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AI infrastructure

Home - AI infrastructure

Crusoe’s $30.9 Billion Valuation Is a Bet on Electrons, Not Chips
Posted inBusiness Tech

Crusoe’s $30.9 Billion Valuation Is a Bet on Electrons, Not Chips

Crusoe closed a $3.9 billion Series F on September 17 at a $30.9 billion post-money valuation, and the easy take is that another AI data center giant just got richer.…
Posted by Mark Grantt September 19, 2026
Stripe’s $7 Billion OpenRouter Buy Is a Payments Play Disguised as AI
Posted inTechnology

Stripe’s $7 Billion OpenRouter Buy Is a Payments Play Disguised as AI

Stripe has finalized an agreement to acquire OpenRouter for more than $7 billion. Most takes will frame this as a fintech giant swallowing an AI infrastructure darling. That misses the…
Posted by Mark Grantt August 17, 2026
Nvidia Turned Its Chips Into an Asset Class, and Wall Street Bought the Pitch
Posted inTechnology

Nvidia Turned Its Chips Into an Asset Class, and Wall Street Bought the Pitch

On August 10, Nvidia confirmed it had signed memorandums of understanding with Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR. The goal: mobilize over $500 billion in third-party capital for…
Posted by Mark Grantt August 11, 2026
SpaceX Doubled Revenue and Wall Street Still Doesn’t Understand What It Bought
Posted inBusiness Tech

SpaceX Doubled Revenue and Wall Street Still Doesn’t Understand What It Bought

SpaceX posted $7.8 billion in Q2 revenue last night, a 92% jump from the same quarter last year, and its first set of public earnings since the IPO. The headlines…
Posted by Mark Grantt August 5, 2026
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