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Nvidia Invests $2 Billion in CoreWeave at $87.20 Per Share to Accelerate AI Data Center Buildout to 5 Gigawatts by 2030
Nvidia purchased shares at $87.20, a discount from Friday's $92.98 close, nearly doubling its stake from 6.3% to approximately 13% as CoreWeave targets 5 gigawatts of capacity by 2030—the stock jumped 12% Monday as power and land access emerge as bigger bottlenecks than chip supply in AI infrastructure scaling. Read more
UK AI Video Startup Synthesia Raises $200 Million Series E at $4 Billion Valuation Led by Google Ventures with Nvidia Participation
Google Ventures led the round with Nvidia's NVentures participating as the London-based company nearly doubled its $2.1 billion January 2025 valuation—the platform serving over 70% of Fortune 100 companies crossed $150 million ARR and projects surpassing $200 million in 2026 while pivoting from passive training videos to interactive AI agents. Read more
Cloud Security Startup Upwind Raises $250 Million Series B at $1.5 Billion Valuation After 900 Percent Revenue Growth
Bessemer Venture Partners led the round as Upwind achieved 900% year-over-year revenue growth and 200% customer growth just one year after its $100 million Series A at $850 million valuation—the runtime-first security platform now secures millions of workloads for Siemens, Roku, Nubank, and other global enterprises while doubling headcount to 300 employees. Read more
AI Platform Zocks Raises $45 Million Series B Led by Lightspeed and QED Investors to Expand Beyond Administrative Automation for Financial Advisors
Lightspeed and QED co-led the round bringing total funding to $65 million as the platform serving 5,000+ financial firms moves from saving advisors 10+ hours weekly on administrative tasks to deploying agentic AI that identifies revenue-generating opportunities across entire books of business—the industry faces a projected shortage of 100,000 advisors by 2034. Read more
Apple Plans February Unveiling of Gemini-Powered Siri as Part of iOS 26.4 Following Multi-Year Google AI Partnership
Apple will demonstrate substantially redesigned Siri in the second half of February with beta testing starting next month and public release in March or early April for iPhone 15 Pro and newer devices—the upgrade represents the first major deliverable from Apple's multi-year partnership basing Apple Foundation Models on Google's Gemini technology after internal AI division fell short of expectations throughout 2025. Read more
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📢 The Signal Behind the Noise
Infrastructure constraints have replaced model capabilities as AI's primary bottleneck. Nvidia betting $2 billion on CoreWeave's power and land access while simultaneously backing application-layer companies like Synthesia reveals the shift from "can we build it" to "can we deploy it at scale." Apple's willingness to base its AI strategy on Google's technology confirms no single company can move fast enough alone, forcing even the most vertically integrated players to choose strategic partnerships over self-sufficiency.
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