Morning Brief
The weekday morning edition of Aigentic Daily. What moved overnight in the AI business: OpenAI, Anthropic, Nvidia, the Chinese labs, chips, power, and the deals. Sourced, then written. Story links go to the original outlet.
The afternoon wrap lives on Closing Time. Every edition is in the full archive.
Nvidia just printed the quarter. Now it wants the model store.
AWS adds two million GPUs. SoftBank shops 1X. Instinct hits $2.5 billion.
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DeepSeek is cashing checks. Moonshot wants a Western till.
Kimi K3 on Azure, AWS, and GCP. Plus India’s 9,000 Vera Rubin order.
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Buy the chips. Or buy the team.
Nvidia-backed Lambda is in talks for as much as $3 billion at $12 billion-plus. Chris Isidore says the sports-team buying spree is an AI-proof hedge.
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Sol just got cheaper. The IPO just got a warning label.
Nvidia buys into Cloverleaf’s power sites, Apple cuts Siri and Vision Pro roles, and Waymo ships a robotaxi chip.
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Nvidia writes a $6 billion Poolside check. Samsung returns up to $80 billion.
Broadcom is hunting more than $60 billion of chip debt for Anthropic, and Chinese models just swept OpenRouter.
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Nvidia readies a China LPU. Alibaba spends $10 billion.
Nvidia is preparing an export-compliant inference chip for China as Alibaba’s AI buildout cuts profit 75 percent.
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OpenAI put 2027 on the IPO. Cognition says it is not for sale.
Friar told staff listing is another fundraise. Math broke, and Prima is weeks from sale.
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