The Brutalist Report

Techmeme

• A look at the quant fund frenzy in China, as assets under management have more than doubled to ~$384B in less than a year amid rapid AI adoption (Bloomberg) [8d]
• Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis) [8d]
• Meta getting into the cloud business has been inevitable for a long time, as it seeks to diversify beyond ad revenue and monetize its AI buildout (M.G. Siegler/Spyglass) [8d]