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Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute (Ben Thompson/Stratechery)

Google selling $10B of equity to Berkshire is fasc...

5 months ago 34 Add to circle

Bitcoin fell as much as 7% over 24 hours to below $67K on Tuesday for the first time since April, following Strategy's first BTC sale since 2022; MSTR fell 9% (Bloomberg)

Bitcoin fell as much as 7% over 24 hours to below ...

5 months ago 34 Add to circle

Oxford Quantum Circuits, a UK-based startup building and deploying quantum computers, has raised a $350M Series C led by Bullhound Capital (Daphné Leprince-Ringuet/Sifted)

Oxford Quantum Circuits, a UK-based startup buildi...

5 months ago 32 Add to circle

Sources: a Broadcom-backed portion of Apollo and Blackstone's $36B debt deal to buy TPUs for Anthropic to lease may yield ~5.75% vs. 8%-9% for a riskier portion (Bloomberg)

Sources: a Broadcom-backed portion of Apollo and B...

5 months ago 28 Add to circle

Palo Alto Networks reports Q3 revenue up 31% YoY to $3B, including $388M from CyberArk and Chronosphere, vs. $2.94B est., and forecasts Q4 revenue above est. (Samantha Subin/CNBC)

Palo Alto Networks reports Q3 revenue up 31% YoY t...

5 months ago 33 Add to circle

The US sanctions Nobitex, Iran's largest crypto exchange, accusing it of helping Iran's government and blacklisted state institutions evade Western sanctions (Gavin Finch/Reuters)

The US sanctions Nobitex, Iran's largest crypto ex...

5 months ago 29 Add to circle

Source: a CoreWeave-tied data center raised $900M via five-year junk bonds, priced at par to yield 7.5%, as the sector increasingly turns to high-yield bonds (Gowri Gurumurthy/Bloomberg)

Source: a CoreWeave-tied data center raised $900M ...

5 months ago 30 Add to circle

Source: a CoreWeave-tied data center raised $900M via five-year junk bonds, priced at par to yield 7.5%, as the sector increasingly turns to high-yield bonds (Gowri Gurumurthy/Bloomberg)

Source: a CoreWeave-tied data center raised $900M ...

5 months ago 31 Add to circle

Meta is testing a Series feature, letting select c...

5 months ago 28 Add to circle

Meta is testing a Series feature, letting select c...

5 months ago 14 Add to circle

Marvell shares closed up 32.52% on Tuesday after Jensen Huang hailed the chipmaker as the "next trillion-dollar company" at Computex (Sawdah Bhaimiya/CNBC)

Marvell shares closed up 32.52% on Tuesday after J...

5 months ago 29 Add to circle

Microsoft releases ASSERT, an open-source framework that lets developers generate and run AI behavior tests using natural-language descriptions (Ram Iyer/TechCrunch)

Microsoft releases ASSERT, an open-source framewor...

5 months ago 26 Add to circle

Internal memo: Meta is scaling back elements of its employee tracking tool, launched in April to help train its AI models, after staff raised concerns (Jyoti Mann/The Information)

Internal memo: Meta is scaling back elements of it...

5 months ago 28 Add to circle

Microsoft and Mayo Clinic partner for an AI model trained on Mayo's medical data, with plans to build an AI healthcare assistant and AI tools for clinicians (Clare Duffy/CNN)

Microsoft and Mayo Clinic partner for an AI model ...

5 months ago 26 Add to circle

An interview with Microsoft AI CEO Mustafa Suleyman about catching up with "what was state of the art just a few months ago", refusing to use distillation, more (Reed Albergotti/Semafor)

An interview with Microsoft AI CEO Mustafa Suleyma...

5 months ago 26 Add to circle

Microsoft debuts MAI-Thinking-1, its first advanced reasoning model, trained "from the ground up on clean data, without distillation from third-party models" (Jay Peters/The Verge)

Microsoft debuts MAI-Thinking-1, its first advance...

5 months ago 33 Add to circle

Microsoft unveils Majorana 2 quantum chip, which was developed with the help of AI, and says it will have commercially useful quantum machines by 2029 (Stephen Nellis/Reuters)

Microsoft unveils Majorana 2 quantum chip, which w...

5 months ago 37 Add to circle

Google adds a scam-detection feature, built on RCS, to Android 12 and later that verifies whether a call is coming from the caller's actual smartphone (Lily Hay Newman/Wired)

Google adds a scam-detection feature, built on RCS...

5 months ago 26 Add to circle