// OVERVIEW
Semiconductor company and custom chip developer co-signing the 5-gigawatt TPU deal with Google for Anthropic.
Discussed in
- Dylan Patel – Anthropic & OpenAI will have most of the world’s compute by 2028
- 🇨🇳 China AI warning
- 💾 Chip craze
- 🤖 Jalapeño chips
- Re-engineering the Semiconductor Supply Chain with Intel CEO Lip Bu Tan
- 💥Fund Performance Benchmarks, How Agent Loops Work, Portfolio Construction, Enterprise Software Playbook & More
- Gavin Baker - Watts and Wafers - [Invest Like the Best, EP.473]
- California's Billionaire Tax Heads for the Ballot. A Compromise Would Serve Everyone Well.
// RECENT MENTIONS
// SIGNALS
37 SIGNALS
01
mention·The AI Corner·SEPTEMBER 10, 2026
02
mention·The AI Corner·SEPTEMBER 10, 2026
03
funding·PitchBook News·SEPTEMBER 4, 2026
“Apollo announced the largest private credit financing on record, a $35 billion deal with Broadcom to build AI infrastructure, with Blackstone as a lead investor.”
04
product·Sourcery·SEPTEMBER 3, 2026
SourceAI-extracted from podcast / newsletter / paper summaries. May contain errors.