Mention Trend — Last 20 Issues

Live Stories (62)

Foundational Industries Raises $25M Seed to Build AI-Native Factories Starting With Data-Center Racks

fortune.com · 2026-07-30 · Score: 16

Index Ventures Closes $2B Across Seed, Venture and Growth Funds, Backed by Wiz Payout

techcrunch.com · 2026-07-31 · Score: 16

Ed Zitron Essay: Whole AI Sector's ~$110B TTM Revenue Trails OpenAI's March 2026 Raise by $12B

wheresyoured.at · 2026-07-31 · Score: 18

Antora Energy Closes $550M Series C at $2.47B for Thermal Batteries to Power AI Data Centers

bloomberg.com · 2026-07-30 · Score: 21

SpaceX Says It Won't Remove xAI's 69 Unpermitted Memphis Gas Turbines Until July 2027

techcrunch.com · 2026-07-31 · Score: 20

Lam Research Jumps 18% for Best Day Since 1999 on AI-Driven Beat, Micron and Sandisk Also Surge

cnbc.com · 2026-07-30 · Score: 17

SCMP: US Regulatory Delays and Data Center Backlash Risk Ceding AI Infrastructure Lead to China

scmp.com · 2026-07-31 · Score: 19

FT: Google, Amazon, Microsoft and Meta Spent $1.1T Capex From 2023 to June 2026, Plan $745B in 2026

ft.com · 2026-07-30 · Score: 22

Tim Cook Warns of 'Hundred-Year Flood' in Memory Pricing as Apple Q4 Guide of 9-11% Trails Estimates

fortune.com · 2026-07-30 · Score: 26

DeepSeek Plots 1 GW Inner Mongolia AI Data Center in Ulanqab, Targets Partial Startup by Early 2028

bloomberg.com · 2026-07-30 · Score: 23

DataBahn Raises $40M Series B Led by Insight to Scale Its Agentic Enterprise-Data Control Plane

siliconangle.com · 2026-07-30 · Score: 18

WSJ: Bank Group in Talks for ~$15B Bridge Loan to Nexus for Anthropic's Texas AI Data Center

wsj.com · 2026-07-30 · Score: 23

Wiz Says Now-Patched Azure Cosmos DB Flaw Could Have Let a Remote Attacker Compromise Any Customer

reuters.com · 2026-07-30 · Score: 23

Israel's Xsight Labs Closes $300M at $2.8B, Led by Fidelity, for AI-Data-Center Networking Silicon

theinformation.com · 2026-07-30 · Score: 22

K2 Space Raises $500M Series D at $6.8B Led by Iconiq, Pitches Space-Based Data Centers

bloomberg.com · 2026-07-30 · Score: 21

Google- and Eni-Backed Commonwealth Fusion Systems Raises Another $1B, Total to $4B for SPARC and Virginia ARC Plant

prnewswire.com · 2026-07-30 · Score: 24

Meta Discloses $279B in Future AI Data-Center Leases, Up 53% in One Quarter

bloomberg.com · 2026-07-30 · Score: 23

LinkedIn to Hold GPU, Compute and Storage Capacity Flat in FY 2027 After Doubling GPU Efficiency

wired.com · 2026-07-30 · Score: 22

ALERT Dwarkesh Essay Argues AI Compute Could Get 10-15x More Expensive as Monetization Outpaces Supply

dwarkesh.com · 2026-07-29 · Score: 28

Bloomberg: China's AI Boomtowns Race Ahead of Rest of Economy, Little of Windfall Reaches Households

bloomberg.com · 2026-07-30 · Score: 22

Qualcomm Closes Modular Acquisition, Names Chris Lattner EVP of Advanced AI Software

hpcwire.com · 2026-07-29 · Score: 22

Samsung Q2 Operating Profit Jumps ~1,800% to ~$61B on AI Memory Boom, Revenue Up 130% to ~$118B

cnbc.com · 2026-07-30 · Score: 22

ALERT Microsoft Azure Grows 43% and Crosses $100B in FY26 as Copilot Passes 30M Paid Seats

microsoft.com · 2026-07-29 · Score: 32

Eliyan Hits Unicorn Status With $145M Series C for Electro-Optical Chiplet Interconnects

siliconangle.com · 2026-07-29 · Score: 23

ALERT Brookfield and NextEra Plan $100B Paducah AI Campus on Former DOE Uranium Site, 1.2 GW Compute by 2032

datacenterknowledge.com · 2026-07-29 · Score: 31

Bloomberg Features Kioxia as AI Boom Turns Cash-Strapped NAND Maker Into 30x Operating-Income Story

bloomberg.com · 2026-07-28 · Score: 20

NXP Q2 Revenue Up 19% to $3.5B With $1.5B Physical-AI Design Funnel; Data Center to Cross $500M in 2026

stocktitan.net · 2026-07-28 · Score: 17

SK Hynix Q2 Revenue Triples to 79.3T Won on HBM4 Mass Shipments, Misses Analyst Estimate

cnbc.com · 2026-07-29 · Score: 21

EPA Says Power Plants Serving Only AI Data Centers Can Sidestep Federal Pollution Laws

reuters.com · 2026-07-27 · Score: 23

FT: CDS on Oracle, SpaceX, Alphabet and Nvidia Hit Record Highs as AI-Debt Anxiety Broadens

ft.com · 2026-07-28 · Score: 21

Bloomberg: ESA Sentinel-2 Imagery Confirms Damage to Two AWS Bahrain Data Centers From Iran Strike

