• NOV 12, 2026 — Nvidia without Jensen, and the bills come due

  With $720M round, Britain's Fractile gets a leg up in the AI chip race

  The UK's Sovereign AI Fund joins Thrive and Founders Fund in backing a DRAM-stacked inference chip that is supposed to ship next year, at a valuation over £5 billion.

  TechCrunch

• NOV 12, 2026 — Nvidia without Jensen, and the bills come due

  Mount Thor raises $45 million to build Mac data centers for AI agents

  Bare-metal Macs rented by the day, aimed at computer-use RL environments and macOS sandboxes for agents, with an Apple silicon inference lab planned next.

  9to5Mac

• NOV 12, 2026 — Nvidia without Jensen, and the bills come due

  Meta is losing its longtime head of infrastructure

  Santosh Janardhan, at Meta since 2009 and recently put in charge of Meta Compute, hands over to ex-AWS veteran Dave Brown during the biggest capex push in its history.

  TechCrunch

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