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.
just now 10 12
India's CERT-In proposes human-in-the-loop rules for agentic AI payments
India's cyber authority wants mandatory human approval at key decision points when AI agents handle financial transactions—defining where AI agency ends and human accountability begins.
23 h ago 11 13
Nvidia is in talks to back OpenAI's Ohio data center with $250 billion
Nvidia may shift from chip vendor to direct infrastructure financer - taking on the role of landlord and lender to its biggest customer
23 h ago 8 8
BYD backs a deep-sea robot startup - China's AI application wave reaches the ocean floor
Shenhai Zhiren, backed by BYD, has raised 500 million yuan and launched SEAgent 1.0 - an underwater AI agent model. The vertical foundation model trend is extending into environments where general-purpose models simply cannot operate.
Aug 14, 2026 at 18:58 7 7
Nvidia's $500B GPU recycling plan: brilliant vendor economics, real systemic risk
Nvidia is reportedly planning a $500 billion program to vendor-finance data center deployments using older-generation GPUs—converting stranded inventory into recurring revenue while deepening the AI industry's structural debt dependency.
Aug 13, 2026 at 20:42 11 11
Anthropic targets a $2 trillion IPO valuation - what the number actually means
Investment banking discussions reportedly value Anthropic at up to $2 trillion ahead of a potential IPO—a figure that rewrites what an AI-native company can claim to be worth before it's ever traded publicly.
Aug 13, 2026 at 20:42 12 12
Unitree opens subscriptions for its IPO at $904M - physical robotics goes public
The most visible Chinese manufacturer of quadruped and humanoid robots on the market is opening subscriptions. Embodied robotics transitions from R&D to the public market.
Aug 10, 2026 at 16:29 5 5
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 9 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 12 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 11 11
Unitree prices IPO at $9B with DeepSeek and Tencent as strategic backers
The humanoid robot maker prices its Hong Kong IPO at $9 billion, with DeepSeek taking a ¥141M strategic stake—the first direct public bet from the Chinese AI lab on embodied AI hardware.
Aug 7, 2026 at 10:54 9 9
Amundi: AI remains a long-term bet despite the sell-off - what Europe's largest asset manager sees
Amundi, Europe's largest asset manager, is holding its AI thesis through the 2026 sell-off - but signals increasing selectivity between infrastructure and application-layer bets.
Aug 6, 2026 at 11:00 11 12