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8
Nvidia Invests $3.5B in MediaTek via Convertible Bonds to Deepen AI Chip Collaboration
Updated Aug 31
Markets
3
16h ago
8
Nvidia Invests $3.5B in MediaTek via Convertible Bonds to Deepen AI Chip Collaboration
Top
Upd Aug 31
Markets
· 3 srcs · 16h ago
Discuss
8
SoftBank's SB Energy Offers OpenAI $5.5 Billion in Stock Warrants to Secure Data-Center Tenancy
Markets
1
1d ago
8
SoftBank's SB Energy Offers OpenAI $5.5 Billion in Stock Warrants to Secure Data-Center Tenancy
Top
Markets
· 1 src · 1d ago
Discuss
7
ING Analysis: AI Investment Boom Accounts for ~One-Third of US GDP Growth
Markets
1
1d ago
7
ING Analysis: AI Investment Boom Accounts for ~One-Third of US GDP Growth
Top
Markets
· 1 src · 1d ago
Discuss
7
Tencent-Backed AI Chipmaker Enflame Prices Shanghai IPO at ~$21/Share to Raise ~$908M
Markets
1
23h ago
7
Tencent-Backed AI Chipmaker Enflame Prices Shanghai IPO at ~$21/Share to Raise ~$908M
Markets
· 1 src · 23h ago
Discuss
7
Goldman Sachs Forecasts AI Capex Surge to Continue Through First Half of 2028
Markets
1
15h ago
7
Goldman Sachs Forecasts AI Capex Surge to Continue Through First Half of 2028
Markets
· 1 src · 15h ago
Discuss
7
U.S. Government Quietly Sold Seized Anthropic Stake from FTX Associates, Now Worth Billions
Markets
1
23h ago
7
U.S. Government Quietly Sold Seized Anthropic Stake from FTX Associates, Now Worth Billions
Markets
· 1 src · 23h ago
Discuss
7
Z.ai H1 2026 Revenue Jumps 400% to $142M but Misses Estimates Amid China AI Price War
Markets
1
23h ago
7
Z.ai H1 2026 Revenue Jumps 400% to $142M but Misses Estimates Amid China AI Price War
Markets
· 1 src · 23h ago
Discuss
6
Clay AI Raises at $7B Pre-Money Valuation Led by Wellington
Markets
1
15h ago
6
Clay AI Raises at $7B Pre-Money Valuation Led by Wellington
Markets
· 1 src · 15h ago
Discuss
6
Clipto Raises $15M at $250M Valuation for AI-Powered Cross-Media Search
Markets
1
16h ago
6
Clipto Raises $15M at $250M Valuation for AI-Powered Cross-Media Search
Markets
· 1 src · 16h ago
Discuss
6
AI Chip Design Startup Agentrys Raises $24.5M to Build Agentic Design Automation Platform
Markets
1
1d ago
6
AI Chip Design Startup Agentrys Raises $24.5M to Build Agentic Design Automation Platform
Markets
· 1 src · 1d ago
Discuss
6
Engine Capital Pushes EPAM Systems for Buybacks or Sale as AI Disruption Sends Shares Down 44%
Markets
1
1d ago
6
Engine Capital Pushes EPAM Systems for Buybacks or Sale as AI Disruption Sends Shares Down 44%
Markets
· 1 src · 1d ago
Discuss
6
Grok Absent from App Store Top 25 as Musk Acknowledges AI Race Disadvantage Against ChatGPT, Claude, and Gemini
Markets
1
15h ago
6
Grok Absent from App Store Top 25 as Musk Acknowledges AI Race Disadvantage Against ChatGPT, Claude, and Gemini
Markets
· 1 src · 15h ago
Discuss
6
David Tepper's Appaloosa Dumps All Sandisk Shares Despite Overweight AI Portfolio
Markets
1
23h ago
6
David Tepper's Appaloosa Dumps All Sandisk Shares Despite Overweight AI Portfolio
Markets
