investment

Brookfield plans a $27 billion AI data centre development on a former power station site in Yorkshire, marking one of the largest AI infrastructure investments in the UK.

Sequoia Capital partner Shaun Maguire spent a week building a bottom-up SpaceX financial model covering through the end of 2028, calling the final numbers "absolutely insane." The goal is to provide a public framework of figures for discussing SpaceX's complex business.

论文提出 Investor's Last Exam (ILE)，一个由买方投资者主导的股票研究基准，评估AI智能体在冻结信息集下的研究质量、预测准确度与模拟投资表现，结果显示最强模型（GPT-6 Astra、Claude Opus 5.5）研究能力强但预测表现仍显著不足。

The author analyzes recent earnings reports from tech giants using a “two phases, three steps” framework, arguing that the current AI boom is primarily driven by investment rather than a surge in total factor productivity, and will use this framework to analyze the superconductivity industry chain.

OpenAI reportedly fell short of its $30 billion fundraising target, raising less than half of the planned amount amid shifting investor sentiment in the AI sector.

Public pension plans in Orange County, Los Angeles, Massachusetts and South Carolina are indirect Anthropic shareholders through Spark Capital, whose ~$777M stake could be worth $9B or more if the November IPO holds near a $1.5T valuation.

Asvinth ILSB，据称 Larry Page 多次在 Google 内部表示「我宁愿破产也不愿输掉这场比赛」，显示出高层对 AI 竞争的决心远超外界关注的 ROI 讨论。

Fujifilm will invest 10 billion yen ($63.3 million) to boost production of its 100TB magnetic storage tapes up to 5x at its Odawara plant by fiscal year 2028, its largest tape storage investment in 20 years, driven by surging AI data center storage demand.

Ed Yardeni warns that AI companies may end up bailing each other out as the industry becomes increasingly interconnected, with Anthropic potentially rescuing a struggling neocloud highlighting how even competitors may become too important to fail.

TechCrunch 分析 Anthropic IPO 的资金赢家：风险投资机构将获得数十亿美元回报，但通过可转换票据和优先股投资约 180 亿美元的 Amazon 才是最大受益者，其票据头寸估值已达 979 亿美元。

Nvidia plans to invest $3 billion in Meta's equity offering as the two companies deepen their AI partnership, with Meta expanding its Nvidia infrastructure and the pair exploring collaboration on monitoring agent behavior.

Dallas-based investment firm Disruptive announced a $10 billion flagship fund to back at least 10 late-stage companies with checks of up to $1 billion, targeting capital-intensive fields like AI and defense. The fund is the largest ever raised in Texas history and represents the firm's first blind-pool fund.

Silicon Valley GPU cloud provider Lambda saw its backlog surge from $15 billion to $50 billion in just three months ahead of its final pre-IPO funding round, with roughly $35 billion coming from a large Anthropic deal; however, the first deliveries aren't due until 2027, and the valuation has already priced in these expectations.

Apollo Global Management chief economist Torsten Slok argues that AI has delivered zero financial payoff to non-tech companies in the S&P 493, with flat profit margins and no evidence of productivity gains despite massive investments.

Kazakhstan is scaling its AI ecosystem from infrastructure to models, with Jensen Huang visiting Astana to meet President Tokayev and announce NVIDIA's investment in Kazakh-founded startup Higgsfield AI alongside new compute and energy partnerships.

Goldman Sachs announced a $500 million expansion of its 10,000 Small Businesses program, launching the Small Business AI Institute in partnership with Google, Anthropic, OpenAI and Meta to provide AI training and tools to smaller employers.

DeepSeek reportedly raised about $15 billion just days after U.S. ordered federal agencies to remove its AI technology, with investors including CATL and Tencent. The round marks one of the largest in China and underscores intensifying global AI competition despite U.S. restrictions.

The tweet shares an analysis of the money flows in AI infrastructure for 2027, with detailed content provided mainly through an external link.

Stanford VC professor Ilya Strebulaev's latest research ranks Menlo Ventures #3 for 2026, as its investments in companies like Anthropic and OpenRouter have rapidly boosted its market reputation in just two years.

OpenEvidence, an ad-supported AI startup valued at $15 billion, is being widely adopted by doctors for clinical decision-making, even as studies yield mixed results on its effectiveness compared to general-purpose models like Gemini and GPT, and as OpenAI and Anthropic push further into healthcare.