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Investors Fall Back in Love With IPOs
For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI has dominated most of my conversations with investors. But in a change from the past few months, it’s not Anthropic and OpenAI driving those discussions—but hardware and utility companies a few steps ...
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Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI startup field. A group of 34 leading startups in that sector, including Anthropic and…
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Edge Inference Chip Startup SiMa.ai Raising at $1.4 Billion Valuation
Nvidia might be on a tear, but some investors are still convinced that there’s demand for another kind of specialized chips. And they’re putting their money where their mouth…
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The ‘Price is Right’ for GPUs: The Startup Turning Nvidia Chips Into ‘Boring’ Bankable Assets
Good morning, Anissa here!The AI boom requires an enormous amount of new power plants, chips and data centers. But it also requires something that’s less visible: new financial…
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Amazon’s Nvidia Alternative Starts Winning Over AI Developers
Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar…
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Investors Fall Back in Love With IPOs
For the past two days, I’ve been at JP Morgan’s annual tech conference in Boston. As usual, AI has dominated most of my conversations with investors. But in a change from the past…