Archive

The Situational Awareness fallout, Modular acquisition is complete, and DeepSeek builds in Mongolia.

TBC joins the podcast. Plus, Eliyan hits unicorn status with a $145M Series C, Nscale acquires Anyscale, and ChipAgents raises $60M more.

AMD locks up 2.5GW of Core Scientific data center capacity and Rebellions ramps its Rebel100 systems.

NVIDIA puts $5B into Ilya Sutskever's Safe Superintelligence, Hiveware raises $24M Series A for verification, and the market reacts to CMXT.

Nvidia is in talks to backstop $250B in financing for OpenAI's Ohio data-center campus, CMXT goes public, and Kimi K3 goes live.