⛵ First Nuclear Permit in Decade
Good Morning, Early Adopters!
Apple disrupts the entry-level PC market, Iran escalates the conflict into cloud infrastructure, and the nuclear energy revival hits a major regulatory milestone.
TerraPower Gets First Nuclear Permit in Decade
TL;DR: Bill Gates-backed TerraPower received NRC approval to build a 345MW sodium-cooled Natrium reactor in Wyoming. It marks the first commercial nuclear construction permit issued in the US in nearly 10 years, signaling a real turning point for the nuclear energy revival.
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Broadcom AI Revenue Doubles to $8.4B
TL;DR: Broadcom reported Q1 AI revenue of $8.4B, up 106% year-over-year. CEO Hock Tan said the company has locked in multi-gigawatt AI chip orders from Anthropic, OpenAI, and Meta, and projects AI chip revenue exceeding $100B by 2027.
Nvidia's $30B OpenAI Bet May Be the Last
TL;DR: Jensen Huang confirmed Nvidia's $30B stake in OpenAI and indicated it could be the final major pre-IPO investment. The original multi-hundred-billion infrastructure deal is off the table once OpenAI goes public, likely later this year.
Bitcoin Hits $73K as Volatility Returns
TL;DR: Bitcoin broke through $73,000 as stablecoin inflows surged and macro conditions shifted. Multiple analysts pointed to a favorable macro tailwind and renewed institutional appetite, marking the return of the volatility the crypto market had been missing.
Meta Is Building Its Own AI Chips
TL;DR: Meta is developing proprietary training chips to reduce its dependency on Nvidia GPUs. Broadcom CEO simultaneously confirmed Meta's MTIA chip roadmap is advancing, with multi-gigawatt deployment targets for 2027.
Iran Drones Hit Amazon Cloud in Bahrain
TL;DR: Iran's IRGC targeted Amazon Web Services data centers in Bahrain and the UAE, leaving all facilities offline. AWS reported elevated error rates and urged customers to migrate workloads. The attacks escalated the conflict into cloud infrastructure for the first time.
Google Cuts Play Store Fee to 20%
TL;DR: Google and Epic reached a settlement in their antitrust case, with Google agreeing to cut its Play Store commission from 30% to 20% and open catalog sharing. The deal reshapes mobile app store economics and partially dismantles Google's long-standing monopoly on Android distribution.
Apple's $599 MacBook Neo Is Here
TL;DR: Apple unveiled the MacBook Neo — a colorful $599 laptop powered by the A18 Pro chip (the same silicon in iPhone 16 Pro) — targeting Chromebook users and first-time Mac buyers. It ships in four colors with 16GB RAM, up to 16-hour battery life, and starts shipping March 12.
Pasqal Goes Public at $2B via SPAC
TL;DR: French quantum computing company Pasqal announced plans to list on US markets via a SPAC merger at a $2B valuation, becoming one of the first scaled quantum computing firms to reach public markets and signaling growing investor appetite for the sector.
Decagon AI Hits $4.5B, Triples in Months
TL;DR: AI customer support startup Decagon completed its first employee tender offer at a $4.5B valuation, tripling from $1.5B just months earlier. The round was led by Coatue, a16z, and Index Ventures, reflecting sustained investor conviction in AI agent infrastructure.
Whoop Grows 75% Staff Before IPO
TL;DR: Health wearable company Whoop announced a 75% headcount expansion as it prepares for a likely IPO, intensifying competition with Apple Watch, Oura Ring, and Garmin in the premium health tracking market.
OpenAI's GPT-5.2 Co-Authors Physics Paper
TL;DR: OpenAI published a preprint in which GPT-5.2 Pro autonomously extended known gluon scattering amplitude results to gravitons using the directed matrix-tree theorem, then helped draft the paper. The work was co-signed by physicists from Harvard and Cambridge, marking a milestone in AI-assisted fundamental physics.
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