Deep Cogito raised $43 million in a Series A round led by TQ Ventures, with participation from Benchmark, Nexus Venture Partners, Atreides Management, South Park Commons, and Zscaler, to build special…
Anthropic CEO Dario Amodei reiterated on X on August 16 that AI will cure most human diseases within five to ten years, a prediction he first made in his October 2024 essay 'Machines of Loving Grace.'…
Anthropic CEO Dario Amodei returned to X to deny a claim made on the All-In podcast that he has said Anthropic could become the only private company in the world. Anthropic's Sholto Douglas called the…
Anthropic PBC is in talks to acquire AI startup Decart AI for about $6 billion, according to people familiar with the matter. If finalized, it would be Anthropic's largest known acquisition ahead of i…
Lumilens emerged from stealth on August 6 with more than $700 million in new financing, bringing total funding above $900 million at a $5.51 billion valuation. The San Jose startup, founded in 2024 by…
Lumilens exited stealth with over $700 million in Series C funding, valuing the company at $5.51 billion, and announced it is shipping its first scale-out optical interconnect product to a hyperscale …
Lumilens, an optical data center connectivity startup founded by former Aruba CTO Ankur Singla, emerged from stealth with more than $900 million in total funding and a $5.5 billion valuation. The comp…
Gavin Baker, managing partner and CIO of Atreides Management, said that agentic AI currently has about 500,000 users and could reach 100 million, but data-center GPUs are already running at over 70% u…
Spot rental prices for the same GPU cluster doubled from under $2 per hour to nearly $4 per hour over seven months, according to Gavin Baker, CIO of Atreides Management, who flagged the surge on Augus…
Safe Superintelligence (SSI), the AI startup founded by Ilya Sutskever, Daniel Gross, and Daniel Levy, will release its first model in August, according to Gavin Baker, CIO at Atreides Management. Bak…
Leopold Aschenbrenner's forced sale of his hedge fund Situational Awareness's public equity portfolio, purchased by Citadel, triggered a rebound in AI-linked stocks like SanDisk, Bloom Energy, and Cor…
Xsight Labs, an Israeli fabless chipmaker building networking silicon for AI data centers, raised over $300 million in a funding round led by Fidelity Investments and Atreides Management at a post-mon…
Xsight Labs, the networking-silicon maker co-founded by Gal Malach and led by CEO Yossi Meyouhas, raised more than $300 million at a $2.8 billion post-money valuation, with Fidelity Management & Resea…
Sila, a Moses Lake-based silicon anode maker, closed a $300 million private equity round on July 21, 2026, led by Atreides Management and Sutter Hill Ventures, to fund Phase 2 of its Washington campus…
Fireworks AI, the inference startup founded by former Meta PyTorch lead Lin Qiao, closed a $1.5 billion Series D at a $17.5 billion valuation, up from a $4 billion valuation nine months ago, as the co…
Fireworks AI Inc., an AI infrastructure startup, has raised $1.5 billion in a Series D round led by Atreides Management, Index Ventures and TCV, reaching a $17.5 billion valuation. The company, which …
Fireworks raised $1.5bn in Series D funding at a $17.5bn valuation to build specialized AI models for companies, arguing that businesses will build their own intelligence rather than rent it from big …
Star tech investor Gavin Baker, managing partner of Atreides Management, said Michael Burry's bearish Substack commentary on the AI boom is a 'godsend' because it provides credible warnings that help …
Gavin Baker, managing partner and CIO of Atreides Management, says the AI bottleneck trade is losing its edge as supply constraints ease, forcing investors to rethink what has lasting value in AI infr…
Orbital data centres are emerging as a real investment opportunity as terrestrial AI expansion faces grid, cooling, and land constraints, with multiple startups and at least one hyperscaler pursuing p…