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The AI Boom’s Pricey Middle
Baseten’s talks to raise fresh funding at an $11 billion valuation are the latest sign that investors are betting the messy work of helping developers run AI models can become one of the next big businesses in AI. That boom has lifted a group of companies including Baseten, Fireworks AI, ...
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theinformation.com
OpenAI’s PR Challenge
The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research talent. But as OpenAI and Anthropic barrel toward initial public offerings,…
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AI Inference Provider Baseten in Talks to Raise $1 Billion at $11 Billion Valuation
AI startup Baseten has recently been in talks with investors to raise $1 billion at an $11 billion valuation including the money, according to a person with knowledge of the…
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Boom Times for Inference Providers?
Less than a year ago, our reporters kept hearing doubts about a group of startups called inference providers. Companies like Fireworks, Baseten and Together AI, which rent out…
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Anthropic Is Likely Generating at Least 35% More Revenue Than OpenAI
On New Year’s Day, OpenAI leaders would have been happy to hear that the company’s monthly revenue would rise more than 50% over the first five months of 2026, roughly in line…
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Pre-IPO Betting Boom Hits Prediction Markets
Most everyday investors can’t buy shares of hot private companies like SpaceX and OpenAI before they go public. With potential mega-IPOs looming this year, prediction markets like…
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nytimes.com
Anthropic Tops OpenAI to Become the World’s Most Valuable A.I. Start-Up
Anthropic raised $65 billion in new fund-raising that put its value at $900 billion, ahead of OpenAI’s last valuation of $730 billion, as the companies duel for A.I. dominance.
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The AI Boom’s Pricey Middle
Baseten’s talks to raise fresh funding at an $11 billion valuation are the latest sign that investors are betting the messy work of helping developers run AI models can become one…
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zerohedge.com
Anthropic Raises $65BN At $965 Billion Valuation, Surpassing OpenAI
The circle jerk deals that will define the AI period have put the dot com bubble to shame...
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Base Power in Talks to Raise Funds at $12 Billion Valuation
Base Power, a three-year-old home-battery startup, is in talks to raise funds at a $12 billion valuation, according to a person with knowledge of the discussions. Ribbit Capital,…
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techfundingnews.com
AI's $800B problem: why the GPU race is leaving startups behind — TFN
The AI compute race is tightening. io.net CEO Gaurav Sharma explains why expensive GPU infrastructure is leaving early-stage AI startups behind.
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axios.com
CEOs are bargain hunting for AI
As AI labs hit record valuations, their customers are searching for cheaper alternatives.
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newcomer.co
Booming AI Revenues Boost Inference Startups to Decacorn Status
Plus, Anthropic tops OpenAI in valuation & a new book by our editor at large discusses the rise & fall of tech's San Francisco values