Sources: Nvidia agrees to invest $2B in Lancium, the power infrastructure developer of the Stargate campus in Texas, plus $1B more if it hits certain thresholds — Nvidia has agreed to invest $2 billion into Lancium, the power infrastructure developer behind the OpenAI and Oracle AI campus in Texas …
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Analysis: SpaceX is on track to build ~10 GW of compute capacity by 2027's end, with 6 GW-8 GW in 2027 alone, which could drive $300B in annual revenue run-rate — Inference at 100B/GW/year, SpaceX's stellar pace, Microsoft's 10GW 2026 Awakening, Azure Can Grow Triple-Digits
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Anthropic announces a feature that allows different Claude Code sessions to message each other with updates and other information, available on macOS and Linux — Users running the latest version of Claude Code on macOS and Linux can now have their sessions message each other to share findings, ask questions, and coordinate work.
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Filings: Moonshot restructured its China-based entity from a limited liability company to a joint stock company in its first visible step toward a Hong Kong IPO — Chinese AI start-up targets Hong Kong listing to raise fresh funding for next phase of development
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The US OCC denies Dutch fintech Bunq's application for a national bank charter, citing the need for more clarity on its business plan to expand in the US — A US banking regulator turned down a charter application by Dutch financial-technology firm Bunq BV, which submitted a request …
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