Funding, acquisitions, and business moves — 1057 articles
TechCrunch · May 9
Nvidia has committed $40B in equity investments to AI companies this year, cementing its role as a mega-investor beyond hardware sales. The sum dwarfs typical venture capital checks and signals where
24/7 Wall St · May 9
BlackRock CEO Larry Fink characterizes AI as a emerging trillion-dollar asset class, suggesting Trump administration policies could accelerate growth in the sector through deregulation or infrastructu
Latent Space · May 9
Anthropic hit $1-1.2T valuation after 80x Q1 growth and 15B annualized ARR, now valued higher than OpenAI—while Block, Coinbase, and Cloudflare cut 10%+ of staff citing AI readiness. The divergence si
Tikr · May 9
Broadcom shares fell after an OpenAI deal reportedly hit delays, raising questions about the chipmaker's $100B AI infrastructure bet and supply chain exposure to the generative AI boom.
Bloomberg Tech · May 8
Cerebras Systems, an AI chipmaker competing in the AI accelerator space, is raising its IPO price range due to high investor demand—a bellwether for how the market values AI infrastructure plays again
Bloomberg Tech · May 8
Isomorphic Labs, Google DeepMind's AI drug discovery spinout, is raising over $2 billion in a new funding round—a massive bet on AI-powered molecular design at a time when the biotech sector is hungry
AI Business · May 8
A Beijing-based AI lab behind the Kimi generative AI model has reached a $20B valuation, reflecting intensifying investment competition in Chinese AI development as global capital pursues frontier mod
Substack · May 8
A newsletter column examines the pattern of AI startups cycling through venture funding and acquihires, analyzing how capital reshuffles among early-stage companies without clear exits or sustainable
Bloomberg Tech · May 8
AI chip stocks are surging amid strong momentum trading, drawing Wall Street caution about market overheating—but the piece focuses on market mechanics rather than the chips or AI capabilities driving
Tipranks · May 8
TSMC reported 17.5% revenue growth in April, a key indicator of surging demand for AI chips. The surge reflects booming orders from Nvidia and other AI accelerator makers, signaling sustained momentum
Motley Fool · May 8
The Motley Fool examines whether Microsoft's massive AI infrastructure investments—billions in datacenters, chip partnerships, and model development—represent sound strategy or excessive capex relativ
TheStreet · May 8
Nvidia's unchallenged AI chip leadership is eroding as competitors like AMD, Intel, and custom silicon from major cloud providers gain ground—forcing the company to defend its market position.
Heygotrade · May 8
TSMC could emerge as a major AI infrastructure beneficiary in 2026 as demand for custom AI chips from multiple vendors grows beyond what Nvidia alone can supply, making foundry services a lucrative bu
The Information · May 7
A six-week-old startup founded by an ex-OpenAI researcher is seeking funding at a $4 billion valuation, signaling continued investor appetite for AI talent spinouts, though the company's specific focu
Tom's Hardware · May 7
Motherboard makers Asus, Gigabyte, MSI, and ASRock face a combined 28% sales drop in 2026 as chipmakers prioritize AI chip production over consumer PC components, with the industry losing 11.7 million
Reuters · May 7
Asian tech giants are reshaping global AI investment patterns, with companies like TSMC, Samsung, and regional players increasingly central to the AI infrastructure buildout—shifting capital and strat
TechCrunch · May 6
Chinese AI lab DeepSeek could raise at a $45B valuation after proving its models can match U.S. counterparts on a fraction of the compute budget—upending assumptions about the cost barriers to buildin