Valuation

Twitter

Facebook

Copy Link

Top News

Nvidia Earnings Face Sky-High Bar as AI Hardware Supply Chain Signals Rising Risk

Nvidia reports fiscal Q2 results Wednesday with analysts expecting $92 billion revenue and $2.09 EPS. But the real test isn't beating estimates—it's proving AI infrastructure spending can sustain its breakneck pace. While Nvidia stock dropped just 1%, suppliers like Applied Optoelectronics plunged 17% and Sandisk fell 9%, exposing anxiety across the AI hardware chain.

Business4 sources

Nvidia Earnings Face Sky-High Bar as AI Hardware Supply Chain Signals Rising Risk

Business4 sources

XPENG Robotics Secures $900M at $6.3B Valuation to Fast-Track IRON Humanoid Robot Production

XPENG's robotics unit raised over $900 million at a $6.3 billion valuation in China's largest embodied AI funding round. Led by IDG Capital with backing from Tencent and Alibaba, the capital will push the IRON humanoid robot into mass production by December 2026, positioning the automaker ahead of Tesla Optimus in the race to scale humanoid robotics.

Business3 sources

XPENG Robotics Secures $900M at $6.3B Valuation to Fast-Track IRON Humanoid Robot Production

Business3 sources

Nvidia in Talks to Back Perplexity at $30 Billion Valuation as AI Investment Strategy Deepens

Nvidia is discussing an investment in Perplexity that would value the AI-powered search company at over $30 billion, representing a 50% jump from its $20 billion valuation in 2025. The move highlights Nvidia's pattern of backing AI startups that rely on its hardware infrastructure, while Perplexity's revenue has surged from under $250 million to over $750 million in 2026.

Business6 sources

Nvidia in Talks to Back Perplexity at $30 Billion Valuation as AI Investment Strategy Deepens

Business6 sources

Hugging Face Explores Sale at $13 Billion Valuation, Nearly Triple Its 2023 Mark

Hugging Face, the open-source AI infrastructure platform hosting over 2 million models, is in talks for a potential acquisition at $13 billion or more. The move comes three years after its last funding round valued the company at $4.5 billion, reflecting surging investor interest in AI infrastructure companies.

Business8 sources

Hugging Face Explores Sale at $13 Billion Valuation, Nearly Triple Its 2023 Mark

Business8 sources

Anthropic IPO Aims to Surpass SpaceX, Lists Public AI Backlash as Major Risk Factor

Anthropic is preparing for a blockbuster IPO that could raise over $100 billion and value the AI company at $2 trillion. The offering would surpass SpaceX IPO as the largest public offering in history. Uniquely, Anthropic's prospectus will cite public backlash against AI and AI data centers as a key risk factor.

Business10 sources

Anthropic IPO Aims to Surpass SpaceX, Lists Public AI Backlash as Major Risk Factor

Business10 sources

Kakao Corp Announces Major Spin Off, Creating KakaoAI to Focus on Chat App-Based Platform and AI

South Korea's Kakao Corp is splitting its chat app-based platform business into KakaoAI, targeting a 2027 relist. The corporate restructuring aims to address conglomerate discount issues while KakaoAI focuses on AI, advertising, and commerce with ambitious revenue targets of $4.34 billion by 2030.

Business2 sources

Kakao Corp Announces Major Spin Off, Creating KakaoAI to Focus on Chat App-Based Platform and AI

Business2 sources

OpenAI IPO Set for 2027 as CFO Sarah Friar Reveals $40 Billion Revenue Run Rate to Employees

OpenAI CFO Sarah Friar told employees the company will become a public company in 2027, potentially sooner if business momentum continues. The AI lab now carries an $852 billion valuation with revenue doubling to $40 billion annualized, while enterprise revenue surged 50% quarter-over-quarter.

Business2 sources

OpenAI IPO Set for 2027 as CFO Sarah Friar Reveals $40 Billion Revenue Run Rate to Employees

Business2 sources

Temporal in Talks for $500M Funding Round at $12B Valuation to Power AI Agent Reliability

Temporal Technologies is reportedly negotiating a $500 million funding round that could value the application reliability startup at over $12 billion, more than double its February valuation. The company's Durable Execution platform enables AI agents and long-running workflows to recover from crashes without restarting, addressing a critical infrastructure challenge as AI systems grow more complex.

