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Restate lands $20M as the need for durable infrastructure increases with AI agents

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Founded by Apache Flink veterans, the startup is taking on workflow heavyweight Temporal.

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Meta’s new AI chips will begin production in September

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In its bid to spend less on GPUs from providers like Nvidia, Meta is on track to start making its the latest versions of its AI-specific chips in September.

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Solo GP Ashley Smith announces second $25M fund to back startups in AI, security and more

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Vermilion Cliffs Ventures announced Wednesday the close of a $25 million Fund II.

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Ashton Kutcher leaving Sound Ventures to launch new VC firm with Morgan Beller

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The actor and investor is joining forces with Morgan Beller, who was previously a GP at NFX, to invest in early-stage startups.

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SpaceX, Anthropic, and OpenAI’s hot IPO summer

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The IPO market is back, and it’s not the same companies leading the charge. FAANG had a good run, but a new acronym is taking over: MANGOS — Meta (or Microsoft, depending on who you ask), Anthropic, Nvidia, Google, OpenAI, and SpaceX. Half of that bunch is heading to public markets in the same window, and it’s a stress test for investors, for valuations, and for […]

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Google and Intel deepen AI infrastructure partnership

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The two tech giants are looking to co-develop custom chips, at a time where demand for CPUs is high due to a growing global shortage.

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India bids to attract over $200B in AI infrastructure investment by 2028

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India is ramping up shared AI compute, adding 20,000 GPUs as part of a broader push to attract global AI investment.

India bids to attract over $200B in AI infrastructure investment by 2028 Read More »

Amazon and Google are winning the AI capex race — but what’s the prize?

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In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money!

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Elon Musk is getting serious about orbital data centers

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We’re starting to see the idea of Musk-owned orbital AI data clusters cohere into an actual plan.

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Nvidia launches powerful new Rubin chip architecture

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Nvidia CEO Jensen Huang officially launched the company’s new Rubin computing architecture, which he described as the state of the art in AI computing.

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