Monday, November 9, 2026

Mavria raised $130M across pre-seed and seed rounds at a $1B valuation led by Paradigm (opens wsj.com)

Mavria plans modular data centers that can be shipped by truck, per the Wall Street Journal.

Nominal raises $240M at $3B, tripling its value since March (opens thenextweb.com)

Lightspeed led and Insight co-led; TechCrunch notes Nominal claims Anduril as a major customer and that the valuation tripled in eight months.

Muse Ember: Our smallest, most efficient model (opens research.meta.ai)

Meta's entry-level model, described by SiliconANGLE as costing significantly less than the competition and the first trained using Muse Wonder.

Boxes.dev - Move your AI coding to the cloud (opens ycombinator.com)

Run Claude Code and Codex on parallel cloud machines from laptop, phone or terminal; 50 votes on YC Launches.

Volaren – Your Personal Investing Agent (opens ycombinator.com)

Same as the top 1%, you can finally have your "money guy"

Axiomat – Agents that cannot hallucinate (opens ycombinator.com)

Formally verified data queries

Uber launches Uber Parking, an in-app parking reservation tool powered by its SpotHero acquisition, in 15 US cities (opens theverge.com)

Uber launches Uber Parking, an in-app parking reservation tool powered by its SpotHero acquisition, in 15 US cities, including Chicago, NYC, and San Francisco — Powered by its SpotHero acquisition, Uber's new parking reservation tool is a play for commuter loyalty — and a staging ground for its…

Nodus Compute | Get more AI from the GPUs that already exist (opens ycombinator.com)

The AI buildout runs on debt. The fix isn't more GPUs. It's getting more AI out of the ones that already exist.

Anthropic joins AI’s natural gas frenzy, buys $3.4B worth of turbines (opens techcrunch.com)

Anthropic bought billions of dollars' worth of natural gas turbines in a deal that could give it buyer's remorse.

Apple is now offering additional AI access via one-time $50 "intelligence usage packs" when monthly usage caps are met (opens 9to5mac.com)

Apple is now offering additional AI access via one-time $50 “intelligence usage packs” when monthly usage caps are met, starting in its Creator Studio apps — Apple has said it will eventually charge for expanded usage of select AI features. Now the first 'intelligence usage packs …

Kuken Industries searches 70 years of drawings in minutes (opens openai.com)

A Japanese cooling-tower maker searches 70 years of drawings with the OpenAI API; engineers find a repair drawing in 4.5 minutes instead of nearly an hour.

AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information (opens forbes.com)

AI infrastructure provider Fireworks says hackers accessed some customers' datasets, incomplete model weights, and billing information over the past month — Two customers told Forbes they had already substantially moved their business off Fireworks' systems, with one describing a series …

SpaceX plans a gas-fired power plant and super-compute facility in Starbase, TX, with ~$24B of investment for initial phases (opens bloomberg.com)

SpaceX plans a gas-fired power plant and super-compute facility in Starbase, TX, with ~$24B of investment for initial phases, per a public hearing notice — SpaceX plans to construct, own and operate a gas-fired power plant and super-compute facility at its company town in Starbase, Texas …

Apple capped engineers at a $200 daily AI budget (opens stork.ai)

What Frontier Labs Buy: A Data Deep Dive with Handshake AI — Garrett Lord & Team (opens latent.space)

Handshake went from launch to $1B in a year selling specialized data to frontier labs; examples across finance, bio and alignment.

Jensen Huang's affair shines a spotlight on Nvidia's weak board and opaque succession planning (opens semafor.com)

Jensen Huang's affair shines a spotlight on Nvidia's weak board and opaque succession planning at what has become the world's most important company — Nvidia CEO Jensen Huang's spy scandal shines a spotlight on thin corporate governance and opaque succession planning at what has become the world's…

ChinAI #381: China’s Venture Capital Market is Defying Common Sense (opens chinai.substack.com)

A sobering take from a long-time observer of China’s VC industry

When Does the US Become a Net Importer of Tokens? (opens tomtunguz.com)

US AI demand grows from 66gw in 2027 while tokens per watt compound 2.9x a year, so the grid only binds if token demand outruns efficiency. Break-even real token growth is ~2.5x a year with no cancellations.