Moody’s Chief Economist Mark Zandi warns that aggressive borrowing by AI firms is a “mounting potential threat.” The 10 largest AI companies are on track to issue over $120 billion in debt this year alone, a pace that exceeds the dot-com era even after adjusting for inflation. This time, the debt is
NVIDIA and SoftBank are reportedly in talks to invest over $1 billion into Skild AI, a robotics foundation model startup. The deal, which could close before Christmas, would value the 2023-founded company at nearly $14 billion.
On the a16z podcast, Marc Andreessen laid out his view on how to gain a real competitive edge with AI. He says most people are just casual users, and true mastery requires dedicated, all-day practice to unlock its potential.
Neocloud Fluidstack is reportedly in talks for a massive $700 million funding round that would value the AI infrastructure company at $7 billion. The firm is also shifting its global headquarters from London to New York City, signaling a major strategic pivot towards the U.S. market.
A U.S. appeals court has upheld a restraining order preventing OpenAI and Jony Ive’s hardware venture from using the “io” name for products similar to an AI audio startup called iyO. The case now heads back to a lower court, with a preliminary injunction hearing set for April 2026 and broader litiga
On the EU-Startups Podcast, Emmet King of J12 Ventures argues Europe has the technical talent for AI but faces real hurdles. He explores whether the region can scale its own iconic AI companies from the ground up.
Paris-based Brevo is now a billion-dollar unicorn after a massive €500 million funding round. The company, with over 600,000 customers, plans to spend over €100 million to grow its U.S. market share and compete head-on with CRM giants.
Actis is launching a major new data center platform focused on Latin America. The new unit, Terranova, plans to invest $1.5 billion over three years, starting with campuses in Mexico, Brazil, and Chile.
While most VCs are piling into AI, Nexus is taking a different path. Its new $700 million fund will be split 50/50 between AI startups and India-focused companies in sectors like consumer and fintech. The firm argues this balanced approach mitigates risk.
The AI gold rush continues as legal software startup Harvey sees its valuation skyrocket to $8 billion. Meanwhile, Meta makes a huge play for hardware talent, hiring two of Apple’s top design leaders.
