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Nvidia agrees to invest $2B in Lancium, the power infrastructure
Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds
Nvidia has agreed to invest $2 billion into Lancium, the power infrastructure developer behind the OpenAI and Oracle AI campus in Texas …
AISemiAnalysis · 3h 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
AI9to5Mac · 4h ago

Anthropic announces a feature that allows different Claude Code sessions
Users running the latest version of Claude Code on macOS and Linux can now have their sessions message each other to share findings, ask questions, and coordinate work.
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