2026-10-28

• TechCrunch: no venture firm holds 5% of Anthropic, while Amazon's convertible notes and preferred stock put it first among the listing's beneficiaries Anthropic IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-27

• Nvidia joins a $14 million Series B in Indian inference-software startup Simplismart Nvidia as Lender Where is all the money going?
• Neocloud General Compute raises a $100 million Series A at an $800 million valuation CoreWeave Bet Where is all the money going?Who is buying inference, and how much money is coming in?
• Coverage of the S-1's governance: who sits on the trust, an employee-vote check on its picks, and when founder control ends Anthropic IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-26

• SpaceX discloses a binding commitment for roughly $40 billion of GPU lease financing from an Apollo-managed entity Musk Megacap Who are the big players, and what moves are they making?
• Anthropic's S-1 lists about $3.1 billion a month to SpaceX for Nvidia GPU capacity Colossus Who are the big players, and what moves are they making?Where is all the money going?
• Anthropic's S-1 discloses enterprise customer counts, cross-product use and net revenue retention The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Anthropic's S-1 names on-site natural gas and electricity access as constraints on its data centers Grid & Turbines Where is all the money going?
• Anthropic files its public S-1 under the ticker ANT; the filing states no raise size or valuation Anthropic IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Anthropic's S-1 sets out compute commitments to SpaceX, Microsoft, Google and Amazon and about $808 billion in minimum obligations Anthropic Rents the Buildout Who are the big players, and what moves are they making?Where is all the money going?Who is buying inference, and how much money is coming in?

2026-10-25

• Grok publishes the first seven minutes of its AI-generated "Odyssey" series Grok Who are the big players, and what moves are they making?

2026-10-23

• The Verge reports SpaceX and Tesla have formed special committees to discuss a merger; puts SpaceX's AI-infrastructure revenue line at $7 billion Musk Megacap Who are the big players, and what moves are they making?
• CNBC reports OpenAI working on up to $30 billion at a $1.25 trillion pre-money valuation, led by Coatue and UAE investors OpenAI IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Science study reports Microsoft's MAI-DxO diagnosing 83% of complex cases against 36% for generalist physicians Microsoft's Hedge Who are the big players, and what moves are they making?
• Uber puts about 30,000 staff on ChatGPT Work; OpenAI's Decisions API opens to all; 1Password and Axios on agents logging in; Meta turns Muse sharing back on The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• CNBC reports Anthropic seeking $1.5 trillion to $2 trillion for its public debut; The Verge cites the leaked S-1's $16.3 billion first-half revenue Anthropic IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-22

• Meta raises the low end of its 2026 capex range and says it will issue a new non-voting share class Meta Capex Who are the big players, and what moves are they making?Where is all the money going?
• Anthropic launches Claude Duet; Meta says Muse passed 10 million users; Walmart opens its site to approved AI agents The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Blackstone's Khaira on AI-buildout debt; TechCrunch reports Firmus scrapped its ASX IPO AI Debt Gets Rated Where is all the money going?

2026-10-20

• SpaceX reports $14.6 billion third-quarter revenue and $4.4 billion net income Musk Megacap Who are the big players, and what moves are they making?
• Google releases TorchTPU as open source, a day after Amazon's TorchNeuron In-House Silicon Who are the big players, and what moves are they making?Where is all the money going?
• Sensor Tower puts Meta's Muse at 10.9 million downloads; Meta pauses Muse chat sharing The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Leaked S-1 reported to show cloud-capacity strain and an $80.7 billion first-half loss; Schmidt's stake put near 1% Anthropic IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-19

• The Verge analysis cites $103.7 billion of CoreWeave obligations and more than $35 billion owed CoreWeave Bet Where is all the money going?Who is buying inference, and how much money is coming in?
• Anthropic and Nscale reported close to announcing a second $45 billion compute deal Anthropic Rents the Buildout Who are the big players, and what moves are they making?Where is all the money going?Who is buying inference, and how much money is coming in?

