The Week the AI Compute Race Went Nuclear On August 10, Nvidia gathered six of the world’s largest financial institutions—Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR—and announced a plan to mobilize over $500 billion for AI infrastructure. Not in five years. Not in ten. In the next few years. Two weeks later, Anthropic signed a $45 billion compute deal… Read more →