DeepSeek doubled its latest round's size due
Sources: DeepSeek doubled its latest round's size due to surging black market Nvidia Blackwell chip prices, with Chinese state-owned investors representing 27%
TL;DRDeepSeek raised $16B partly because expensive Nvidia chips made AI development costlier than expected.
Why it matters: Shows China's AI ambitions require massive capital despite US export restrictions, reshaping global AI competition.
S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan
TL;DRAnthropic relies on Taiwan-made chips and warns geopolitical tensions could disrupt supply.

On Amazon's earnings call, Andy Jassy says outside AI shopping agents
TL;DRAmazon's CEO says rival AI shopping agents aren't ready to threaten Amazon's business yet.
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NYSE owner ICE plans US-regulated Hyperliquid-based perpetual markets
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Big Tech’s $750 Billion AI Bet Collides With Slowing Core Growth
Tech giants are spending $750B on AI while their main revenue sources slow down.
Odd Lots: What Wall Street Really Thinks About the AI Trade Now
Wall Street is getting skeptical about AI stocks despite recent wins from Anthropic and Microsoft.