
AI巨頭開始與美國財政部搶錢
Microsoft、Alphabet、Amazon、Meta與Oracle的AI資料中心資本支出快速上升,可能迫使它們透過公司債與結構化融資籌集資金。文章認為,AI債券供給正在擠壓美國國債需求,推高長期利率並對高估值AI公司的估值模型造成壓力。
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Microsoft、Alphabet、Amazon、Meta與Oracle的AI資料中心資本支出快速上升,可能迫使它們透過公司債與結構化融資籌集資金。文章認為,AI債券供給正在擠壓美國國債需求,推高長期利率並對高估值AI公司的估值模型造成壓力。
OpenAI has quietly acquired Weights.gg, a startup specializing in AI-powered voice cloning tools. The deal includes the acquisition of the team and all intellectual property, following the startup's service shutdown in March.
SMIC has acquired SMIC North in an all-stock deal valued at 40.6 billion yuan, representing a 98% premium. This move marks a significant consolidation in China's semiconductor manufacturing sector.
Livestream shopping platform Whatnot has acquired Shaped, a machine learning startup specializing in real-time recommendation engines. The integration aims to improve personalization and search discovery for users across new product categories.
Dizal Pharmaceutical has transferred the global development and commercialization rights of its EGFR inhibitor Sunvozertinib back to its major shareholder, AstraZeneca, in a deal worth up to $1.5 billion.
Ondas has entered a definitive agreement to acquire autonomous aircraft maker DZYNE Technologies. This move aims to transform Ondas into a comprehensive autonomous defense technology platform.

Hyundai Group has completed the acquisition of Boston Dynamics by purchasing the remaining 9.65% stake from SoftBank for $325 million. This move marks the end of the robotics pioneer's independence and highlights the challenges of commercializing embodied AI.

Nasdaq-listed ECARX has acquired the Flyme software business from Xingji Meizu for $266 million. The deal includes the Flyme Auto smart cockpit system and related intellectual property.
KPMG is actively scouting Silicon Valley for AI startups to partner with or acquire. This move aims to secure proprietary technology and integrate AI into their professional service offerings.
A new AI enterprise services firm, backed by Anthropic, Blackstone, and Hellman & Friedman, has acquired San Francisco-based Fractional AI. This acquisition serves as the operational foundation for the new, yet-to-be-named consulting venture.