The AI Investor

Technology

A post says Microsoft pulled out of a UK Nscale supercomputer deal; the site had reportedly faced power-grid delays.

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13 Sources, 2d ago, updated 2d ago

AI

Ben Horowitz says scarce GPUs and rising data-center costs favor CoreWeave despite tough debt markets.

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12 Sources, 12h ago, updated 12h ago

World & Business

A post summarizes David Sacks’s view that CoreWeave’s stock selloff and bond-yield spike reflect volatility, not collapsing demand.

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2 Sources, 3d ago, first seen 3d ago

AI

Google says Argon is available through its paid API tier and to Pro and Ultra subscribers in Gemini and Search.

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202 Sources, 5h ago, updated 5h ago

World & Business

Reuters says the Financial Times cited people with direct knowledge of the talks involving open-source startup Reflection AI.

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11 Sources, 10d ago, updated 10d ago