OpenAI is still on a huge growth trend: -OpenAI has doubled its revenue to $12 billion annualized – that's currently around $1 billion in revenue per month, up from $500 million in early 2025. -User numbers are growing rapidly: 700 million weekly active users, up from 500
INVESTMENT
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Mistral, French talent to support despite its limitations
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My title starts with 'Mistral, the talent…' because yes, it's our French and even European champion. We must support them, particularly by stopping putting obstacles in their way with absurd regulations. But let's be clear-eyed: Mistral still lags behind
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Stargate Norway to Deliver 100k NVIDIA GPUs by 2026
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100k NVIDIA GPUs for Europe Stargate Norway is planned to deliver 230MW of capacity, with ambitions to expand by an additional 290MW. The facility will target to deliver 100,000 NVIDIA GPUs by the end of 2026, with the intention to expand significantly in the years ahead.
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China’s AI Momentum: Path to Surpass US Leadership
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There is now a path for China to surpass the U.S. in AI. Even though the U.S. is still ahead, China has tremendous momentum with its vibrant open-weights model ecosystem and aggressive moves in semiconductor design and manufacturing. In the startup world, we know momentum
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Microsoft Meta outspend ARM on AI chip capital investment
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Spend big if you’re Microsoft, Meta, not so much for ARM Microsoft and Meta continued a streak of demolishing any doubts about their enormous capital spending, while ARM has a problem, as its intent to invest more deeply into actual chips threatens to up-end what had been a
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Meter Offers Free Deep Dive Book Copies Before IPO
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The good people at Meter offered to send free hard copies of the Deep Dive to 50 people. Form below. It's a long Deep Dive, but a short book. My hope is that when Meter IPOs in a few years, this will be a cool piece of memorabilia to own.
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OpenAI Could Acquire Microsoft Says Analyst Prediction
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Lol yep that’s more likely. I wrote the same thing last year predicting OpenAI will buy Microsoft. I think it’s going to happen.
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Stargate Definition OpenAI Long Term Cloud Contracts
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So looks like the definition of Stargate is 'any [new?] clusters that OpenAI has long term contract with?'
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Anthropic Launches Claude Email Features, Seeks $5B at $170B
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Anthropic launched Claude AI on X and introduced the ability to draft and send emails, messages, and calendar invites directly from its iOS and Android apps
— The Rundown AI (@TheRundownAI) 31 juillet 2025
The company is also reportedly in talks to raise $5B at a $170B valuationpic.twitter.com/cKfESlcnO4Anthropic launched Claude AI on X and introduced the ability to draft and send emails, messages, and calendar invites directly from its iOS and Android apps The company is also reportedly in talks to raise $5B at a $170B valuation
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OpenAI Launches First European Data Center in Norway
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OpenAI just announced Stargate Norway, its first data center initiative in Europe The 230MW site will be developed through a JV between Aker and Nscale, with plans to expand by an additional 290MW in the future