Startups2 sources

Temporal in Talks for $500M Funding Round at $12B Valuation to Power AI Agent Reliability

Startups2 sources

British AI chip startup Fractile's valuation soars to $6.5bn after securing Anthropic deal

Fractile, a British AI chip startup, is raising $600mn at a $6.5bn pre-money valuation—more than six times its May price. The leap follows an initial $250mn chip deal with Anthropic, though delivery won't happen until 2027. The startup focuses on AI inference tasks, competing in a market dominated by Nvidia.

Startups3 sources

British AI chip startup Fractile's valuation soars to $6.5bn after securing Anthropic deal

Startups3 sources

SanDisk Shares Soar 3,400% in One Year as AI Demand Fuels Flash Memory Rally

SanDisk has emerged as one of the biggest winners in the AI trade with shares up 3,400% in one year. The rally is driven by surging demand for flash memory in AI data centers and enterprise storage. JPMorgan reinstated coverage with a $2,250 price target, citing the company's new contract-based business model and AI inference workloads.

Business2 sources

SanDisk Shares Soar 3,400% in One Year as AI Demand Fuels Flash Memory Rally

Business2 sources

AI Accounting Startup Rillet Becomes Unicorn in 48 Hours With $100M Series C From ICONIQ

Rillet raised $100 million at a $1 billion valuation in under 48 hours, led by ICONIQ with backing from Sequoia Capital and Andreessen Horowitz. The AI-native accounting platform doubled its ARR in three months and now serves over 600 customers replacing legacy ERP systems from Oracle, NetSuite, and SAP with AI agents that work inside the general ledger.

Startups5 sources

AI Accounting Startup Rillet Becomes Unicorn in 48 Hours With $100M Series C From ICONIQ

Startups5 sources

Francisco Partners Acquires Healthcare Software Firm Weave Communications for $650M in All-Cash Deal

Francisco Partners is acquiring Weave Communications for $650 million in an all-cash deal, taking the AI-powered patient engagement platform private. Shareholders will receive $7.40 per share, representing a 34% premium. The acquisition enables Weave to expand its AI capabilities and payments features for healthcare practices.

Business2 sources

Francisco Partners Acquires Healthcare Software Firm Weave Communications for $650M in All-Cash Deal

Business2 sources

Anthropic's Pre-IPO Credit Facility Surpasses $10 Billion as Banks Compete for Underwriting Roles

Anthropic is assembling a revolving credit facility expected to exceed its $10 billion target as the AI company behind Claude chatbot prepares for a major public listing. Banks are competing aggressively for involvement, with top-tier lenders committing up to $1.25 billion each, viewing participation as a strategic move to secure coveted underwriting roles in what could become one of the biggest IPOs on record.

Business3 sources

Anthropic's Pre-IPO Credit Facility Surpasses $10 Billion as Banks Compete for Underwriting Roles

Business3 sources

AI Chip Startup Etched Doubles Valuation to $21 Billion in Under a Month

Etched raised $700 million in a funding round led by Jane Street, doubling its valuation to $21 billion in less than a month. The AI inference hardware startup has secured over $1 billion in customer contracts and shipped its first data center rack to Jane Street after successful testing.

Startups6 sources

AI Chip Startup Etched Doubles Valuation to $21 Billion in Under a Month

Startups6 sources

Quantexa Explores Multibillion-Dollar IPO as British AI Company Weighs UK or US Stock Market Listing

British AI company Quantexa is considering a multibillion-dollar stock market listing in the UK or US, CEO Vishal Marria told Reuters. The decision highlights ongoing tensions as London's stock market continues losing tech firms to US exchanges offering deeper capital pools and higher valuations.

Business3 sources

Quantexa Explores Multibillion-Dollar IPO as British AI Company Weighs UK or US Stock Market Listing

Business3 sources

Prev12 3 4…44 Next