pure licensing to direct competition with its customers
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Jensen Huang just published his seventh blog post in a decade, and the timing tells you everything about what he's seeing in the buildout numbers.
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A Chinese AI company just told Beijing it has $92 million worth of chips the US banned from export, and its stock cratered 20% in a day.
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The picks-and-shovels play in AI infrastructure just locked in three years of revenue visibility. Lumentum Holdings, an Nvidia-backed optical components maker, reports accelerating demand from US hyperscalers with orders now filling their book through 2028
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The companies building AI infrastructure need armies of construction workers, and those workers need places to sleep.
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Meta just put $21 billion on the table for compute infrastructure it doesn't own, and that tells you everything about who's winning the agent economy. Meta and CoreWeave expanded their existing AI cloud deal to $21 billion, with both companies seeing stock gains on the announcement
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Amazon's CEO just told Nvidia it's about to lose the AI chip game the same way Intel lost CPUs. Andy Jassy's shareholder letter declares Amazon's Tranium chip business "on fire" and frames chip diversification as an inevitable industry shift, not a preference.
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OpenAI just hit pause on a massive UK GPU buildout, and the reason isn't technical capability, it's the basics: power bills and red tape. OpenAI shelved its Stargate UK project with Nvidia and Nscale that would have deployed thousands of GPUs for AI workloads across Britain
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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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