Sep 19, 2025 4 min read Daily Rundown

⛵ AI Gold Rush

Plus: Nvidia Shocks Wall Street, Best Buy's New Choice

Good Morning, Early Adopters!

The gold rush is no longer about land or metal, but about circuits and code. Market shocks ripple as giants place bets, while old retailers reinvent themselves for a digital age. What looks like chaos is in fact the outline of a new economy taking shape, faster than most can follow.

PREDICTION

Lisa Su Calls a Decade-Long AI Gold Rush

👀 What’s the move: At Axios’ AI+ Summit, AMD CEO Lisa Su declared we’re only in year two of a “massive ten-year cycle” of AI build-out, with chips, data centers and models set to scale far beyond today’s hype. She framed AI as the most transformative tech of her career, rivaling the internet itself, with a $500B accelerator market looming in just a few years.

💡 Why it’s not boring: If Su is right, AI infrastructure becomes the new oilfield, with semis as the picks and shovels, data centers as the refineries, and Wall Street repricing everything on this backbone. The implications stretch from rural healthcare delivery to global energy grids, with AMD and Nvidia quietly setting the terms of economic power.

⛵ Key takeaway: If the “Su Cycle” holds, the S&P isn’t led by banks or oil, it’s led by whoever owns the AI furnaces.

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CHIPS

Nvidia Buys Into Intel, Wall Street Loses Its Mind

👀 What’s the move: Nvidia is dropping $5B into Intel for a 4% stake, pairing GPUs with Intel’s CPUs in both data center rigs and consumer PCs. Intel stock soared 20% on the news, Nvidia just 3.8%, a lopsided pop that says more about investor desperation for an Intel revival than the actual economics.

💡 Why it’s not boring: Nvidia just secured the missing piece in its portfolio with CPUs. Intel gets cash and credibility, but this doesn’t fix its foundry albatross. The deeper play is Nvidia embedding NVLink into Intel’s server CPUs, prying open the PC ecosystem, and making sure enterprise AI adoption bends toward its stack. Intel gets a lifeline; Nvidia gets distribution. Guess who wins long term.

⛵ Key takeaway: This is a $5B bet disguised as a partnership, and the real winner won’t be clear for years.

RETAIL

Best Buy Breaks Up With Old Ads

👀 What’s the move: Best Buy is not just chasing shiny NFL sponsorships or YouTube bundles. It is moving away from the low-yield world of traditional ads. TV spots and circulars no longer build loyalty, so the company is building its own programmatic pipes and renting out shopper data as premium ad inventory. When the shelves barely cover margin, customer data becomes the real product.

💡 Why it’s not boring: This pivot is also a confession that legacy ad spend no longer delivers returns. The ROI gravity of internet-scale targeting is pulling every retailer into media. Best Buy’s move shows how even niche-category chains must morph into audience networks. For Walmart, it’s groceries. For Best Buy, it’s gamers and business travelers. The future playbook says that if you sell products, you’d better also sell the people buying them.

⛵ Key takeaway: Retail brands won’t survive on products alone; every aisle must double as an ad network.

STARTUP SPOT

🧠 DX
“Engineering intelligence for devs.”
Platform tracking workflow friction, real-time metrics, and developer experience benchmarks.
→ Founded 2020 by Abi Noda & Greyson Junggren; ~$2M seed; 350+ enterprise clients incl. Dropbox, Adyen; acquired by Atlassian Sept 2025 for ~$1B.

🔎 DACLab
“DAC built to scale.”
Modular low-energy direct air capture with <$250/ton CO₂ target and mass-manufacturable pods.
→ Founded 2023 in Palo Alto by Aditya Bhandari & Samip Bhavsar; $3M seed (Peter Relan, climate VCs); 100t/yr pilots live; 1,500 kWh/ton energy use.

🛢️ EV Realty
“Real estate + megawatts for fleets.”
Develops grid-ready charging hubs on industrial land near ports and warehouses for multi-tenant truck fleets.
→ Founded 2021; 5 hubs in California; $75M raise Sept 2025 (NGP-led); acquired Gage Zero assets; building 76-stall site for 200+ Class-8 trucks daily.

BAY AREA MEMOS

Microsoft will spend $4B on a second Wisconsin AI data center, expanding capacity with renewable energy, efficient cooling, and new local jobs.
Atlassian will acquire developer productivity startup DX for $1 billion to integrate its AI-driven efficiency tools into its developer ecosystem.
Uber is reviving drone delivery for Uber Eats through a partnership with Flytrex, testing in U.S. markets by year-end.
DACLab emerges from stealth with $3M to commercialize lower-energy direct air capture units, aiming to cut CO₂ removal costs to $250/ton.
EV Realty raised $75M to build data-center-style EV truck charging hubs near ports and warehouses, turning grid access into a real estate business.

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