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$NET · Big Companies Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
now playing · $NET
$NET···bullish· mediumjohn coogan
Cloudflare hires 1,000+ new grads to embed AI into legacy teams
Matthew Prince advocates hiring new graduates and inserting them into legacy teams to accelerate AI adoption, contrasting with firms freezing hiring; Cloudflare's ~1,000-person hi…
$RECURSIVE-SUPER-INTELLIGENCEneutral· mediumjohn coogan
Recursive Super Intelligence raises $650M, signs $410M AWS compute deal for self-improving AI
Richard Socher's stealth startup emerged with $650M funding and a $410M multi-year AWS deal to build open-ended self-improving systems, representing a compute-intensive bet on rec…
$NVDA···bullish· highjohn coogan
Nvidia leases $50B Texas data center to finance AI compute demand
Nvidia is deploying its balance sheet to backstop AI computing growth by leasing a 1GW facility from Hut 8 that will house hundreds of thousands of its own GPUs, vertically integr…
$HUT···neutral· mediumjohn coogan
Hut 8 building 1GW AI data center for Nvidia lease
Former Bitcoin miner Hut 8 is pivoting to AI infrastructure, developing a 1GW Texas facility pre-leased to Nvidia, signaling the repurposing of power-intensive compute assets.
$AMZN···neutral· mediumjohn coogan
Amazon stays off open-weight letter; AWS signs $410M compute deal with Recursive Super Intelligence
Amazon has not signed the Nvidia-led open-weight letter, likely due to physical-world exposure (warehouses, devices), while AWS deepens AI infrastructure ties via a $410M multi-ye…
$ANTHROPICneutral· highjohn coogan
Anthropic clarifies open-weight stance: no ban, chip sanctions, distillation crackdown, mandatory testing
Dario Amodei responds to open letter with three proposals: continue chip export controls to China, policy interventions against industrial-scale distillation, and mandatory safety…