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# The Fed, Oil, and Other Things That Move Markets, AI's Money Faucet Stays Open, Apple's Two-Front War (With Itself, and Nvidia)
- URL: https://adjacent.media/scan/2026-08-27-am/
- Published: 2026-08-27T10:09:08.000Z
- Updated: 2026-08-27T10:09:09.000Z
- Description: The Fed has a new voice, oil is finding routes around the same threats, and Silicon Valley keeps writing checks for anything with “AI” and “infrastructure” in the pitch deck. Apple shipped two computers that amount to Nvidia subtweets. Grab coffee.
- Author: Jonathan Greene
- Tags: #scan-am, #scan

The Fed has a new voice, oil is finding routes around the same threats, and Silicon Valley keeps writing checks for anything with "AI" and "infrastructure" in the pitch deck. Apple shipped two computers that amount to Nvidia subtweets. Grab coffee.

> **$17B** — Meta's fine for what it took to build a $1.5 trillion company. *(NextDraft)*

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### Connected World

#### [‘Honeymoon’s Over’: Warsh Under Pressure as Fed Weighs Raising Rates](https://www.nytimes.com/2026/08/26/business/kevin-warsh-federal-reserve-jackson.html?ref=adjacent.media) (paywall)

Kevin Warsh gives his first Jackson Hole address as Fed chair with rate-hike chatter already nipping at his heels — not the debut he wanted. *(NYT)*

#### [Under Threat, Saudi Arabia Reroutes Oil Exports Yet Again](https://www.nytimes.com/2026/08/26/business/saudi-oil-houthis-iran.html?ref=adjacent.media) (paywall)

Pushed off the Strait of Hormuz and now navigating around the Red Sea too, the map of viable oil routes keeps shrinking. *(NYT)*

#### [Forbes and Shook Research Suspend Rankings Amid Investigation of $6 Million Payment](https://www.nytimes.com/2026/08/25/business/media/forbes-shook-research-payment.html?ref=adjacent.media) (paywall)

A $6M payment to a former top editor puts an asterisk on every "Top Advisors" list you've ever seen. *(NYT)*

#### [Deloitte will pay $21.5M to settle a DOJ investigation into its diversity targets](https://thenextweb.com/news/deloitte-dei-settlement-doj-21-5m?ref=adjacent.media)

No admission of liability, but the check clears — a preview of how the DEI-rollback wave gets priced in corporate America. *(TNW)*

### Machines & Minds

#### [Data center power startup Emerald AI raises $150M at $1.05B valuation](https://siliconangle.com/2026/08/25/data-center-power-startup-emerald-ai-raises-150m-at-1-05b-valuation/?ref=adjacent.media)

Power, not compute, is now what everyone's funding — Emerald joins a growing club of "AI needs electricity" startups. *(SiliconANGLE)*

#### [Robotics startup Generalist reaches $3B valuation, sources say](https://techcrunch.com/2026/08/25/robotics-startup-generalist-reaches-3b-valuation-sources-say/?ref=adjacent.media)

A $200M extension just months after hitting $2B — physical AI is compounding valuations like it's 2021 software again. *(TechCrunch)*

#### [Indian AI infrastructure company AM Intelligence orders 9,000 Nvidia Vera Rubin systems](https://www.bloomberg.com/news/articles/2026-08-25/india-ai-data-center-firm-orders-9-000-nvidia-vera-rubin-systems?ref=adjacent.media) (paywall)

An $8B bet that India becomes a serious compute hub, not just a talent pool. *(Bloomberg)*

#### [Sources: DeepSeek generated $70.7M in revenue and posted a $106M net loss in the first seven months of 2026](https://www.theinformation.com/articles/deepseeks-revenue-reaches-70-million-july-tenfold-jump-2025?ref=adjacent.media)

Revenue up 10x, losses widening too — growth-at-all-costs made it to Hangzhou. *(The Information)*

### Connected World

#### [Apple Updates Mini and Studio, AI Computers, OpenAI Jalapeño](https://stratechery.com/2026/apple-updates-mini-and-studio-ai-computers-openai-jalapeno/?ref=adjacent.media)

Ben Thompson's read: two different hardware moves from Apple and OpenAI both amount to pressure on Nvidia's throne. *(Stratechery)*

#### [Apple's $899 Mac mini Skips M5 Entirely, Keeps the 2024 Body](https://www.yankodesign.com/2026/08/25/apples-899-mac-mini-skips-m5-entirely-keeps-the-2024-body/?ref=adjacent.media)

The cheap mini gets the new M6 chip but the old chassis — Apple segmenting its lineup down to the millimeter. *(Yanko Design)*

#### [Mac Studio 2026](https://mjtsai.com/blog/2026/08/25/mac-studio-2026/?ref=adjacent.media)

M5 Max, up to 40-core GPU, Neural Accelerators — Apple's answer for anyone eyeing a local LLM rig over a cloud GPU rental. *(Michael Tsai)*