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Funding & Valuations

Articles (4)

Blueprint-style cross sections of two identical technology stacks on a near-black background, linked by three glowing indigo conduits that run through both.
AIanalysis

Two Deployment Companies, One Week, and the Same Private Capital

OpenAI and Anthropic stood up deployment companies a week apart in May, both on outside capital, some of it from the same firms already financing the chips.

AI InfrastructureInference Economics
SCN Staff·
Dark scene of glowing financial-prospectus pages forming a silicon-wafer map of China, four bright stock-ticker columns rising in the foreground and a large half-shadowed AI supernode looming behind.
AIanalysis

Four Listings, One Ledger: China's GPU Buildout in Audited Numbers

China's listed GPU pure-plays now have comparable audited numbers: an industry that is real, unprofitable, customer-concentrated, and scaling anyway.

AI InfrastructureNVIDIA
SCN Staff·
Four qubit arrays shrinking left to right from a dense grid to a small cluster, above a timeline whose segments lengthen.
Quantumnews

The Incredible Shrinking Qubit Count: What Oratomic's $300M Neutral-Atom Bet Is Wagering On

On paper, the qubits to break RSA-2048 fell from a million to tens of thousands in a year, but the smaller machines trade the saving for weeks of runtime. Oratomic raised $300M to build one.

Quantum Error CorrectionQuantum Timeline
SCN Staff·
The VAST Data logo over an intricate three-dimensional lattice of interconnected nodes converging toward a central hub, rendered in silver on a dark purple-black background.
AIanalysis

VAST Data's $30B mark is a bet on the middle layer of AI, not storage

VAST Data closed a $1B Series F at a $30B post-money, 3.3x its 2023 mark and roughly 1.7x Everpure's public cap. Here's what the math and the customer list actually signal.

AI InfrastructureDistributed Systems
SCN Staff·