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News
BNP says AI borrowing will end the credit bull market, and it is lending to AI too
2+ day, 11+ hour ago (80+ words) BNP Paribas expects hyperscalers to sell $400B of bonds next year and euro spreads to widen. It was also one of seven banks that lent Mistral $830M....
Nvidia and Palantir are selling a sovereign AI stack, starting with Nvidia’s own supply chain
2+ day, 18+ hour ago (279+ words) Nvidia and Palantir have launched a sovereign AI stack for supply chains, combining Foundry, Ontology and Nemotron models, with Nvidia as the first customer across its own 1.3 million-part racks....
Nvidia signs eight Australian data centre partners for up to 2GW of AI capacity by 2027
2+ day, 20+ hour ago (669+ words) Nvidia has signed eight Australian data centre and cloud companies to build what it calls AI factory capacity, in an arrangement the chipmaker says could support up to two gigawatts of AI compute in Australia by 2027. The partners named in…...
Robinhood is 18th of 18 on Oura. The channel is the story.
4+ day, 10+ hour ago (305+ words) Robinhood won its first IPO underwriting role. SpaceX reserved 20% for retail and Fidelity cut its minimum to $2,000....
Europe's biggest space round goes to a rocket engine
4+ day, 13+ hour ago (1057+ words) The Exploration Company has closed a $450m Series C, half again what the Financial Times reported it was seeking in July. Most of it funds Storm, a methane engine for a reusable heavy launcher Europe has not yet decided to build....
China's answer to ASML runs on German lenses
4+ day, 14+ hour ago (530+ words) Huawei is funding China's lithography suppliers and pushing their tools into SMIC. The flagship machine uses Zeiss lenses sold only to ASML....
Google made EU search worse, and announced it
4+ day, 17+ hour ago (986+ words) Google rolled out its DMA remedy across European search on Tuesday and warned that it is the biggest quality drop in the engine's 29-year history. The warning may be fair. It is also unverifiable, because every figure behind it belongs…...
Nitter is back, and X Corp has not said a word
5+ day, 4+ hour ago (607+ words) Two weeks after X Corp's lawyers demanded it disappear, Nitter says it will continue. TNW confirmed XCancel and the repository are back online....
Tech companies are scouting Argentine Patagonia for AI data centres, Reuters reports
5+ day, 18+ hour ago (366+ words) Wind, Vaca Muerta gas and 30 years of promised tax stability have put Patagonia on the AI data centre shortlist. Almost nothing has broken ground....
Google-backed Pixxel raises $100M in India’s largest space tech round
5+ day, 20+ hour ago (627+ words) Temasek and London-listed Seraphim Space led the Series C, taking the hyperspectral imaging company’s total raised to $195m. Pixxel, the Indian company that has spent six years arguing that Earth observation is worth doing in colours the human eye cannot see,…...