Mention Trend — Last 20 Issues

Live Stories (70)

CNBC: Nvidia Is Matchmaking Between GPU-Owning Enterprises and Nordic Data Center Operators

cnbc.com · 2026-08-19 · Score: 22

Google Gets $12.2B Warrant to Buy 7% of Marvell in Custom AI Chip Supply Deal

bloomberg.com · 2026-08-19 · Score: 23

WSJ: Big Tech Turns to Community Investments and Open Houses to Blunt AI Data-Center Backlash

wsj.com · 2026-08-18 · Score: 19

CNBC: Nvidia's AI Moat Shifts From Chips to Capital as Quarterly Free Cash Flow Hits $48.5B

cnbc.com · 2026-08-18 · Score: 21

ALERT OpenAI Says Astra Inference and Frontier RL Training Now Carry 20% Security Monitoring Overhead

theregister.com · 2026-08-19 · Score: 31

Bloomberg: Temporal in Talks for ~$500M Round at $12B+ Valuation, More Than Doubling February Mark

bloomberg.com · 2026-08-19 · Score: 19

ALERT CISA Adds Ray AI Framework CVE to KEV, Sets 3-Day Federal Patch Deadline as ShadowRay 2.0 Mines Crypto

thehackernews.com · 2026-08-18 · Score: 31

Tom's Hardware: DDR5 Memory Prices Climb 500% in 12 Months as HBM Reallocation for AI Cannibalizes Commodity DRAM

tomshardware.com · 2026-08-18 · Score: 23

Baidu Q2 Revenue Slips 4% While GPU Cloud Jumps 283% YoY, AI Cloud Infra Segment Up 50%

prnewswire.com · 2026-08-18 · Score: 24

UK and Google Launch Operation Blue Skies, First State-Backed AI Trial to Cut Contrails Over Shanwick

blog.google · 2026-08-18 · Score: 25

GitHub Suffers Worldwide Outage Hitting Web, API, Actions, Copilot, Issues and Pull Requests

bleepingcomputer.com · 2026-08-17 · Score: 27

Nvidia Backstops Up to $105B for OpenAI's 10GW Ohio Data Center on SoftBank's SB Energy Campus

bloomberg.com · 2026-08-17 · Score: 23

FT: 60 Largest Planned US Data Centers Could Emit 101.5M Tons of CO2 a Year, ~7% of Power Sector

ft.com · 2026-08-17 · Score: 22

FT: Meta and BlackRock's $14B El Paso AI Data Center Lacks Total-Loss Insurance, Exposing Lenders

ft.com · 2026-08-17 · Score: 22

WSJ: Nine Big Tech Firms Carry $3T in AI-Related Off-Balance-Sheet Commitments, Dwarfing $600B Capex

wsj.com · 2026-08-17 · Score: 23

SemiAnalysis: PJM's 4-GW Modeling Error Cost Ratepayers ~$12B as AI Data-Center Demand Spikes

newsletter.semianalysis.com · 2026-08-16 · Score: 18

IEEE Spectrum: Agentic AI Makes CPU the New Bottleneck, AWS Orders Cycle Rationing as Intel Sells Out

spectrum.ieee.org · 2026-08-17 · Score: 22

WSJ: Caterpillar, Eaton and Ford Pivot to AI Data-Center Power Equipment as Demand Booms

wsj.com · 2026-08-17 · Score: 21

ALERT Stripe Finalizes $7B+ Deal to Acquire OpenRouter, the Cross-Vendor AI Model Gateway

techcrunch.com · 2026-08-16 · Score: 35

Bloomberg: AI 'Chipflation' Adds 0.4pp to UK Headline Inflation, Bank of England on Alert

bloomberg.com · 2026-08-15 · Score: 22

FT: Malaysia's Q2 GDP hits 6% as AI chipmaking and data-center construction pace growth

ft.com · 2026-08-15 · Score: 18

Bond Traders Fret Over $70B in Shadow AI Credit Backstops as Nvidia, Broadcom Guarantee Buildout

