AIWall Street Journal5h ago — you're late
Situational Awareness invested $500M, including $400M this week, into
Sources: Situational Awareness invested $500M, including $400M this week, into Source Foundry, a startup that plans to develop new AI chip manufacturing tools
Investment marks the latest known private-company bet by Situational Awareness after quick sale of its stock portfolio.
AIThe Information · 2h ago
Nvidia agrees to invest $2B in Lancium, the power infrastructure
Nvidia has agreed to invest $2 billion into Lancium, the power infrastructure developer behind the OpenAI and Oracle AI campus in Texas …
AISemiAnalysis · 2h ago

Analysis: SpaceX is on track
Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits
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