Socket Security Hits $1B Valuation After Major Hack Defense
Socket, a security software firm focused on protecting open source code, said it's valued at $1 billion in a round led by Thrive. @SocketSecurity, also backed by a16z & with clients like Anthropic, played a key role in fending off the March Axios npm hack https://t.co/nofoiapn3i
Apollo, Blackstone Eye $35B
Apollo and Blackstone are among private credit lenders talking to Broadcom on ~$35 billion in financing for that company's AI chip business. Scoop by @silasfelixbrown and @lauralevfinance https://t.co/FB9UTY7pBg
Satya’s Early Email Signals AI’s Impact on Xbox
The fact that Phil Spencer and Kareem Choudhry (then head of cloud gaming chief) are on this email is a fascinating indication that even then Satya thought AI stuff might have interesting implications for Xbox/gaming.
Neocloud Lambda Hires Ex‑Sprint CEO, Pivots to Data‑center Expansion
Neocloud Lambda names former Sprint chief Michel Combes as CEO. Co-founder and former CEO Stephen Balaban moves to CTO as the company's looking to raise more funds to invest in data center capacity, develop its own properties https://t.co/TtM96o2aJA
Google Unveils Split TPU Line for Training, Low‑latency Inference
Google this morning officially announced it will make two new TPU versions, splitting between training and inference workloads as inference, particularly low-latency inference becomes a greater customer focus and a month after Nvidia unveiled out its Groq-based product.
Google Poised to Unveil Inference‑focused TPU at Next
Google likely to announce a TPU for AI inference at its Next conference this week. I look at Google's TPU customers (Meta, Citadel), how it tries to co-design TPUs with the AI model teams, and what's next for TPU: https://t.co/qxCQH8HpYH
Fluidstack Seeks $1B Raise at $18B Valuation
Fluidstack is in talks to raise about $1B at a target valuation of $18B. Jane Street and former OpenAI researcher Leopold Aschenbrenner's Situational Awareness in talks about co-leading. SCOOP with @DavidPan_1 @RebeccaTorrenc5 @KatLeighDoherty https://t.co/cNNq2DtVHM
Head of Industrial Compute Aligns Trillions in AI Resources
OpenAI's @sk7037 serves as Head of Industrial Compute, which means he gets to help figure out how to line up trillions of $ in AI compute. @shiringhaffary & I spoke with him about his role, Nvidia, AWS, memory shortages &...