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Independent directors oversee it with outside counsel, and Huang has committed to cooperating.
Daily
Police reportedly detained 150 to 200 in Amsterdam. The campaign ran in 16 countries over two days.
Crusoe raised $3.9B and sold Google its Wyoming site, while Ramp data shows AI token spend grew 1.5% across two months.
The amended S-1 shows a $567m operating loss in the September quarter and $895.4bn of compute commitments.
TeraWulf
+29
Nvidia fell 9%, CoreWeave 12% and Nebius 15% as AI infrastructure stocks sold off.
Five sources say staff flagged lax security before ChatGPT launched, and most code sat in one monorepo.
PJM utilities cut large-load forecasts by 6.5 GW; Charles River still sees a roughly 11.5 GW shortfall by 2030.
Over 12GW under service agreements, Mitsubishi's $1.4B PCI deal, and five China Mobile bids within 0.9%.
Open-source Super-agent watches group chats; DeepSeek has raised about $15B ahead of its IPO.
$44.6B for Anthropic's first 460MW building, and Nvidia would take the facility if Nscale defaulted.
$146B of revenue, a fourth straight record quarter, and SK Hynix's record profit a day earlier.
Anthropic's public S-1 shows a $974m quarterly operating profit, earned while most of its compute is still on order.
Apollo
+23
Gas spend rises to $20B from $13B, transmission to $37B from $33B, and SoftBank will pay for the Piketon line.
Broadcom rose 4% and CoreWeave 7.9%, leaving the S&P 500 within 1.2% of its record.
Fangcun AI's figure fell to 2% when the model was told to allow shutdown.
In July it announced a more than $1 billion agreement with Google to connect data centres using dark fibre.
Half of the 2200 people polled by Resolve name power use as their biggest concern.
CoreWeave, Nebius and IREN shares are down at least 30% this month, and CoreWeave's CDS spread has passed 11%.
Shares fell more than 40% on Wednesday after community opposition delayed power lines to its M3 data centre.
Anthropic's draft prospectus shows $16.3bn of revenue and $450bn of cloud contracts it cannot cancel.
DeepSeek
+30
Amazon, Google, Meta and Microsoft project more than $600 billion in capital spending this year
The CEO's memo says notifications begin in November. It did not say how many jobs are affected.
The full GTC Berlin keynote breakdown. Every announcement, every number, checked against the release. No PR.
Nvidia
The Homeland Security order covers DeepSeek products and third party tools built using it.
The first $45 billion deal was announced in August. Nscale is also seeking an IPO at a $30 billion valuation.
