Markets ▾
Subscribe

BAF NEWS

BAF NEWS

AI

Latest

Moonshot AI November 2025 funding round: Late-stage talks point to ~$4B valuation

The Moonshot AI November 2025 funding round is reportedly in late-stage negotiations, with sources indicating a raise of several hundred million dollars and a potential $4 billion valuation. Key investors include IDG Capital, Tencent, and Alibaba. The round may close by year-end, with an IPO targeted for H2 2026.
  • No Comments
Nokia $4B U.S. AI investment: Follow the money, timeline, and what’s next
Nokia $4B U.S. AI investment is a multi-year plan focused on expanding AI-ready network connectivity through $3.5 billion in U.S.-based R&D and $500 million in manufacturing, primarily in Texas, New Jersey, and Pennsylvania. The initiative builds on previous U.S. commitments and aims to strengthen domestic infrastructure and innovation.
AMD Cisco HUMAIN AI joint venture launches with 100 MW Saudi build, 1 GW by 2030
The AMD Cisco HUMAIN AI joint venture is launching with a 100 MW AI data center in Saudi Arabia, aiming to scale up to 1 GW by 2030. The initiative, with AMD and Cisco as minority investors, features Luma AI as its first customer and will use AMD accelerators and Cisco infrastructure for its 2026 debut.
Nvidia Q3 FY26 earnings November 2025: record $57B, $65B outlook, and a pivotal week for AI
Nvidia Q3 FY26 earnings November 2025 reached a record $57.0B, driven by strong AI infrastructure demand and robust Blackwell GPU sales. The company projects Q4 FY26 revenue of $65.0B, highlighting continued momentum. The article also covers Anthropic–Microsoft–Nvidia partnerships, EU cloud probes, and shifts in AI server memory and testing.
November 2025 Anthropic $30B Azure deal: Big bets, bigger compute, and a multi‑cloud twist
The November 2025 Anthropic $30B Azure deal marks a major partnership where Anthropic commits to purchasing $30 billion in Azure compute, with Microsoft and Nvidia investing up to $15 billion. This agreement expands Claude model access on Azure, deepens AI cloud competition, and signals long-term collaboration across cloud providers.
Anthropic $30B Azure commitment November 2025 reshapes AI cloud alliances
The Anthropic $30B Azure commitment November 2025 marks a major expansion in AI infrastructure, as Anthropic agrees to purchase $30 billion in Azure compute and contract up to one gigawatt of Nvidia-backed capacity. This partnership with Microsoft and Nvidia also brings Claude models to Microsoft Foundry, offering enterprises new multi-model cloud options.
Nvidia Just Posted a $57B Quarter. Here’s the Twist: It’s Guiding Even Higher.
Nvidia shattered records in Q3 FY2026 with $57B revenue and 62% growth, driven by surging data center demand. The company raised Q4 guidance and gross margin outlook, signaling robust AI momentum. While investor enthusiasm is high, risks now hinge on infrastructure bottlenecks, not demand.

Trending in AI

Stay in the loop