The Nasdaq Composite fell 5.52% on Thursday, Nov. 5, and closed in correction territory, erasing an … Nasdaq Falls 5.5% as Investors Price In a Slower AI BuildoutRead more
AI infrastructure
Marvell’s $115 Billion Lumentum Deal: A Bet That Optics Defines AI Networking
Marvell Technology agreed on Nov. 2 to buy Lumentum in an all-stock deal valued at $115 … Marvell’s $115 Billion Lumentum Deal: A Bet That Optics Defines AI NetworkingRead more
Nvidia’s $279 Billion Supply Commitment: Memory Drives the Jump as Constraints Last Into 2028
Anyone budgeting for AI infrastructure in 2027 is planning around a constraint that Nvidia says will … Nvidia’s $279 Billion Supply Commitment: Memory Drives the Jump as Constraints Last Into 2028Read more
Crusoe Is Valued at $30.9 Billion. Only 1 of Its 6-Plus Contracted Gigawatts Is Operating
Crusoe announced the initial closing of an anticipated $3.9 billion Series F on September 17 at … Crusoe Is Valued at $30.9 Billion. Only 1 of Its 6-Plus Contracted Gigawatts Is OperatingRead more
OpenAI and Anthropic Just Took 43% of All Global Startup Funding. In Six Months
Fireworks AI closed a $1.505 billion Series D on July 15. Together AI closed an $800 … OpenAI and Anthropic Just Took 43% of All Global Startup Funding. In Six MonthsRead more