Clauday.

A Nikkei investigation just put a number on something a lot of people suspected. Alphabet, Microsoft, Amazon, Meta and Oracle are carrying roughly 1.65 trillion dollars of AI-relat…

OpenAI's infrastructure commitments through 2030 have reached $750 billion, up 25% from earlier 2026 estimates. The newest piece is Project Camellia: a $20 billion data center camp…

Together AI, the neocloud that rents out Nvidia GPU clusters and hosts open-source models, raised an $800 million Series C at an $8.3 billion valuation, announced July 1. The lead …

This is one of the stranger comeback stories in AI hardware. Last December, Nvidia did a $20 billion not-acqui-hire of Groq. It licensed Groq's chip IP and hired away founder-CEO J…

Elastic is acquiring DeductiveAI for up to $85 million. DeductiveAI is an AI SRE startup, site reliability engineering. In plain terms: when your system breaks at 3am, its agents d…

SpaceX is buying Anysphere, the company behind Cursor, for 60 billion dollars in an all-stock deal, confirmed Tuesday. Days after SpaceX's own IPO on June 12 sent its stock from 13…

Salesforce signed a definitive agreement on June 15 to acquire Fin for about 3.6 billion dollars. If the name doesn't ring a bell, the old one will: Fin is the company formerly kno…

A week after Anthropic, OpenAI confirmed on Monday that it has submitted a confidential S-1 to the SEC. The funny part is they only announced it because they figured it would leak …

Anthropic just confidentially submitted a draft Form S-1 to the SEC. The company that started as an OpenAI splinter is now formally putting an IPO on the table. No share count, no…

Asana picked up StackAI for $75M on May 28, announced alongside its Q1 earnings. StackAI is the no-code agent-builder run by two MIT PhDs — Tony Rosinol and Bernard Aceituno — that…