☁️ Meta inks $10B Google Cloud deal | 💰 Anthropic targets $10B raise | 🇨🇳 Nvidia retools China chips as markets brace

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Nvidia offers Beijing a “Blackwell Lite”

What Happened: As Washington tightens controls on advanced chips, Nvidia is proposing the B30A, a single‑die chip that delivers roughly half the raw computing power of its flagship B300 and uses stripped‑down NVLink and high‑bandwidth memory. CEO Jensen Huang confirmed negotiations with the Trump administration, which is considering a 15 % tax on high‑end AI chips for China. The B30A would let Nvidia continue selling Blackwell‑architecture hardware to Chinese hyperscalers without violating U.S. export rules.

Anthropic eyes a $170 billion valuation

What Happened: AI startup Anthropic is in talks to raise up to $10 billion, doubling its original target as investors line up for a stake in Claude. Iconiq Capital, TPG, Lightspeed, Spark, Menlo Ventures and sovereign funds like Qatar’s QIA and Singapore’s GIC are among those negotiating. The round could value the company at around $170 billion, up from $61.5 billion earlier this year, and the cash will fund new models, infrastructure and head‑count expansion.

Meta signs a $10 billion cloud marriage with Google

What Happened: In a six‑year deal worth over $10 billion, Meta will tap Google Cloud’s servers, storage and networking to train and deploy AI models. The company still plans to build its own data centers but needs extra capacity for its Meta Superintelligence Labs and the AI‑powered products coming to Facebook, Instagram and WhatsApp. The deal follows Mark Zuckerberg’s disclosure that Meta’s capital expenditures will hit $66–72 billion this year, up massively from pre‑AI levels.

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Big Tech Barometer: Investors have been rotating out of tech and into cheaper sectors like energy, healthcare and consumer staples, citing extended valuations and caution before the Federal Reserve’s Jackson Hole speech. The S&P 500 tech sector fell roughly 3 % this week, dragging the index from record highs. Traders are nervously awaiting Nvidia’s Aug. 27 earnings — the stock is up ~30 % this year and over 1,400 % since late 2022. Strategists warn that if Nvidia disappoints, the entire AI trade could wobble. Comments from OpenAI’s Sam Altman about an AI bubble and a new MIT study on profitability have also cooled the mood.

Startup Thermometer: It’s raining money for vertical AI. After Anthropic’s mega‑round, vertical‑AI supplier EliseAIclosed a $250 million Series E, lifting its valuation to $2.2 billion and more than doubling annual revenue. Andreessen Horowitz led the deal, and CEO Minna Song said the fresh capital will expand AI automation across housing and healthcare. The takeaway: investors see vertical AI as a safer bet than consumer chatbots, because solving real‑world business problems can generate recurring revenue.

Infrastructure Watch: Meta’s $10 billion partnership with Google (above) is just one sign of skyrocketing AI infrastructure costs. Meanwhile, Washington is contemplating taking equity stakes in chip companies after already forcing revenue‑sharing deals with Nvidia and AMD. Two‑year Treasury yields ticked up as Fed officials signalled fewer near‑term cuts ; higher rates could make these capital‑intensive projects more expensive.

Wild Card: Chinese tech stocks are on a tear: the STAR 50 index has surged almost 25 % in a month as Beijing pushes domestic chipmaking and even hints at a friendlier stance on digital assets. It’s a reminder that tech euphoria hasn’t faded everywhere — especially when policy tailwinds kick in.

Regulators sprint to catch up

What Happened: The U.S. Commodity Futures Trading Commission (CFTC) launched the next phase of its “Crypto Sprint”, inviting public comments on digital‑asset regulation until Oct. 20. Acting Chair Caroline Pham said the effort aims to implement recommendations from the President’s Working Group and will explore everything from exchange registration and custody requirements to standardized trading practices . The agency is coordinating closely with the SEC and other regulators .

Kanye West’s memecoin implodes

What Happened: Rapper Ye (formerly Kanye West) launched YZY Money, a Solana‑based meme token he pitched as the currency for a “new economy.” Within 40 minutes its market cap surged to nearly $3 billion, only to crash to $773 million the next day . On‑chain analysis showed insiders held over 94 % of tokens at launch, with one multisig wallet controlling 87 % of supply . That concentration let insiders yank liquidity at will.

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