Anthropic’s $9B run rate resets the bar for AI revenue growth
What Changed and Why It Matters Anthropic has crossed a $9B revenue run rate by the end of 2025. Multiple investor notes and reports corroborate the figure and the ramp…
Humans&’s $480M seed at $4.48B—when capital becomes the moat
What Changed and Why It Matters A three‑month‑old startup, Humans&, raised a $480 million seed round at a $4.48 billion valuation. Investors include Nvidia, Google Ventures, SV Angel, and Jeff…
AI Meets Data Centers: the $2.5B push to own the full stack
What Changed and Why It Matters AI infrastructure is going vertical. Compute, energy, cooling, data, and services are merging. In the past week of reports and commentary, one pattern stood…