IPO Calendar

· Hardware: how agentic AI is shifting the bottlenecks · Data infrastructure: why the orchestration layer is accelerating · Applications: why the smallest layer could become the largest For most of...

Anthropic is preparing what could be the largest IPO in history, at a valuation of up to $2tn. A leaked draft of its prospectus reveals twelvefold revenue growth and an $8bn operating loss, and places...

What does Anthropic’s $2tn valuation assume about future growth?Will France’s Sovereign Debt Rating Drop Into “Junk” Territory?Based on the relationship between sovereign ratings and spreads over...

The hardware mix - what changed? Why networking is one of the biggest opportunities in AI Optics: three ways to win AI agents need far more networking than model training ever did. And more and more...

Anthropic’s leaked IPO prospectus, as reported by Reuters and the Financial Times, shows the company is growing faster than ever while committing to obligations that dwarf its earnings. To wit,...

Trump has eased one near-term risk for the AI tradeTakeaways Trump has eased one near-term risk for the AI trade. A lighter federal touch keeps the runway open for hyperscaler spending,...

Meta’s Muse shows what AI inference at consumer scale looks like AI agents are the new driver of compute demand Who makes the CPUs, and why the market keeps getting bigger On Monday, a consumer app...

Oura Inc. launched its roadshow on Sept. 21, 2026, targeting a Nasdaq debut under the ticker OURA during the week of Sept. 28. Offering 50 million shares priced between $40 and $44 each, Oura is...

The competition is shifting from benchmark trophies to cost per completed task, where token efficiency, caching, and agent economics matter as much as raw capability.Takeaway The competition is...

Last week I was in Los Angeles at the All-In Summit along with about 4,000 others, including tech investors, money managers and entrepreneurs. The ticket wasn’t cheap, but it was well worth it. I was...