· 1 src · 23h ago
Discuss
8
Nvidia's Physical AI Business Hits ~$10B Annual Revenue as Chinese Robotics Depends on US Chips
Markets
2
2d ago
8
Nvidia's Physical AI Business Hits ~$10B Annual Revenue as Chinese Robotics Depends on US Chips
Markets
· 2 srcs · 2d ago
Discuss
8
AI App Layer Revenue Explosion: Cognition $900M, Perplexity $750M, Higgsfield $700M ARR in 2026
Markets
1
3d ago
8
AI App Layer Revenue Explosion: Cognition $900M, Perplexity $750M, Higgsfield $700M ARR in 2026
Top
Markets
· 1 src · 3d ago
Discuss
9
Nvidia Guides ~70% FY2028 Revenue Growth to ~$700B, Obliterating Analyst Estimates
Updated Aug 29
Markets
2
3d ago
9
Nvidia Guides ~70% FY2028 Revenue Growth to ~$700B, Obliterating Analyst Estimates
Top
Upd Aug 29
Markets
· 2 srcs · 3d ago
Discuss
8
Anthropic's $7B Bid to Acquire AI Chip Startup MatX Collapses; MatX Raises at $4B Valuation
Markets
1
4d ago
8
Anthropic's $7B Bid to Acquire AI Chip Startup MatX Collapses; MatX Raises at $4B Valuation
Markets
· 1 src · 4d ago
Discuss
8
Nvidia Acquires Poolside for $6B and Pursues Hugging Face at $13B as Stripe Buys OpenRouter for $7B+
Markets
1
3d ago
8
Nvidia Acquires Poolside for $6B and Pursues Hugging Face at $13B as Stripe Buys OpenRouter for $7B+
Top
Markets
· 1 src · 3d ago
Discuss
8
a16z Launches $1.1B "Machine Age" Fund to Accelerate AI Hardware Infrastructure
Updated Aug 29
Markets
2
2d ago
8
a16z Launches $1.1B "Machine Age" Fund to Accelerate AI Hardware Infrastructure
Top
Upd Aug 29
Markets
· 2 srcs · 2d ago
Discuss
7
OpenAI Model Discounts Trigger 13.8x Usage Surge, Illustrating Jevons Paradox in AI
Markets
2
3d ago
7
OpenAI Model Discounts Trigger 13.8x Usage Surge, Illustrating Jevons Paradox in AI
Markets
· 2 srcs · 3d ago
Discuss
7
Nvidia Pauses Revenue-Sharing Program Deals with AI Cloud Providers Amid Antitrust Concerns
Updated Aug 29
Markets
2
3d ago
7
Nvidia Pauses Revenue-Sharing Program Deals with AI Cloud Providers Amid Antitrust Concerns
Upd Aug 29
Markets
· 2 srcs · 3d ago
Discuss
7
OpenAI and Anthropic Combined Revenues Hit $105B Run Rate in 2026, Growing Faster Than Any Company at This Scale
Markets
1
3d ago
7
OpenAI and Anthropic Combined Revenues Hit $105B Run Rate in 2026, Growing Faster Than Any Company at This Scale
Markets
· 1 src · 3d ago
Discuss
7
LEAP Expert Panel Forecasts 76% Growth in US Data Center Investment Through 2028
Markets
1
3d ago
7
LEAP Expert Panel Forecasts 76% Growth in US Data Center Investment Through 2028
Markets
· 1 src · 3d ago
Discuss
6
Barron's: AI Capex Boom Remains Well Below Historical Bubble Danger Thresholds
Markets
1
3d ago
6
Barron's: AI Capex Boom Remains Well Below Historical Bubble Danger Thresholds
Markets
· 1 src · 3d ago
Discuss
6
Analysis: AI's Two-Dimensional Exponential Growth Explains Extended Infrastructure Supercycle
Markets
1
3d ago
6
Analysis: AI's Two-Dimensional Exponential Growth Explains Extended Infrastructure Supercycle
Markets
· 1 src · 3d ago
Discuss
9
Meta Projected $10B Annual Spend on Anthropic's AI — Despite Zuckerberg's Public Criticism
