OpenAI promotes new head of compute business, CoreWeave up nearly 6% after tough early week, and a merger in cooling.
Oct 16, 2026
Modal raises $750M at a $15.75B valuation with a $1B run rate, and Salience Labs raises $125M for all-optical AI switches.
Oct 15, 2026
AMD putting credit behind Fermi site, SUNMMIO stacking memory on logic, and research on HBM's power profile.
Oct 14, 2026
Jascha Achterberg, CTO of Callosum, joins the podcast!
Oct 13, 2026
Microsoft unveils Maia 300, Applied Materials opens its $5B EPIC Center, Nvidia weighs buying Reflection AI, and Amazon is reported near a $7B Decart deal.
Oct 12, 2026