Issue #3
Morning Roost: Groq's $650M Raise, Anthropic vs. Government, and AMD Reverses Course
Tuesday, June 23, 2026
Today's digest covers Anthropic's escalating clash with the government, Groq's new funding round following Nvidia's deal, and AMD reinstating memory encryption in consumer chips. We also look at conversational travel, the economics of advanced chipmaking, and a new SpaceX compute partnership.
1 of 7 · OpenAI
How Omio is building the future of conversational travel
Travel booking platform Omio is using OpenAI's technology to build conversational travel features and speed up product development. The company is positioning itself as an AI-native business as part of the shift.
Read the full story →2 of 7 · MIT Technology Review
Three things to watch amid Anthropic’s latest feud with the government
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Read the full story →3 of 7 · TechCrunch AI
AI chipmaker Groq confirms $650M raise, re-staffs after Nvidia’s $20B not-acqui-hire deal
Groq confirmed a $650 million funding round and is expanding its leadership team while focusing on its neocloud business. The moves follow Nvidia's $20 billion not-acqui-hire deal, which affected Groq's operations.
Read the full story →4 of 7 · MIT Technology Review
The Download: the future of chipmaking and Anthropic’s government clash
The newsletter covers ASML's newest $400 million chipmaking machine and a dispute between Anthropic and the government. The lead item examines the machine's role in advancing semiconductor manufacturing.
Read the full story →5 of 7 · TechCrunch AI
SpaceX inks compute deal with Reflection AI, an open source AI lab
SpaceX has signed a compute agreement with open source lab Reflection AI, under which Reflection will pay $150 million a month from July 2026 through 2029 for access to Nvidia GB300 chips and supporting hardware at SpaceX's Colossus 2 data center near Memphis, Tennessee.
Read the full story →6 of 7 · MIT Technology Review
The $400 million machine powering the future of chipmaking
ASML's latest extreme ultraviolet lithography machine, priced at roughly $400 million and weighing more than 150 tons, represents the company's most advanced system for manufacturing cutting-edge semiconductors. The machine is central to producing the chips that power modern computing, including AI hardware.
Read the full story →7 of 7 · Ars Technica
Following user outcry, AMD reinstates memory encryption in consumer CPUs
AMD has reinstated memory encryption support in its consumer CPUs after users objected to its removal. Critics had argued the change was intended to push buyers toward more expensive chips.
Read the full story →That's your scan for Tuesday, June 23. See you tomorrow morning.
Morning Roost Issue #3