Roman Chernin: AI infrastructure is not in a bubble, specialized models outperform universal ones, and the race against hyperscalers is intensifying | 20VC

This landmark debt deal underscores the strategic shift towards leveraging financial instruments to bolster AI infrastructure competitiveness. The post Apollo and Blackstone finalize $35B debt deal to supercharge Anthropic’s AI infrastructure appeared first on Crypto Briefing.

Nvidia's strategic partnerships in South Korea could significantly enhance its AI infrastructure, potentially boosting its market dominance. The post Nvidia partners with SK Group, others to boost AI infrastructure in South Korea appeared first on Crypto Briefing.

NVIDIA and LG Group are building an AI factory to accelerate LG Group’s next wave of AI-driven businesses, spanning robotics, autonomous driving, data center technologies and GPU cloud services. The AI factory will provide LG Group with accelerated computing infrastructure to train, simulate, validate and deploy AI-based applications across its key businesses.  The collaboration brings […]

SpaceX's entry into AI infrastructure with Google deal diversifies its portfolio, potentially stabilizing future IPO prospects with steady revenue. The post SpaceX signs $30B deal to lease computing capacity to Google appeared first on Crypto Briefing.

Leopold Aschenbrenner just took Situational Awareness LP from $255M to $13.7B in only six quarters. His Q1 2026 filing dropped and one new move stands out as especially sharp. Full breakdown of what he’s doing with AI infrastructure stocks here 👇 The following guest post comes from BitcoinMiningStock.io, a public markets intelligence platform delivering data […]

Capital rotation into artificial intelligence may have played a bigger role in Bitcoin’s latest selloff than most market watchers initially assumed. Michael Saylor, whose company Strategy recently sold a portion of its Bitcoin holdings, pushed back on criticism and pointed instead to an unprecedented flow of money into AI infrastructure as a key factor behind the drop. Related Reading: Bitmine Seeks $300M Raise To Accelerate Ethereum Accumulation Strategy Saylor Pushes Back On Blame Strategy’s Bitcoin sale briefly made Saylor a target. TV personality Jim Cramer went as far as to say Saylor had “murdered Bitcoin,” a claim Saylor denied outright. He argued that capital markets have been funding the AI buildout at historic scale — roughly $400 billion over six months — and that the pressure on Bitcoin was a rotation of capital, not a sign of structural damage to the asset. SBI Holdings Chair Yoshitaka Kitao echoed that view, pointing to the upcoming IPOs of SpaceX, Anthropic, and OpenAI a

The investment underscores the strategic importance of AI infrastructure in enhancing U.S. competitiveness and shaping future technological landscapes. The post Apollo, Blackstone finalize $35B funding for Anthropic’s AI infrastructure growth appeared first on Crypto Briefing.

SpaceX has secured a major compute agreement withGoogle ahead of its planned Nasdaq listing, adding another large customer to its expanding AI infrastructure business. A regulatory filing by SpaceX said Google will pay the company $920 million per month from…