EPISODE · Mar 22, 2026 · 7 MIN
Nscale's $2B Series C, HPE's high margin forecasts and Antropic-Pentagon lawsuit
from Light Rundown PH · host TheFatOneTB
Let's dive into what’s in store for us in episode 7!Nscale's $2B Series C (Nvidia-backed, $14.6B valuation, board additions including Sheryl Sandberg)HPE's strong forecasts from higher-margin AI networking amid the infrastructure boomAnthropic's lawsuit against Pentagon blacklisting over AI use restrictionsFuture trends: Physical AI infrastructure (power, cooling, chips) shaping agentic/multiagent leadership by 2027
What this episode covers
Let's dive into what’s in store for us in episode 7!Nscale's $2B Series C (Nvidia-backed, $14.6B valuation, board additions including Sheryl Sandberg)HPE's strong forecasts from higher-margin AI networking amid the infrastructure boomAnthropic's lawsuit against Pentagon blacklisting over AI use restrictionsFuture trends: Physical AI infrastructure (power, cooling, chips) shaping agentic/multiagent leadership by 2027
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Nscale's $2B Series C, HPE's high margin forecasts and Antropic-Pentagon lawsuit
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