General Compute secured a committed debt facility from Upper90, collateralized by SambaNova inference ASICs - reportedly the first loan backed by inference chips, not training GPUs. What it means for the cost of running AI.
Visa launched its Stablecoin Platform on 16 July 2026, starting with Open USD. The real move is not adopting a token, it is owning the rails between banks and the blockchain.
Csquare's $1.05 billion NYSE listing priced below its own range and traded under issue while ASML and TSMC raised guidance. Servola's read on what to ask your colocation vendor.
NetApp acquired DataPelago on 16 July 2026. The same release says NetApp has no obligation to deliver any capability resulting from the deal. What that means for your next renewal.
Fifteen Lumin Digital clients invested more than $70 million into the company that supplies them. Our read on what customer-shareholders mean for your own vendor talks.
Munich's Microagi raised $55m ten months in, with five clients collecting data and zero robots in production. Here is how an owner should read that signal before signing.
Netflix will roughly double ads revenue to about $3 billion while cutting its engagement report to once a year from 2027. What that means for European buyers.
Uber's 13 billion euro offer for Delivery Hero excludes 14 markets, which go to SSW Partners for about 1.6 billion dollars. Berlin got binding guarantees to 2029. The 14 carve-out markets got a sentence, and a promise to be sold again.
Stripe and Advent have offered $60.50 a share for PayPal, about $53.4 billion, with Block helping fund the equity. PayPal's board meets as soon as 20 July. For merchants, the leverage is already changing.
Neko Health raised 700 million dollars near a 7 billion valuation. The owner-facing read on a European champion, its real product - data - and why a health round is a tech round.
PixVerse closed a 439 million dollar round at over 2 billion valuation, and the money is going to world models, not clips. What it means for anyone building on AI video.
Moneybox reached an 800 million pound valuation through a staff share sale on the London Stock Exchange's new PISCES market, not a fundraise. Here is why that matters for owners.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.