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Cerebras Raises $1 Billion at $23 Billion Valuation as AI Chip Race Intensifies Against Nvidia Dominance
AI chipmaker Cerebras Systems closed a $1 billion Series H funding round at a $23 billion valuation—nearly tripling its value in four months as investors bet billions on alternatives to Nvidia's GPU dominance while the company signed a $10+ billion deal with OpenAI. Read more
Google Announces $180 Billion AI Spending Plan for 2026 as Big Tech Infrastructure Race Reaches Fever Pitch
Alphabet shocked investors by announcing capital expenditures between $175-185 billion for 2026—roughly double the $91 billion spent in 2025 and far exceeding Wall Street's $120 billion expectations as Google Cloud revenue surged 48% while Gemini reached 750 million monthly users. Read more
Anthropic Doubles Funding Target to $20 Billion at $350 Billion Valuation as AI Startup Valuations Reach Stratospheric Heights
Anthropic doubled its fundraising target from $10 billion to $20 billion after seeing six times more investor demand than anticipated—valuing the Claude AI creator at $350 billion and nearly doubling its worth from September's $183 billion as the company generated close to $10 billion in 2025 revenue. Read more
Cloud Software Stocks Crash Up to 40 Percent in 2026 as Anthropic's Claude Cowork Triggers "SaaSpocalypse" Disruption Fears
Enterprise software stocks entered their seventh consecutive session of steep declines with the WisdomTree Cloud Computing Fund plummeting 20% year-to-date as Anthropic's Claude Cowork legal and marketing plugins triggered panic—HubSpot down 39%, Figma down 40%, ServiceNow down 28% as markets price in existential AI disruption. Read more
AI Startups Raise Record $2 Billion in Single Week as ElevenLabs, Waabi, and Bedrock Lead February Funding Surge
ElevenLabs raised $500 million at an $11 billion valuation tripling its worth in 13 months, Waabi secured Canada's largest-ever tech fundraise at $750 million to power Uber robotaxis, and Bedrock closed $270 million for autonomous construction as AI funding concentration intensifies. Read more
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📢 The Signal Behind the Noise
AI has entered its separation phase. Infrastructure builders raise billions at accelerating valuations while application-layer software companies lose 40% of their value in weeks. The message: markets believe AI will reshape technology's economic structure, rewarding those who control compute and models while punishing those who built businesses on tasks AI can automate.
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