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This week, HBO’s “Silicon Valley” could have been an event as there was a flood in AI firms overnight for billions of dollars.
The tone was set on Friday, when NVIDIA became the first public company to reach a trillion cap of $ 1 trillion in 2023. By packing with all the AI development involved with the proprietary software and cloud scale system to its GPU, the company has launched an extraordinary salary for its shareholders.
But even zero product companies (pad pipes, any?) Are pouring new funding waves. Just take a look at the lab thinking, a company that laid the foundation of the former Open ACTO my Meriti and is headed by it, which is one of us. Avary People to see. Startup has just turned down a wonderful billion 2 billion seeds round, headed by Anderson Horwiots, which has raised its price to $ 12 billion before seeing a product before seeing daylight. Even after rotating the market with AI cash, the seeds of this scale are not heard almost Almost, which indicates extreme confidence in the track record of the Drawat and to the promise of another Frontier model contender.
Investor line -up reads like AI hardware and software power players: NVIDIA, ACCEL, Serviceenow, Cisco, AMD, and Jane Street joined the round. Only a month ago notifications were predicted by $ 10 billion, so final data shows how quickly the expectations and the terms of the deal are spreading. Thinking machines are less than a year old and its research is not yet detailed, but Mariti told followers on X that a mask is far from “a few months” and it will be offered a “important open source offer”, which aims to build researchers and customs model.
“Soon, we will also share our best science to help the research community better understand the Frontier AI system.”
Thinking machines my CEO of Labs
These open source gestures have given speculation that thinking machines can issue their model to challenge the dominance of Chat GPT. Mariti has already recruited several Openi former students, including John Shelman, Barrett Zoof, and Luke Mats, and the company is hiring engineers with the history of taking AI products from Idea to Production. Meta also sought the acquisition of startup earlier this year, a reminder that in today’s AI frenzy, promising labs could be converted into assets in blinking.
With a cloud deal in the bank with Billion 2 billion and Google with electric training runs, Mauriti now faces similar barriers such as its many rivals: scientific achievements and commercial traction. Whether this record seed goals buy enough time and calculation to clear these barriers, the question is whether every AI investor is watching.
If the billion of thinking machines is estimated at 12 billion estimated eyebrows, if the jaws around the anthropic are falling. According to InformationSome investors are discussing a fresh period in which the three -year -old lab value will be more than $ 100 billion, which was closed by more than 60 percent jumps of $ 61.5 billion, Enthupak shut down just four months ago. When the recent growth of anthropic is set with curves, that number looks at less speculation. Sikra analysts estimates that the company is now running an annual revenue at 4 billion, which almost its speed in early 2025, and even the cash burn is high.
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Amazon’s plan to deepen its shares beyond $ 8 billion has already been committed by another indication that the large cloud providers view the anthropic cloud model as a strategic infrastructure, not just one experimental chat boot.
Whether it becomes a $ 100 billion talk or becomes a signed contract or just becomes a rumor, it is a market mood that is priced by the leading AI labs as oil companies compared to software startups. Sky High $ 100B Value Lands at a high -stake -racing high -stake. Meta’s new sprintillence labs and openings are trading bonuses in hundreds of millions, and Anthropic is hurrying to maintain and attract its own engineers.
Talking about the recruitment arms race, the story of another eye is the story of the Wind Surf (formerly Kodium), which is in the Mountain View Office Complex, the headquarters of the Startup, which was used by the HBO as a set of piped pipes.
Last weekend, Google attacked the amount of $ 2.4 billion “Reverse Equividal”: it received a Wind surf code generation technology and CEO Varun Mohan, co -founder Douglas Chen, and Deep Mind’s agent Koding Push for a R&D team to receive an R&D team for a liking fee. The deal came just hours after the Openi’s $ 3 billion offer, which was reportedly terminated, and was emphasized how to bid for Elite AI engineers.
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After most of its senior talent expired, more than 200 employees and their intellectual property changed their hands again within 72 hours. The catch behind the independent software engineering agent Devon on Monday announced that he would get the rest of the wind, guaranteed all staff to the financial stake. In fact, Google bought the brain, Ishma bought a code base, and investors found that a young company has to face a breakdown throughout it. The exact financial details have not been revealed, but two sharp deals show how easily the company can change hands when there is a basic asset to lead researchers.
Read the week’s news overall and a theme stands: Like the Dot Commerce Boom, money is moving faster than software. Markets are now priced at $ 4 trillion on hardware stacks, billions on labs, whose products are not yet disclosed, and even more billions in teams for their next idea. Prices tags have become so out that it is difficult to watch the line between the reality of the boardroom and the TV sarcastic. “Silicon Valley” once felt like a parody but now reads like tomorrow’s news … and the end of the season is still far away.
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