Meta’s new AI chips will begin production in September
The company is taking a modular approach to designing these chips, anticipating that their needs will change as AI evolves rapidly by the time the chips are in production.
ai infrastructure
Solo GP Ashley Smith announces second $25M fund to back startups in AI, security and more
Vermilion Cliffs Ventures announced Wednesday the close of a $25 million Fund II.
Ashton Kutcher leaving Sound Ventures to launch new VC firm with Morgan Beller
Sound built its reputation on concentrated, high-conviction bets in category-leading AI labs, while Kutcher’s new fund appears to be chasing the layer underneath those companies — the infrastructure and energy that power them.
SpaceX, Anthropic, and OpenAI’s hot IPO summer
The IPO market is back, and it’s not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it’s a stress test for investors, for valuations, and for […]
Musk v. Altman is just getting started
Elon Musk spent the better part of three days on the witness stand this week in his lawsuit against OpenAI, and it’s already getting messy. Emails, texts, and his own tweets are surfacing in court, and there are plenty more witnesses to come. Musk’s argument against OpenAI? By converting the company to a for-profit model, Sam Altman betrayed the “nonprofit for the […]
Are we tokenmaxxing our way to nowhere?
The gap between AI insiders and everyone else is widening, and the spending, suspicion, and even new vocabulary are starting to show it. While OpenAI is busy buying up everything from finance apps to talk shows, a certain shoe company just rebranded as an AI infrastructure play, and Anthropic unveiled a model it says is too powerful to release publicly …but apparently not too […]
Google and Intel deepen AI infrastructure partnership
The two tech giants are looking to co-develop custom chips, at a time when demand for CPUs is high due to a growing global shortage.
India bids to attract over $200B in AI infrastructure investment by 2028
India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.
Amazon and Google are winning the AI capex race — but what’s the prize?
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!
Elon Musk is getting serious about orbital data centers
We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.