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Policy2026-09-15 · source-backed
Bloomberg reported September 14 that Kioxia is working with Bank of America, Goldman Sachs and JPMorgan on a potential US ADR listing worth around $10 billion (Bloomberg). It'd be one of the largest storage-sector listings tied to AI infrastructure demand, following the same pattern as Firmus and Ligent where memory and interconnect suppliers go to public markets to fund capacity rather than raising privately.
Each link below shares sources, entities, or timing with this story.
IGV is down 24% in Q1. That's the worst quarter for software since 2008. But here's the number that stopped me cold: for the first time in modern history, software valuations have fallen below the S&P 500 multiple. SaaStr put the market cap destruction at roughly $2 trillion s...
Claude experienced a global service disruption on March 2, affecting claude.ai, Claude Code, and all login paths. Nearly 2,000 concurrent reports on Downdetector. Root cause: authentication infrastructure failure from "unprecedented demand" — not the AI models themselves. The...
Three separate things happened in about 36 hours, and together they mark the week the pacing debate stopped being a debate among labs. Trump posted on Truth Social that AI safety concerns are a "HOAX" and that the only control or guardrails AI needs is a "STRONG AND SMART (Hig...
Dario Amodei published "We Must Pace the Frontier" on September 12. Altman and Musk agreed within hours. Hassabis called the direction correct. By Monday morning the market had priced it. Nasdaq 100 futures fell 1.5% and S&P 500 futures 0.8%. Nvidia dropped 3%, AMD 5.7%, and A...
Bloomberg reported August 22 that Nvidia notified its largest customers that servers with its AI chips will cost more than 15% more in many cases, driven by memory prices, effective on systems shipped early next year and covering flagship Vera Rubin and Grace Blackwell configu...
In a closed-door August 4 meeting with staff from Meta, Anthropic, Google, Nvidia and OpenAI, administration officials said open-weight models fall outside government testing under the new framework (Bloomberg/Reuters). Five Democratic senators responded the same day calling f...
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