AI Toolz Podcast - 2026-03-31 : $1.6B flows to chips and compute

South Korean chip startup Rebellions raised $400M and launched new inference products as the industry shifts focus from training to inference. Mistral secured $830M in debt financing to build European data centers, while Starcloud raised $170M at unicorn valuation to launch GPU-equipped satellites into orbit. The massive capital flowing into AI infrastructure shows the industry is no longer just about bigger models—it's about making the whole stack actually work.