Nvidia is in talks to provide Nscale with billions of dollars in credit
Sources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use
TL;DRNvidia may guarantee billions in loans for Nscale to build a data center Anthropic will use.
Why it matters: Shows how chip makers are directly financing AI infrastructure to secure long-term customer lock-in.

On Amazon's earnings call, Andy Jassy says shopping agents like Meta's
TL;DRAmazon's CEO says rival AI shopping agents aren't good enough to threaten Amazon yet.

AWS will be a $1T business, Jassy says. But first, it will spend big.
TL;DRAWS chasing $1T revenue requires massive spending on AI infrastructure.
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