CodeHistory.org https://validator.w3.org/feed/docs/rss2.html The AI Capital Loop: When Chipmakers, Clouds, Model Labs, and Investors Finance One Another Amazon’s 2026 Capex Plan: Investing About $200 Billion Across AI, Chips, Robotics, and Infrastructure Meta’s 2026 AI Infrastructure Surge: The $125–145 Billion Capex Bet on Superintelligence and Scale Alphabet’s 2026 Compute Financing: Raising Equity and Debt to Accelerate AI Infrastructure Microsoft’s 2026 AI Buildout: Hyperscaler-Scale Capital Spending to Close the Compute Gap Nvidia as Supplier and Investor: Using Equity to Expand the AI Market It Sells Into Anthropic and AWS: The $100 Billion Compute Commitment That Turns Model Training Into Infrastructure Finance AI Needs Power: The Data-Center, Grid, and Energy Investments Behind the Software Boom Anthropic’s $65 Billion Series H: Private Capital Chases Enterprise AI at Historic Scale OpenAI’s $122 Billion Round: Financing Frontier AI at Infrastructure Scale Google Buys Wiz: Paying Nearly $30 Billion for Cloud Security in the AI Era Salesforce Buys Informatica: The Bet That Trusted Enterprise Data Will Power Agentic AI AMD Buys ZT Systems: The Rack-Scale Investment Behind an End-to-End AI Infrastructure Strategy Synopsys Buys Ansys: Combining Chip Design and Simulation Into a Silicon-to-Systems Platform CoreWeave: Debt, Equity, and an IPO Finance the GPU Cloud Boom Databricks Series J: The $10 Billion Private Round That Delayed the Need for an IPO SoftBank and Arm: From a $31 Billion Acquisition to an AI-Era Strategic Asset Cisco Buys Splunk: The $28 Billion Bet on Security, Observability, and Recurring Software Revenue IBM Buys HashiCorp: The $6.4 Billion Bet on Infrastructure Automation and Hybrid Cloud Broadcom Buys VMware: The $69 Billion Deal That Repriced Enterprise Virtualization Nvidia Becomes a Venture Investor: Funding the Startups That Buy Its GPUs Databricks: The $500 Million Round That Reframed the Lakehouse as an AI Platform Cohere: The $270 Million Bet on Enterprise Large Language Models Mistral AI: Europe’s Record Seed Bet on an Open-Weight Frontier Model Company Hugging Face: The $235 Million Bet on the Open AI Developer Ecosystem Microsoft’s Multibillion-Dollar OpenAI Expansion: The Bet That Made Frontier Models a Cloud Strategy Amazon Backs Anthropic: The $4 Billion Bet on Claude and AWS AI Infrastructure Google Backs Anthropic: The Multibillion-Dollar Bet on a Second Frontier-AI Ecosystem Stability AI: The $101 Million Funding Round That Turned Open-Model Hype Into a Unicorn Inflection AI: The $1.3 Billion Bet on Personal AI Before the Team Was Reassembled Elsewhere Thoma Bravo Buys Proofpoint: The $12.3 Billion Cybersecurity Take-Private Thoma Bravo Buys Coupa: The $8 Billion Bet on Spend-Management Software Zendesk Goes Private: The $10.2 Billion Bet on Customer-Service Software Citrix Goes Private: The $16.5 Billion Bet on Mature Enterprise Software McAfee Goes Private Again: The $14 Billion Bet on Consumer Security Cash Flows Oracle Buys Cerner: The $28.3 Billion Bet on Healthcare Software and Cloud Infrastructure Adobe’s $20 Billion Figma Deal: The Acquisition That Never Closed Block Buys Afterpay: The $29 Billion Fintech Bet at the Peak of Easy Money Intuit Buys Mailchimp: The $12 Billion Bet on Owning More of the Small-Business Stack Microsoft Buys Nuance: The $19.7 Billion Bet on Voice AI and Healthcare Software Uber ATG: The Billion-Dollar Autonomous-Driving Bet That Ended in a Sale to Aurora Salesforce Buys Slack: The $27.7 Billion Bet on Owning the Enterprise Workstream Snowflake IPO: Public Markets Place a Massive Bet on the Cloud Data Warehouse Quibi: The $1.75 Billion Streaming Bet That Failed in Months Magic Leap: Billions Invested in Augmented Reality Before the Product-Market Fit Arrived Nvidia Buys Mellanox: The $6.9 Billion Infrastructure Bet Behind the AI Data Center Salesforce Buys Tableau: The $15.7 Billion Bet on Analytics Inside the Customer Platform Microsoft Invests $1 Billion in OpenAI: The Partnership That Reopened the AI Platform Race Home Journal