Tendance des mentions — 20 derniers numéros

Actus en direct (73)

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

ALERTE 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

ALERTE 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

ALERTE 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

ALERTE 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

Anthropic Confirms In-House Silicon Team Designing Custom Chips for Claude With 'Multi-Chip Approach'

businessinsider.com · 2026-08-04 · Score : 23

ALERTE Cloudflare launches Wallets and permanent web IDs so AI agents can pay for APIs and content in stablecoins

fortune.com · 2026-08-04 · Score : 28

Oxide Computer Files SEC Form D for $445M Round, More Than Double Its December Series C

sec.gov · 2026-08-04 · Score : 18

Samsung Unveils zHBM Stacked on GPUs and V10 BV-NAND at FMS 2026 to Chase AI Memory Lead

bloomberg.com · 2026-08-04 · Score : 23

SpaceX First Earnings: Q2 Capex $18.4B With $15.8B Poured Into xAI Colossus II Buildout

axios.com · 2026-08-04 · Score : 23

ALERTE AMD Q2 Revenue Jumps 50% to $11.5B as Data Center Doubles to $6.7B on AI Demand

amd.com · 2026-08-04 · Score : 28

eBPF Runtime Security Startup Oligo Raises $60M Series C, Doubles Valuation on AWS AI Deal

siliconangle.com · 2026-08-04 · Score : 22

Futurism: US Police Arrested 37+ Data-Center Protesters in 2026, Farmers and Teachers Among Them

futurism.com · 2026-08-03 · Score : 18

FCC Drafts Ban on New Chinese Data-Center Optical Transceivers, Targeting Zhongji Innolight

reuters.com · 2026-08-04 · Score : 23

FT: Google Builds $200B Anthropic Finance Machine, $150B+ Tied to TPUs, Broadcom, Apollo and Blackstone

ft.com · 2026-08-04 · Score : 23

HP, Asus and Acer Start Loading CXMT DRAM Into Non-US Laptops Amid AI-Driven Memory Shortage

asia.nikkei.com · 2026-08-04 · Score : 22

Citadel Securities forecasts $500B+ AI-chip debt binge, calling it a new IG credit sector

bloomberg.com · 2026-08-03 · Score : 22

d-Matrix Buys Wallaroo.ai to Bolt MLOps Onto Corsair Inference Chip Stack

prnewswire.com · 2026-08-03 · Score : 21

Amazon Becomes Fifth $3T Company as AWS Hits $169B Run Rate on AI Cloud Demand

bloomberg.com · 2026-08-03 · Score : 22

Mariana Minerals Raises $310M Series B Led by Khosla for AI-Era Copper and Lithium Mines

fortune.com · 2026-08-03 · Score : 18

Sequoia Leads $1B Series B in Nuclear Startup Valar Atomics at $6B, Powering Nvidia AI Data Center

thenextweb.com · 2026-08-03 · Score : 26

FT: London AI Data Center Boom Straining Housing, Power and Water in Europe's Biggest Hub

ft.com · 2026-08-02 · Score : 21

Nikkei: Central Asia's AI Data-Center Race Opens With Uzbekistan TAS-1 and Kazakhstan Nvidia Buildouts

asia.nikkei.com · 2026-08-03 · Score : 16

The Information: Four US States Roll Back Data-Center Tax Breaks; Nine More Weighing Repeal Could Add 7% to Equipment Costs

theinformation.com · 2026-08-02 · Score : 21

Mexico Becomes #2 Server Supplier to US at $46.9B YTD, Behind Taiwan's $53.5B, on AI Data-Center Demand

ft.com · 2026-08-02 · Score : 18

Bloomberg: CoreWeave, Proofpoint Among Four Borrowers Sweetening Loan Terms as AI-Debt Fatigue Sets In

bloomberg.com · 2026-08-01 · Score : 19

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

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

Numéros de la newsletter (33)

#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