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Latest Pulse
- Aug 24, 2026The Gaps in Nvidia's $500B Financing PitchA closer look at Nvidia's $500 billion financing pitch finds the sources of capital behind the headline figure are considerably less settled than the number implies.→
- Aug 22, 2026Nvidia's Cloverleaf Deal Is Patching AI Bubble CracksNvidia's new partnership with data-center developer Cloverleaf is the latest example of Nvidia using its own balance sheet to prop up the infrastructure ecosystem its chip sales depend on, The Register argues -- and I largely agree.→
- Aug 20, 2026Poolside Strikes $6B Nvidia Deal, Raises $1B at $12BAI coding-model startup Poolside struck a $6B licensing deal with Nvidia for its model-development software and separately raised $1B for the remaining company at a $12B valuation, Newcomer reports.→