Together AI Raises $800M at $8.3B Valuation: The Race for GPU Neoclouds Enters a New Phase
When compute is scarce, whoever controls it sets the rules. Together AI has just proven this with an $800 million funding round.
Jul 1, 2026 at 22:49 8 8
OpenAI Limits GPT-5.6 at Government Request: First Instance of State Control Over an LLM
OpenAI restricts the deployment of its latest model following a request from U.S. regulators—and takes care to specify that "this should not be the norm." The precedent is set. It won’t be the last.
Jun 26, 2026 at 23:03 11 11
Arjun Mehta
Nvidia chips banned: prices doubled on the Chinese black market, export controls have a downside
Nvidia GPUs under embargo are trading at more than double their official price on China's gray markets-proof that Chinese AI demand far outstrips legal supply, and that sanctions create a scarcity market as much as they curb it.
Jun 24, 2026 at 10:00 10 8
Arjun Mehta
SpaceX Publishes Its Financials on X: Transparency or Information Control?
SpaceX, valued at ~$350 billion, will only share its financial results via X (formerly Twitter) and its own website. A legal decision that raises structural governance questions for private markets.
Jun 23, 2026 at 02:45 7 4
Daniel Schmidt
Q3 2026, Day 1: Laggards Take the Lead, Sector Rotation Settles In
The Nasdaq had posted a +21% gain in Q2. On July 1st, its victims are bouncing back. The early-quarter rotation raises the real question: is this tactical or structural?
Jul 1, 2026 at 22:47 8 8
Eleanor Whitfield
Rocket Lab Acquires Iridium for $8 Billion: From Tactical Launcher to Constellation Operator
In the largest acquisition in its history, Rocket Lab takes over Iridium Communications for $8 billion - a deal that radically transforms the company into a global LEO constellation operator, with direct exposure to DoD defense contracts.
Jun 29, 2026 at 17:15 12 11
Daniel Schmidt
But under $4,000: four weeks of pullback and opportunity cost takes over
The safe-haven metal ended June down 3.5% for the week, falling back below the symbolic $4,000 threshold. This is not a capitulation—it's the return to favor of positive real rates.
Jun 26, 2026 at 23:04 12 11