IBM lost roughly a quarter of its value in one session. Its CEO says clients moved quarterly budget into servers, storage and memory to beat price rises. That is a warning about your 2027 budget.
Project Q raised 15 million euros for HYDRIS, an open-source platform that makes defence kit swappable. One of the investors is a listed defence prime.
Prefect has acquired Dagster Labs, merging the two orchestrators that competed on every data engineering shortlist. The company now owns execution, assets and the agent access layer. What buyers should do before their next renewal.
Moneybox became the first UK fintech to sell shares through Pisces, London's new private-share market, letting employees cash out up to 45 million pounds at an 800 million valuation without an IPO.
Munich's Helsing raised 1.8 billion dollars at an 18 billion valuation. Dragoneer led, with Lightspeed, Goldman and JPMorgan. US rival Anduril is still worth three times as much.
Keyfactor took over 1 billion dollars from Summit Partners on July 6. The real story is that certificate management just became board-level infrastructure.
Prime Intellect raised 130 million dollars at a 1 billion dollar valuation to pool idle GPUs worldwide so companies can train their own AI agents without a frontier lab. Why that reprices the build-versus-rent decision for European operators.
SK Hynix priced its Nasdaq ADR debut at USD 149 on July 10, 2026, raising about USD 26.5 billion, the largest US listing ever by a foreign company, and the stock jumped 17 percent on day one. What it means for the memory market and compute buyers.
Lumen completed a 475 million dollar acquisition of Alkira, the network-as-a-service control plane that stitches multi-cloud traffic together. The neutral layer enterprises used to connect AWS, Azure and Google now sits inside a carrier's roadmap and pricing. Here is what changes for anyone whose fabric runs through it.
Amazon raised at least $25 billion in an eight-tranche bond sale to help fund a roughly $200 billion capex year for AI. The order book was pared and Amazon paid up to fill it. For anyone whose stack runs on AWS, the build-out is now financed with debt, and that is both a commitment and a warning.
Gradium, the Paris voice-AI startup spun out of Kyutai, extended its seed round past 100 million dollars with Nvidia joining as a backer. When your chip supplier also owns the voice vendors, neutral infrastructure starts to blur.
Ollama, the one-command tool millions use to run open AI models on their own hardware, raised a 65 million dollar Series B. For anyone self-hosting AI to stay off metered cloud APIs, the free local layer now has investors and a monetization clock.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.