bloomberg.com · 2026-08-15 · Score: 22

The Information: Nvidia in Talks to Invest up to $3B in SoftBank's SB Energy, Backer of OpenAI's Ohio Campus

theinformation.com · 2026-08-15 · Score: 23

SMIC Weighs New Capacity as AI-Chip Orders Exceed Forecasts, Books Power-Management Demand Into 2027

scmp.com · 2026-08-14 · Score: 22

ITRC: US Data Breach Notices on Pace to Break 2025 Record as AI-Enabled Attacks Jump 56% YoY

cnbc.com · 2026-08-14 · Score: 20

Nvidia Downsizes OpenAI Data Center Backstop From $250B to Under $120B After Investor Pushback

wsj.com · 2026-08-14 · Score: 23

Super Micro Q4 Revenue Jumps 93% YoY to $11.1B, FY27 Guide Tops Rosiest Estimates

bloomberg.com · 2026-08-11 · Score: 21

CoreWeave Q2 Revenue Jumps 112% YoY to $2.58B, Backlog Hits $104B With 1.5 GW of Contracted Power

cnbc.com · 2026-08-11 · Score: 22

FT: UK-Backed Sovereign AI Lab Cosine Faces Talent and Compute Doubts as Lumen Sovereign Training Nears

ft.com · 2026-08-11 · Score: 19

Intel Upsizes Share Sale to $20B on $100B+ Investor Demand, Bloomberg Says

bloomberg.com · 2026-08-10 · Score: 22

OpenAI Hires Power-Trading Lead to Hedge Electricity Costs Across Its Data-Center Portfolio

bloomberg.com · 2026-08-10 · Score: 21

OpenAI Publishes Letter to Texas Gov. Abbott Backing State Data-Center Standards

openai.com · 2026-08-10 · Score: 21

Nvidia Joins Wall Street Consortium on $500B AI Infrastructure Financing Package

ft.com · 2026-08-10 · Score: 23

Apollo's Torsten Slok Says AI Boom's Profits Are Funded by Investors, Not Customers

fortune.com · 2026-08-10 · Score: 22

AI Cloud Provider Lambda Raises $917M Leveraged Loan to Fund $1.3B Nvidia GPU Lease

bloomberg.com · 2026-08-10 · Score: 23

Palmer Luckey's Erebor Bank in Advanced Talks to Raise $1.5B at $8B Valuation

ft.com · 2026-08-10 · Score: 21

Anthropic, Macquarie and GIC Form Theseus Infrastructure to Build AI Compute Sites

bloomberg.com · 2026-08-10 · Score: 23

Microsoft Targets September Reveal for Maia 300 Chip, in Talks With TSMC for 300K+ Units in 2027

theinformation.com · 2026-08-10 · Score: 23

Reuters: US Lenders Tighten Scrutiny of Data Center Financing as Community Opposition Mounts

reuters.com · 2026-08-10 · Score: 22

Intel Launches $15B Common Stock Offering, Citing AI Compute Demand and Purpose-Built Silicon Push

newsroom.intel.com · 2026-08-10 · Score: 27

Bloomberg: China Marshals $28T Capital Markets to Fund AI Race, Break From State-Subsidy Playbook

bloomberg.com · 2026-08-09 · Score: 21

The Information: US Data-Center Bans Top 500 as New York and Texas Join Local Pushback

theinformation.com · 2026-08-09 · Score: 22

Protesters bring guillotine to Salem, Oregon council meeting on $5.1B Verrus AI data center, developer flees under police escort

gizmodo.com · 2026-08-07 · Score: 19

Musk's xAI Joins Right-Wing Push to Kill Citizen Suits After NAACP Sues Memphis Gas Turbines

fortune.com · 2026-08-08 · Score: 22

Bloomberg: Data-Center Buildout Escapes Trump Protectionism as AI Fuels Surge in American Chip and Server Imports

bloomberg.com · 2026-08-08 · Score: 19

Amazon Confirms Backing 7.65 GW Pacifico Gas Plant in West Texas to Power New AI Data Center Campus

