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Palantir’s AI Pricing Power
The Briefing

Palantir’s AI Pricing Power

By Nicholas Dos Santos and Mike · May 3, 2026 3:00pm PDT
Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues, news that helped lift the stock market to fresh records on Friday. This week, we’ll get a clearer glimpse into whether AI can also lift the lagging prices of software stocks such as Palantir and ServiceNow. Palantir kicks off the week’s wave of... Results from Google, Microsoft and Amazon last week showed AI is still fueling cloud revenues,...
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Another Headline

By Ali · Apr 22, 2026 6:54pm PDT
There's a new wave of cloud computing startups raising money and touting landmark AI data center deals.Nscale is raising billions of dollars to build data centers for OpenAI. Fluidstack is filling its coffers  to support Anthropic’s infrastructure. I expect a handful of other firms, including Moonlite AI, to raise money in the coming weeks,... There's a new wave of cloud computing startups raising money and touting landmark AI data center...
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New Headline

By Ali · Apr 22, 2026 6:31pm PDT
There's a new wave of cloud computing startups raising money and touting landmark AI data center deals.Nscale is raising billions of dollars to build data centers for OpenAI. Fluidstack is filling its coffers  to support Anthropic’s infrastructure. I expect a handful of other firms, including Moonlite AI, to raise money in the coming weeks,... There's a new wave of cloud computing startups raising money and touting landmark AI data center...
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Chip-Backed Borrowing Boom Propels AI Computing Startups

By Jonathan Daily · Apr 14, 2026 2:53pm PDT
Several startups offering computing power for artificial intelligence are embracing the “borrow big to grow fast” strategy pioneered by CoreWeave, loading up on debt backed by their stocks of high-powered chips. For instance, London-based cloud startup Fluidstack has gotten approval from Macquarie and other lenders to borrow more than $10... Several startups offering computing power for artificial intelligence are embracing the “borrow...
What We Learned From The Information’s 50 Most Promising Startups of 2022

What We Learned From The Information’s 50 Most Promising Startups of 2022

By Amir Efrati · Feb 23, 2024 11:26am PST
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The Information 50

What to Know About The Information’s 50 Most Promising Startups

By · Oct 16, 2023 8:32pm PDT · 1 comment
It’s been a particularly tough year for startups. Venture funding is on pace for the lowest annual total since 2019, according to the PitchBook-National Venture Capital Association Venture Monitor. Silicon Valley Bank, an important cog in the startup finance machine, failed in March. One-time high-fliers such as Jasper AI, Hopin and... It’s been a particularly tough year for startups. Venture funding is on pace for the lowest...