Artificial Intelligence
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Elon Musk’s growing AI infrastructure strategy is moving deeper into semiconductor manufacturing with TeraFab, a massive vertically integrated chip production project being developed by Tesla, SpaceX and xAI. The companies recently confirmed plans for a major TeraFab site in Grimes County, Texas, with an initial investment of roughly $16.8 billion. Rather than operating as a…
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BitGo CEO Mike Belshe’s 100-BTC challenge to Anthropic remains unclaimed. What the blockchain proves—and why it is not evidence Claude tried to hack Bitcoin.
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Alphabet’s October 28 earnings call revealed 103% Google Cloud growth, surging TPU demand and a $51.4 billion quarter of capital spending. Watch the official call and see the numbers.
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Intel and SAP link warehouse-management orders to autonomous robots at a Chengdu proof of concept, with status and completion sent back into business software.
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Vantage reserves more than 1 GW of Heron Link solid-state transformer production capacity for 800 VDC AI data centers. What is confirmed and still unproven?
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Goldman Sachs vice chair Rob Kaplan tells Bloomberg that AI technology financing needs more equity and less reliance on debt as infrastructure spending grows.
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Yahoo Finance’s Jim Neesen examines the tension between Anthropic’s $8.945B first-half compute spending, improving cost ratios and IPO governance.
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In a Bloomberg Originals interview, Blackstone CEO Stephen Schwarzman traces the firm’s AI data-center strategy to a 2015 conversation and its $10 billion QTS deal, with electricity now a central constraint.
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Meta prices $37.5 billion of equity offerings and proposes a further $60 billion share-sale program as NVIDIA invests $3 billion. Yahoo Finance examines circular financing concerns.
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Google DeepMind’s Genie 4 generates interactive worlds with live scene changes and native sound, offering new possibilities for gaming, filmmaking and robotics research.
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Broadcom, Bank of America, Blackstone, Citi and Morgan Stanley announced a $63 billion financing structure for AI chips leased to Anthropic, with deliveries starting in 2027.
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Anthropic has acquired Mithril Medicine and begun its own Claude-assisted drug research for rare childhood muscular dystrophies, while partners explore cancer therapies. Most findings remain preclinical.
