Leopold Aschenbrenner's fund owns 21.1% of SharonAI (SHAZ). It's currently sitting $101 million below cost.
Situational Awareness filed a Schedule 13D reporting 8,070,950 SharonAI (SHAZ) shares at a cost of $523.9 million. The same position was in its filings before the fund's July losses, and it's still there.
Korean investors put $798 million into a 3x leveraged semiconductor fund (SOXL) in one week. It fell 9.5% the next session.
Korean investors made a 3x semiconductor fund their number one overseas purchase in the week of Nvidia's earnings, with $798.04 million going in. That's about 58 times what they put into Nvidia itself.
Growing up, nobody in my school knew what Korea was. Now it's the world's No. 3 AI power.
My classmates knew exactly two Asian countries. Stanford's AI Index 2026 now ranks South Korea third in the world in AI models, and the memory chips behind the whole AI trade come from Seoul.
IREN signed a frontier AI lab and is paying 9% to finance the GPUs. Microsoft deployment debt costs 6%.
IREN (IREN) reported fiscal 2026 results and a new multi-year contract with an unnamed leading frontier AI lab. The same release prices its GPU debt by customer: 9.0% on $2.4 billion for non investment grade deployments, 6.0% on the $3.6 billion behind Microsoft.
NBA star Kevin Durant put $250,000 into Hugging Face. Nvidia's (NVDA) reported deal makes it worth about $60 million.
Nvidia (NVDA) is reportedly buying Hugging Face for $12.9 billion, and NBA star Kevin Durant's $250,000 early stake may be worth more than $60 million. His firm also got into Coinbase at a $1.6 billion valuation and Whoop at $125 million.
Washington is reportedly drafting a rule to stop Chinese AI firms from renting Nvidia (NVDA) chips overseas
The Commerce Department is preparing a rule that would stop Chinese AI companies from remotely using advanced U.S. chips housed in data centers in Thailand, Singapore, and other countries, The Information reported Friday. A draft could go to AI companies in September.
Simmtech makes 70% of the boards under Nvidia's new memory modules. The stock rose 12.6% after Nvidia's earnings.
Simmtech, a substrate maker from Cheongju, closed up 12.60% after Nvidia's results and is up 27.3% in a week. It makes about 70% of the substrates for SOCAMM, the memory module in Nvidia's AI servers.
SK Hynix (SKHY) breaks ground on $4 billion Indiana HBM plant as production slips to 2029
SK Hynix broke ground Thursday on its first US plant, an advanced packaging site for AI memory in West Lafayette, Indiana. The company now targets mass production in the second half of 2029. Its CHIPS Act award said 2028.
Anthropic is reportedly leasing an Nscale data center in West Virginia for $45 billion
Financial news wires report Anthropic will lease an Nscale data center in West Virginia for $45 billion, taking 460 megawatts, as Nscale is expected to spend about $71 billion to develop the site. Here is what is confirmed and who benefits.
China's Moonshot wants up to 30% of the revenue to put its Kimi K3 model on Azure, AWS and Google Cloud
Reuters reports the Chinese startup is negotiating to host Kimi K3 on Azure, AWS and Google Cloud, and wants up to 30% of the revenue. It would be the first big China AI-US cloud revenue-share deal.
Trump made about 7,000 stock trades in six months. Biden made 13 in four years.
In six months, Trump's accounts made about 7,000 stock trades. Biden made 13 in four years, and every president since Carter used a blind trust or index funds. Here's what the filings show, and why the Senate is asking questions.
OpenAI's data center chief left five months in, as the company commits $1.4 trillion to compute
Chris Malone, OpenAI's head of data centers, has left after about five months, the latest senior exit as the company pours money into compute.
A day before Nvidia (NVDA) earnings, OpenAI says its Jalapeño chip beats it on efficiency
OpenAI used a Hot Chips presentation to claim its custom Jalapeño chip beats Nvidia on inference efficiency, one day before Nvidia reports. The benchmarks are real, and so are the caveats.
Nasdaq rebounds before Nvidia (NVDA) earnings, with options pricing a $313 billion swing in the stock
The Nasdaq rose about 0.7% Tuesday, recovering Monday's chip-led drop, one day before Nvidia reports. Wall Street expects about $92 billion in revenue, double a year ago.
SpaceX (SPCX) and Nvidia (NVDA) aim to launch AI data centers into orbit in 2027
SpaceXAI is putting Nvidia's new Vera CPU behind Grok and says a space-optimized Vera Rubin NVL72 will reach orbit by late 2027. Here is what's confirmed and what's still a projection, for SPCX and NVDA.
Nancy Pelosi opened a new Bloom Energy (BE) position worth up to $12 million in late July
Nancy Pelosi's financial disclosure, filed August 21, shows a first-time position in Bloom Energy (BE): about 15,000 shares and 200 call options worth $3 million to $12 million, her biggest new single-name bet of 2026. The same filing adds 10,000 shares and 50 call options of Intel (INTC), on top of the Intel options she reported in June.
Is money rotating out of AI stocks and into Bitcoin and gold? Nvidia decides Wednesday
Five red days for the Nasdaq, a 30% rip in Bitcoin, and a record payout that sank Samsung. It all points to one thing: the market is holding its breath for Nvidia.
Countries are buying AI compute like oil reserves. Nvidia says it's already a $30 billion business.
Governments are buying AI compute as national infrastructure, and specialized neoclouds are renting out GPUs at scale, but the two overlap more than the headline numbers suggest. What it means for Nvidia, Oracle, CoreWeave, Nebius and IREN.
Nvidia (NVDA) fell six straight days. Earnings will test the $775 billion AI spending boom.
Nvidia enters its Aug. 26 earnings report on a six-session losing streak, its longest since 2022. It has beaten EPS estimates for 14 quarters straight, and the stock still fell the next day six of the last eight times.
Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
Anthropic could file for its IPO within days. Investors are discussing $2 trillion, twice the valuation it set in May.
Bloomberg reported on Aug. 20, 2026, that Anthropic may make its IPO filing public by the end of August. The company is considering an offering large enough to equal or top the record raise set by SpaceX (SPCX). For a potential October market debut, investors have floated a $2 trillion valuation, more than double the $965 billion figure Anthropic established in May.
Broadcom (AVGO) is reportedly seeking more than $60 billion for a single AI deal
Broadcom is reportedly seeking more than $60 billion in debt, including lenders Blackstone and Apollo, for an AI infrastructure deal that would benefit Anthropic, Bloomberg reports.
CoreWeave (CRWV) signed a multibillion-dollar AI cloud deal with Hudson River Trading, but neither company disclosed the terms.
CoreWeave signed a multi-year deal with Hudson River Trading to power the quant trading firm's AI research on Nvidia Vera Rubin NVL72 and HGX B200 systems. Neither company disclosed a dollar figure. It's CoreWeave's latest large infrastructure deal after a $21 billion Meta contract and a $104 billion revenue backlog.
Nvidia's three biggest customers are 54% of its revenue. Lucent's biggest was 15% before the last bubble burst.
Nvidia's quarterly filing shows three direct customers at 21, 17 and 16 percent of revenue. Lucent disclosed only one customer above 10 percent, AT&T, which peaked at 15 percent before a collapse that cost it $16.1 billion in a single year. The scale of today's exposure is larger, but the accounting that actually destroyed Lucent is absent from Nvidia's guarantee.