AIGuru

SpaceX emerges as a major AI infrastructure player after securing a $920M/month Google deal for 110k Nvidia GPUs through June 2029.

• Post-xAI merger,...

Anthropic and OpenAI pursue sharply different routes to public markets while chasing enterprise dominance.

• Anthropic filed for IPO after a $65B...

AI budgets keep expanding while returns stay disappointing, highlighting a key gap in enterprise strategy.

Anthropic's confidential S-1 filing at a $965B valuation marks a pivotal moment for public AI exposure.

• Growth case: $47B annualized revenue from...

Qwen-VLA introduces a unified Vision-Language-Action model for embodied intelligence.

• Integrates manipulation, navigation, and trajectory prediction...

Lassie raised $35M Series A to deploy autonomous AI agents automating insurance and admin tasks for small healthcare practices. Already delivering...

Google is advancing enterprise AI through strategic partnerships and product upgrades.

• Blackstone and KKR are exploring deals to deploy Gemini...

Market dynamics show ChatGPT retaining 70% US prompt volume despite dropping from 86%, while Claude surged 1,858% to 22M interactions and Gemini...

Higher Treasury yields from strong May jobs data triggered Nasdaq's 4.2% drop, hitting AI chip stocks hardest and erasing $1.2T in value.

• Nvidia and...

Supabase's $500M Series F at $10.5B valuation reflects AI agents now creating the majority of its databases, with Anthropic's Claude Code as the top...

Major labs are evolving AI toward proactive, integrated experiences.

• Google Dreambeans synthesizes Gmail, Calendar, Photos, YouTube, and Search...

• NVIDIA frames itself as an end-to-end AI infrastructure provider, reporting $18.1B prior-quarter revenue and $24B guidance.
• IBM-Google Cloud...

AI-driven cuts at firms like Meta are fueling one-person startups that deploy AI agents for operations, creating a feedback loop where the tech both...

AI Infrastructure Funding Surge

• 🔥 Alphabet's Record Equity Raise: Alphabet is raising $84.75 billion through stock sales and offerings to fund...

Town landed a $55 million Series A led by Andreessen Horowitz to build an AI assistant that connects email, calendar, and apps to act on a user's...

Trump confirms ongoing talks with OpenAI for US equity stakes to partner the public with AI success, planning a White House meeting next week.

-...

Alphabet is raising $84.75 billion via stock sales to fund exploding AI infrastructure costs, doubling capex this year.

• Stock fell 3.9% as...

Google's rollout spans phone integration, open models, frontier releases, and I/O drops.

• Gemini deepens Android ties via contacts and Messages for...

Innefu Labs secures $30M from Panthera Growth Partners to scale its indigenous AI platforms for defense and intelligence, advance Agentic AI, launch...

SpaceX locked in 110,000 Nvidia GPUs from Google at $920 million monthly through mid-2029, equaling roughly 2.5% of global data-center GPU...