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09.04.26 - 21:01
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ASML: KI-Boom treibt Chipnachfrage (Ariva)
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Der globale Chipmarkt soll bis 2030 auf zwei Billionen Dollar wachsen ? und ASML hat bei den dafür nötigen Maschinen so gut wie kein Konkurrenz. Was das für den Aktienkurs bedeutet. Der Halbleiterzyklus bekommt neuen Schub: Die Bank of America hat ihre Gewinnerwartungen für den niederländischen Chipausrüster ASML Holding kräftig nach oben korrigiert – und begründet das mit einer massiv gestiegenen Nachfrageprognose für den globalen ......
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09.04.26 - 20:31
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Anthropic says new AI model too dangerous for public release (The Hill)
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Anthropic announced this week it will hold back the full release of its new artificial intelligence model as it believes it is too dangerous for the general public at this stage. The model, called Claude Mythos Preview, will be available to a select group of technology firms including Microsoft, Apple, CrowdStrike and Amazon Web Services,......
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09.04.26 - 18:18
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CoreWeave Expands Meta AI Deal To $21 Billion, Issues $4.25 Billion In New Convertible & Junk Debt (ZeroHedge)
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CoreWeave Expands Meta AI Deal To $21 Billion, Issues $4.25 Billion In New Convertible & Junk Debt
CoreWeave has expanded its agreement to supply Meta with AI computing capacity, lifting the total value of the deal to $21 billion, as reported by Bloomberg. The updated terms extend AI cloud services through December 2032.
This means that circular financing circle jerk we've been tracking since last year continues.
LOL
*COREWEAVE INKS $14 BILLION META DEAL TO SUPPLY COMPUTING POWER
ye daily circle jerk
— zerohedge (@zerohedge) September 30, 2025
This builds directly on the $14.2 billion pact the companies struck last September, which originally ran through 2031 with an option for extension. The additional capacity will come from multiple data centers equipped in part with Nvidia's next-generation Rubin AI chip systems.
The move gives Meta more assured access to specialized GPU clusters as it scales training and inference workloads for its expanding lineup of large language models.
It also me...
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