Menlo Ventures closed a $3 billion fund—its largest ever—on the strength of a $14 billion Anthropic stake it built through creative SPV financing when no one else was writing big checks. Here's what they actually got right, and what comes next.
Superhuman has acquired GPTZero, the AI detection startup that grew to 19 million users and $30M ARR on just $13.5M raised — creating an awkward but strategically interesting union between a company that helps you write with AI and one built to detect it.
Nvidia's Rubin-generation liquid-cooled data center design makes real strides on water consumption—but the full environmental math is a lot more complicated than the press release lets on.
Nvidia's new liquid cooling system genuinely eliminates on-site data center water use — but that only accounts for a quarter to a third of AI's total water footprint. The rest is hiding in the power grid.
MoEngage has acquired AI startup Aampe in an all-cash deal worth tens of millions, bringing per-user AI agents into its marketing platform as it targets enterprises fleeing Salesforce and Adobe.
After Nvidia's talent-and-IP raid left Groq without its founder or its core hardware advantage, the company just raised $650 million and is betting its future on inference cloud. Here's an honest look at whether that bet makes sense.