Reading List

The most recent articles from a list of feeds I subscribe to.

Ornn Compute Price Index: Nvidia Blackwell GPU hourly rent hit $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand (Wall Street Journal)

Wall Street Journal:
Ornn Compute Price Index: Nvidia Blackwell GPU hourly rent hit $4.08, up 48% from $2.75 two months ago, driven by agentic AI demand  —  AI companies are rationing offerings and products, rankling users—a warning sign for a boom that depends on rapid adoption

Shenzhen-listed server PCB maker Victory Giant plans an April 21 Hong Kong listing, aiming to raise as much as $2.2B; the company was valued at $37B on April 10 (Bloomberg)

Bloomberg:
Shenzhen-listed server PCB maker Victory Giant plans an April 21 Hong Kong listing, aiming to raise as much as $2.2B; the company was valued at $37B on April 10  —  Victory Giant Technology Huizhou Co. began taking investor orders for a listing in Hong Kong that may raise as much as HK$17.5 billion …

Sources: the US FTC is in settlement talks with ad companies to end an antitrust probe into their alleged coordinated boycotts against sites like Elon Musk's X (Suzanne Vranica/Wall Street Journal)

Suzanne Vranica / Wall Street Journal:
Sources: the US FTC is in settlement talks with ad companies to end an antitrust probe into their alleged coordinated boycotts against sites like Elon Musk's X  —  The government began an inquiry last year into whether ad firms were funneling client dollars away from certain media platforms

Sources: the US' AI chip export push risks being undermined by licensing bottlenecks, staff attrition, and unclear policy at the Bureau of Industry and Security (Maggie Eastland/Bloomberg)

Maggie Eastland / Bloomberg:
Sources: the US' AI chip export push risks being undermined by licensing bottlenecks, staff attrition, and unclear policy at the Bureau of Industry and Security  —  President Donald Trump's goal of significantly boosting global sales of American AI chips risks being undermined by licensing bottlenecks …

Anthropic debuts Claude for Word in beta, which adds AI editing tools and clickable citations, targeting document-heavy workflows, for Team and Enterprise users (Tristan Anthony/Business Insider)

Tristan Anthony / Business Insider:
Anthropic debuts Claude for Word in beta, which adds AI editing tools and clickable citations, targeting document-heavy workflows, for Team and Enterprise users  —  - Anthropic launched a beta version of Claude for Word.  — It follows February's release of Claude add-ins for Excel and PowerPoint.