Anthropic

Semiconductors

Broadcom Emerges as Anthropic IPO’s Big Winner

Photo via Thomas Fuller / SOPA Images/Sipa USA/Newscom

If buying up endless amounts of GPU was Act 1 of the AI infrastructure buildout, custom chips like Broadcom’s may be the star of Act 2.

2 min read

Photo via Kyodonews/ZUMAPRESS/Newscom

Artificial Intelligence

Amazon Suffers Untimely E-Commerce Slowdown

2 min read
Photo via Andrew Leyden/ZUMAPRESS/Newscom

Artificial Intelligence

Anthropic’s IPO Stares Down a Wobbly AI Trade

Reports surfaced earlier this month that the frontier AI lab may lower its target valuation, from $2 trillion to $1.5 trillion.

2 min read
Photo illustration by Connor Lin / The Daily Upside, Photo by AndreyKrav via iStock

Advisor Upside

Not Just OpenAI: There Are More Pre-IPO Names to Watch

There are more ways than ever to access late-stage private equity, and there are some big IPOs on the horizon.

4 min read

Artificial Intelligence

Another Neocloud Meltdown Means Little to Big Tech’s Big Plans

Photo via Kim Jae-Hwan/ZUMAPRESS/Newscom

Shares of South Korean “neocloud” data center builder Elice plummeted more than 30% following its debut on the KOSDAQ exchange on Tuesday.

2 min read

Artificial Intelligence

Accenture’s Strong Earnings Bring Welcome Good News for Software Stocks

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The professional services firm blew past expectations to report $3.29 earnings per share on $18.68 billion in its fourth quarter.

1 min read

Artificial Intelligence

Meta Keeps Muse Momentum as Rivals Push New AI Models

Photo via IMAGO/Louis Grasse/IMAGO/PxImages/Newscom

Muse’s app has racked up 2.5 million downloads since its September 8 debut, according to Sensor Tower data.

2 min read

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