Valar's $6 Billion Wager on Nuclear for AI
How Sequoia's $1 billion bet on mass-produced reactors reframes AI's real bottleneck: not chips, but the power to run them.
Daniel Krauz
Broadcom's Debt-Fueled AI Bet
How a chipmaker's move to raise tens of billions in fresh debt reveals that the AI buildout is quietly shifting from equity swagger to borrowed money.
SpaceX's Coding Land Grab
How a rocket company's $60 billion move into AI software — and its rebuffed approach to Cognition — is redrawing the map of who owns the tools that write code.
AI's $100B Debt Habit
How Broadcom's plan to borrow more than $60 billion for AI chips turns compute buildout into a Wall Street asset class.
Nvidia's $6B Non-Acquisition
How Nvidia's Poolside deal — a license, an investment, and 109 job offers — became the new template for buying AI without buying the company.
SK Hynix Hands Back $28.6 Billion
How a record buyback from the world's key AI-memory maker became a referendum on the AI spending boom.
SpaceX's $60 Billion Detour
How SpaceX turned a rocket company into an AI powerhouse by paying a record $60 billion for the maker of Cursor—and what the price says about the value of code.
Google Buys a Bankrupt Airline's Data
How Google's $10 million purchase of a bankrupt airline's internal emails, chats, and operational records reveals the next scarce resource in AI — proprietary enterprise data that no amount of web scraping can replace.
Meta's Design Goes on Trial
How a 29-state trial in Oakland puts Meta's product design — not its content — in the dock, and could shift technology regulation from policing what users post to policing the mechanics that keep them scrolling.
Etched's $21 Billion Bet Against Nvidia
How Etched's $700 million raise at a $21 billion valuation — double its price a month earlier — turns a bet that inference will dwarf training into the most serious startup challenge Nvidia has faced at the chip level.