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39.4% of enterprises plan to evaluate AWS, Google, AMD or Intel chips versus 25.3% testing NVIDIA's Blackwell.
Daily
900,000 cores and 44GB of SRAM push 21 petabytes a second of bandwidth, no quantisation tricks required.
Convertible bonds give NVIDIA equity upside if MediaTek's AI chips succeed. Because there's no hedge quite like a piece of the competition.
Because all that liquidity for circular financing needs to come from somewhere.
Sony Music and Warner Chappell say Claude trained on thousands of copyrighted lyrics, after a $1.5B verdict.
DataOne's Vineland, NJ site is running 45 of 62 generators without air permits. Now, enforcement looms.
A reported $12.9bn bid for Hugging Face. NVIDIA systems 15% dearer the same week.
z.ai
+8
The chip giant is consolidating the open-source AI model ecosystem. But the deal isn't signed yet.
Nscale, not Azure or GCP, lands the largest disclosed AI lab compute deal on record at $45 billion.
A fully local AI agent on RTX GPUs, zero cloud costs, aimed straight at enterprise privacy budgets.
Digitimes traced the 74 servers from Taiwan into China, exposing how the export-control whitelist failed.
Training was ruled lawful - only the sourcing wasn't, and $200B in projected 2028 revenue stays intact.
No SKU breakdown, no warning. The first hike since the shortage broke, with buyers holding zero leverage.
The internal investigation traced GPUs slipping past US export controls, and led to staff dismissals.
Because the choice between GPUs and something else is a false choice.
CoreWeave
+6
KRW6 trillion ($4.5B) breaks ground in Onyang in September, the first major HBM plant built outside Taiwan.
OpenRouter's valuation jumped 5.8x in three months, per NYT sources, Stripe's biggest AI bet yet.
Stripped of speculative projects, load lands at 11 GW of real, signed demand, not a collapse.
The chip giant is backing SB Energy, SoftBank's utility arm, betting grid capacity beats silicon now.
3 billion cumulative downloads made it the largest open-source model distributor by volume, per Fortune.
Anthropic and Google already rent compute from the firm SpaceX just absorbed into its GPU rental arm.
OpenAI's Luna hit $0.20 per million tokens; Anthropic's Opus 5 launched at $5, half its predecessor's price.
But don't call it vendor financing.
Apollo
+27
Nevada, Mississippi, and Wisconsin all moving against hyperscalers at once. The grid is fighting back.
ERCOT's queue could hit 120GW of peak demand by 2030, but 80% of new projects have no power lined up.