$30bn went to OpenAI; the rest is spread across CoreWeave, IREN, Corning, Nebius, and roughly two dozen private rounds. The pattern is closer to vertical integration than to venture investing, and is starting to draw the inevitable circular-deal questions. NVIDIA has committed more than $40 billion to AI equity investments in the first four months […]
Quantinuum filed for a US initial public offering on Thursday that could value the company at more than 20 billion dollars. In the year ended 31 December 2025, Quantinuum reported revenue of 30.9 million dollars and a net loss of 192.6 million dollars. The company is asking public market investors to pay a premium […]
Akamai Technologies disclosed a 1.8 billion dollar, seven-year cloud infrastructure deal with a customer it described only as “a leading frontier model provider.” Bloomberg identified the customer as Anthropic. The stock rose 27 per cent in a single day, the largest rally in the company’s 28-year history. A company that built its business delivering […]
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