Wealth Engine
AI Investing
-
AI Money This Week: Anthropic’s $518B Compute Bill
Anthropic disclosed $518B of committed compute bills this week as Broadcom arranged $102B in debt and loans. Plus OpenAI at $1.4T and AMD’s $8.2B…
-
Off-Balance-Sheet AI Debt Hits $300B as Big Tech Guarantees Loans
Off-balance-sheet AI debt hits $300B: Alphabet, Meta, Nvidia and Broadcom guarantee AI data center loans they barely book. Who holds the risk?
-
AI IPO Market 2026: $90B Raised and 83% Was One Company
AI IPO market 2026 hit $90B in US venture-backed listings, but 83% came from SpaceX alone. Cerebras added $5.5B. Software raised almost nothing.
-
Anthropic Copyright Settlement Fight: Who Gets the $1.5 Billion
Anthropic copyright settlement: authors say publishers and agents are claiming shares of the $1.5B fund at $3,000 per book. Who actually gets paid.
-
Wonderful AI Funding Round: $550M at $5B, Salesforce Buys In
Wonderful’s AI funding round brought in $550M at a $5 billion valuation, 2.5x its March mark. Salesforce joined. Here’s what the numbers show.
-
Thinking Machines Valuation Hits $40 Billion, 3.3x in 14 Months
Thinking Machines valuation nears $40 billion as Accel weighs leading a $1B round — 3.3x the July 2025 price of $12B, but under the…
-
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.
-
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.
-
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…
-
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…
-
Broadcom AI Debt Deal: Up to $100 Billion to Fund Anthropic Chips
Broadcom’s AI debt deal seeks up to $100 billion from Blackstone and Apollo to finance custom AI chips for Anthropic. Tranche structure and risks.
-
Unitree IPO Pops 629%: China’s Robot Maker Hits $66 Billion
Unitree IPO surged 629% at open before closing up 460%, valuing China’s humanoid robot maker near $66 billion on 2025 revenue of just $252…