Scale AI's 27-Year-Old CEO Just Made Camo the New Patagonia Vest
The Valley's newest power player showed up to work in a thrifted deer shirt and Crocs — and the internet mistook generational taste for personal branding.
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Nvidia's CEO Just Admitted AI Is Destroying the Climate
The man selling the shovels for the AI gold rush just said the quiet part loud: his product burns the planet now so it can maybe save it later. Nvidia CEO Jensen Huang told The Ezra Klein Show that AI will cause "enormous pain and suffering" before helping solve climate change
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Oracle Tells Investor It Can't Build Promised AI Data Centers
Oracle just showed its hand in the AI infrastructure poker game, and it's not holding aces. Oracle sent a force majeure notice to Blue Owl Capital on Project Jupiter, its flagship AI data center in New Mexico, giving them legal cover to delay payments if the facility misses its 2028 launch
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Trump Allies Target Anthropic CEO in Coordinated Attack Campaign
The company that spent two years positioning itself as the responsible AI alternative just became Washington's favorite punching bag.
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Nvidia Bankrolls Its Own Would-Be Rival's $35B Valuation
When your biggest supplier is also your life raft, you're not disrupting anything except maybe accounting standards. Nscale filed for a $35 billion IPO while burning cash and leaning on a $3 billion financing deal with Nvidia to stay solvent
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Nscale Bets $4B IPO on Two Customers Who Could Walk Tomorrow
When your top two customers are also the entire industry's best ticket to survival, you're either perfectly positioned or catastrophically exposed.
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BlackRock Bets $25B Your Pension on Data Centers Nobody's Heard Of
The money managing your retirement just bet $25 billion that AI compute will eat the Pacific Rim. BlackRock and Australian pension giant IFM Investors are in exclusive talks to acquire Stack Infrastructure's Asia Pacific data centers for approximately $25 billion
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SoftBank Pays Record Interest Rates to Fund AI Bet
Masa Son just paid the highest interest rates in SoftBank's history to borrow money for AI, and bond investors lined up anyway. SoftBank completed one of the largest junk-bond offerings ever, offering record-high yields to fund Masayoshi Son's AI investment push
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Nvidia's AI Infrastructure Rivals Raise Millions While Giants Fight Over Models
While everyone watches OpenAI and Anthropic fight over whose model is smarter, the real money is quietly flooding into the companies that help everyone else actually deploy AI without hiring a team of ML engineers.
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China Investigates Its Own AI Stars for Stealing Data From American Rival
China's brightest AI companies are under investigation for allegedly training their models on stolen conversations with a U.S. competitor, and the irony is thick enough to cut with a blade.
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Wall Street's Loudest AI Bull Just Raised $200M for Private Deals
Wall Street's loudest AI bull just put his money where his mouth is—and brought a $200 million megaphone with him. Dan Ives left Wedbush Securities to co-found Yorkville Ives & Co., a merchant bank built specifically for the AI era
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Andreessen Horowitz Spent $42M Building the College It Spent Decades Destroying
The firm that made billions betting against credentials is now building a credential factory of its own. Andreessen Horowitz raised $42 million for the Horowitz Andreessen Academy, a for-profit alternative to college that trains AI engineers straight out of high school
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ByteDance Drives $35B Nscale IPO While Dodging Nvidia Sanctions
Sources Fortune Tech
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Most Founders Will Miss the Sessions That Could Save Their Companies
Conference panels about AI safety are usually where good ideas go to die in committee-speak, but when Anthropic and NVIDIA show up to the same stage, someone's worried about something specific.
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Shipping Billionaire Drops $20B on Nvidia's AI Infrastructure Play
Old money just validated the AI infrastructure thesis with the kind of capital allocation that makes Sand Hill Road look fidgety. Maria Angelicoussis, Greece's wealthiest shipping magnate, made substantial gains betting on Nvidia after her family office pivoted from private markets
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Nvidia-Backed Startup Raises $10B Before Letting Public In
Australia's about to have its first AI infrastructure IPO, and it's raising $10 billion in debt before anyone can buy shares.
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California's Billionaire Tax Loses Support Despite $8 Billion Campaign Push
When even a tech billionaire willing to write an $8 billion check can't save your tax policy, you've got deeper problems than polling. Support for California's Proposition 40 billionaire tax is declining in the latest PPIC poll, threatening funding for state programs despite high-profile backing
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Nvidia's AI Cloud Star Just Erased ByteDance Before $35B IPO
The company building Nvidia's AI infrastructure just erased its biggest customer from the investor deck. Nscale, Nvidia-backed AI cloud provider, buried mentions of ByteDance — its largest customer in 2024 — in materials for its $35bn IPO
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Stanford Turned Research Papers Into AI Agents You Can Actually Use
The academic paper might finally stop being a trophy on a shelf and become something you can actually use. Stanford researchers built Paper2Agent, an open-source framework that converts research papers into interactive AI agents that don't just explain methods but actually run them on your data.
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Silicon Valley's Richest Just Bet $42M Against Computer Science Degrees
The most powerful AI companies just put $42 million behind a school that teaches everything except computer science. The Horowitz Andreessen Academy launches in San Francisco with $42M from a16z, OpenAI, Anthropic, and Nvidia to prepare students for the AI economy
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