Investing

Claude displayed on a mobile phone as Anthropic's $35 billion Nvidia cloud deal with Lambda expands Claude AI infrastructure, cloud computing and AI compute capacity

Inside Anthropic's $35 Billion Bet on NVIDIA's Cloud

A $35 billion, six-year agreement with Nvidia-backed Lambda extends Anthropic's compute campaign and casts new light on Nvidia's expanding grip over AI infrastructure financing.

Tech IconsSep 1, 2026AI PolicyCybersecurityDefence TechU.S. Defence Policy

Nvidia's $12.9 Billion Bid for AI's Open-Source Backbone

A reported $12.9 billion deal for Hugging Face would be Nvidia's largest acquisition on record, disclosed hours after blowout earnings and still unconfirmed by either company.

Tech IconsAug 27, 2026CybersecurityM&AOpen Source

Jensen Huang, Nvidia CEO, as Nvidia expands its role in AI infrastructure financing through partnerships with six major asset managers aimed at mobilizing more than $500 billion in capital for AI compute, data centers and next-generation infrastructure.

Nvidia Turns Its GPUs Into a $500 Billion Asset Class

Nvidia has committed six of Wall Street's largest asset managers to help finance its AI buildout, recasting compute itself as collateral for the next era of infrastructure credit.

Tech IconsAug 11, 2026AI InfrastructureCapital AllocationData CentersGPUVenture Capital

Uber to Acquire Delivery Hero in $14.8 Billion Food Delivery Deal

Uber's cash offer for Delivery Hero builds a 99-country delivery platform, but a carve-out to SSW Partners and a distant 2027 close reveal how complicated getting there will be.

Tech IconsJul 16, 2026Delivery PlatformsFood DeliveryM&A

Hand holding a smartphone displaying the PayPal app as Stripe and Advent proposed a PayPal acquisition, highlighting digital payments, fintech, stablecoin payments, and the payments industry.

Stripe, Advent Offer $53 Billion to Buy PayPal Holdings

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Blue Origin New Glenn rocket illustrating Blue Origin funding, Blue Origin valuation, New Glenn blast, Jeff Bezos investment, space infrastructure, and outside investors.

Blue Origin’s $130 Billion Bet Survives New Glenn Blast

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Apple MacBook Pro 14 illustrating the Apple Broadcom partnership, Apple semiconductor strategy, U.S. chip deal, custom silicon, wireless technology, American manufacturing, and Apple suppliers.

Apple's $30 Billion Broadcom Pact Anchors US Chip Ambitions

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Amazon headquarters illustrating the Amazon bond sale, Amazon AI, AI infrastructure, Amazon bonds, AI investment, capital discipline, AWS investment and data center spending.

Amazon's $25 Billion Bond Sale Signals AI Discipline

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Oracle headquarters during Oracle layoffs and Oracle AI layoffs, highlighting AI job cuts, Oracle restructuring, Oracle 10-K disclosures, and cloud investment.

Oracle Cuts 21,000 Jobs as AI Reshapes the Enterprise

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Cursor AI code editor following SpaceX’s $60 billion acquisition of Anysphere, expanding the company’s AI software and developer platform strategy.

SpaceX Drops $60 Billion on Cursor Four Days After Going Public

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NVIDIA headquarters in Santa Clara as the company launches a $25 billion bond offering to support long-term capital allocation and AI infrastructure strategy.

NVIDIA's $25 Billion Bond Offering Signals Capital Discipline

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SpaceX signage displayed at Nasdaq MarketSite during the company’s record $75 billion IPO and public market debut in New York.

SpaceX Goes Public at a $2 Trillion Valuation After Record IPO

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

SpaceX signage displayed at Nasdaq MarketSite during the company’s record $75 billion IPO and public market debut in New York.

SpaceX Goes Public at a $2 Trillion Valuation After Record IPO

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OpenAI CEO Sam Altman following the company’s confidential S-1 filing as OpenAI advances toward a potential IPO and public market debut.

OpenAI IPO Filing Signals Next Phase for AI Capital Markets

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SpaceX Crew Dragon spacecraft approaching the International Space Station, highlighting the company’s commercial spaceflight capabilities and infrastructure platform.

SpaceX Fixes IPO Price at $135, Targets Record $75B Raise

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