Latest signals
RipplingFundamentalsRippling Reports 78% Revenue Growth at $1B ARR
Rippling has reportedly achieved 78% revenue growth at $1B ARR, countering narratives that SaaS is in decline and highlighting the company's strong financial momentum.
Source: SaaStr
SpaceXIPO & M&AProduct UpdatesSpaceX Pursues $60 Billion Acquisition of AI Coding Startup Cursor
SpaceX has secured an agreement giving it the right to acquire AI coding startup Cursor for $60 billion later this year, or alternatively pay $10 billion for collaborative work, as part of its push to compete in AI coding tools.
Source: theinformation
Thinking MachinesPrimary roundContractsNvidia to Invest in and Supply 1 Gigawatt of AI Chips to Thinking Machines Labs
Nvidia is set to provide 1 gigawatt worth of AI chips and make a significant investment in Thinking Machines Labs, an OpenAI rival. The deal marks a major strategic partnership between the chipmaker and the AI startup.
Source: MSN
DatabricksContractsProduct UpdatesDatabricks Partners with OpenAI on GPT-5.5
Databricks announced a partnership with OpenAI centered on GPT-5.5, signaling a deepened collaboration between the two AI-focused companies.
Source: Databricks
OpenAIProduct UpdatesOpenAI Launches ChatGPT for Clinicians, a Free AI Tool for Healthcare Professionals
OpenAI has introduced ChatGPT for Clinicians, a free AI tool designed for physicians, nurse practitioners, and pharmacists, marking a significant push into the healthcare sector.
Source: Fierce Healthcare
AnthropicProduct UpdatesAnthropic Hiring Senior Executive to Oversee European Data Centers
Anthropic is recruiting a six-figure executive to manage and secure its European data center operations, reflecting its growing infrastructure ambitions in the region.
Source: The Tech Buzz
SpaceXProduct UpdatesSpaceX Targets In-House GPU Development Amid Chip Supply Concerns
SpaceX is developing its own GPUs in-house as it warns investors about chip supply constraints and rising costs, signaling a push for vertical integration in AI hardware.
Source: Reuters
AnthropicContractsAnthropic's Relationship with Trump Administration Shows Signs of Thawing After Mythos Meetings
Anthropic CEO Dario Amodei met with the White House regarding the Mythos model, with Trump claiming he was unaware of the meeting; reports suggest Anthropic's relationship with the Trump administration may be improving.
Source: CNBC
RevolutProduct UpdatesRevolut Launches AI Assistant for Money Intelligence
Revolut has introduced an AI-powered assistant aimed at delivering smarter financial insights to its users. The launch marks a new strategic direction for the company into AI-driven personal finance.
Source: Fintech Finance
AlphaSenseFundamentalsAlphaSense Appoints New CFO as Annual Revenue Surpasses $500 Million
AlphaSense has named a new CFO as the company's revenue has exceeded $500 million, marking a significant financial milestone for the AI-powered market intelligence platform.
Source: Fortune
Thinking MachinesContractsThinking Machines Lab Secures Billion-Dollar Google Cloud Deal
Mira Murati's Thinking Machines Lab has landed a billion-dollar deal with Google Cloud, marking a major strategic partnership for the AI startup.
Source: eWeek
Redwood MaterialsProduct UpdatesRedwood Materials Lays Off 10% of Staff in Restructuring to Focus on Energy Storage
Redwood Materials has cut approximately 10% of its workforce (around 135 jobs) as part of a restructuring effort to refocus the company on its energy storage business growth.
Source: TechCrunch