Wealth Engine
AI Investing
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Nvidia Cuts Its OpenAI Data Center Guarantee From $250B to $120B
Nvidia’s OpenAI data center guarantee fell from $250 billion to under $120 billion, covering just 5GW of a 10GW Ohio campus. What changed and…
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Cognition $40 Billion Valuation: Up 54% in Just 11 Weeks
Cognition is in talks at a $40 billion valuation — 54% above its $26 billion May round 11 weeks earlier, on revenue nearing $1…
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Databricks Hit a $190 Billion Valuation. Investors Offered $15 Billion.
Databricks hit a $190 billion valuation on $7B revenue — and turned down $15B in demand. We run the multiple math, the Snowflake gap,…
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DeepSeek Price Increase: Up to 1,100% Overnight — The AI Price War Just Died
DeepSeek’s price increase hits up to 1,100% on August 16 — the lab that crashed AI costs just reversed course. Here’s what it reveals…
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Anthropic Is Worth $2 Trillion. It Just Spent $6 Billion on Getting Cheaper.
Anthropic eyes a record $2 trillion October IPO while quietly paying $6 billion for a startup that doesn’t build models — it makes them…