Wealth Engine
AI Chips
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Tenstorrent Funding: $1.5B at $6.2B, 2.4x Its 2024 Price
Tenstorrent funding: Jim Keller’s RISC-V chip startup raised $1.5B at a $6.2B valuation, 2.4x its 2024 price, after Qualcomm and Intel circled.
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Amazon Nvidia Chip Leaseback: $8B SPV, 15% Price Hike
Amazon’s Nvidia chip leaseback would move $8B of Grace Blackwell GPUs off its books, per the FT, days after AWS raised GPU rental prices…
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Broadcom Anthropic Financing: $60B Debt, $42B Loan
Broadcom Anthropic financing: a $60B debt package plus an up-to-$42B convertible loan, as Anthropic’s IPO filing shows $518B of compute bills.
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Synopsys OpenAI Deal: $1B AWS Pact, 15% FY27 Growth
Synopsys OpenAI deal plus a $1B+ AWS pact lifted FY2027 guidance to $11.15B, above the $10.81B consensus. Shares closed up 13% at $490.54 on…
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Tencent Oracle Chip Lease: $7B for 100,000 AI Chips
Tencent’s Oracle chip lease is worth $7 billion: 100,000 AI chips for five years, 30% paid upfront, legal only until the US Senate closes…
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AMD World Labs Acquisition: $8.2B All-Stock, 1.6x in 8 Months
The AMD World Labs acquisition is an $8.2B all-stock deal for Fei-Fei Li’s spatial AI lab, AMD’s second largest ever. Shares closed down 4%…
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Nvidia MediaTek Deal: $3.5 Billion Buys 90% of a Record Bond
Nvidia MediaTek deal: Nvidia took $3.5B of MediaTek’s $3.9B zero-coupon convertible bond, 90% of Taiwan’s largest overseas CB, to lock in NVLink Fusion.
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a16z Machine Age Fund: $1.1 Billion Bet on AI Hardware
The a16z Machine Age Fund raised $1.1 billion for AI hardware, chips, power and data centers. Nvidia’s $96.2B quarter shows exactly why now.
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Nvidia Hugging Face Acquisition: $12.9 Billion at 80x Revenue
The Nvidia Hugging Face acquisition values the open-source AI hub at $12.9 billion — roughly 80x its $150M revenue. Here’s what Nvidia is really…
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OpenAI Jalapeño Chip Beats Blackwell 1.9x Per Watt — Ships 2027
The OpenAI Jalapeño chip beat Nvidia Blackwell by up to 1.9x per watt in SemiAnalysis tests. Volume ships 2027. What it means for Nvidia…
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Nvidia AI Server Price Hike: 15% More, and Memory Is Why
Nvidia AI server price hike: over 15% on Grace Blackwell and Vera Rubin systems shipping early 2027. Memory is now 62% of the bill…
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Google Marvell Chip Deal: $12.2B Warrant, $120B Catch
The Google Marvell chip deal hands Google a $12.2 billion warrant on 58.97 million shares, but it only fully vests after $120 billion in…