#Alphabet

Alphabet buys nearly 3 million Qualcomm shares, valued at about $548 million

As Qualcomm expands into data centers, established technology partners are becoming chip customers or shareholders, extending relationships built in mobile computing.

Isomorphic Labs seeks about $5 billion in funding at roughly a $50 billion valuation

AI drug-discovery funding is growing as development spans more stages, with both platform models and candidate pipelines shaping capital requirements.

Alphabet doubles cloud revenue as AI growth and capital spending accelerate

Google is converting AI usage into cloud revenue and operating profit; the next operating challenge is bringing cash recovery from new capacity closer to the pace of construction.

AI drug discovery company Isomorphic Labs is reportedly in talks for new funding at a $40 billion to $50 billion valuation

AI drug discovery is now valued on the scale of early rounds at leading model companies, but its proof arrives on the timetable of clinical trials, which will test investors' patience far longer than software does.

Isomorphic Labs is reportedly in talks for new funding at a $40 billion to $50 billion valuation

AI drug discovery is now valued on the scale of early rounds at leading model companies, but its proof arrives on the timetable of clinical trials, which will test investors' patience far longer than software does.

Meta, Google DeepMind and Isomorphic Labs put $300 million into Biohub's Virtual Biology Initiative, bringing total commitments to about $1.8 billion

Language models had the whole internet to learn from, while biology models lack the data itself, which is why the big money in this field is going first into running experiments rather than buying compute.

Waymo raises its first debt financing from more than $3 billion to $5 billion to expand its fleet and pay for compute

Self-driving has reached the stage where future fares can back a loan, which says more than any technical demo about it being a business.

Anthropic's prospectus shows CEO Dario Amodei earned $18 million last year, mostly in stock and options

The founders' pay figures are restrained, and the real transfer of wealth is written into the equity and donation arrangements, which will draw more questions after listing than the payroll does.

Blackstone and Alphabet’s Crux AI secure a $22 billion loan, with ten banks lending against TPUs and customer contracts

AI compute is being financed like aircraft and ships, with loan safety depending on whether customer contracts outrun chip depreciation.

Nvidia's equity investments surge to $99B in a year, making it one of the world's largest strategic tech investors

$99 billion in equity tied to the same rope as chip orders — Nvidia is both the seller in this boom and its largest long.

Nvidia puts $3.5B into MediaTek via convertible bonds; MediaTek adopts NVLink Fusion

If custom chips cannot be stopped, make sure they all plug into your socket — $3.5 billion buys a standard, not a stake.

Alibaba Placement Raises $10B, All Earmarked for Full-Stack AI From Chips to Models

Net profit down 75% while raising $10B for AI — Alibaba is handing out a timetable with no way back.

Nvidia Filings Disclose ~$21B Stake in SpaceX, $30B in Intel

The 13F provides, for the first time, a verifiable ledger of how much of Nvidia's downstream demand comes from customers it funds.

Jeff Dean's Discovery Loop in Talks for $1B Raise at ~$10B Valuation

A company with no product is worth $10 billion — what's being priced is the researchers themselves, not the company.

Financial Times: Google AI reshuffle was months in the making as Hassabis hands over day-to-day control

A title changed hands; decision-making power moved across half a continent.

Hassabis Steps Down as Google DeepMind CEO; Jeff Dean Departs to Found Discovery Loop