Markets
1
4d ago
9
Meta Projected $10B Annual Spend on Anthropic's AI — Despite Zuckerberg's Public Criticism
Top
Markets
· 1 src · 4d ago
Discuss
9
Nvidia Agrees to Acquire Hugging Face for $12.9 Billion
Updated Aug 29
Markets
9
3d ago
9
Nvidia Agrees to Acquire Hugging Face for $12.9 Billion
Top
Upd Aug 29
Markets
· 9 srcs · 3d ago
Discuss
8
SoftBank in Talks to Acquire Majority Stake in Humanoid Robot Maker 1X at $6B Valuation
Markets
1
5d ago
8
SoftBank in Talks to Acquire Majority Stake in Humanoid Robot Maker 1X at $6B Valuation
Top
Markets
· 1 src · 5d ago
Discuss
8
Google in Advanced Talks for $1.5B+ Deal to License Mechanize AI Agent Technology
Updated Aug 5
Markets
3
4d ago
8
Google in Advanced Talks for $1.5B+ Deal to License Mechanize AI Agent Technology
Top
Upd Aug 5
Markets
· 3 srcs · 4d ago
Discuss
8
Alphabet Loses $692 Billion in Market Value Amid AI Brain Drain and Gemini Delays
Markets
2
5d ago
8
Alphabet Loses $692 Billion in Market Value Amid AI Brain Drain and Gemini Delays
Top
Markets
· 2 srcs · 5d ago
Discuss
8
Salesforce Surges 22.6% on Q2 Earnings Beat and 'Claudeforce' Anthropic Partnership Expansion
Markets
2
4d ago
8
Salesforce Surges 22.6% on Q2 Earnings Beat and 'Claudeforce' Anthropic Partnership Expansion
Top
Markets
· 2 srcs · 4d ago
Discuss
7
Town Enterprise AI Assistant in Talks to Raise at $1B Valuation Led by Index Ventures
Markets
1
4d ago
7
Town Enterprise AI Assistant in Talks to Raise at $1B Valuation Led by Index Ventures
Markets
· 1 src · 4d ago
Discuss
7
OpenAI Launches $400M Second Startup Fund Entirely from Its Own Balance Sheet
Markets
1
5d ago
7
OpenAI Launches $400M Second Startup Fund Entirely from Its Own Balance Sheet
Markets
· 1 src · 5d ago
Discuss
6
Kalshi Partners With The Weather Company to Verify Prediction Market Settlements as Weather Trading Volume Hits $1.1B
Markets
1
4d ago
6
Kalshi Partners With The Weather Company to Verify Prediction Market Settlements as Weather Trading Volume Hits $1.1B
Markets
· 1 src · 4d ago
Discuss
8
Nvidia Becomes AI's "Central Bank" With $99B Equity Portfolio and $108B in Guarantees
Updated Aug 27
Markets
3
5d ago
8
Nvidia Becomes AI's "Central Bank" With $99B Equity Portfolio and $108B in Guarantees
Upd Aug 27
Markets
· 3 srcs · 5d ago
Discuss
7
Gatik Raises $200M Series D to Scale Autonomous Middle-Mile Freight Operations
Markets
1
5d ago
7
Gatik Raises $200M Series D to Scale Autonomous Middle-Mile Freight Operations
Markets
· 1 src · 5d ago
Discuss
7
Physical AI Enters Its 'GPT-2 Era' as Unitree IPO Sheds ~50% of Its Value
Markets
1
5d ago
7
Physical AI Enters Its 'GPT-2 Era' as Unitree IPO Sheds ~50% of Its Value
Markets
· 1 src · 5d ago
Discuss
7
MiniMax H1 2026 Revenue Surges 283% YoY to $116.6M as Enterprise API Demand Accelerates
Markets
1
6d ago
7
MiniMax H1 2026 Revenue Surges 283% YoY to $116.6M as Enterprise API Demand Accelerates
Markets
· 1 src · 6d ago
Discuss
7
