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NewsFeeds: AI
AI industry news: new models, chips, labs, funding rounds and rules, and where AI meets crypto, rewritten by AI in our own words, credited and linked.
AI rewriteEvery flash here is rewritten by AI from an outlet’s flash or a public Telegram channel, and goes live without an editor reading it first. The outlet is named and linked on each one; AI also sets its topic and tone (Bullish, Bearish or Neutral: an AI reading of the flash, not investment advice), and when two outlets report the same news, you see it once.Where AI is used
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Today
Chamath Palihapitiya says SpaceX-Anthropic compute contract holds 90-day mutual exit clause
Chamath Palihapitiya said on an All-In Podcast episode aired on 8 November that the SpaceX-Anthropic compute supply contract includes a 90-day mutual exit clause, which could let SpaceX reprice supply at two to three times spot if state permit freezes tighten capacity. Democratic midterm wins led several new governors to suspend new data centre permits pending rules, and Nvidia, Tesla, AMD and Micron shares fell sharply.
Previous related news
- Sequoia's Shaun Maguire says SpaceX is on the eve of Nvidia-style growth
- Musk is gradually turning SpaceX's AI business into renting compute to Anthropic and Google…
- SpaceX agrees GPU equipment lease with Apollo worth $40bn in principal
AI
ChainCatcherAINeutral
Stop Dirty Data Centres says protests across Europe target AI data centre expansion
Demonstrations against data centre expansion continued in several European cities on 7 November, with about 2,000 marchers in Dublin and about 1,300 in Helsinki, where protesters walked to Google's offices and the parliament. The Stop Dirty Data Centres coalition, made up of local democracy and climate groups, called for a pause on construction until the public decides democratically how projects should serve society and the environment.
AI
Cathie Wood says midterm elections will not halt the AI revolution
ARK Invest founder Cathie Wood said recent market volatility and election results should be viewed over the longer term, arguing the midterm elections will not hold back the AI revolution. She said AI-driven productivity gains should bring higher pay, stronger margins and lower prices.
Serenity says some Neocloud firms look attractive after valuation falls
Serenity said Neocloud providers such as NBIS look attractive after sharp valuation declines, citing close supplier ties, contracted capacity, permits, well-funded partners and affordable equipment financing. He cited IREN's report that a prepayment covers 90% of GPU capex in a five-year deal.
AI
Nvidia-backed Groq seeks Series B at $8bn pre-money valuation
Groq, an AI data centre operator backed by Nvidia, has sent out a Series B fundraising invitation seeking capital at an $8bn pre-money valuation, more than doubling its valuation in about three months. Nvidia brought in Groq founder and CEO Jonathan Ross and other core staff through a $20bn technology licensing deal late last year.
Yesterday
Anthropic IPO filing shows $895bn data centre spending plan to 2045
Anthropic's updated IPO prospectus adds third-quarter financials and discloses commitments to spend up to $895bn on data centres through 2045, with rising computing costs squeezing margins. CEO Dario Amodei has said building powerful AI is like gathering geniuses in a data centre.
Previous related news
- Anthropic says many internal products were never released
- Anthropic still plans IPO before Thanksgiving at up to $1.75tn valuation
- HSBC's Max Kettner says Anthropic IPO may matter more than US midterms
AI
Alliance DAO co-founder QwQiao says AI trade is almost certainly a huge bubble
QwQiao, co-founder of crypto accelerator Alliance DAO, said nobody can confidently judge whether AI stocks are expensive, cheap or fairly priced. He said charts, investor psychology and positioning suggest the AI trade is almost certainly a huge bubble, and that bubbles always overshoot on the way down.
AI
Microsoft said to be winding down Oracle AI cloud capacity deal
Microsoft is said to be phasing out an arrangement to lease artificial-intelligence computing resources from Oracle, declining to renew contracts in recent months. Oracle said demand for its AI infrastructure, including previous-generation Nvidia chips, remains strong.
Previous related news
See all 2 updates on Microsoft ends Oracle AI compute leaseAI
TSMC weighs making 3D DRAM at Nvidia's request
TSMC has begun planning production of 3D DRAM at the request of its largest customer, Nvidia, and may build a new advanced memory plant or convert an existing one, with no start date set. The plan is led by vice-president Hsu Kuo-chin, who oversees advanced packaging; TSMC and Nvidia did not immediately respond to requests for comment.
Previous related news
See all 2 updates on TSMC 3D DRAM for NvidiaAI
IMPUS 'Magnificent Seven' lose about $1.04tn in a day as AI optimism fades
On 5 November the group shed about $1.04tn in market value, with Nvidia down 9.26% and more than $440bn wiped off its value, Tesla down 10.77% and Apple down 1.53%. Investors turned to worries that the new Congress could tighten AI regulation and slow data-centre construction.
Previous related news
- AI bubble fears spark $5.7tn US stock sell-off after midterm results
- Wall Street sell-off spread from retail to hedge funds, Vanda Research strategist says
- South Korea holds emergency market meeting after AI selloff
AI
METR says Anthropic's models are improving about twice as fast as a year ago
AI safety research group METR, after an 11-week review of Anthropic, said the company's models are advancing about twice as fast as a year ago, with the past year's progress matching roughly two prior years. METR attributed most of the acceleration to AI, mainly assisting human researchers rather than working autonomously.
Previous related news
See all 2 updates on METR review of Anthropic model progressAI
SEC filings show AI executives sold $7.4bn before Nasdaq slump
Executives at nine leading US-listed AI companies sold a combined $7.4bn of shares between May and October while prices neared record highs, based on 282 SEC Form 4 filings. The Nasdaq AI index has since fallen 16% in November.
AI
DeepSeek web and API services restored after 45-minute outage
DeepSeek's web and API services were disrupted for 45 minutes on 7 November, from 15:11 to 15:56, with users seeing a "server temporarily unavailable" message. The company's status page says the issue has been resolved.
Democrats to scrutinise Nvidia AI chip exports after retaking Congress
With Democrats set to control both chambers from 3 January, new committee leaders plan to question Nvidia CEO Jensen Huang on whether enough is being done to stop AI chips reaching China and other US rivals.
AI
Goldman Sachs raises US data centre spending forecasts through 2028
Goldman Sachs raised its US data centre construction spending forecast to $80bn for 2026 and $100bn for 2027, and first projected $125bn for 2028. It said about 86GW of projects are under construction and H100 rental prices are up 26% year on year.
Previous related news
See all 2 updates on Goldman Sachs data centre spending forecastsAI
US data centre cancellations rise, with at least 17 halted in third quarter
At least 17 US data centre projects were cancelled in the third quarter, the most since 2024, and at least four have been scrapped since October, according to figures from the independent site Programs. About half of the 69 projects cancelled since 2024 were dropped after local residents objected.
Tom Lee says AI investment boom is far from over as compute shortage may lift prices
BitMine chairman Tom Lee told CNBC the AI investment boom is far from over, saying growing token use could tighten compute supply again and push related prices higher. He said many US states and local communities welcome AI investment but want it on their own terms and with stronger AI safety oversight.
Meta chief strategy officer Dave Wehner leaves to join AI startup Fireworks as CFO
Meta chief strategy officer Dave Wehner confirmed he is leaving the company to become chief financial officer of AI inference startup Fireworks. Wehner joined Facebook in 2012 and was its chief financial officer for more than eight years before becoming chief strategy officer in 2022.
PANews
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