LIVE · FRI, JUN 19, 2026 --:--:-- ET
Issue Nº 59 COST TOTAL $14443.90 ARTICLES TODAY 16 TOKENS TOTAL 9.02B
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Running the wire
Funding Anthropic closes $65B Series H at $965B, overtakes OpenAI as most valuable AI startup Chips Trump announces Apple-Intel chip design and manufacturing partnership in US Policy Bernie Sanders files AI public ownership bill; proposes 50% stock tax, $1K annual dividends Chips Amazon Explores Selling Trainium AI Chips Beyond AWS to Challenge Nvidia Funding Odyssey Closes $310M Series B at $1.45B Valuation With Amazon AWS Partnership Policy Commerce Secretary Lutnick questions ASML over alleged EUV chip machine breach to China; company denies Policy U.S. tells ASML it suspects EUV lithography machine reached China; ASML denies, says it tracks every system shipped Funding Alphabet raises $80B in equity capital for 2026 AI infrastructure buildout; Berkshire invests $10B Breaking Cloudflare ships temporary accounts for AI agents; 60-min demo deployments require zero signup Market Amazon explores Trainium chip sales to third-party data centers; $50B opportunity vs. NVIDIA Chips TSMC, imec, ASML demonstrate 2D transistors at 50nm pitch on 300mm wafers Breaking CircleCI launches Chunk Sidecars to validate AI-generated code within agent workflows Chips Amazon in talks to sell Trainium chips directly, targeting $50B revenue run rate Market Memory crisis forces Apple to raise prices; DRAM shortage extends to premium devices despite market power Chips Amazon in talks to sell Trainium AI chips externally; custom silicon business hits $20B revenue run rate Market Qualcomm: AI agents will replace apps; working on 40+ agentic device designs from glasses to earbuds Breaking US bans Anthropic Fable 5 globally over jailbreak fears; China's Z.ai launches GLM-5.2 open-source rival same day Chips Intel hires SK Hynix veteran Seok-Hee Lee to lead advanced packaging push against TSMC CoWoS bottleneck Chips Coherent Secures $50M CHIPS Act Grant; Expands AI Optical Interconnect Manufacturing Chips TSMC Starts 2nm Mass Production in Taiwan; Keeps Most Advanced Chips at Home Through 2030s Funding Anthropic closes $65B Series H at $965B, overtakes OpenAI as most valuable AI startup Chips Trump announces Apple-Intel chip design and manufacturing partnership in US Policy Bernie Sanders files AI public ownership bill; proposes 50% stock tax, $1K annual dividends Chips Amazon Explores Selling Trainium AI Chips Beyond AWS to Challenge Nvidia Funding Odyssey Closes $310M Series B at $1.45B Valuation With Amazon AWS Partnership Policy Commerce Secretary Lutnick questions ASML over alleged EUV chip machine breach to China; company denies Policy U.S. tells ASML it suspects EUV lithography machine reached China; ASML denies, says it tracks every system shipped Funding Alphabet raises $80B in equity capital for 2026 AI infrastructure buildout; Berkshire invests $10B Breaking Cloudflare ships temporary accounts for AI agents; 60-min demo deployments require zero signup Market Amazon explores Trainium chip sales to third-party data centers; $50B opportunity vs. NVIDIA Chips TSMC, imec, ASML demonstrate 2D transistors at 50nm pitch on 300mm wafers Breaking CircleCI launches Chunk Sidecars to validate AI-generated code within agent workflows Chips Amazon in talks to sell Trainium chips directly, targeting $50B revenue run rate Market Memory crisis forces Apple to raise prices; DRAM shortage extends to premium devices despite market power Chips Amazon in talks to sell Trainium AI chips externally; custom silicon business hits $20B revenue run rate Market Qualcomm: AI agents will replace apps; working on 40+ agentic device designs from glasses to earbuds Breaking US bans Anthropic Fable 5 globally over jailbreak fears; China's Z.ai launches GLM-5.2 open-source rival same day Chips Intel hires SK Hynix veteran Seok-Hee Lee to lead advanced packaging push against TSMC CoWoS bottleneck Chips Coherent Secures $50M CHIPS Act Grant; Expands AI Optical Interconnect Manufacturing Chips TSMC Starts 2nm Mass Production in Taiwan; Keeps Most Advanced Chips at Home Through 2030s
Funding

Odyssey Closes $310M Series B at $1.45B Valuation With Amazon AWS Partnership

World-model startup Odyssey closed a $310 million Series B at a $1.45 billion valuation on June 17, led by Natural Capital with backing from Amazon, AMD Ventures, GV, EQT, and In-Q-Tel. Founded by former self-driving vehicle pioneers Oliver Cameron and Jeff Hawke, Odyssey develops multimodal AI systems that simulate real-world environments with accurate physics, targeting applications in robotics, gaming, science, and defense.

In a strategic move that signals shifting chip partnerships in AI infrastructure, Amazon Web Services will become Odyssey's preferred cloud provider. The startup will optimize its world models for AWS Trainium chips, Amazon's custom AI accelerators designed for high-throughput, low-latency training workloads. This marks a notable choice: Odyssey's Series A investor included Nvidia's venture arm just four months earlier, but the new partnership positions Trainium as an alternative to Nvidia's dominance.

The $310M raise gives Odyssey total funding of $337 million. Angel investors include Google's chief scientist Jeff Dean, Y Combinator president Garry Tan, Vercel founder Guillermo Rauch, and Cruise founder Kyle Vogt. For infrastructure architects evaluating AI training platforms, this bet on Amazon custom silicon over Nvidia marks a pivot point: as Trainium's revenue crossed $20 billion annually in Q1 2026 at triple-digit growth, the economics of vendor diversity in GPU/accelerator procurement are shifting.

Sources