Wealth Engine
AI Chips
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Etched Valuation Doubles to $21 Billion in Under a Month
Etched valuation doubled to $21 billion after a $700M round led by Jane Street, its first paying customer. Inside the transformer ASIC bet on…
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Broadcom AI Debt Deal: Up to $100 Billion to Fund Anthropic Chips
Broadcom’s AI debt deal seeks up to $100 billion from Blackstone and Apollo to finance custom AI chips for Anthropic. Tranche structure and risks.
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Cerebras vs Groq: Which Fast Inference API Is Worth the Money
Cerebras vs Groq: the new CS-4 hits 4,400 tokens/sec, but Groq’s API costs 20% less per million output tokens. Here’s exactly when speed pays…
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Nvidia Cuts Its OpenAI Data Center Guarantee From $250B to $120B
Nvidia’s OpenAI data center guarantee fell from $250 billion to under $120 billion, covering just 5GW of a 10GW Ohio campus. What changed and…
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SMIC AI Chip Demand Drives First $3 Billion Quarter, Profit Up 262%
SMIC AI chip demand drove revenue past $3 billion for the first time in Q2 2026, with net profit up 262% to $479.2M and…