Funding

Yann LeCun's AMI Labs closed a billion-dollar round to develop world models trained on real-world data, with partnerships spanning health and autonomous systems.

Ben Thompson argues we're not in an AI bubble — agentic workloads are fundamentally reshaping compute demand in ways that justify current infrastructure spending. He draws on historical parallels to show that excess capacity creates its own use cases, making the buildout self-reinforcing rather than speculative.