Reading List
The most recent articles from a list of feeds I subscribe to.
A look at Meta Superintelligence Labs' growth in the past year, including a top-tier RL environment and compute ramp that could catch up to Anthropic and OpenAI (SemiAnalysis)
SemiAnalysis:
A look at Meta Superintelligence Labs' growth in the past year, including a top-tier RL environment and compute ramp that could catch up to Anthropic and OpenAI — A top tier RL environment startup spawns out of thin air, the most aggressive compute ramp we've ever seen, 2000km+ scale-across, and some advice for Google DeepMind
Sources: Manus investors and management are discussing unwinding Meta's $2B buyout at the same valuation, with Tencent in talks to become the largest investor (Zijing Wu/Financial Times)
Zijing Wu / Financial Times:
Sources: Manus investors and management are discussing unwinding Meta's $2B buyout at the same valuation, with Tencent in talks to become the largest investor — Chinese tech giant set to become largest shareholder in AI agent start-up after Beijing ordered reversal of US takeover
Carlyle agrees to sell US data center power and infrastructure platform Copia to EQT; sources: the deal values Copia at $2.6B, a fivefold return for Carlyle (Financial Times)
Financial Times:
Carlyle agrees to sell US data center power and infrastructure platform Copia to EQT; sources: the deal values Copia at $2.6B, a fivefold return for Carlyle — Deal underscores bright spot for private equity portfolio company sales amid strong demand for AI infrastructure
Oxylabs, which develops web data scraping infrastructure, received a $130M investment at a $3.6B valuation from Warburg Pincus, its first outside investment (Mike Wheatley/SiliconANGLE)
Mike Wheatley / SiliconANGLE:
Oxylabs, which develops web data scraping infrastructure, received a $130M investment at a $3.6B valuation from Warburg Pincus, its first outside investment — Data scraping startup Oxylabs UAB has broken into unicorn territory after raising $130 million in funding from the private equity firm Warburg Pincus LLC.
MiniMax is looking to raise as much as $1.9B by selling 35.6M shares at ~$34 each and offering ~$830M in convertible bonds due 2027 (Bloomberg)
Bloomberg:
MiniMax is looking to raise as much as $1.9B by selling 35.6M shares at ~$34 each and offering ~$830M in convertible bonds due 2027 — MiniMax Group Inc. is joining a rush by Chinese technology companies to tap markets for funding aimed at the artificial intelligence buildout …