4+ day, 6+ hour ago   (284+ words) The Department of Justice is probing whether Nvidia’s license-plus-acqui-hire arrangement with inference-chip startup Groq sidestepped the merger review that a direct acquisition would have required — a question whose answer will shape how AI consolidation works for every company in the…...

6+ day, 4+ hour ago   (496+ words) An X post, a rising H100 rental print, and the one accounting question on which the entire AI capital cycle turns. The Numbers Behind the Debate H100 rental rate/hr, Ornn Exchange index, Sept 7 (Benzinga cited ~$3.28; Ornn’s own page nearer $3.17 — see attribution…...

1+ week, 6+ hour ago   (277+ words) The week of September 3–5, 2026 produced two parallel accelerations — frontier capability and frontier capital — both visibly outrunning the governance and audited economics built to check them. The labs are increasingly authoring both the rules and the valuations. THE WEEK AT A…...

1+ week, 6+ day ago   (477+ words) SoftBank’s US energy developer filed to go public on September 1, 2026 — and the prospectus turns a year of anonymous-source reporting about AI infrastructure financing into disclosed, risk-factored, securities-law-liable fact. SB ENERGY S-1 — KEY FILING FIGURES (September 1, 2026) Net loss, 1H 2026 Revenue, 1H 2026 (+66% YoY, mostly…...

2+ week, 1+ day ago   (312+ words) The Wall Street Journal reported NVIDIA paused some deals under its ~$36B compute-financing program; NVIDIA denied it on the record — and the denial tells you more about the structure’s permanence than the pause ever could. Program Timeline — As Reported Reported program…...

3+ week, 4+ hour ago   (352+ words) Based on reporting by The Information. The Information, echoed by Reuters, reports Nvidia is in talks to invest multiple billions in the AI answer-engine at a discussed valuation above $30 billion — and the structural logic tells you more than the number…...