Latest signals
DragosIPO & M&AAccenture Acquires Majority Stake in Dragos in $4.18 Billion Deal
Accenture has agreed to acquire a majority stake in Dragos as part of a $4.18 billion deal that also includes full acquisitions of runZero and NetRise. The transaction significantly expands Accenture's industrial cybersecurity capabilities.
Source: WSJ
AnthropicProduct UpdatesTrump Says He Does Not View Anthropic as a National Security Threat
President Trump told Axios he does not consider Anthropic a national security threat, walking back the framing behind his administration's recent export control actions against the company.
Source: bloomberg-tech
BytedanceIPO & M&AContractsByteDance Eyes Baidu's Kunlunxin Chip Unit Ahead of Potential IPO
ByteDance is reportedly showing interest in Baidu's Kunlunxin chip unit as the subsidiary considers a potential IPO. The development signals ByteDance's continued efforts to diversify its AI chip supply chain.
Source: Yahoo Finance
OpenAIFundamentalsGoogle Gemini Co-Lead Noam Shazeer Joins OpenAI
Noam Shazeer, co-lead of Google's Gemini project and a prominent AI researcher, is leaving Google to join OpenAI, marking a significant talent acquisition for the ChatGPT creator.
Source: bloomberg-tech
BasetenPrimary roundAI inference startup Baseten reportedly raising $1.5B months after its last mega-round
AI inference company Baseten is close to finalizing a stunning $1.5 billion funding round at a $13 billion valuation, the Wall Street Journal reports. Just five months ago, the startup announced that it had raised a $300 million Series E at a $5 billion valuation. And that round was just nine months after raising a $150 million Series D.
Source: TechCrunch
SandboxAQContractsFundamentalsSandboxAQ Wins $500M US Government Award for Chipmaking Materials Research
SandboxAQ has secured a $500 million award from the US CHIPS R&D Office to apply its AI capabilities toward discovering new chipmaking materials, marking a major government contract win for the Nvidia-backed company.
Source: Reuters
CrusoeContractsMeta Platforms is buying computing power from two Crusoe Energy data centers in Missouri and Texas
Meta Platforms is buying computing power from two Crusoe Energy data centers in Missouri and Texas, locking in 1.6 GW of capacity for its artificial intelligence workloads.
Source: Edgen
PerplexityProduct UpdatesPerplexity Launches Brain: A Self-Improving Memory System for AI Agents
Perplexity has launched Brain, a self-improving memory system that constructs a context graph of an agent's work and learns overnight, enabling more persistent and adaptive AI agent behavior.
Source: MarkTechPost
Form EnergyIPO & M&AForm Energy Taps JPMorgan and Jefferies for IPO
Form Energy has selected JPMorgan and Jefferies as underwriters for its planned IPO, marking a significant step toward the company going public.
Source: Axios
UnitreeProduct UpdatesUnitree Humanoid Robot Prepares to Climb Mount Everest
A Unitree humanoid robot is reportedly preparing to attempt a climb of Mount Everest, showcasing the company's ambitions to push its robots into extreme real-world environments.
Source: VnExpress International
PsiQuantumProduct UpdatesContractsPsiQuantum Breaks Ground in Australia on World's First Utility-Scale Quantum Computer
PsiQuantum has broken ground in Australia on the site of what it claims will be the world's first utility-scale quantum computer, advancing its major quantum computing project in the country.
Source: The Quantum Insider
Form EnergyFundamentalsProduct MetricsForm Energy Triples Commercial Sales and Scales Manufacturing
Form Energy has tripled its commercial sales and is scaling up manufacturing to meet growing demand for reliable power, marking a significant commercial milestone for the company.