Archive

Anthropic locks a $10B compute deal with Volta, d-Matrix acquires Wallaroo, and a potential ban on Chinese data center components is in play.

OLIX raises a $312M Series B at a $3.3B valuation to build disaggregated, optically-linked inference silicon.

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.