Jensen Huang Loves His $40 Billion Customer
Jensen Huang praises Musk as Nvidia and SpaceX plan data centers in space, while SpaceX seeks $40 billion of debt to buy Nvidia chips.
Short reports on the people and companies shaping AI.
Jensen Huang praises Musk as Nvidia and SpaceX plan data centers in space, while SpaceX seeks $40 billion of debt to buy Nvidia chips.
Tian Keyu, the intern ByteDance fired for interfering with model training, raised $30 million at a $200 million valuation as former colleagues dispute his account.
ARK has sold Palantir into every rally since its 93% revenue jump and bought the dips: Cathie Wood loves it most when nobody else does.
Anthropic's revenue grew 45% to $16.8 billion, but slowing from 147% cut investors' IPO valuation talk by $500 billion, to around $1.5 trillion.
CoreWeave's co-founders sold $3.3 billion of stock before a 60% slide, and now CEO Michael Intrator says the market misunderstands the company.
The viral Bezos quote putting data centers' water before people came from a satire account; fact-checkers found no record he ever said it.
Cathie Wood shuns memory stocks as too cyclical, yet keeps buying Cerebras as it trades about 54% below ARK's IPO-day average price.
Meta's Muse Spark Open is the best US open model but ranks fourth behind Chinese rivals, while Meta keeps its strongest Muse Wonder models closed.
Perplexity open sourced SPACE, the microVM sandbox behind its Computer agent; nine frontier models failed to escape it, though its network rules needed patching.
Google shows Isomorphic Labs using Gemini 4 Argon to cut research reading to hours, but Isomorphic still has no date for its first human trial.