Valuations
AI Companies Race to IPO as $630 Billion Infrastructure Bet Tests Market’s Risk Appetite
With SpaceX targeting a $1.75 trillion valuation and hyperscalers committing near-GDP-scale capex, 2026's AI IPO wave arrives before ROI questions are answered.
The $1 Trillion Question: Where Are AI’s Productivity Returns?
Big Tech is deploying record capital into AI infrastructure, but economists see minimal GDP impact and zero workplace productivity gains—forcing a reckoning over whether massive capex reflects transformation or misallocation.
Anthropic Eyes $900B Valuation in Historic $30B Raise
Claude-maker's funding talks would cement AI's transformation from venture-backed startups to infrastructure-scale capex arms race.
Anthropic Eyes $900B Valuation in 48-Hour Funding Blitz
The AI startup is giving investors two days to commit to a round that would more than double its $380B February valuation, signaling urgency in the race against OpenAI.
Big Tech’s $700 Billion AI Bet Hits the Power Wall
As US grid capacity constraints tighten and electricity costs climb 5% annually, the Magnificent Seven's trillion-dollar valuations now hinge on an untested assumption: that AI infrastructure returns will materialise before energy costs erode margins.