Nvidia’s $30B Perplexity Bet Extends the Compute Landlord Thesis Into AI Search
By Lena Park Publication Date: 2026-08-24 09:33:00 Analysis The chipmaker reportedly explored a licensing deal before pivoting to equity –…
Tag: landlord
Nvidia’s $3 Billion Bet on Lancium Signals the Compute Landlord Thesis Has Reached the Power Layer
By Lena Park Publication Date: 2026-08-08 21:12:00 The bottleneck for AI has shifted from compute capacity to the electricity required…
North Carolina settles with state’s largest landlord over use of AI to inflate rents –
Contributed N.C. has secured a settlement with Cortland Management, prohibiting the use of AI technology to inflate rent prices. This…