Hyperscalers ~$800B+ capex + CoreWeave $8.5B debt + Bezos $100B AI mfg + Google $32B Wiz + Kleiner $3.5B + Meta-Nebius $27B + Manus $2B acq + SK Hynix/Rebellions + Starcloud $170M $1.1B orbital + Coder $90M + Eclipse $1.3B fund
Key Questions
What is the projected capex spending by major hyperscalers like Google, AWS, Meta, and Microsoft?
Google, AWS, Meta, and Microsoft are planning around $800B+ in capex, with Microsoft adding $10B for AI and cybersecurity infrastructure in Japan from 2026-2029. This reflects massive investments in AI infrastructure amid growing demand.
How much debt did CoreWeave raise for its AI cloud expansion?
CoreWeave secured $8.5B in debt to fuel its AI cloud infrastructure growth. This funding supports the surging demand for AI compute resources.
What is Bezos' Project Prometheus?
Bezos announced a $100B investment in Project Prometheus for AI manufacturing. It aims to scale AI production capabilities significantly.
What is Google's potential deal with Wiz?
Google is in talks for a $32B acquisition of Wiz, potentially part of a $1.9T decade-long commitment. This move targets cybersecurity enhancements for AI infrastructure.
What new fund did Eclipse launch?
Eclipse raised a $1.3B fund, with $720M allocated to early-stage AI infrastructure, robotics, and defense startups. Backed by Cerebras investors, it focuses on scaling physical AI and hard-tech.
What funding did Firmus secure for its AI data centers?
Nvidia-backed Firmus raised $505M in equity and $10B in debt from Blackstone for its AI factory network. The company is targeting a $2B ASX IPO.
What is the status of Q1 VC funding records?
Q1 VC dealmaking hit record highs of $253-300B, with 80-90% driven by AI investments. This surge highlights investor focus on AI amid scarcity and debt trends, particularly in the Bay Area.
What recent funding rounds occurred for Coder, ScaleOps, and Together AI?
Coder raised $90M in a KKR-led Series C for enterprise AI dev infrastructure; ScaleOps secured $130M Series C at $800M+ valuation for cloud/AI scaling software; Together AI is pursuing $1B in funding for its Nvidia H100 cloud. These reflect robust AI infra investments despite valuation concerns.
Google/AWS/Meta/MSFT ~$800B+ (MSFT adds $10B Japan AI/cyber infra 2026-29); CoreWeave $8.5B debt for AI cloud; Bezos $100B Project Prometheus; Google Wiz/$1.9T decade; Kleiner $3.5B; Meta Nebius $27B + Manus $2B acq confirmed (China drama); SK Hynix ASML/Rebellions $400M pre-IPO $2.3B; Databricks $1.3B+$5B sec; Coder $90M Series C KKR-led enterprise AI dev infra (amid val concerns); Kandou $225M; Starcloud $170M $1.1B YC unicorn orbital DCs (H100/Gemini/Starship); Together AI $1B funding pursuit (Nvidia H100 cloud); ScaleOps $130M C $800M+ reaffirmed; Eclipse $1.3B fund ($720M early-stage AI infra/robotics/defense, Cerebras backer) for physical AI scaling; Firmus $505M/$10B adds DC surge; Q1 VC $253-300B record (80-90% AI); scarcity/debt. Q1 VC record reaffirmed. Bay Area surge.