SemiAnalysis: Anthropic and OpenAI Set to Control Most Global AI Compute, $11T in AI Capex Projected by 2029
Markets
2
5d ago
7
SemiAnalysis: Anthropic and OpenAI Set to Control Most Global AI Compute, $11T in AI Capex Projected by 2029
Markets
· 2 srcs · 5d ago
Discuss
7
Okta Q2 FY2027 Earnings Beat Sends Stock Up 15–20% as AI Threats Accelerate Identity Security Demand
Markets
1
5d ago
7
Okta Q2 FY2027 Earnings Beat Sends Stock Up 15–20% as AI Threats Accelerate Identity Security Demand
Top
Markets
· 1 src · 5d ago
Discuss
7
NVIDIA's Investment Blitz: $6B Poolside Deal, Mercor Stake, and Perplexity Investment Reveal "Central Bank of Compute" Strategy
Markets
1
6d ago
7
NVIDIA's Investment Blitz: $6B Poolside Deal, Mercor Stake, and Perplexity Investment Reveal "Central Bank of Compute" Strategy
Markets
· 1 src · 6d ago
Discuss
6
WSJ: Microsoft Leaves Investors 'Flying Blind' on Azure, AI Capex, and OpenAI Financial Ties
Markets
1
5d ago
6
WSJ: Microsoft Leaves Investors 'Flying Blind' on Azure, AI Capex, and OpenAI Financial Ties
Markets
· 1 src · 5d ago
Discuss
6
Deep Cogito Raises $43M Series A to Build Self-Improving Enterprise AI via Post-Training
Markets
1
5d ago
6
Deep Cogito Raises $43M Series A to Build Self-Improving Enterprise AI via Post-Training
Markets
· 1 src · 5d ago
Discuss
8
LangChain Raises $125M at $1.25B Valuation, Launches LangChain 1.0 and LangGraph 1.0 Agent Platform
Updated Aug 26
Markets
3
5d ago
8
LangChain Raises $125M at $1.25B Valuation, Launches LangChain 1.0 and LangGraph 1.0 Agent Platform
Top
Upd Aug 26
Markets
· 3 srcs · 5d ago
Discuss
8
Nvidia-Backed AI Cloud Provider Lambda in Talks to Raise $3B at $12B+ Valuation in Pre-IPO Round
Updated Aug 28
Markets
3
3d ago
8
Nvidia-Backed AI Cloud Provider Lambda in Talks to Raise $3B at $12B+ Valuation in Pre-IPO Round
Top
Upd Aug 28
Markets
· 3 srcs · 3d ago
Discuss
7
Stability AI Raises $76M Series B from Universal Music, Warner, Sony Music, EA and Others
Markets
3
6d ago
7
Stability AI Raises $76M Series B from Universal Music, Warner, Sony Music, EA and Others
Markets
· 3 srcs · 6d ago
Discuss
7
SEC Subpoenas Banks in Probe of AI Hedge Fund Situational Awareness
Markets
1
Aug 25
7
SEC Subpoenas Banks in Probe of AI Hedge Fund Situational Awareness
Markets
· 1 src · Aug 25
Discuss
7
Analysis: AI Task Intelligence Saturation Framework Reframes Frontier Lab Commoditization Debate
Markets
1
6d ago
7
Analysis: AI Task Intelligence Saturation Framework Reframes Frontier Lab Commoditization Debate
Markets
· 1 src · 6d ago
Discuss
8
XPeng Robotics Raises $900M+ at $6.3B Valuation in China's Largest Embodied AI Funding Round
Updated Aug 24
Markets
2
Aug 24
8
XPeng Robotics Raises $900M+ at $6.3B Valuation in China's Largest Embodied AI Funding Round
Top
Upd Aug 24
Markets
· 2 srcs · Aug 24
Discuss
8
Nvidia in Talks to Invest in Perplexity AI at $30B+ Valuation
Markets
3
Aug 24
8
Nvidia in Talks to Invest in Perplexity AI at $30B+ Valuation
Top
Markets
· 3 srcs · Aug 24
Discuss
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