Fetching from the wire…
Markets2026-09-04 · source-backed
Accel is in talks to lead, with Nvidia discussing participation. Revenue run rate above $100 million puts the multiple near 400x. The round would price below the roughly $50 billion the lab reportedly sought late last year, which is the first visible markdown against its own asking price. TechCrunch
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TechCrunch strings together three deals: Nvidia's reported $13 billion Hugging Face acquisition, its $6 billion Poolside arrangement, and Stripe's acquisition of OpenRouter for over $7 billion about two weeks before August 28. The thesis is acquirers hedging against frontier-l...
TechCrunch's August 29 piece frames Nvidia's durable advantage as system-level, built around Vera Rubin pairing the Rubin GPU with the Vera CPU, a Groq 3 LPX inference accelerator, and storage and networking racks. VP of storage technology Jason Hardy is quoted claiming "upwar...
The energy research firm forecasts US natural gas passing $10 per million BTU at certain hubs, against a current range of roughly $2 to $4.50 with Henry Hub just under $3. The collision is hyperscale datacenter demand, slowing domestic supply growth, and rising LNG exports, se...
Announced August 31, with MediaTek adopting NVLink Fusion so custom accelerators built for hyperscalers still plug into Nvidia rack-scale systems, plus extensions to the existing RTX Spark and DGX Spark PC chip work and MediaTek's Dimensity Auto line (TechCrunch). Nvidia is co...
Priced August 12 at SOFR + 3.00%, issued at 99.5 of par, Moody's Baa2. Lambda calls it the first broadly syndicated, investment-grade-rated term loan B completed by a private neocloud and its first large-scale GPU asset-backed SPV financing, tied to a committed deployment for...
Zoph co-founded Thinking Machines Lab with Mira Murati and served as CTO, left in January 2026 with Luke Metz to return to OpenAI, was put on enterprise AI sales, and was later revealed to have been fired after five months (TechCrunch). Google to OpenAI to Thinking Machines to...
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