#Inference Chips

The inference chip layer raised $1.65 billion in five days. The AI cloud answered with $5.6 billion in bonds.

Etched, Fractile, and Groq split $1.65B on competing chip bets while Nebius and Domyn borrowed $5.6B in convertible debt. Castelion hit $13B making hypersonic missiles. Week of Aug 17-23, 2026.