The Latest Editions

Jul 2026

Anthropic Tops OpenAI At $1.2T · Micron's $250B US Chip Bet · Databento's $97M Series B · Nscale Lands $900M · OpenAI Ships GPT-5.6 Sol · Global VC Hits Record $510B

AI valuations and chip spending ran the day. Anthropic passed OpenAI at a $1.2 trillion secondary valuation, Micron committed $250 billion to US memory-chip plants, and OpenAI and Meta both shipped new frontier models.

Jul 2026

Blue Origin Nears $10B at $130B Valuation · Apple Commits $30B to Broadcom · SambaNova Hits $11B Valuation · Paradigm Raises $1.2B Fund · Oratomic Banks $300M Series A · Prime Intellect Joins the Unicorns

Space and AI infrastructure ran the day. Jeff Bezos opened Blue Origin to outside capital for the first time at a reported $130 billion valuation, Apple put more than $30 billion behind US chipmaking, and roughly $1.4 billion more flowed into AI compute across SambaNova, Oratomic, and Prime Intellect.

Jul 2026

Bending Spoons Prices $18.4B IPO · QXO Closes $17B TopBuild Buyout · Together AI Doubles To $8.3B · 8VC Closes $1.5B Fund · Lime Debuts On Nasdaq · Kroger Buys Giant Eagle For $1.65B

Public markets and AI infrastructure ran the day. Bending Spoons and Lime both debuted on Nasdaq, Together AI doubled its valuation to $8.3 billion, and QXO closed its $17 billion buyout of TopBuild.

Jun 2026

SpaceX Raises $85B+ In History's Largest IPO · Musk Hits Trillionaire Status · Mistral Eyes €3B At A €20B Valuation · Theker Lands Europe's Biggest Robotics Series A · OpenAI Buys Ona

The biggest IPO in history landed today and minted a trillionaire. Europe kept pace with a rumored €3 billion Mistral round and a record robotics Series A out of Barcelona.

May 2026

Anthropic Hits $965B Valuation · $17.6B Caesars Acquisition · Cognition Reaches $26B · $240M Focused Energy · $200M Capchase Round

Anthropic edges within reach of becoming the first $1 trillion private company. Capital floods AI infrastructure, fusion energy, and B2B fintech as enterprise demand rewrites the venture playbook.

May 2026

SpaceX Files Record IPO at $1.75T · $66.8B NextEra · Dominion Merger · $700M Hark Series A · $300M AMCA Series B · $250M Exa Series C · $475M Playground Fund IV

The AI infrastructure trade went vertical this week as utilities, chip factories, and compute contracts swallowed historic capital. SpaceX dropped its prospectus, Hark unveiled a $6 billion AI hardware bet, and Anthropic signed a $40 billion compute lifeline with xAI.

May 2026

Anduril Hits $61B Valuation · Isomorphic Labs $2.1B Series B · Fervo Energy IPO Pops 33% · $400M Mind Robotics · Forus Crosses $1B Valuation

AI defense and AI drug design pulled in the day's biggest checks, while Fervo Energy's blockbuster IPO marked geothermal's official break into the AI energy stack.

May 2026

VoltaGrid Lands $1B From Blackstone · Cerebras Eyes $48.8B IPO Valuation · OpenAI Forms $10B Deployment JV · Enter Hits $1.2B Unicorn · Nscale Bags $790M

AI infrastructure capital is moving in chunks, with over $2 billion landing in power, compute, and chip deals to start the week. OpenAI is rewiring how its software reaches the Fortune 500, and Latin America just minted its first legal AI unicorn.

May 2026

Anthropic Eyes $900B Valuation · $750M Ramp Round · $600M Kraken-Reap Deal · $500M Recursive Round · $416M HawkEye 360 IPO · $160M Quantum Motion Series C

Capital is rotating into compute, defense space, and frontier AI as Anthropic edges past OpenAI on paper, Ramp doubles its valuation in six months, and the Pentagon expands its bet on Scale AI fivefold.

May 2026

$22B Kalshi Valuation · $2.2B a16z Crypto Fund · $2B Moonshot AI Raise· $200M Blitzy at $1.4B · $45B DeepSeek Valuation

A two-day blitz of conviction capital. Quantum took home over $400 million across three rounds. Cambridge mints two new unicorns. Crypto cooled in fund size and warmed in deployment.

May 2026

$56B GameStop Bid for eBay · OpenAI Closes $10B Deployment Co · Sierra Hits $15.8B Valuation · Anthropic $1.5B Wall Street JV · SAP Buys Prior Labs · Haun $1B Fund

A megaweekend for AI distribution as OpenAI and Anthropic both spin up Wall Street-backed enterprise arms, Bret Taylor's Sierra crosses unicorn-of-unicorns territory, and Ryan Cohen tries to swallow eBay whole. Capital is flowing toward the companies that own the customer relationship.

