Meta borrows $30B for GPUs
๐4 min read
๐ธ Meta Takes Out a $30B Loan to Feed the AI Beast
Zuck's borrowing $30 billion - Meta's biggest bond sale ever - just to buy more GPUs and poach more PhDs. They're calling next year's spending "notably larger."
Building AGI apparently requires taking on nation-state levels of debt. Your Instagram Reels are now collateral for humanity's digital future. (source)
๐ต Universal Music Stops Suing AI, Starts Dating It
Universal Music and AI music app Udio just went from courtroom enemies to business partners. They're launching a "licensed" AI music platform in 2026.
The music industry just pulled a "if you can't beat 'em, take a revenue share." Expect your next Taylor Swift album to be 30% human, 70% gradient descent. (source)
๐ฐ๐ท South Korea Orders 260,000 Blackwell Chips Like It's Black Friday
Samsung, Hyundai, and the Korean government just bought a quarter-million Nvidia chips to become an "AI hub." They're putting AI in everything from factories to 6G networks.
Countries are literally stockpiling GPUs like they're nuclear warheads. The new arms race runs on CUDA cores. (source)
โ๏ธ Google Cloud Finally Stops Bleeding Money, Thanks to AI
Google Cloud revenue jumped 34% - it's actually profitable now. Turns out selling AI compute to desperate startups is a great business model.
Google spent a decade losing money on cloud to finally become the world's most expensive API wrapper for Gemini. (source)
๐ป Nvidia Throws $1B at Coding Startup Because Why Not
Nvidia's investing up to $1 billion in Poolside, an AI coding assistant valued at $12B. Yes, the GPU company is now a VC fund.
Nvidia is literally investing in companies that will need more Nvidia chips. It's the most beautiful circular economy ever created. (source)
๐ค Intel Tries to Buy Relevance with SambaNova Acquisition
Intel's in talks to acquire AI chip startup SambaNova because their own AI chips are... well, let's be polite here.
When you're losing the race this badly, you just buy someone who's already running. Intel's strategy: "If you can't innovate, consolidate." (source)
๐ช๐บ Europe's Economy Saved by Data Center Construction
The ECB says European business is improving thanks to "booming AI investment." Translation: building warehouses full of GPUs counts as economic growth now.
The entire global economy is being propped up by building air-conditioned warehouses for matrix multiplication. (source)
๐ฏ Reddit's AI Ads Work So Well They're Scary
Reddit's ad revenue is exploding thanks to AI-optimized targeting. Active advertisers up 75% because the AI knows exactly which subreddit will buy your garbage.
AI finally found its killer app: making you buy things you don't need with unprecedented efficiency. (source)
๐จ Canva Builds Its Own AI Because Stock Models Weren't Generic Enough
Canva launched its own AI model that generates designs with "editable layers." Because apparently we needed AI to make corporate PowerPoints even more soulless.
Every company is now required by law to have its own foundational model. It's like blockchain in 2017 but with actual compute costs. (source)
๐ค Reddit CEO: "AI Chatbots Don't Send Us Traffic"
Despite licensing data to OpenAI and Google, Reddit's CEO admits AI chatbots send basically zero users back. Shocking: robots don't click ads.
Turns out training on Reddit's data doesn't mean ChatGPT will tell users to visit Reddit. Who could have seen this coming except literally everyone? (source)
โค๏ธโ๐ฉน Another Health App Raises $10M to Tell You to Sleep More
Bevel raised $10 million for an AI that reads your Apple Watch data and tells you you're stressed. Revolutionary.
VCs will fund anything with "AI health companion" in the pitch deck. Your anxiety about your health metrics now has its own app. (source)
Until tomorrow (unless the bubble pops),
Team Galaxy.ai
P.S. If your company isn't raising a $30B bond for AI infrastructure, are you even trying? Meta's debt-to-GPU ratio is the new P/E.
P.P.S. We're not saying the entire economy is a Nvidia pyramid scheme, but Jensen Huang could probably buy a small country with his leather jacket collection at this point.
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