> ## Content Index > Fetch the complete content index at: https://adjacent.media/llms.txt > Use this file to discover other available public pages before exploring further. # Silicon Is the New Oil, Capital in the Room, Moves, Signals, and Small Earthquakes - URL: https://adjacent.media/scan/2026-06-26-am/ - Published: 2026-06-26T10:06:19.000Z - Updated: 2026-06-26T10:06:20.000Z - Description: The week closes on a familiar note: chips everywhere, money in motion, and AI eating another industry’s lunch before it finishes its coffee. - Author: Jonathan Greene - Tags: #scan-am, #scan The week closes on a familiar note: chips everywhere, money in motion, and AI eating another industry's lunch before it finishes its coffee. If there's a thread running through Friday, it's that the infrastructure layer — compute, capital, and talent — is consolidating fast, and the people closest to the models are the ones placing the biggest bets. > **$48B** — Amazon's total planned investment in India by 2030 after adding another $13B this week, making it one of the largest single-country cloud commitments in the company's history. *(The Next Web)* --- ### Connected World #### [OpenAI and Broadcom Announce Chip Designed for LLM Inference at Scale](https://arstechnica.com/gadgets/2026/06/openai-and-broadcom-announce-chip-designed-for-llm-inference-at-scale/?ref=adjacent.media) OpenAI's first custom silicon — dubbed Jalapeno — is a direct move to reduce its dependence on Nvidia for the inference workloads that actually make ChatGPT run. *(Ars Technica)* #### [SambaNova Set to Raise $800M–$1B at \~$10B Valuation](https://www.theinformation.com/articles/intel-backed-ai-chip-firm-sambanova-quintuple-valuation-10-billion?ref=adjacent.media) A 5x valuation jump from February signals that the market for alternative AI chips is no longer a niche — it's a land grab. *(The Information)* #### [Arm Now Claims 50%+ of the Hyperscale Cloud Market](https://asia.nikkei.com/editor-s-picks/interview/softbank-chipmaker-arm-hits-50-share-in-top-ai-data-centers-exec?ref=adjacent.media) Arm's EVP says AI data center demand is what pushed it past the majority threshold — a remarkable position for a company that licenses rather than manufactures. *(Nikkei Asia)* #### [Qualcomm Designing China-Specific Data Center Chip Within US Export Rules](https://asia.nikkei.com/business/technology/artificial-intelligence/qualcomm-to-design-china-specific-data-center-chip-in-line-with-us-export-curbs?ref=adjacent.media) Rather than ceding the Chinese market entirely, Qualcomm is threading the export-control needle with a purpose-built chip — a playbook others will watch closely. *(Nikkei Asia)* #### [LineShine Is Fastest Supercomputer at Over 2 Exaflops](https://hackaday.com/2026/06/24/lineshine-is-fastest-supercomputer-at-over-2-exaflops/?ref=adjacent.media) The new compute ceiling just moved again — 2 exaflops is a number that would have been science fiction a decade ago. *(Hackaday)* ### Connected World #### [Mirendil Raises $200M Seed at $1B Valuation](https://www.wsj.com/tech/ai/anthropic-veterans-startup-seeks-to-help-scientists-develop-their-own-ai-09e2f3e5?st=CWXZSf&reflink=desktopwebshare%5Fpermalink&ref=adjacent.media) (paywall) Former Anthropic researchers raising a $200M seed round — at a unicorn valuation, before a product ships — is the clearest sign yet that AI talent can now monetize reputation alone. *(Wall Street Journal)* #### [Trase Raises $107M Seed for AI Agent Infrastructure in Health Care and Defense](https://www.axios.com/pro/health-tech-deals/2026/06/24/trase-107-million-health-care-defense-ai?ref=adjacent.media) Another nine-figure seed round, this time for the plumbing underneath AI agents in two of the most compliance-heavy industries imaginable. *(Axios)* #### [Alan Raises €480M at €5.5B Valuation, Targeting €1B+ ARR by Year-End](https://www.ft.com/content/a19f5112-2434-4c2b-b1b4-b38cc6f6aa14?ref=adjacent.media) (paywall) Europe's most-watched digital health insurer is scaling fast enough to make legacy insurers genuinely uncomfortable. *(Financial Times)* > “How Larry Ellison's $45M donation brought Ellison deeper into Trump's circle — helping Oracle and his son's WBD acquisition.” — *Wall Street Journal* ### Connected World #### [Two More Gemini Researchers Leaving Google for Anthropic](https://thenextweb.com/news/google-loses-two-gemini-researchers-anthropic?ref=adjacent.media) The talent drain from Google to Anthropic is becoming a pattern, not an incident — and Anthropic keeps getting the researchers who built what they're now competing against. *(The Next Web)* #### [Google Lowering Play Store Fees and Allowing Alternative Payments Worldwide](https://macrumors.com/2026/06/24/google-play-store-fee-change/?ref=adjacent.media) Epic's lawsuit is delivering what years of developer complaints could not: a structural change to how Google monetizes its app marketplace, globally. *(MacRumors)* #### [Utah Senate President Who Championed Data Center Near Great Salt Lake Loses Primary](https://www.nytimes.com/2026/06/24/us/j-stuart-adams-utah-senate-data-center.html?unlocked%5Farticle%5Fcode=1.slA.cczz.aovAsxmVCRzC&smid=bs-share&ref=adjacent.media) Voter backlash over water-intensive infrastructure in a drought state just claimed a senior Republican legislator — a data point the rest of the industry shouldn't ignore. *(New York Times)* #### [Hugging Face Hosts Nudification Tools Targeting US Political Figures](https://open.substack.com/pub/transformernews/p/hugging-face-nudification-tools-deepfakes-trump-politicians-republicans) The open-model hosting platform's content moderation problem just escalated from theoretical to very, very concrete. *(Transformer)* ### Connected World #### [GTA VI Will Cost $80 Without a Physical Disc](https://arstechnica.com/gaming/2026/06/grand-theft-auto-vi-will-cost-80-without-a-physical-disc/?ref=adjacent.media) Rockstar is betting that the most anticipated game in a decade can reset consumer price expectations for AAA titles — and they're probably right. *(Ars Technica)*