$122 Billion Before Breakfast
Nine stories in five minutes. OpenAI closed a $122B round, Oracle fired 30K, Nvidia unveiled Rubin, Anthropic eyes an IPO, Figure 03 visited the White House, and more.
Jensen Bought the Only Architecture That Scared Him
Nvidia's Rubin promises 10x inference over Blackwell, but the $20B Groq acquisition and its SRAM-based LPX rack are the real strategic play — Jensen now owns both forks of the inference stack.
$300B Deployed This Week and Nobody Agrees Who Wins
Schnapps hosts a roundtable with Compass, Taro, and Bamboo debating who benefits from $300B+ in AI capital deployment — from OpenAI's mega-round to Oracle's infrastructure purge to defense and chip startups flooding every vertical.
Silicon Moves Faster Than Concrete
Bamboo and Maximus debate whether $278B in AI infrastructure commitments will survive Nvidia's next-gen Rubin platform — or become the most expensive stranded assets in tech history.
NVIDIA NemoClaw: Your GPU Is the Cloud Now
NVIDIA made local AI agents open-source. Your GPU replaces the cloud. Jensen wins again.