2026-01-09
The Information
1 related
Source: Lambda, which rents access to AI chips and is backed by Nvidia, is in talks to raise $350M+ led by Mubadala Capital, ahead of an IPO planned for H2 2026
Lambda, an upstart cloud provider that rents out Nvidia AI chips—and whose biggest customer was recently Nvidia itself …
2025-12-07
Business Insider
10 related
Leaked memos: Meta is delaying the release of its MR glasses codenamed “Phoenix” from H2 2026 to H1 2027 for “more breathing room to get the details right”
Jyoti Mann / Business Insider :
2025-12-06
Business Insider
3 related
Leaked memos: Meta is delaying the release of its MR glasses codenamed “Phoenix” from H2 2026 to H1 2027 for “more breathing room to get the details right”
- Meta delays the release of its “Phoenix” mixed reality glasses to 2027, aiming to “get the details right.”
2025-11-22
Wall Street Journal
Sources: China's Moonshot AI, developer of the Kimi models, is raising several hundred million dollars at a ~$4B valuation and is aiming for an IPO in H2 2026
Wall Street Journal :
2025-10-14
CNBC
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Oracle plans to deploy 50K AMD Instinct MI450 chips, announced in June, starting in H2 2026; the Instinct MI450 is AMD's first AI chip for rack-sized systems
Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.
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