AI Infrastructure
Anthropic IPO: The S-1 Reveals the Cost, Control and Risks Behind Claude’s Growth
Anthropic has filed to go public on Nasdaq under the ticker ANT, revealing a company growing at extraordinary speed but carrying equally unusual financial, infrastructure and governance risks. The Claude maker generated $16.3 billion in revenue in the first half of 2026, up from $1.16 billion in the same period a year earlier, while reporting […]
AI Funding This Week: Capital Moves From Intelligence to Execution
AI funding crossed an important line this week: investors are no longer backing intelligence alone, they are backing AI that can act, operate and deliver results in the real world. The evidence runs across the market. A frontier AI lab raised $1 billion, legal AI attracted $550 million, enterprise planning secured $250 million, while fresh […]
India Is Building Its Own Military AI Layer for Faster Battlefield Decisions
India is building a dedicated military AI layer to turn battlefield data into faster decisions while keeping sensitive defence information under domestic control. On October 23, Defence Secretary Rajesh Kumar Singh said the Ministry of Defence is working with the IndiaAI Mission to develop the capability for decision support, target acquisition and data fusion, including […]
Microsoft Leaves Essex AI Datacentre Project as Power Delays Grow
Microsoft has pulled out of an agreement to use computing capacity at Nscale’s planned AI data centre in Loughton, Essex. This means Microsoft will no longer be the site’s main announced customer. The project is also facing a major power problem. The site may have to wait much longer than expected to get enough electricity […]
AI Funding This Week: Capital Moves Down the Stack Into Chips, Energy and the Physical World
AI is no longer attracting capital as a single technology category. It is starting to pull entire industries into its orbit. This week, investors backed everything from AI data infrastructure and photonic networking to physical-AI processors, energy systems, construction robotics, satellite computing, healthcare and fintech. The breadth matters because the funding is no longer clustering […]
AI Funding This Week: Capital Moves Into Execution, Security and Physical AI
AI funding this week was less about another race for the biggest model and more about everything required to put advanced intelligence to work. Capital moved into autonomous workflows, AI evaluation, runtime security, observability, developer infrastructure and enterprise data. Outside software, investors backed robotics, quantum computing, neural chips, satellite communications, healthcare infrastructure and agricultural intelligence. […]
AI Funding This Week: Capital Builds the Full Stack From Agents to Physical AI
AI funding this week looked less like one market and more like an entire technology stack being financed simultaneously. At one end, investors wrote enormous checks for autonomous agents, cybersecurity, GPU infrastructure and physical AI. At the other, smaller rounds targeted sharply defined problems in compliance, construction, insurance, HR, industrial robotics, voice, energy and legal […]
Exclusive: DIG Ventures Closes $120M Fund III for European AI Infrastructure
When Ross Mason started MuleSoft in 2006, Europe was a very different place to build an enterprise infrastructure company. Early-stage capital for deeply technical software was limited, and Mason ultimately moved to Silicon Valley to build the business. MuleSoft went public and was later acquired by Salesforce for $6.5 billion. Two decades later, Mason is […]
Akamai CTO Robert Blumofe on Trusting AI Agents at Scale
AI rarely looks dangerous in a demo. A model answers a few hundred questions, an agent completes a handful of tasks, and the failure rate appears small enough to ignore. Then the same system reaches production, handles millions of interactions and begins touching real customers, infrastructure and business processes. The tiny error that disappeared inside […]
AI Funding This Week: Capital Moves Into the Missing Layers of the AI Economy
AI funding this week looked less like a race to build another model and more like a race to build everything those models need. Capital moved into training data, AI clouds, enterprise agents, security and governance. At the same time, hundreds of millions flowed toward drug discovery, brain-computer interfaces, photonics, advanced materials, energy infrastructure and […]
AI Funding This Week: Capital Moves Into Infrastructure and the Physical Economy
The largest technology checks this week reveal a market expanding outward. AI models remain important, but investors increasingly funded what surrounds them: compute, software reliability, robotics, physical-world security, construction intelligence, specialized finance, healthcare operations and energy infrastructure. Rather than another list of sectors, this week’s funding can be read as six shifts in where technology […]
From ‘Superior Intelligence’ to an ‘AI Force’: Trump’s New AI Push
President Donald Trump is proposing changes to both the language surrounding artificial intelligence and the way his administration oversees its growth. In social-media posts on September 19, Trump first questioned whether “Artificial Intelligence” accurately describes the technology and asked users to choose among three alternatives: Superior Intelligence, Extreme Intelligence and Supreme Intelligence. Later, he said […]