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9.3%. No press release. Locked up until September.
Tata
+26
From sanctions talk to the heart of Redmond's inference pipeline.
Daily
Up from $9B in a single year. Growth now outpacing the entire internet, mobile, and cloud eras combined.
Frozen v2 promises 6-10x efficiency. But the real story is what it means for NVIDIA's grip on compute.
Sign-ups froze within two days as compute hit its ceiling.
Chinese labs are having a moment. Again.
A billing system glitch generated phantom charges. The company is now scrambling to calm worried customers.
First major debt deal collateralised by inference silicon. What happens when the collateral becomes obsolete?
The frontier model race is opening up
Apollo
TeraWulf's Kentucky smelter becomes the AI lab's private grid.
17 committed projects over 900MW, up from three in 2023. The grid, not GPUs, is what's stalling them.
$27B from Meta, $19.4B from Microsoft, and Reflection's new $1B.
Two updates. One only if you opt in.
+1
And for good reason.
Together AI
+33
Built to compete. Now for rent.
+29
And the model they plan to train doesn't exist yet.
OpenAI
+12
Two federal statutes. One set aside. One enforced.
z.ai
The largest IPO in history just priced one of the largest AI compute landlords on earth
+10
Cheaper money, faster hardware access, bigger cheques, and a $15.5B bet on fusion: to the (current) winners go the spoils.
Megaport
+18
New funding and a new model. On the same day. Dario spoils us.
+16
Subsea cables were built as public goods. Four American companies turned them into private infrastructure.
NVIDIA still owns training. This week the market priced the bet against it owning anything else.
+11
The biggest GPU cluster on earth could not produce a competitive model. Maybe GPUs aren't all you need?
Digital Ocean
+9
Distillation is apparently theft when China does it to American models and a $60 billion acquisition target when an American company does it to Chinese ones.
DeepSeek
OpenAI closes another Stargate. Sustainable footwear provider becomes neocloud. Totally normal week.
