Anthropic eyes a $10B+ credit line before its IPO - and the terms will tell the real story
A credit facility of this scale is strategic, not desperate—but debt service is fixed regardless of revenue.
Aug 19, 2026 at 09:34 13 18
AI funding spree shows signs of strain: SpaceX sell-off, rising borrowing costs, and the first cracks in the stack
The AI funding machine is still running—but Nikkei Asia documents the first visible pressure points: higher borrowing costs for AI companies, the SpaceX secondary sell-off, and institutional investors recalibrating risk.
Aug 8, 2026 at 09:57 11 13
Palantir's 93% Q2 revenue jump: what enterprise AI looks like when it actually ships
While the AI hype cycle generates more heat than light, Palantir printed 93% revenue growth in Q2. The contrast is instructive for anyone still waiting for enterprise AI to show up in the numbers.
Aug 8, 2026 at 09:57 13 10
Atlassian surges 33% as AI lifts sales growth - SaaS is not dead yet
Atlassian's Q2 results sent shares up 33% as stronger-than-expected sales growth directly countered fears that AI-native tools would cannibalize Jira and Confluence demand.
Aug 7, 2026 at 10:54 14 11
Okta 2026: Anthropic is the fastest-growing enterprise AI provider, Microsoft 365 remains the most deployed
The Okta Business at Work 2026 study highlights two clear indicators of enterprise adoption: Microsoft 365 Copilot is the broadest foundation, and Anthropic is the fastest-growing AI provider. Two parallel markets that coexist.
Jul 24, 2026 at 21:01 8 8
Paytm: +45% in UPI value in Q1, AI + product overhaul pay off
Paytm emerges from a tough cycle by showing that the AI-product duo moves the hardest metric to move - the value of transactions.
Jul 24, 2026 at 09:33 18 9
LTM (India): $150M in AI revenue for the quarter, the IT services shift accelerates
Indian IT services firm LTM reveals an AI run rate of $150M/quarter, 12% of revenue - and AI growth outpacing the core. A separate disclosure is the real signal: AI is emerging from the line diluted in large deals.
Jul 14, 2026 at 15:44 30 8