2026-10-18

• Adult creators question why Meta's Muse may hold explicit chats while their accounts are restricted The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Anthropic announces a public benefit fund holding 5% of its shares Anthropic IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-17

• Replit's CEO says OpenAI is now its default over Anthropic, a point insiders dispute The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-15

• Google rolls out Universal Cart in Gemini and Search The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-14

• Figma gives agents a markdown spec to follow The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-13

• SpaceX Super Intelligence folds Grok into a single five-tier X subscription Grok Who are the big players, and what moves are they making?
• Google makes Gemini 4 Argon generally available; Shopify opens its catalog to any shopper-connected agent The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-12

• Microsoft announces Maia 300, its third in-house AI chip, to be its main inference system from 2027 In-House Silicon Who are the big players, and what moves are they making?Where is all the money going?

2026-10-03

• What Muse collects about the people in a user's life The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?

2026-10-02

• Amazon explores an outside-funded chip vehicle Nvidia as Lender Where is all the money going?
• Nvidia touches its first record since May, then closes just short of one Nvidia's Order Book Who are the big players, and what moves are they making?Where is all the money going?Who is buying inference, and how much money is coming in?
• Apple moves to restrict AI agents' disk access The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Amazon adds a $1 billion community programme and a data-center code of conduct AWS Capex Who are the big players, and what moves are they making?Where is all the money going?Who is buying inference, and how much money is coming in?
• Prospectus risk language on government attitudes Anthropic IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Broadcom's $60 billion debt package Anthropic Rents the Buildout Who are the big players, and what moves are they making?Where is all the money going?Who is buying inference, and how much money is coming in?
• Toshiba's plan to double hard-drive output hits Seagate and Western Digital Memory Squeeze Where is all the money going?
• Blue Owl again caps withdrawals from two private credit funds AI Debt Gets Rated Where is all the money going?

2026-10-01

• TSMC weighs a multi-fab Texas campus TSMC Capacity Race Who are the big players, and what moves are they making?Where is all the money going?
• SoftBank completes its $30 billion follow-on in OpenAI Stargate Where is all the money going?
• SpaceXAI reported in compute-leasing talks with Microsoft Musk Megacap Who are the big players, and what moves are they making?
• Lenders press Nvidia for stronger guarantees Nvidia as Lender Where is all the money going?
• Microsoft ships its first streaming transcription model and two new voice models Microsoft's Hedge Who are the big players, and what moves are they making?
• Grok and the Venezuela decision Grok Who are the big players, and what moves are they making?
• Google's first Suncatcher satellite launches with four TPUs aboard Google Capex Who are the big players, and what moves are they making?Where is all the money going?
• Claude Code mods, Copilot computer use, Tavus's Griffin and a new class of decision models The Enterprise Agent Land Grab Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• A third Kyiv data center goes down as dline.ua's is destroyed Targets Where is all the money going?
• Broadcom's financing role in Anthropic's compute buildout comes into view ASIC Tolls Who are the big players, and what moves are they making?Where is all the money going?
• OpenAI details its community commitments at the county's State of the County luncheon Camellia Who are the big players, and what moves are they making?Where is all the money going?
• Anthropic reported to target a mid-November IPO Anthropic IPO Who are the big players, and what moves are they making?Who is buying inference, and how much money is coming in?
• Broadcom to lend Anthropic up to $42 billion Anthropic Rents the Buildout Who are the big players, and what moves are they making?Where is all the money going?Who is buying inference, and how much money is coming in?
• Broadcom's convertible loan extends supplier financing of AI labs AI Debt Gets Rated Where is all the money going?

2026-09-30

• SpaceXAI weighs four-tier Grok and X subscriptions Musk Megacap Who are the big players, and what moves are they making?
• Ping An Bank becomes the first listed Chinese lender to adopt formal AI rules Ping An AI Who is buying inference, and how much money is coming in?
• Meta signs a 144MW Texas solar deal while telling reporters it still uses gas Meta Gas Pivot Who are the big players, and what moves are they making?Where is all the money going?
• Meta's AI data centers cut its federal tax bill by classing them as experimental Meta Capex Who are the big players, and what moves are they making?Where is all the money going?