Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
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The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
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The accusation formalizes what regulators suspected - and shifts the debate from frontier access to material traceability.
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Moonshot AI, publisher of Kimi K3, is preparing for its IPO in Hong Kong. The frontier bet moves to the liquidity stage.
Jul 20, 2026 at 11:40 10 11
Ars Technica documents a wave of IPOs in the energy sector, driven by investors looking to board the AI train without buying Nvidia at its current multiples. The energy proxy becomes the favorite derivative trade - a clear end-of-cycle signal.
Jul 16, 2026 at 21:46 6 8
After CoreWeave (March 2025), the compute layer continues to productize at the capital-markets layer. What matters isn't the raise.
Jul 16, 2026 at 13:50 14 11
Anthropic is preparing a US listing as early as October, according to Tech in Asia. The number nobody has yet: at what price the "safety-first" narrative sells to public investors when OpenAI still sets the tempo.
Jul 16, 2026 at 08:46 14 8
The startup raises a $130M round led across the US-India bridge. Funds earmarked for hiring and go-to-market.
Jul 15, 2026 at 19:28 21 8
Liang Wenfeng's open-weight lab discusses with advisors; targeted listing in 2027, valuation still unknown.
Jul 15, 2026 at 10:14 23 7
An assistant like ChatGPT to choose your music, launched in three markets. This is not a feature - it's yet another product replacing its interface with a chat box.
Jul 14, 2026 at 22:30 8 9
SK Hynix drops 12% in session, KOSPI falls below 7,000 points, circuit breaker activated - the 7th of the year. The physical constraint of AI is felt in the markets, but the memory capex story does not break for all that.
Jul 13, 2026 at 09:13 12 5
After the post-IPO lockup crash, MiniMax bounces back with a lightning $2.2M HK fundraising round. The lab becomes the echo chamber of post-IPO tensions in the Chinese AI market.
Jul 11, 2026 at 17:19 34 6