Nvidia AI investments have quietly turned the chipmaker into something nobody predicted: the central bank of the artificial intelligence economy. The $3 billion stake in Meta’s latest share sale, announced this week, is only the newest thread in a dense web of equity positions, loans, purchase guarantees and backstop commitments that reaches from OpenAI to […]
Nvidia-backed GPU cloud Lambda is raising up to $4 billion at a $14.5 billion pre-money valuation in its last private round before a planned 2027 listing. We break down the $50 billion backlog, the Anthropic concentration, the debt behind the build-out, how Lambda compares with other neoclouds, and what it means for UK compute buyers.
TechCrunch’s Equity podcast argued that whether you call it AI or super intelligence, only about 2% of consumers are buying it. We look at where that figure comes from, the executive order, the .si domain rush, Muse and Dots, and why the money in AI comes from businesses.
OpenAI’s Dots agents launched at DevDay as a direct challenge to Meta’s Muse, but Dots needs a $100-plus ChatGPT plan while Muse is free for most uses. We compare the two agents on price, purpose, safety and reach, correct a pricing detail in the coverage, explain the economics behind OpenAI’s choice, and set out what it means for UK users and businesses.
Muse, Dots and Instinct made consumer AI look hot again, but payment data says only 2% to 3% of US households pay for AI while a Menlo survey says 55% of users do. We reconcile the sources, correct a Netflix comparison that does not add up, explain why running costs are the real problem and compare how Meta, OpenAI, Instinct and Anthropic plan to make money.
Flow Engineering has raised a $50 million Series B at a $750 million valuation, co-led by Valor’s Antonio Gracias and Atreides’ Gavin Baker with Sequoia returning. We set out the deal terms, what its hardware AI agents do, the customer evidence from Rivian to Anduril, how the money will be spent, the competition and the open questions.
GMI Cloud’s $668 million round is $223 million of Series B equity led by ARCHIV with NVIDIA participating, plus a $445 million credit facility led by CTBC. We explain why a GPU cloud borrows, compare the split with its 2024 Series A, read the revenue claims closely and place the company among the neoclouds.
A practical guide to identity-aware proxies, zero trust access, context-aware policy, VPN replacement, and network perimeter modernization.
A practical guide to the Agentic SOC, covering AI agents in security operations, analyst workflows, detection engineering, response automation, and governance.
A practical guide to moving generative AI from experiments and sandbox pilots into governed, measured, enterprise-scale production workflows.
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