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 more money than planned because expensive Nvidia chips forced up AI infrastructure costs.
Why it matters: Shows how chip scarcity inflates AI startup costs and reveals state involvement in China's AI ambitions.
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 CEO says AI shopping agents aren't ready to disrupt e-commerce yet.
Latest
CrowdStrike: China-linked hackers used AI tool ARTEX with a DeepSeek
Chinese hackers used AI tools to attack 200+ organizations in 11 days.
AWS will be a $1T business, Jassy says. But first, it will spend big.
AWS chasing $1T revenue target requires massive spending increases.
Murata Boosts MLCC Output Investment to Keep Pace With AI Demand
Murata spending $100M to make more capacitors for AI data centers.
TRM Labs attributes the Binance hack
North Korea allegedly hacked Binance for $6.36B across multiple blockchains in 20 minutes.
Small molecular twists may strengthen nature's magnetic compass
Scientists found molecular tweaks that could boost biological magnetic sensing abilities.
Binance pledges to cover all losses from a ~$6.3B hack, potentially
Binance lost $6.3B in a hack but says it'll cover all losses.
Envision's Zheng on China's AI Data Center Buildout
Envision plans global AI data centers powered by renewables in Latin America, Europe, and Africa.
Binance Hack 'Not End of World,' Says Crypto Pioneer
Binance hack is serious but survivable, says crypto veteran Bobby Lee.
Envision to Complete Massive Inner Mongolia Data Center
Chinese firm building 3GW data center in Inner Mongolia by 2028.