Crusoe reportedly in talks to raise $3 billion, tripling its valuation

Micron and Anthropic sign a multi-year AI memory supply deal

Micron Technology ký thỏa thuận nhiều năm cung cấp HBM, DRAM, SSD cho trung tâm dữ liệu của Anthropic, cùng hợp tác tối ưu kiến trúc bộ nhớ cho AI, và đầu tư chiến lược vào vòng Series H của Anthropic. Thỏa thuận này phản ánh xu hướng ngành khi các nhà sản xuất chip và đám mây vừa là nhà cung cấp vừa là cổ đông của các phòng thí nghiệm AI.

Lập trình viên nên đọc bài này để hiểu cách các công nghệ xử lý bộ nhớ (HBM, DRAM) và kiến trúc lưu trữ mới đang định hình hiệu suất, tiết kiệm năng lượng cho các mô hình AI lớn, từ đó tìm hiểu cách tối ưu hóa ứng dụng của mình với những tiến bộ này.

Kling AI raises two billion dollars as Kuaishou spins off its video AI unit

Kling AI, the video generation unit of Chinese tech company Kuaishou, has raised $2 billion in venture capital as Kuaishou spins it off ahead of a planned 2027 IPO. The round could grow to $3 billion, valuing Kling at roughly $18 billion post-money. Tencent is among the investors. Kling's ARR hit ~$500M in March, up from $300M in January, driven by its third-generation model. The spinoff positions Kling to fill the gap left by OpenAI's Sora shutdown, competing with ByteDance's Seedance and Shengshu in the professional video generation market.

Nvidia offers AI startups compute now, payment later

Nvidia has announced a new revenue-sharing and credit-support model that allows AI cloud providers to access large volumes of GPUs without paying the full cost upfront. Instead, Nvidia collects standard product revenue on chips plus a share of the cloud revenue generated from renting them out. Two early partners — Sharon AI and Firmus — are already operating under this model, with Firmus building a 360-megawatt AI factory in Indonesia housing up to 170,000 GPUs. The arrangement targets AI-native companies like Baseten, Fireworks AI, and Together AI that need elastic compute access without the balance-sheet risk of building data centers. For Nvidia, it creates a recurring usage-linked income stream on top of hardware sales, though it also exposes the company to AI demand slowdowns through both chip sales and shared cloud revenue.

SoftBank revives $10bn OpenAI-backed loan with a new sweetener for lenders

SoftBank has revived its $10bn margin loan proposal secured against its OpenAI stake, this time adding a corporate guarantee to reassure lenders. The deal has gone through multiple iterations — originally $10bn, cut to $6bn in May after banks balked at pricing debt against an unlisted asset, and now back to $10bn with the new sweetener. Key banks including Goldman Sachs, JPMorgan Chase, and Mizuho are expected to participate. OpenAI's confidential S-1 filing with the SEC in June has shifted lender calculus by signaling a future IPO path, though OpenAI has indicated going public 'may be a while.' SoftBank faces a hard deadline to repay or refinance a separate $40bn unsecured bridge loan by late March 2027, making the margin loan a critical liquidity management tool. Complicating matters, reports of OpenAI pushing its IPO to 2027 wiped ~$38bn off SoftBank's market cap in a single session.

NVIDIA Unlocks AI Compute at Scale, Inviting Partners to Power the AI Infrastructure Buildout

NVIDIA is launching a new business model to expand AI compute access for startups, model builders, and enterprises. The model allows AI cloud partners to procure NVIDIA infrastructure through a revenue-sharing and credit-support arrangement, enabling faster deployment of large-scale, multi-tenant AI factories without the typical delays of site selection, power procurement, and hardware setup. Sharon AI and Firmus are among the first partners, with Sharon AI deploying up to 40,000 Grace Blackwell GB300 GPUs and Firmus building a 360-megawatt campus in Indonesia with up to 170,000 GPUs.

Thiel Capital’s Jack Selby nabs stakes in hot startups like Etched through Arizona connections

Jack Selby, a former PayPal executive and longtime managing director at Peter Thiel's family office, founded Phoenix-based VC firm Copper Sky Capital in 2021. The firm invested in AI chip startup Etched's $120 million Series A, with Selby leveraging his role on the Arizona Commerce Authority board to secure the deal by promising to help Etched eventually move chip fabrication to Arizona's TSMC facility. Copper Sky is now raising a $300 million second fund and expanding its focus beyond the Southwest to back hardware and defense companies that can establish manufacturing operations in Arizona.

Ahmad Osman on why local AI is catching up

Ahmad Osman, nhà sáng lập Osmantic, cho rằng AI cục bộ đang nhanh chóng thu hẹp khoảng cách với các mô hình tiên tiến dựa trên cloud. Ông nhấn mạnh rằng việc chạy AI cục bộ không chỉ phụ thuộc vào mô hình mà còn cần cả hệ thống hạ tầng đầy đủ như search, tools và agent harnesses. Osman dự đoán các mô hình nhỏ, chuyên biệt fine-tuned trên dữ liệu doanh nghiệp sẽ trở thành xu hướng chủ đạo, trong khi các phòng thí nghiệm mô hình open source sẽ kiếm doanh thu thông qua cấp phép fine-tuning và triển khai chuyên biệt.

Lập trình viên nên đọc bài này để hiểu cách chuyển đổi từ cloud sang AI địa phương sẽ giúp tối ưu hóa hiệu suất, bảo mật và chi phí cho ứng dụng của họ trong tương lai.