“This is something that we haven’t seen in such a scale and in such a short time. It’s a huge supply event.”

Investors are pouring money into Artificial Intelligence, even as economic worries grow. SpaceX's massive IPO signals strong AI interest. Companies like Google are expanding AI…

Plus, Gigascale raises a climate-focused hardware fund & VC firms start seeing better TVPI

SpaceX, Anthropic, Open AI, Google are mopping up huge sums from the market riding on the AI promise