Europe just bet $830 million that the AI race won't be won by whoever has the most chips, but by whoever can finance them smartest. Mistral AI raised $830 million in debt for a data center outside Paris, its first debt financing
Continue reading ›
A Bitcoin miner just pivoted harder into AI infrastructure than most AI startups ever will. Bitdeer signed a deal to build Norway's largest AI data center, designed to house Nvidia's next-generation chips for training and inference workloads.
Continue reading ›
South Korea's Rebellions just raised $400 million at a $2.3 billion valuation for AI inference chips, and if you think this is just another Nvidia challenger story, you're missing the real pattern.
Continue reading ›
France just bet $830 million that Europe can build AI infrastructure that doesn't route through California. Mistral AI raised $830 million in debt financing to build Nvidia-powered data centers across Europe, the French AI company's first debt deal.
Continue reading ›
JPMorgan's Tech100 just gave us a preview of how fast AI coding agents will hollow out white-collar headcount. Jack Dorsey told JPMorgan's Tech100 conference he's using the AI coding agent Goose for "a few hours every morning" and now plans to cut nearly half his company's workforce
Continue reading ›
Jensen Huang called AGI while the best models on Earth can't crack what a human child solves in seconds. ARC-AGI-3 benchmark launched the same week Nvidia's CEO declared artificial general intelligence achieved. Google's Gemini scored 0.37%. OpenAI's GPT-5.4 managed 0.26%. Humans score 100%.
Continue reading ›
The AI boom is choking on its own success, and SK hynix just threw $14 billion at the problem. SK hynix is planning a US IPO that could raise $10-14 billion to build more high-bandwidth memory capacity for AI chips.
Continue reading ›
Arm just stopped being Switzerland in the chip wars. Meta and OpenAI committed to buying Arm's first AI server chip, marking Arm's pivot from IP licensor to hardware manufacturer The CPU is designed to handle AI workloads more efficiently than GPUs, targeting data center infrastructure
Continue reading ›
Cathie Wood is selling her own Bitcoin ETF while markets slide, and that tells you everything about what "conviction" means in a drawdown. Ark Invest dumped major positions in Meta, Nvidia, and its own ARKB Bitcoin ETF during a market-wide selloff across tech stocks and crypto.
Continue reading ›
An 82-year-old woman in Kentucky just turned down $26 million from an AI company that wanted her land for a data center. An AI infrastructure company offered $26 million to an 82-year-old Kentucky landowner for a data center site. She declined.
Continue reading ›
Retail investors just sold Nvidia for the first time in eight months, and it wasn't because of chips. Retail investors sold Nvidia stock Wednesday for the first time since July, breaking an uninterrupted buying streak through the company's rise to largest S&P 500 market cap
Continue reading ›
David Sacks just finished his 130-day sprint as Trump's crypto and AI czar, and instead of going home, he's now running a tech advisory council with Jensen Huang and Mark Zuckerberg.
Continue reading ›
Congress just weaponized the Super Micro indictment to harden the AI chip export wall. A House panel advanced legislation requiring Commerce to force chipmakers into stricter AI export controls after Super Micro's co-founder was indicted for allegedly smuggling Nvidia processors to China
Continue reading ›
Nvidia's crypto mining revenue disclosures from the 2017-2018 boom are coming back to haunt it in court. A California judge certified an investor class action against Nvidia over alleged misstatements about GPU sales to crypto miners during the 2017-2018 mining surge.
Continue reading ›
Anthropic just turned Claude into a direct OpenClaw competitor, and the download numbers suggest they're fighting over the same territory. Anthropic launched features for Claude that mirror OpenClaw's core capabilities: computer control, messaging app integration, task scheduling, and memory
Continue reading ›
The world's biggest energy conference is running two movie screens at once, and nobody knows which one to watch. CERAWeek in Houston is split between Iran war volatility rattling oil markets and AI power demand reshaping the grid, with executives struggling to price both risks simultaneously.
Continue reading ›
Blackstone is buying the infrastructure that powers the AI economy, and you should be paying attention to who controls the real estate your agents will live on.
Continue reading ›
The same CEOs who spent the last decade claiming AI needs regulation are now the ones writing the rules. Meta's Zuckerberg, Nvidia's Huang, Oracle's Ellison, and Google's Brin join Trump's revived President's Council of Advisors on Science and Technology, focused on AI policy
Continue reading ›
Vultr wants a billion dollars to prove that being early doesn't mean you win. Vultr, a 2014-vintage cloud provider backed by AMD, is raising at least $1 billion to compete in the AI compute arms race
Continue reading ›
Arm just stopped being the plumber and started building the house. Arm launched its first AI chip, with Meta and OpenAI signed as initial customers, marking a shift from licensing designs to selling silicon.
Continue reading ›