AI cloud computing provider Lambda raised ~$1B of private short-dated
Sources: AI cloud computing provider Lambda raised ~$1B of private short-dated debt to finance the purchase of Nvidia GPUs, which will be leased by Microsoft
TL;DRLambda borrowed $1B to buy Nvidia GPUs that Microsoft will lease.
Why it matters: Shows how AI infrastructure is financed and reveals Microsoft's GPU sourcing strategy amid shortage.

Apple TV and Apple One Subscription Prices Increase By Up
TL;DRApple TV+ monthly price rises to $14.99; annual plan to $119.

Unlike internet's one-dimensional, flat-fee growth, AI grows across two
TL;DRAI revenue grows faster than the internet did because of dual expansion in users and usage intensity.
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