nytimes.com · 2026-08-08 · Score: 23

WSJ: Amazon Won Approval for $2B Gilroy Data Center via Staff-Level Signoff, No Public Vote

wsj.com · 2026-08-07 · Score: 23

China's July Exports Jump 23.9% YoY as AI Demand Drives Computer-Parts Shipments Up 45% YTD

bloomberg.com · 2026-08-07 · Score: 22

ALERT Cloudflare Ships Kitesurf, a Rust-WASM Headless Browser for Agents That Passes 215K WPTs and Uses Up to 7x Less Memory Than Chromium

blog.cloudflare.com · 2026-08-07 · Score: 28

Data-Center Operator Switch Files Confidentially for US IPO, Eyes ~$50B Valuation With Ben Horowitz Joining Board

bloomberg.com · 2026-08-07 · Score: 22

Situational Awareness Adds $400M to Source Foundry, an ASML Challenger Now Valued at $5B

wsj.com · 2026-08-08 · Score: 23

Nvidia to Invest Up to $3B in Lancium, Taking ~20% Stake in Stargate Power Developer at $10B EV

theinformation.com · 2026-08-07 · Score: 23

GitHub Actions and Pages Suffer Multi-Hour Outage, Copilot Coding Agent and Code Review Also Degraded

theregister.com · 2026-08-06 · Score: 18

Forbes: DDN Revenue to Double to $1B in 2026 as Blackstone-Backed Storage Firm Powers xAI, Nvidia AI Buildouts

forbes.com · 2026-08-06 · Score: 22

Alphabet Prices Up to $25B Bond Sale With $115B in Orders to Fund AI Capex

bloomberg.com · 2026-08-06 · Score: 23

Cloudflare Q2 Revenue Jumps 36% to $696M on AI-Agent Traffic, Raises Full-Year Guide

bloomberg.com · 2026-08-06 · Score: 22

Panthalassa in Talks to Raise $225M at ~$2B for Wave-Powered Ocean AI Data Centers, Doubling May Valuation

theinformation.com · 2026-08-06 · Score: 22

ALERT AMD Acquires Taalas, Toronto Startup That Etches AI Model Weights Directly Into Silicon

theregister.com · 2026-08-06 · Score: 33

Nscale Tells IPO Investors It Has $51B in Backlog Contracts and $100M+ Q2 Revenue, Targets September Listing

bloomberg.com · 2026-08-06 · Score: 23

Datadog Falls 18% After Largest AI Customer Signals Q3 Usage Cut Despite 36% Revenue Growth

wsj.com · 2026-08-06 · Score: 22

ALERT Ooredoo, Nvidia and Nokia Launch $800M+ Zankore Neocloud Targeting 1 GW in Indonesia

fortune.com · 2026-08-06 · Score: 29

Nvidia Tests Three Lower-Memory Rubin Ultra Variants to Ease HBM Supply Squeeze

theinformation.com · 2026-08-06 · Score: 23

ALERT SpaceX and Tesla Kick Off Terafab, $16.8B Grimes County Chip Fab Musk Calls Largest Building on Earth

techcrunch.com · 2026-08-06 · Score: 36

CNBC: Google Researchers Grow Frustrated as TPU Capacity Sold to Anthropic Squeezes Internal Projects

cnbc.com · 2026-08-05 · Score: 21

Hadrian Raises $1.37B Series D at ~$8B for AI-Driven Defense Manufacturing After $260M Series C

axios.com · 2026-08-06 · Score: 22

Sequoia Backs $10B AI Reindustrialization Push Under New Leaders Alfred Lin and Pat Grady

bloomberg.com · 2026-08-05 · Score: 27

NYT: Meta's El Paso AI Data Center to Run on 813 Gas-Burning Generators Amid Trump-Era Buildout

nytimes.com · 2026-08-05 · Score: 21

Sandisk Q4 revenue jumps 372% to $8.97B on AI storage boom, but stock drops on bubble fears

stocktitan.net · 2026-08-05 · Score: 23

Cornell and Mila Introduce Tapered Language Models: Cosine MLP Width Tapering Improves Perplexity Across Four Architectures at Zero Additional Compute

huggingface.co · 2026-06-23 · Score: 18

St. Louis Fed's Musalem Warns Relying on AI Productivity to Ease Inflation Would Be 'Risky' Given Inconclusive Evidence

bloomberg.com · 2026-05-28 · Score: 18

Newsletter Issues (34)