bloomberg.com · 2026-07-28 · Score: 22

ALERT Richard Socher's Recursive Superintelligence Signs $400M Multiyear AWS Compute Deal for Self-Improving AI

techcrunch.com · 2026-07-28 · Score: 28

Nvidia Named as Tenant of $19.6B Hut 8 Beacon Point Lease, Rising to $50B With Renewals, for 1 GW Texas Campus

ft.com · 2026-07-28 · Score: 23

Orange and Morrison Form €3B French Data Centre JV Targeting 400 MW for AI and Cloud

bloomberg.com · 2026-07-27 · Score: 22

ASML Slides 7% After Bloomberg Reports China's Shanghai Yuliangsheng Begins Mass Immersion-DUV Production

bloomberg.com · 2026-07-27 · Score: 23

Antares Raises $470M Led by Paradigm and Caffeinated to Deploy Microreactors on US Military Bases

bloomberg.com · 2026-07-27 · Score: 22

Nvidia's $750B AI Deal Push Revives Circular-Financing Fears, Sends Its CDS to a Record Spike

bloomberg.com · 2026-07-27 · Score: 22

ALERT Nvidia Takes Multibillion-Dollar Stake in Sutskever's Safe Superintelligence, Order-of-Magnitude Compute Boost

techcrunch.com · 2026-07-27 · Score: 35

NYT: Meta Used Secret Delaware LLC to Lock In $3.3B Louisiana Tax Break With No Public Input

nytimes.com · 2026-07-27 · Score: 20

Bloomberg: China Plans to Pull Forward $295B AI Datacenter Slice of Six Networks Buildout to 2028

bloomberg.com · 2026-07-26 · Score: 22

Nvidia in Talks to Guarantee $250B of Financing for OpenAI's 10 GW Ohio Data Center Lease

wsj.com · 2026-07-26 · Score: 23

Business Insider: Microsoft Prioritizing Its Own AI Over Azure Customers, Leasing GPU Capacity From Amazon and Google

businessinsider.com · 2026-07-26 · Score: 22

Fallen Virginia Power Line Trips 3.1 GW of AI Data Centers, Sends Voltage Spike From D.C. to Chicago

techcrunch.com · 2026-07-25 · Score: 27

CXMT Kicks Off Historic Shanghai IPO Debut at ~$85B Valuation After $9.8B Raise

bloomberg.com · 2026-07-26 · Score: 22

Samsung Signs $200B+ Broadcom Chip Pact Through 2030 for HBM4 Memory and Sub-2nm AI Foundry Work

bloomberg.com · 2026-07-24 · Score: 23

CXMT Expels Huawei-Linked SiCarrier Engineers From Its Hefei R&D Zone in Escalating Pricing Fight

reuters.com · 2026-07-24 · Score: 25

Verizon Signs $1B+ Google Dark-Fiber Deal to Wire AI Data Centers, Says 'Multiple Billions' More Coming

reuters.com · 2026-07-24 · Score: 27

Shanghai GPU Maker MetaX Confidentially Files for Hong Kong IPO Amid China's AI-Chip Race

scmp.com · 2026-07-24 · Score: 25

Alphabet 10-Q Discloses $811B in Contracted Future Spend, Up ~$500B in a Quarter, With $124B Anthropic Stake

bloomberg.com · 2026-07-23 · Score: 23

Tesla, Alphabet Slide as AI Capex Guidance Jumps to $25B and $195B–$205B, Alphabet FCF Turns Negative

cnbc.com · 2026-07-23 · Score: 23

Stripe in Talks to Buy AI Model Marketplace OpenRouter for Around $10B, Roughly 8x May Valuation

wsj.com · 2026-07-23 · Score: 23

Runway Ships Media Router That Auto-Picks Image, Video and Audio Models by Quality, Speed or Cost

techcrunch.com · 2026-07-23 · Score: 22

Etched Closes $300M Series C at $10.3B Led by Sequoia, Books ~$1B in Pre-Orders for Sohu Inference Chip

techcrunch.com · 2026-07-23 · Score: 26

SemiAnalysis Torches Meta Infrastructure Team's Rivos Deal, Says Suppliers Now Favor Amazon and Google

newsletter.semianalysis.com · 2026-07-22 · Score: 22

Tesla Posts First Cash-Burning Quarter Since 2024 as AI, Optimus and Robotaxi Capex Doubles to $5.8B

electrek.co · 2026-07-22 · Score: 27

Wistron Opens $700M D1 AI Factory in Fort Worth, First US Site to Mass-Produce Nvidia GB300 Grace Blackwell Superchips

cnbc.com · 2026-07-21 · Score: 23

ALERT Alphabet Q2 Earnings: Cloud Revenue Jumps 82% to $24.8B, Backlog Hits $514B, Gemini App Reaches 950M MAUs

9to5google.com · 2026-07-22 · Score: 35

Google and Nvidia Partner With Munich's Microagi to Supply Compute for Humanoid-Robot Training

semafor.com · 2026-07-21 · Score: 22

ALERT Travis Kalanick's Robotics Startup Atoms Raises $1.7B Led by a16z With Uber Participating

techcrunch.com · 2026-07-22 · Score: 30

ALERT Trump Admin Unveils $5B+ Genesis Mission for AI-Driven Science, DOE Awards 278 Projects Totaling $293M

whitehouse.gov · 2026-07-22 · Score: 32

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 (33)

#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 for Good: a phone that sees and hears for you — if you can pay

2026-05-21 · 2 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