AI Meets Data Centers: the $2.5B push to own the full stack
What Changed and Why It Matters AI infrastructure is going vertical. Compute, energy, cooling, data, and services are merging. In the past week of reports and commentary, one pattern stood…
Why Nvidia’s $150M Baseten Bet Makes Inference the New Moat
What Changed and Why It Matters Nvidia quietly wrote a $150M check into Baseten, an AI inference platform, as part of a larger $300M round that reportedly values the company…
Why senior operators are leaving Big Tech to build AI startups
What Changed and Why It Matters Senior operators are leaving Big Tech to build AI companies. The story isn’t just hype. It’s incentives and infrastructure shifting at the same time.…