Apr 2026

$5B Accel AI Fund · $170M Glydways Series C · $105M Sygaldry Series A · $80M nEye Series C · $45M Mintlify at $500M Val · $20M Pillar Seed

AI capital stays concentrated at the top as Accel stacks a $5 billion war chest and Anthropic shrugs off $800 billion offers. Autonomous mobility, AI infrastructure, and commodity risk each pulled nine-figure checks.

Apr 2026

$650M Slate Auto Series C • $500M Sedron Acquisition • Shengshu Raises $293M • $100M Chapter Series E • SUJA Files $100M IPO

Capital is pouring into physical infrastructure this week. From affordable EV trucks and waste upcycling to AI video models and space tracking, the biggest checks are going to companies building real things. Meanwhile, organic juice maker SUJA is testing the public markets.

Apr 2026

$5B Gilead Buys Tubulis • $505M Firmus Raise • Anthropic Snaps Up Coefficient Bio for $400M • $130M Xoople Series B • Zero Shot Targets $100M Fund

Biotech M&A is back in force while AI infrastructure and talent consolidation continue to absorb massive capital across public and private markets.

Apr 2026

OpenAI Buys TBPN • KKR Closes $23B Fund • Valar Atomics Hits $2B Valuation • Coder Raises $90M

Defense tech, nuclear energy, and AI infrastructure are pulling in record capital, with mega-funds, frontier energy, and AI platforms dominating today’s dealflow.

Apr 2026

$122B OpenAI Mega-Round • Apollo Nears $10B Atlantic Aviation Buy • $1.75B Saronic Raise • Nvidia $2B Marvell Bet • WHOOP Hits $10B

AI infrastructure, defense tech, and scaled consumer platforms continue to absorb massive capital as the market consolidates around category-defining winners.

Mar 2026

$29.1B Sysco x Restaurant Depot • Blackstone Closes $6.3B Life Sciences Fund • Insilico x Lilly $2.75B AI Drug Deal • Mistral Secures $830M Data Center Debt • Kandou AI Raises $225M Series A

AI infrastructure and drug discovery are commanding massive capital, while historic M&A reshapes food distribution and signals continued consolidation across legacy industries.

Mar 2026

OpenAI Hits $850B • Shield AI Hits $12.7B • Harvey Hits $11B • Henkel Acquires Olaplex for $1.4B • Granola $125M Series C

AI infrastructure is no longer speculative. Capital is consolidating into defense, legal, and healthcare, while incumbents are stepping in with billion-dollar conviction.

Mar 2026

$3.5B KP AI Bet • $3.5B Lead Edge Fund VII • Danone Buys Huel for €1B • Grab Snaps Foodpanda Taiwan for $600M • Kandou AI Raises $225M

Institutional capital is going all-in on AI while incumbents deploy billion-dollar M&A to stay competitive. Today signals that both venture and corporates are playing for the next decade.

Mar 2026

Meta Commits $27B to Nebius • Mastercard Buys BVNK for $1.8B • Moonshot AI Eyes $18B Valuation • Frore Systems Hits $1.64B • Gradient Closes $220M Fund V

AI infrastructure and stablecoin rails are colliding with real capital. From multi-billion compute bets to institutional crypto M&A, today’s market shows where conviction is actually being priced.

Mar 2026

nScale hits $14.6B · Replit triples to $9B · Quince hits $10.1B · Talkspace acquired for $835M · AMI Labs Raises $1B

A record-breaking week for AI infrastructure as nScale, Nexthop AI, and Mind Robotics collectively raised over $3 billion to build the compute, networking, and robotics layers of the AI stack. Yann LeCun's AMI Labs closed Europe's largest seed round ever at $1.03 billion, placing a $3.5 billion bet on world models as the credible alternative to today's LLM-dominated paradigm.

Mar 2026

MyFitnessPal Acquires Cal AI · Anduril Hits $60B Valuation · Uala $195M Round · Blue Bottle $400M Acquisition · Eight Sleep Hits $1.5B

AI infrastructure, industrial consolidation, and mental health platforms dominated today’s tape. Nvidia is moving deeper into the AI supply chain, while health tech and enterprise infrastructure continue minting multi-billion dollar valuations.

Feb 2026

OpenAI Hires OpenClaw Creator • Logan Paul’s Pokémon Card Sells for $16.5M • Anthropic Raises $30B at $380B Valuation • Joshua Kushner's Thrive Capital Raises $10B+ Fund

AI agents accelerate, frontier capital explodes, and alternative assets keep rewriting record books.

Feb 2026

Alphabet Raises $20B • Apptronik Raises $935M • Primary Ventures Closes $625M Fund V • Kalshi Hits $2.8B Post-Super Bowl Volume

AI is showing up everywhere today, from balance sheets and bond markets to venture funds, generative media, and prediction markets hitting escape velocity.