Nvidia’s $500B AI Consortium: 6 Titans Rewire Compute Finance
Nvidia lines up Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR to raise $500B+ for AI compute infrastructure — off-balance-sheet.
Artificial Intelligence
Market-focused coverage of artificial intelligence companies, infrastructure spending, business models, and adoption. We examine the filings, financial metrics, and competitive forces behind the headlines.
Cisco Beats Q4 but Stock Falls 8%: AI Orders Squeeze Margins
Cisco reported record Q4 revenue of $17.3B and $4B in AI infrastructure orders, but the stock fell 8.4% as gross-margin mix and FY27 guidance disappointed.
Thrive Holdings Raises $2B at $12B: AI-Native PE Model
Thrive Holdings raised $2B at a $12B valuation from OpenAI, SoftBank, D1 and Altimeter to buy legacy services firms and inject AI into their workflows.
CoreWeave Q2 Doubles to $2.58B; Backlog Hits $104B
CoreWeave’s Q2 2026 revenue jumped 112% to $2.58B; backlog hit $104B, Meta added $21B, and FY26 guide was raised. But the net loss widened to $626M.
Airbnb Jumps 15% on Q2: Revenue +17%, FY26 Guide Raised
Airbnb (ABNB) posted its best day ever, +14.8%, after Q2 2026 revenue rose 17% to $3.6B, net income hit $816M, and management raised full-year revenue and margin guides.
Switch Files Confidential IPO, Eyes $80B Data-Center Return
Las Vegas data-center giant Switch confidentially filed to return to public markets, chasing a valuation up to $80B just four years after an $11B take-private by DigitalBridge and IFM.
Twilio Q2 Beat: Revenue +22%, FY Growth Guide Raised to 18%
Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.
Hadrian Raises $1.37B at $7.87B for AI Defense Factories
Chris Power’s automated defense factory just landed $1.37B from a public-market-heavy Series D, with the Alabama submarine facility at the center.
Palantir Jumps 29%: Q2 Revenue Up 93%, Commercial +149%
Palantir Q2 2026 revenue hit $1.94B (+93% YoY), EPS $0.41 vs $0.34, US commercial +149% to $764M. FY26 guide raised to $8.15B. PLTR +29% to $162.66.
Amazon Beats Q2: AWS Grows 37%, Fastest Since 2021
Amazon posted $200.6B in Q2 revenue and $27.5B operating income. AWS grew 37% — the fastest in 18 quarters — as AI demand pulls capex forward.