Meta's $35B GPU Bet and the AI Infrastructure Race
The AI industry has always been a race — but in April 2026, the nature of that race changed. Meta announced a $21 billion GPU capacity deal with …
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AI Race
DeepSeek V4: The Price Shock Reshaping the AI Model Race
On April 24, 2026, DeepSeek released two new models — V4-Pro and V4-Flash — that immediately rattled the pricing assumptions underlying every …