#521 The frontier just split into three markets

2026-08-12 · 1 mentions

#520 What a week: AI became everybody's decision

2026-08-09 · 1 mentions

#517 What Happens When AI Runs Out of Content to Steal?

2026-07-29 · 5 mentions

AI in Healthcare: Vermont just made the therapy bot a crime

2026-06-21 · 1 mentions

AI Geopolitics: Washington's AI kill switch broke the alliance

2026-06-21 · 1 mentions

Frontier Research: circuits got cheap as consciousness got loud

2026-06-21 · 2 mentions

Deep Learning: a 744B open model just lapped the labs

2026-06-21 · 1 mentions

#503 Washington just repriced frontier AI

2026-06-15 · 1 mentions

#500 $1.3 trillion vanished Friday. Bubble, or just profit-taking?

2026-06-07 · 1 mentions

#499 Microsoft proves it doesn't need OpenAI; Alphabet raises $85B

2026-06-04 · 4 mentions

AI Geopolitics: the autonomous-weapons budget outran the rulebook

2026-05-26 · 2 mentions

AI in Business: Anthropic at $900B as Meta funds AI by firing 8,000

2026-05-26 · 4 mentions

Deep Learning: 4-bit pretraining just matched FP8 at scale

2026-05-26 · 2 mentions

Generative AI: DeepSeek's 75% cut rewrites the cost math

2026-05-26 · 4 mentions

Robotics: Wayve's end-to-end driver lands in Jeeps and Rams

2026-05-26 · 1 mentions

Frontier Research: LLMs reach Nature as the field bets against them

2026-05-26 · 4 mentions

Machine Learning: a reasoning model just cracked Erdős

2026-05-26 · 3 mentions

World Models: Google Ships Omni, and the LLM Monopoly Cracks

2026-05-26 · 1 mentions

AI Geopolitics: America said yes to chips, China said no

2026-05-21 · 3 mentions

AI in Education: the Class of 2026 is booing the keynote

2026-05-21 · 3 mentions

Frontier Research: reasoning is leaving the token stream

2026-05-21 · 5 mentions

Machine Learning: nobody trained bigger, everyone shrank the cache

2026-05-21 · 3 mentions

World Models: Google's Genie now simulates real streets, not just dreams

2026-05-21 · 1 mentions

#493 Meta hired $145B in capex and fired 8,000 people

2026-05-19 · 8 mentions

Machine Learning: The dataset just became the alignment lever

2026-04-18 · 1 mentions

#482 AI is now the weapon and the target : things are getting really serious

2026-04-10 · 6 mentions

#481 Musk wants Altman fired, Anthropic passes OpenAI, Meta goes closed

2026-04-09 · 8 mentions

#480 Monday Edition : npm compromised by North Korea, Iran targets AI data centers, and nobody wants OpenAI stock

2026-04-06 · 10 mentions

#476 Weekly Intelligence Briefing: Tech, AI & Policy

2026-03-27 · 5 mentions

#457 Amazon's $50B AI infrastructure bet; xAI raises $15B

2025-12-03 · 4 mentions

#460 Agentic AI takes over as Gartner sees $2.5T spending

2026-01-20 · 1 mentions

#461 Nadella warns of AI bubble; Karp's labor thesis at Davos

2026-01-21 · 3 mentions

#462 Issue #462: Is AI spending crashing ? Where is the ROI?

2026-01-29 · 2 mentions

#466 Issue #466: Everything Elon & AI special edition

2026-02-19 · 4 mentions