Big Tech’s AI bill came due this week. Investors paid the cloud and punished the rest. Cristian Dina Aug 1, 2026
Moonshot trained Kimi K3 on 20,000 Nvidia chips from Alibaba’s cloud Ana Maria Constantin Jul 31, 2026
The chips that wire GPUs together are the new prize. Xsight raised $300m to sell an open one. Cristian Dina Jul 31, 2026
Taiwan detains an Nvidia employee as its chip-smuggling probe reaches the chipmaker Ana-Maria Stanciuc Jul 28, 2026
Nvidia is the mystery tenant behind Hut 8’s $50bn Texas data centre, FT reports Alina Maria Stan Jul 28, 2026
Nvidia may guarantee $250bn so OpenAI can afford the data centre that will house its chips Ana Maria Constantin Jul 27, 2026
Anthropic won’t defend open weights. In June it made the same argument for itself. Ana Maria Constantin Jul 27, 2026
