Leopold Aschenbrenner’s fund reportedly entered July with a 439% net gain, then hit a financing and liquidity crisis. We reconstruct the Citadel transaction, explain the misleading $13.68 billion 13F figure and separate the AI thesis from the portfolio failure.
A Very Expensive New Friendship AMD and Anthropic have struck the sort of deal that makes an ordinary server upgrade look like…
Open-weight models can compress model rents and duplicate training—but the evidence points to AI investment shifting into inference, chips, cloud, power and sovereign compute.
Elastic Training with MaxText guide: launch details, pricing caveats, use cases, alternatives, risks, and official links.
Hugging Face Models on Foundry Managed Compute guide: launch details, pricing caveats, use cases, alternatives, risks, and official links.
OpenAI's Jalapeño inference chip explained: what is confirmed, what is still unknown, how Broadcom and Celestica fit, and what it means for AI infrastructure.
The Deal That Made Wall Street Blink Snowflake just made a loud cloud-computing statement, and it came with a $6 billion price…
NVIDIA Stops Playing Defense For years, NVIDIA dominated artificial intelligence by selling the GPUs that powered the AI explosion. Every major breakthrough…
The artificial intelligence arms race has entered a new phase. Not the flashy chatbot phase. Not the “which model scored higher on…
Alibaba’s AI Ambitions Just Got Much Bigger China’s AI race just shifted gears. Again. This time, the move came from Alibaba, which…
