Capital
Funding, M&A, market dynamics, and investor narratives in the agent economy
Capital
CoWoS Capacity 2026: The Real AI GPU Chokepoint
CoWoS capacity 2026 is the real ceiling on AI GPU supply. TSMC scales toward 130k wafers a month while Nvidia…
Enterprise LLM Market Share 2026: How Anthropic Hit 40%
The enterprise LLM market share 2026 picture has inverted: Anthropic 40%, OpenAI 27%, Google 21%, on a spend pool that…
GPU Depreciation 2026: The $176B Earnings Question
GPU depreciation 2026 is the AI boom's biggest accounting fight: 5-6 year schedules versus a 2-3 year real life, and…
HBM Market Share 2026: Three Vendors, One Bottleneck
The HBM market share 2026 split puts SK Hynix near 58%, Samsung around 25%, and Micron near 17% as the…
GPU Cloud Pricing 2026: H100, H200 and B200 Costs
GPU cloud pricing 2026 splits in two: neoclouds rent an H100 for ~$2.69/hr while Azure charges $12.29. Here are the…
AI Chip Market Share 2026: Nvidia, AMD, Custom Silicon
The 2026 AI chip market share story: Nvidia near 75 percent, AMD climbing, and custom silicon from Google, Amazon, and…
State of AI Agent Adoption 2026: The Enterprise Data
The 2026 data on AI agent adoption: real production rates, spend, ROI, and abandonment figures from Menlo, LangChain, McKinsey, Deloitte,…
Big Tech AI Capex in 2026: The $725 Billion Breakdown
Big tech AI capex is set to hit roughly $725 billion in 2026, up 77 percent. Here is the per-company…
Anthropic Valuation Hits $965B, Topping OpenAI in 2026
The reported 65B Series H pushed the Anthropic valuation to 965B, topping OpenAI. Here is the round, the investors, and…
