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Nvidia Has Put More Than $170 Billion on the Line for Neoclouds

Nvidia has become something of a central bank for companies expanding the market for its chips beyond tech giants, backstopping customers and demand. But as Nvidia-backed cloud firms come under pressure, the question is how much further it will go. The chipmaker has already disclosed as much as $164.5 billion in guarantees and other commitments to support new data centers, including agreements to pay landlords if tenants default on leases and promises to buy capacity, filings show, as of the...

Musk Says SpaceX, Tesla Have Formed Committees to Explore Merger

This is the first step toward what would be the largest mergers of all-time, bringing together Musk’s sprawling empire.

Netflix Revenue Growth Hits Three-Year Low

Shares fell about 5% in after-hours trading

OpenAI Buys Drug Development Company Orchestra Bio

The acquisition is an early step toward the company’s long-stated goal of using its technology to help with biological research and drug discovery.

Insurers Pump Over $740 Million Into CoreWeave Debt Tied to Meta

Data center developers need money, and insurance giants want to find high-quality, high-yield debt.

Enterprise Sales Veteran Mike Clayville Returns to Amazon 

Clayville, who helped Amazon Web Services learn how to sell large deals to Fortune 500 companies before leaving to join Stripe in 2020, has a new role at Amazon.

Salesforce to Acquire Marketing Software Maker Braze for Nearly $5.7 Billion

Salesforce has been on an acquisition spree lately.

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Meta’s Global Affairs Chief Joel Kaplan to Leave in 2027

Executive helped shape the company’s political strategy and strengthen ties with the Trump administration.

Startup Launches Financing Platform for Neoclouds, Others Seeking Funds for GPUs

Compute Labs developed a service to match GPU buyers and lenders as its deal pipeline soared past $10 billion.

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U.S. Sanctions Five Chinese Entities Linked to Google AI Trade Secret Theft

Convicted Chinese man had claimed his AI startup could replicate Google's technology, the State Department says.

Employee Who Bugged OpenAI Had Saudi Royal Ties, U.S. Prosecutors Say

Saudi national Abdulrahman Alfozan exchanged frequent messages with a member of the Saudi royal family and had “considerable support” from the Saudi government, according to the U.S. Attorney’s office.

Musk Plans to Give a SpaceX share to “Every Kid in America”

The 2027 giveaway would be worth nearly $11 billion, but he hasn’t said how it will work.

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Nvidia Tells Suppliers to Tap TSMC Process for Next-Generation Memory Chips

Samsung has agreed to the standardization requirement, aimed at ensuring consistent HBM performance.

DeepSeek’s Upgraded V4.1-Flash Model Shakes Up AI Industry

The Oct. 17 update, which brings the affordable model’s performance closer to frontier levels, further intensifies the competition in the market.

Anthropic Commits At Least 5% of Shares to New Public Benefit Fund

The new entity, subject to stockholder approval, could get an additional 2% for every 50% increase in valuation.
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