Five bullets of updates for you whizzbangers ⚡ 🧠 Inference-chip startup Tenstorrent raised $1.5B at a $6.2B valuation, more than doubling its late-2024 price, five months after it reportedly drew acquisition interest from Intel and Qualcomm at up to $5B. CEO Jim Keller says showing its Galaxy servers could run DeepSeek models is why it stayed independent. One hard technical proof point can price you above your would-be buyer. 🚀 JPMorgan put $5B into startups in year one of its US security and resiliency initiative, halfway to its $10B goal, including direct stakes in robot-factory builder Hadrian and hypersonic-missile maker Castelion. If you build defense, manufacturing or supply-chain tech, the biggest US bank is now writing equity checks directly, and it says it may blow past its target. 🚫 DHS ordered federal civilian agencies to remove DeepSeek AI products, including third-party tools built on its models, and banned future purchases. The order was signed July 24 and only made public this week. Selling to US agencies? Audit your stack and your vendors' stacks now. The removal clock is already running, and "we just wrapped the API" won't count as an exception. 🔌 Microsoft backed out of leasing Nscale's 50MW Essex data center, billed as the UK's largest, after grid officials said power wouldn't arrive until the 2030s. Nscale lost its only announced customer for the site just as it eyes a Wall Street listing at a potential $35B. It's more proof that power, not GPUs, is the AI bottleneck, and that vendor go-live dates need exit clauses. 🎟️ Good American, Khloé Kardashian and Emma Grede's clothing label, invited creators to an "exclusive" RSVP preview of its NYC pop-up, then turned many away when lines wrapped around the block. One creator had flown in from Chicago and booked an Airbnb. Cap RSVPs at real capacity, because the people you invite to amplify you will amplify the snub too.