🇨🇳 Silicon Valley Intelligence

Intelligence signals and analysis for Silicon Valley, CN — tracked by OrbSignal.

5
Signals
5
Articles

Active Signals

SignalStatusLensConfidenceLast Seen
I Traced The AI Capex, And Found 6 Profit Pools (One Is An Asymmetric Bet) active AI & Tech 100%
Exclusive-Cerebras to raise IPO price range to $150-$160 as demand surges, sources say​​​​​​​​​​​​​​​​ active AI & Tech 79%
Cloudflare to cut about 20% workforce as AI adoption reshapes operations active AI & Tech 98%
Google’s plan to win the AI health race? Play nice with Apple and other rivals active AI & Tech 66%
Anthropic weighs fundraising for near $1 trillion valuation, FT reports active AI & Tech 84%
The Critical Minerals Processing Gap Between the US and China active AI & Tech 100%
Meet Mona: AI manager running Stockholm coffee shop active AI & Tech 80%
Anthropic, en difficulté pour satisfaire la demande de son modèle d’IA, loue le plus gros centre de données d’Elon Musk expired AI & Tech 100%
Why Trump’s war on Iran may be ‘accelerating end of US hegemony’ and damaging Stargate active AI & Tech 60%
Blast off: Rocket Lab shares jump 34%, adding $28 billion to its market value active AI & Tech 52%
Qualcomm and Micron Shares Skyrocket, What You Need To Know active AI & Tech 67%
Nvidia has already committed $40B to equity AI deals this year active AI & Tech 85%
Palantir Q1 2026 slides: US revenue tops 100% growth, Rule of 40 hits 145% expired AI & Tech 100%
Anthropic weighs fundraising for near $1 trillion valuation, FT reports active AI & Tech 82%
AMD Ryzen AI Max+ PRO 495 APU could arrive with 192GB of unified memory — leaked PassMark benchmarks suggest modest update over Strix Halo expired AI & Tech 74%
California DMV approves testing of driverless semi-trucks despite Teamsters pushback on job loss fears expired AI & Tech 100%
Apple raises Mac Mini’s starting price to $799 after AI frenzy drains supply expired AI & Tech 84%
SpaceX backs Anthropic with data centre deal amidst Musk’s OpenAI lawsuit expired AI & Tech 78%
Anthropic Nears $1.5 Billion Joint Venture With Wall Street Firms expired AI & Tech 51%
Anthropic nears $1.5 billion AI joint venture with Wall Street firms, WSJ reports  expired AI & Tech 90%