AI’s Dealmaking Frenzy
AI’s insatiable need for cash is proving to be a dream for dealmakers. Our scoop from Wednesday night that OpenAI was in talks to raise as much as $60 billion from Nvidia, Microsoft and Amazon was f...
A SpaceX Merger Would Reward Musk Loyalists
Before we get into today’s news, check out a string of scoops from my colleague Sri on the rivalry between OpenAI and Anthropic. OpenAI, she reported last night, is talking to Nvidia, Amazon, Micros...
Opting Out of the Bartz v Anthropic
So I want to preface this by saying I am not a lawyer, none of this is legal advise, my opinions are my own and they are just opinions, and I'm not pointing fingers at any specific people.I write fict...
Microsoft Reveals It’s the No. 2 Seller of AI Apps Behind OpenAI
Microsoft’s slightly-slowing growth in cloud server rentals cast a pall over its quarterly earnings report on Wednesday, but the company had a salve to numb that sting: It’s generating significant...
Crypto Markets Tumble as US Stock Market Dips
BTC slipped below $85,000 as stocks took a hit this morning, reportedly driven by AI spending fears after Microsoft's earnings report....