
Anthropic and Nscale May Be Near Another $45 Billion Compute Deal as AI Spending Frenzy Deepens
Anthropic and Nscale may be nearing another $45 billion compute deal, highlighting the soaring cost of AI infrastructure and investor concerns.
Innovations in NVIDIA’s AI hardware and software for various applications.

Anthropic and Nscale may be nearing another $45 billion compute deal, highlighting the soaring cost of AI infrastructure and investor concerns.

Microsoft is expanding AI agents security tools as it warns frontier models can’t be trusted and may act like insider threats.

CoreWeave’s AI debt troubles rattled markets, lifting concerns about the wider AI infrastructure boom, lenders, and highly leveraged growth bets.

Amazon’s TorchNeuron aims to move PyTorch apps to Trainium and weaken Nvidia’s AI software advantage.

Tenstorrent raised $1.5 billion at a $6.2 billion valuation to scale AI chips for open-weight models and video generation.

An ex-NVIDIA VC says robotics still lacks its robotics ChatGPT moment because core hardware, software and safety standards are unfinished.

A former Nvidia robotics executive says physical AI is bigger than robots, and she’s backing startups building the full real-world stack.

Microsoft is optimizing Windows for RTX Spark with local AI setup, Arm app support, gaming fixes, and smarter memory management.

Ricursive Intelligence says AI chip design could speed up chipmaking, cut costs and ease the coming compute crunch.

Disrupt 2026 Day 2 spotlights AI, robotics and venture deal-making at Moscone West, with 300+ startups and major industry speakers.