Sign up for ARPU: Stay ahead of the curve on tech business trends.
CNBC
Billionaire tech investor Orlando Bravo says 'valuations in AI are at a bubble'
One key difference between the dotcom bubble and today, Bravo said, is that big companies with healthy balance sheets are financing tech startups.
Bloomberg.com
Qualtrics Agrees to Buy Press Ganey Forsta in $6.75 Billion Deal - Bloomberg
Private equity firms this year have been targeting software companies that invested in AI tools, aiming to cash in on a boom in the technology's...
Bloomberg
Janus Henderson Said to Oppose Advent’s $1.3 Billion U-blox Bid
Janus Henderson Group Inc. will not tender its shares in U-blox Holding AG for Advent’s 1.05 billion Swiss franc ($1.3 billion) takeover bid of the chipmaker, according to people familiar with the matter.
Bloomberg
Marlin Said to Weigh $2 Billion Sale of Swedish Tech Firm Medius
Marlin Equity Partners is considering a sale of Swedish software company Medius, which could be valued at about $2 billion in a deal, people with knowledge of the matter said.
Bloomberg
Data Center Boom Brings Risks of Overbuilding, Ares’ Says
The flood of capital pouring into AI infrastructure is raising the risks of overcapacity as the world’s biggest investors look to cash in on the artificial intelligence boom, according to Ares Management Corp. Co-President Kipp deVeer.
TechCrunch
A 19-year-old nabs backing from Google execs for his AI memory startup, Supermemory
19-year-old Dhravya Shah, who is originally from Mumbai, has built a memory layer for AI applications with Google's AI chief's backing.
Bloomberg
Hedge Funds and Crypto Lure Gulf Heirs Set to Inherit $1 Trillion
In 2020, two young brothers at a 135-year-old Gulf merchant family approached one of its money-managers with an idea: bet on Bitcoin.
NBC News
The AI boom's reliance on circular deals is raising fears of a bubble - NBC News
AI giants like Nvidia, OpenAI and AMD are investing in one another, raising fears that a weak link could cripple the whole industry.
CNBC
Brad Gerstner on OpenAI's dealmaking with AMD, Nvidia: 'The best chips will win'
The Altimeter Capital founder said the deals provide "more evidence that the world will remain compute-constrained."
CNBC
AMD stock skyrockets 23% as OpenAI looks to take stake in AI chipmaker
OpenAI will deploy up to 6 gigawatts of AMD Instinct GPUs over multiple years, beginning with a 1-gigawatt rollout in 2026.
CNBC
Cerebras CEO explains IPO withdrawal, says it still intends to go public
Cerebras wants to give investors clearer information on its strategy, but CEO Andrew Feldman didn't provide a timeline for a new filing.
Financial Times
Software company Qualtrics to buy health-tech firm Press Ganey for $6.7bn
Deal is latest in busy stretch for private equity-backed software and healthcare-focused technology companies.
SiliconANGLE
AI drives 38% surge in global venture capital funding as third quarter hits $97B
Anthropic PBC led the way with a $13 billion round, followed by xAI Inc. with $5.3 billion and Mistral AI Inc. with $2 billion. Other billion...
Reuters
AI venture funding continued to surge in third quarter, data shows | Reuters
... Anthropic raking in billions ... Anthropic raking in billions. BY THE NUMBERS. Global venture funding in the third quarter...
ARPU
AI's Real Estate Boom
Pricing the FutureThe core principle of modern finance is that you pay for a company's current and future earnings. It might seem a little weird, then, that BlackRock is in talks to acquire Aligned Data Centers for $40 billion, when a significant portion of what it is
Bloomberg
Big Debt Deals Throw Fuel on the AI Boom
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow reports on the financing that is helping fuel the AI boom.
Bloomberg
EQT Invests in Legal Startup Harvey to Fuel International Growth
Legal services platform Harvey has raised €50 million ($59 million) in a strategic investment from an EQT AB fund to support the company’s international expansion.
Bloomberg
Blackstone, Abu Dhabi’s Lunate Team Up on $5 Billion Logistics Platform
Blackstone Inc. is partnering with Abu Dhabi’s Lunate on a new platform that will target investments worth $5 billion across the wider region, as the US private equity giant looks to build on its portfolio of logistics assets.
Bloomberg
AI Health Startup Heidi Gets Point72 Funds at $465 Million Value
Heidi, a startup that uses artificial intelligence to automate administrative work for doctors, has raised $65 million in a new funding round led by billionaire Steve Cohen’s Point72 Private Investments.
Reuters
Firefly strengthens portfolio with $855 million deal for national security tech firm SciTec
Firefly's acquisition of Princeton, New Jersey-headquartered SciTec will enhance its space services by integrating SciTec's defense software analytics...
Bloomberg.com
Why Fears of a Trillion-Dollar AI Bubble Are Growing - Bloomberg.com
... News has reported. So how about the payback? By 2030, AI companies will need $2 trillion in combined annual revenue to fund the computing power...
CNBC
Silicon Valley’s new defense tech startups are pulling billions in funding to challenge legacy giants
Venture-backed firms like Anduril and SpaceX are emerging as “neoprimes,” reshaping the U.S. defense industry once dominated by giants such as Lockheed Martin and Boeing.
Reuters
AI startup valuations raise bubble fears as funding surges - Reuters
Illustration shows AI Artificial Intelligence words ... Get a quick look at the days breaking legal news and analysis from The Afternoon Docket...
CNBC
AI chipmaker Cerebras withdraws IPO
Days after announcing that it raised $1.1 billion in a financing round, Cerebras said it's pulling its IPO plans.
CNBC
Property tech 'winter' is over, but climate investment is still struggling, says Fifth Wall CEO
As with much of the real estate industry, property technology, generally defined as the use of tech and software to make real estate and property...
Bloomberg
BlackRock’s $40 Billion Bet on a Lesser-Known Data Center Firm
At the start of the year, a lesser-known infrastructure company called Aligned Data Centers managed to pull off a $12 billion fundraise — more than some of the world’s leading artificial intelligence startups have been able to secure in a single round. The goal: dramatically expanding its footprint to support surging demand for the facilities that power AI systems.
TechCrunch
A new a16z report looks at which AI companies startups are actually paying for
Soon after, in January of this year, he announced that Replit was abandoning professional developers as its core market. “Hacker News was really...
Bloomberg.com
BlackRock Nears $40 Billion Data Center Deal in Bet on AI - Bloomberg.com
MGX has been looking at raising up to $25 billion for its AI infrastructure effort, Bloomberg News has reported. Mubadala also maintains a...
South China Morning Post
AI dominates venture capital investing in 2025, pulling in US$192.7 billion
Most of the capital went to established start-ups – Anthropic and ... San Francisco-based AI firm Anthropic in September completed a Series F...
CNBC
Silicon Valley’s new defense tech ‘neoprimes’ are pulling billions in funding to challenge legacy giants
Venture-backed firms like Anduril and SpaceX are emerging as “neoprimes,” reshaping the U.S. defense industry once dominated by giants such as Lockheed Martin and Boeing.