RESEARCH DA Davidson’s Gil Luria: Nvidia’s Margins Are Safe, But Debt-Fueled Data Centers Aren’t 8/10 2 min read 3 weeks ago
FUNDING Nvidia’s Jensen Huang Pledges $2 Billion for Europe, $250 Million for UK AI Safety Labs 8/10 2 min read 3 weeks ago
FUNDING Former Plaud exec raises $26M for AI app that listens to you in the background 7/10 2 min read 3 weeks ago
FUNDING Lambda Raises Up to $4 Billion Pre-IPO — With $35 Billion of Its Backlog Riding on Anthropic 8/10 2 min read 4 weeks ago
FUNDING Blackstone and Banks Start Gathering $60 Billion for Broadcom’s AI Chip Financing 8/10 2 min read 1 month ago
FUNDING Flow Engineering Hits $750M Valuation as Valor, Atreides, and Sequoia Back AI for Hardware Design 8/10 2 min read 1 month ago
BENCHMARKS AI Startups Are Being Told to Bring a Big-Tech Guarantor to Rent a Data Center 7/10 2 min read 1 month ago
FUNDING OpenAI Reportedly Seeks $30 Billion at a $1.4 Trillion Valuation in Final Pre-IPO Round 8/10 2 min read 1 month ago