Memory Chip Spending Could Eclipse Nvidia's GPU Bonanza
While everyone's tracking Nvidia's GPU goldmine, the quiet fortunes being minted in memory chips reveal which companies actually understand the AI infrastructure game.
Continue reading ›Nvidia
posts
THE WIRE:
All
AI Agent EconomyAgents
Real World AssetsRWA
Human ImperativeHumans
The SignalSignal
Wire WeeklyWeekly
IntelIntel
Softbank CEO to Musk: Forget Space, Winner Takes Earth First
The race to train superintelligence just became a battle over altitude. Masayoshi Son is betting $19 billion on Earth-based AI infrastructure through Stargate, rejecting Musk's orbital data center concept as a distraction from immediate buildout needs
Continue reading ›
DeepSeek Just Got the Budget to Stop Being the Underdog
The scrappy Chinese AI lab that rattled Silicon Valley with cost-efficient models just got the budget to stop being scrappy. DeepSeek plans to double headcount across all departments following a major fundraising round, positioning itself against OpenAI and Anthropic
Continue reading ›
OpenAI Built Its Own AI Chip to Break Nvidia's Grip
OpenAI just picked its lane in the chip wars, and it's not the one everyone expected. OpenAI launched Jalapeño, its first custom AI chip built with Broadcom, an ASIC designed specifically for inference (running queries, not training models)
Continue reading ›
Anthropic Files for $965B IPO as Public Fear Peaks
The distance between a $965 billion valuation and public trust has never been wider. Anthropic filed confidentially for an IPO at a $965 billion valuation, making it one of the fastest-growing startups in history while public sentiment on AI hits new lows
Continue reading ›
SpaceX's $75B IPO Just Made Musk a Trillionaire Without Touching Tesla
Elon Musk just became the world's first trillionaire without selling a single Tesla share. SpaceX raised $75 billion in the largest IPO in history, pricing 555.6 million shares at $135 each and catapulting the company into the top tier of public companies.
Continue reading ›
Nvidia's New Chip Runs 20x More AI Agents Per Watt
The agent economy just got 20 times cheaper to run, and nobody's talking about what happens when you can deploy a small city's worth of AI workers for the power budget of a suburban cul-de-sac.
Continue reading ›
The $200B Question: AI Giants Race to IPO Before Anyone Knows What They're Worth
The market is about to price the future of intelligence for the first time, and nobody knows what number to write down. Three of the six MANGOS companies—Anthropic, OpenAI, and SpaceX—are heading to public markets this summer, replacing FAANG as the new market-moving acronym
Continue reading ›
SpaceX IPO Fuels First Trillion-Dollar Net Worth Bet on Orbital AI
The first person to hit a trillion dollars in net worth did it by selling investors on the idea that AI needs to live in orbit. SpaceX went public Friday in what's being called the largest IPO ever, with options trading starting Tuesday, likely making Elon Musk the first trillionaire.
Continue reading ›
SpaceX's $1.77 Trillion IPO Is Designed to Crush Retail Investors
Elon Musk is about to let regular people buy shares in the company that makes reusable rockets, and the entire structure of this deal is designed to ensure they get crushed.
Continue reading ›
Nvidia Backs Startup Building the Standard Test for Robot Hands
The race to build humanoid robots just got its first shared yardstick for the hardest problem in robotics: making machines pick things up without breaking them.
Continue reading ›
SpaceX Shadow Market Explodes 35% as Wall Street Circles
Private markets just gave us a preview of what happens when the world's most capital-efficient space company meets public market FOMO. Shadow markets are pricing SpaceX shares 35%+ above their last private valuation, signaling massive demand ahead of a potential public debut
Continue reading ›
Nvidia's RTX Spark Puts Supercomputer Power in Every Laptop
Nvidia just turned your laptop into a data center and your factory floor into an AI laboratory. Nvidia unveiled the RTX Spark superchip at GTC Taipei, designed to run advanced AI models locally on personal computers without cloud dependency
Continue reading ›
CoreWeave Burns $23B Valuation Into Euro Junk Bonds to Feed AI Chip Addiction
The AI infrastructure arms race just found a new credit card, and it's denominated in euros. CoreWeave, the GPU-cloud provider valued at $23B, is issuing its first euro-denominated junk bond to fund AI data center expansion
Continue reading ›
Nvidia Bets on Failed Grocery Founders to Fix AI's Math Problem
Two founders who failed at groceries are now backed by Nvidia to reinvent how humans collaborate with math — the kind of unsexy infrastructure play that actually matters when AI needs to do more than generate text.
Continue reading ›
Sam Altman Flies to Samsung as OpenAI's Chip Dependency Deepens
While everyone's watching the IPO clock, Altman's real play is Samsung's chip pipeline — and what that says about who controls the rails of the agent economy.
Continue reading ›
OpenAI and Nvidia Pay Trump's $100K Visa Tax Without Hesitation
The AI arms race just got a price tag: $100,000 per overseas hire, and the leaders building the future didn't blink. OpenAI, Anthropic, and Nvidia all filed more H-1B visa applications in Q2 2026 than a year earlier, even as other tech giants with larger workforces cut back.
Continue reading ›
Nvidia's Boom Will End Like Bitcoin Miners in 2013
The same investors who chased Bitcoin miners in 2013 are about to make the same mistake with AI stocks. Peter Tuchman warns the GPU boom mirrors early Bitcoin mining — follow the supply chain, not the hype
Continue reading ›
Tether Leads $1.4B Bet That Robots Need Their Own Money
When a stablecoin issuer leads a robotics deal bigger than most Series D rounds, the robots aren't just learning to walk—they're learning to transact. Tether led a $1.4 billion Series C for German humanoid robotics firm NEURA, with Nvidia and Amazon joining, valuing the company at roughly $7 billion
Continue reading ›
DDN Raises New Round as AI's Biggest Data Bottleneck Worsens
The picks-and-shovels play for AI infrastructure is heating up, and the company moving the actual data behind those trillion-parameter models is loading up for expansion. DDN, a data infrastructure provider partnered with Nvidia and serving Google and Salesforce, plans to raise funding by year-end
Continue reading ›