Category: Insights

Last month, the top AI news was mostly about infrastructure and export restrictions as the trade war heated (note: Liberation Day was April 2). AI infra was dominated by Nvidia’s planned $500 B U.S. supercomputing program and the EU’s €200B initiative to fund 13 AI‑chip gigafactories, even as power‑supply constraints pushed Amazon and Microsoft to slow…

March continued to demonstrate strong AI investment activity, with $47 billion raised across 110 transactions, slightly down from February’s 115 deals but maintaining robust momentum. OpenAI led the month with a record-breaking $40 billion growth round, driven by SoftBank, marking the largest capital raise by a private tech company. Meanwhile, Elon Musk’s xAI made headlines…

February marked a strong rebound in AI investment with $6.5 billion across 115 transactions, up significantly from January’s 80 deals. Despite inflation and tariff concerns, Figure is reportedly in talks for a potential $1.5 billion growth round in industrial AI, while diverse sectors from healthcare to security attracted substantial funding. Big Tech continues aggressive infrastructure…

In the rapidly evolving landscape of artificial intelligence, 2024 was a pivotal year of breakthrough innovations and strategic investments. Starting in 2025, we are launching a monthly AI Financing series to provide critical insights into the sector’s most significant developments. Our January report offers a focused examination of key investments and advancements, including the Stargate…