Tech corner. Google shipped chips during Nvidia's worst week, and Wisconsin is apparently an AI infrastructure story now.
1. Google adds two more TPUs and quietly has a set of four
Google expanded its eighth-generation TPU lineup with TPU 8tx, built for confidential inference on 5th-gen AMD EPYC hosts, and TPU 8i Max, which puts two 8i chips in one package for double the compute, SRAM and HBM bandwidth — 384 GB of high-bandwidth memory per system. Four TPU systems in a single year is the first time Google has done that, and the timing isn't subtle. The one that matters is 8tx: hardware that keeps data and model weights protected while they're actually in use is what governments, banks and hospitals have been waiting for.
Google Cloud blog
2. Samsung may buy Modine, and Modine is a Wisconsin company
Samsung Electronics is in talks to acquire Modine Manufacturing, the Wisconsin company whose data-centre cooling unit has been growing fast, according to Bloomberg; a deal could come together within weeks, and no final decision has been made. Modine was worth about $5.6 billion before the report and its shares jumped 28% after hours. Cooling used to be the boring part of a data centre — now it's the part getting bought by a conglomerate.
Bloomberg
3. CoreWeave grew 168% and the stock still fell
CoreWeave reported $3.66 billion in third-quarter revenue, up 168% year over year, with a $132.5 billion revenue backlog and full-year capex guidance raised to $37–39 billion. The market read it as a warning rather than a triumph, and neoclouds slid again Friday as AI-financing nerves spread. Growing that fast on borrowed money is a bet that the demand curve stays this steep — this week everyone remembered what happens if it doesn't.
CoreWeave investor release
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