Valida Pau

$SWKS $QRVO just agreed to merge in a cash-and-stock deal that values the combined company at roughly $22 billion, confirming me and @Katie_Roof's scoop from last night via @theinformation

NEW: 📦🤖Amazon has acquired robotics startup Rivr to deliver packages to shoppers’ doors more efficiently. Using robots for the last stages of delivery would expand upon the work Amazon has done to automate parts of its logistics network. w/ @catherineperlo1

First reported by @theinformation last week: theinformation.com/articles/nvidi…

🚀An IPO so BIG that SpaceX is thinking that banks should stay in their own lanes. $BABA, which raised $25 billion in 2014, also have their six banks working on different tasks.

Exclusive: Anthropic is in talks with Blackstone, Hellman & Friedman and other private equity firms to form an AI consulting venture. Read more 👇 theinformation.com/articles/anthr…

Scoop: Nvidia ally Nscale announced its $2B fundraise earlier this week... Today, we are reporting on its potential takeover of a 2GW data center campus in West Virginia AND its revenue projections ahead of its IPO. Read: theinformation.com/articles/nvidi…

Source: Anthropic is in talks with Blackstone and other PE firms to form a JV selling consulting services for integrating Claude into portfolio companies (The Information) theinformation.com/articles/anthr… #a260311p65" target="_blank" rel="nofollow noopener">techmeme.com/260311/p65#a26… 📥 Send tips! techmeme.com/contact

scoop: Anthropic is in talks with a consortium of PE firms including Blackstone about forming an AI-focused joint venture to sell the Claude maker’s technology to their port cos The recent conflict between the Department of Defense and Anthropic temporarily impacted the discussions. theinformation.com/articles/anthr… with @steph_palazzolo and @PauValida for @the

NEW: Anthropic is in talks with a consortium of private equity firms including Blackstone and H&F about forming an AI-focused joint venture to sell its technology to their portfolio companies. w/ @anissagardizy8 @steph_palazzolo theinformation.com/articles/anthr…

As OpenAI races to go public this year, public market investors are *somewhat wary* about the IPO Great pulse check from my colleagues @AnitaRamaswamy @MilesKruppa theinformation.com/articles/opena…

True Value: OpenAI’s IPO Hopes Face Skeptical Investor Community Bankers are asking public market investors their views of OpenAI, ahead of a possible IPO. We asked investors their views—many were skeptical. Read more from @AnitaRamaswamy and @MilesKruppa 👇 thein.fo/40g3lQd

bewildered by how these @Kalshi odds are *somewhat accurately* reflecting the actual sentiment. (Disclaimer: I don’t participate in prediction markets as a a reporter.)

The spotlight is on Anthropic and Dario Amodei at Morgan Stanley’s big tech conference. theinformation.com/articles/anthr…

Cloud startup Together AI is raising $1B at a $7.5B pre-money valuation. It's generating ~$1B ARR, 3x from last summer. The growth comes as the company moves to buy its own GPUs to rent out, rather than lease them. w/ @PauValida @anissagardizy8 theinformation.com/articles/nvidi…

our team's coverage of OpenAI and Anthropic...from just today (1/2)

don’t want people to take the wrong lesson away from this saga. people should give interviews without the approval of their communications team (preferably to me…)

Amazing how @theinformation team has broken ALL the major details of this historic OpenAI fundraising: 1) The $100 billion fundraise number (Dec 17) 2) First to first to report the Amazon investment (Dec 16) Proud of the team's work to give @theinformation subscribers the story first -- along with the fine print. theinformation.com/articles/opena… theinformation.com/articles/opena…

big team effort with @aaronpholmes @catherineperlo1 @anissagardizy8 @PauValida theinformation.com/articles/opena…

OpenAI’s $110 billion in funding deals could give Amazon’s cloud unit a boost, while Microsoft will lose the veneer of OpenAI exclusivity. Read more from @aaronpholmes, @CatherinePerlo1, @Steph_Palazzolo, @AnissaGardizy8 and @PauValida 👇 thein.fo/4cj8KNC

Cerebras back on IPO trail >Sept 2025 pulled IPO paperwork and raised 1.1B at 8.1B > Feb 2026 almost triped valuation and raised 1B+ at 23B post-money > Eye April 2026 listing w/ @Katie_Roof