Valida Pau
@validapau
Reporter @theinformation covering tech M&A, IPOs and other big tech deals | Signal validapau.59
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Anthropic’s total compute bill has long been a mystery, and became a key focus for IPO investors.
We tried to do the math, which brings us to an estimated $517B+ worth of deals and ~14.8gw+ in agreed capacity since Oct. 25
More details below + comparison w/ OpenAI:
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SCOOP: Coatue is working on a *first-of-its-kind* multi-billion joint-venture with chip startup MatX, which Anthropic discussed buying this year.
The JV aims to finance purchases of memory and logic dies as well as capacity at chip manufacturers.
The goal is to help the startup overcome fierce shortages when big players like Nvidia can just lock in lots of capacity.
Big team effort w/ @_pheebini @steph_palazzolo
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New @thinkymachines $40 billion round with potentially a lot of Nvidia money (again.)
w/ @_pheebini @steph_palazzolo @julia_hornstein
LATE NIGHT SCOOP w/ @rocketalignment @amir: SoftBank is in talks to buy a majority stake in 1X Technologies, an OpenAI-backed humanoid robot developer, in a deal that would value the startup at about $6 billion.
They talked to OpenAI about an acquisition last year but that deal fell apart.
1X tried last fall to raise $1 billion at a $10 billion valuation, but it only raised less than half that target.
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