Inside the $2B AI collar bet: from capex frenzy to data moats
What Changed and Why It Matters Investor mood is shifting from euphoria to scrutiny. Hardware spend has surged. Now the market wants proof the AI flywheel actually spins. “Investors had…
Inside MENA’s AI Deal Surge: Cross‑Border Scale and Smart Rollups
What Changed and Why It Matters MENA dealmaking is breaking from global slowdown trends. AI is the catalyst—both as a target category and as the tool reshaping how deals get…
Inside the $18B Moonshot to Lead Frontier AI: Perplexity and Power
What Changed and Why It Matters Perplexity reportedly raised funding at an $18B valuation. That single data point reframes the race. The frontier isn’t just model quality. It’s distribution, compute,…