When talking about local inference, Sam Altman says supply-constrained DRAM is better used in data centers than sitting in PCs and "being used 5% of the time" (Andrew E. Freedman/Tom's Hardware) Techmeme

When talking about local inference, Sam Altman says supply-constrained DRAM is better used in data centers than sitting in PCs and "being used 5% of the time" (Andrew E. Freedman/Tom's Hardware)

Suyash Mishra October 31, 2026

Andrew E. Freedman / Tom's Hardware : When talking about local inference…

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Salesforce acquires Rune, which makes AI military logistics software, sources say for $375M in cash and stock; Rune raised $30m from a16z and others (Margaux MacColl/Resilience Media) Techmeme

Salesforce acquires Rune, which makes AI military logistics software, sources say for $375M in cash and stock; Rune raised $30m from a16z and others (Margaux MacColl/Resilience Media)

Suyash Mishra October 31, 2026

Margaux MacColl / Resilience Media : Salesforce acquires Rune, which makes A…

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Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuation (Financial Times) Techmeme

Sources: TPG is in talks to acquire UK-based Ark Data Centres, which operates 27 data centers in the UK and Belgium, from Elliott Management at a ~$5B valuation (Financial Times)

Suyash Mishra October 28, 2026

Financial Times : Sources: TPG is in talks to acquire UK-based Ark Data Cent…

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S-1: Anthropic spent ~$2.50 on compute and infrastructure for every $1 of revenue in Q1 2025, falling to under 50 cents in Q2 2026, as it seeks profitability (Financial Times) Techmeme

S-1: Anthropic spent ~$2.50 on compute and infrastructure for every $1 of revenue in Q1 2025, falling to under 50 cents in Q2 2026, as it seeks profitability (Financial Times)

Suyash Mishra October 27, 2026

Financial Times : S-1: Anthropic spent ~$2.50 on compute and infrastructure …

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Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal (Wall Street Journal) Techmeme

Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal (Wall Street Journal)

Suyash Mishra October 27, 2026

Wall Street Journal : Sources: Broadcom CEO Hock Tan held 11th-hour talks an…

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Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (Wall Street Journal) Techmeme

Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (Wall Street Journal)

Suyash Mishra October 27, 2026

Wall Street Journal : Nvidia and Meta expand their Muse partnership, includi…

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A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help non-tech enthusiasts with mundane tasks (Alexandra Alter/New York Times) Techmeme

A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help non-tech enthusiasts with mundane tasks (Alexandra Alter/New York Times)

Suyash Mishra October 26, 2026

Alexandra Alter / New York Times : A profile of former Google VP and Yahoo C…

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