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Dive into a collection of past posts and rediscover timeless content.
NVIDIA's $2B CoreWeave Bet: AI Compute's Parallel Universe

Jan 27, 2026

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3 min read

NVIDIA's $2B CoreWeave Bet: AI Compute's Parallel Universe

NVIDIA doubles down, Synthesia goes enterprise, ServiceNow gets conversational - AI's power moves revealed.

Yves Mulkers
Yves Mulkers
Snowflake's $1B Observe Buy: Data Platforms' Battle Intensifies

Jan 26, 2026

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3 min read

Snowflake's $1B Observe Buy: Data Platforms' Battle Intensifies

Snowflake buys Observe, Mews raises $300M, Korea drops $1.5B on AI infrastructure

Yves Mulkers
Yves Mulkers
DeepMind CEO Sounds AI Bubble Alarm as OpenAI Expands Government Reach

Jan 25, 2026

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3 min read

DeepMind CEO Sounds AI Bubble Alarm as OpenAI Expands Government Reach

When AI's top builders say slow down, investors should listen carefully.

Yves Mulkers
Yves Mulkers
Capital One's $5.15B Brex Buy: Banks Storm AI Infrastructure

Jan 24, 2026

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3 min read

Capital One's $5.15B Brex Buy: Banks Storm AI Infrastructure

Capital One's massive Brex deal signals a new era of AI infrastructure control.

Yves Mulkers
Yves Mulkers
OpenAI's $50B Gulf Deal: Federal Contracts Meet Sovereign Cash

Jan 23, 2026

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3 min read

OpenAI's $50B Gulf Deal: Federal Contracts Meet Sovereign Cash

OpenAI seeks $50B from Middle East while landing federal contracts - compliance nightmare brewing?

Yves Mulkers
Yves Mulkers
OpenEvidence Hits $12B as Nvidia Bets $150M on AI Infrastructure

Jan 22, 2026

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4 min read

OpenEvidence Hits $12B as Nvidia Bets $150M on AI Infrastructure

Healthcare AI surge: OpenEvidence doubles valuation, Nvidia makes strategic bet on inference

Yves Mulkers
Yves Mulkers
xAI's $20B Raise vs. Davos Doubt: AI's Funding Fever Breaks?

Jan 21, 2026

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3 min read

xAI's $20B Raise vs. Davos Doubt: AI's Funding Fever Breaks?

Billion-dollar deals collide with regulatory warnings and ROI skepticism

Yves Mulkers
Yves Mulkers
a16z's $3B Bet: Infrastructure Trumps AI Hype Machine

Jan 20, 2026

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1 min read

a16z's $3B Bet: Infrastructure Trumps AI Hype Machine

Smart investors are zigging while everyone else zags in the AI landscape

Yves Mulkers
Yves Mulkers
Anthropic's $350B Valuation: Sequoia Bets Big While DeepMind Warns

Jan 19, 2026

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3 min read

Anthropic's $350B Valuation: Sequoia Bets Big While DeepMind Warns

Sequoia backs Anthropic at $350B, ElevenLabs hits $11B, and DeepMind sounds the AI capability alarm.

Yves Mulkers
Yves Mulkers
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Ins7ghts Daily, by Yves Mulkers

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