Rumors have been circulating for some time, I already about this round in early November. And so - Amazon still managed to force Anthropic to train on its Trainium chips, which will allow these chips to be brought to fruition, and then, lo and behold, someone will start renting them from Amazon.

In general, it’s amazing how often such multi-billion dollar deals happen now - a week ago xAI raised another 5 billion for an additional 100k GPUs for their Colossus . Rating companies for doubled to $50 billion, 500 times its annual revenue. And now Databricks, is looking for 8 billion with an estimate of 61, and, most likely, the company will find it.

There are so many investments, even in large companies, that I don’t know if it makes sense to write about each one separately. The channel is not a financial one. But there are also smaller fish...