Think the AI gold rush is just a shiny flash in the pan? King Slide, a company that actually makes the metal bits holding up your servers, says hold your horses. They're not seeing a bubble, and their order books for early 2026 are looking surprisingly full.
Elon Musk needs chips. Badly. His latest partnership with Anthropic is a glaring admission of that fact, and it points to a much larger problem.
The AI arms race isn't just about bigger models; it's about the hardware to run them. Anthropic's reported interest in Fractile's inference chips is a telling sign of this intensifying battle for compute.
The ink is barely dry, but the reverberations are already shaking the foundations of the cloud. Meta just dropped a staggering $35 billion on AI compute, and CoreWeave is holding the bag.
Everyone figured the chip boom might cool off. Instead, Intel's jumping into Elon Musk's wild Terafab vision, and revenues are exploding past $1 trillion— but supply snarls loom large.
One tweet. Zero fanfare. Intel dives into Musk's Terafab madness. But can a bailout baby deliver?