Archive

Naveen Rao joins the podcast!

Modal in talks $15B valuation while Baseten eyes $26B, and Firmus is lining up $10B for Nvidia chips.

California signs new data center legislation, Lambda secures nearly $1B in investment-grade debt, and Marvell gets a price boost.

AMD joins the $1T club, Astrus raises $12M, and Google funds investments at Vogtle.

Nscale files for a $2B U.S. IPO, Firmus is targeting an IPO at $50B and new memory research out of Georgia Tech.