CoreWeave's bonds fell into distressed territory last week, with investors demanding a yield more than 1,000 basis points above government bonds. The slide has fed questions about whether the AI build-out is a private credit bubble.
German Chancellor Friedrich Merz and NVIDIA CEO Jensen Huang discussed Germany's AI roadmap at an event in a former Berlin power station, with a focus on industrial uses. Huang pointed to NVIDIA's long ties with German industry, from gaming and workstations to the car sector.
Anthropic is reportedly negotiating a $45 billion compute deal with Nscale. It would add to the long series of very large compute agreements Anthropic has signed over the past year.
After the cost per run of its AI code reviewer doubled, Cloudflare analysed its token usage. Prompt caching and routing requests to the right model cut its inference spending by 68% and made reviews faster.
Tenstorrent, which positions itself as a challenger to Nvidia, raised $1.5 billion and is now valued at $6.2 billion. The company chose to stay independent after attracting acquisition interest earlier this year.
Modal will move its Sandboxes product, used to run AI agents, onto Nvidia's Arm-based Vera CPU, its first departure from x86. Its own tests showed Vera handling up to twice as many container tasks as an Intel server, though the results have not been independently verified.