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 Nvidia chips got expensive on gray markets.
Why it matters: Chinese AI competitiveness now depends on workaround supply chains, reshaping global chip geopolitics.
S-1: Anthropic says it heavily depends on TSMC chips made in Taiwan
TL;DRAnthropic relies on Taiwan-made chips and warns of geopolitical supply chain risks.

On Amazon's earnings call, Andy Jassy says outside AI shopping agents
TL;DRAmazon's CEO says rival AI shopping agents aren't yet a real threat to Amazon's business.
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AWS will be a $1T business, Jassy says. But first, it will spend big.
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Envision's Zheng on China's AI Data Center Buildout
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Binance Hack 'Not End of World,' Says Crypto Pioneer
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Envision to Complete Massive Inner Mongolia Data Center
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Exclusive: Cybersecurity Startup Cyera Discusses $20 Billion Valuation
Five-year-old cybersecurity firm Cyera in talks to raise funding at $20 billion valuation.
PC chip plunge wipes out a quarter of Intel’s value
Intel's stock crashed 25% despite CEO's optimism about future datacenter demand.
Indian AI infrastructure company AM Intelligence seeks
Indian AI firm AM Intelligence seeks $3B to buy Nvidia's Vera Rubin Observatory systems.
NYSE owner ICE plans US-regulated Hyperliquid-based perpetual markets
NYSE owner ICE is building regulated crypto futures markets using Hyperliquid technology.