Fluidstack
What changed, and what is the evidence.
ComputeFundingInferencePhysical AISensing
🗞️ Pulse first · 3 news posts
Coverage
- 🗓️ 2026-10-22 · ✍️ RoboterminalEka's Robot Picks 1,500 Things an Hour. Its Gripper Is Rated for About 139 Days of That.
- 🗓️ 2026-10-16 · ✍️ RoboterminalStryker Paid $400 Million for a Soft-Tissue Option, Not a Robot Company
- 🗓️ 2026-10-15 · ✍️ RoboterminalThree Robots Packed Half a Million Orders. None of Them Can Walk.
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Timeline
What changed, and what is the evidence.
Oct 20, 2026 · Post · posted
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Idle GPUs in the middle of the worst GPU shortage in memory sounds like a contradiction. It isn't, and Shadeform just shipped the feature that explains why. Microsoft is reportedly sitting on $80 billion of unfulfilled Azure orders, and… |
If compute is the biggest moat in AI, shouldn't we be buying OpenAI and Anthropic? Dylan Patel puts OpenAI at roughly 2 gigawatts entering 2026 and Anthropic slightly below, with both above 5 by year end, a 3 to 4x jump each. Together… |
Something I keep noticing this week: the real battleground has shifted off the model leaderboards entirely. Three signals from the same seven days: Anthropic committed to $35 billion in compute through Lambda, backed by Nvidia chips in a… |
AI infrastructure dominated the largest venture rounds this week, with two multibillion-dollar deals in the sector taking the top spots. Data center and cloud provider Crusoe led with a massive $3 billion financing, followed by… |