Crypto Pulse—TradFi

Overview CoreWeave is trying to move its funding base away from banks and private credit and toward the longer, cheaper money held by insurance companies. The Financial Times published an interview with co-founder Brannin McBee on October 14, and according to Traders Union's account of that report, McBee described the insurance industry's capital pool as effectively unlimited and said the company is working to get its Nvidia GPU-backed loans rated investment grade as a class. The same report put

Overview A prospectus that has never been published has given the market its first clear look at the size of the bill the industry's most closely watched AI lab has signed. According to Reuters, which reviewed the confidential IPO filing, Anthropic expects to spend at least $518 billion over roughly a decade building AI infrastructure with six partners, and about 80% of that amount is either non-cancelable or payable regardless of usage. The figure matters to the whole supply chain because it is

Overview Global accelerated compute and liquid cooling infrastructure provider Super Micro Computer (NASDAQ: SMCI) recorded a sharp upward price breakout across secondary equity markets, characterized by an intraday surge and elevated trading turnover. The primary catalyst driving this market rerating is the formal announcement of an expanded strategic partnership with enterprise networking and cybersecurity leader Cisco Systems to co-engineer turnkey enterprise artificial intelligence data cent

What to KnowSandisk (SNDK) rose 8.9% on August 17, extending a multi-day rally as other memory and storage stocks also moved higher.Elon Musk replied “Few realize this” to Peter Diamandis’ argument that memory, rather than compute, could become the rate limiter of the agentic AI era.Musk did not specifically mention Sandisk or NAND, but the exchange strengthened an existing market narrative around AI memory and storage demand.Sandisk’s own catalysts remain more important: AI data-center growth,