By the end of 2025, Claude Code's annual recurring revenue had grown by at least $100M from the $1B announced in November.
confirmed 1 article 2026-01-23
Claude Code
Source: by the end of 2025, Claude Code's ARR had grown by at least another $100M from the $1B announced in November, making up 12% of Anthropic's total ARR
Wired · 2026-01-23 · #3
PhonePe reports H1 FY2026 revenue of about $427.5M, up 22% year-over-year.
confirmed 1 article 2026-01-22
PhonePe H1 FY2026 $427.5M 22% YoY
Filing: PhonePe reports H1 FY 2026 revenue up 22% YoY to ~$427.5M, a ~$157M loss, and 657.6M users; the payments company plans to sell 50.7M shares in its IPO
Bloomberg · 2026-01-22 · #52
AheadComputing raises $30M Seed2 round led by Eclipse, Toyota, and Cambium, bringing total funding to $53M.
confirmed 1 article 2026-01-22
AheadComputing Eclipse Toyota Cambium Seed2
AheadComputing, which develops a breakthrough RISC-V CPU architecture for AI, raised a $30M Seed2 led by Eclipse, Toyota, and Cambium, for $53M in total funding
SiliconANGLE · 2026-01-22 · #51
Sources report Anthropic's revenue run rate reached over $9 billion at the end of 2025, up from $4 billion in July 2025.
rumored 1 article 2026-01-22
Anthropic $9B+ (end of 2025) $4B (July 2025)
Kioxia's stock rose about 800% over the past 12 months as AI-driven demand and constrained NAND flash supply increased the chipmaker's pricing power.
confirmed 1 article 2026-01-22
Kioxia NAND flash AI demand pricing power
Japanese NAND flash maker Kioxia's stock is up ~800% over the past 12 months, as AI demand and constrained NAND flash supply boost the chipmaker's pricing power
Financial Times · 2026-01-22 · #56
Ubisoft expects approximately €1.5 billion in net bookings for fiscal year 2025-2026.
confirmed 1 article 2026-01-22
Ubisoft ~€1.5B net bookings FY 2025-2026
Ubisoft cancels six games and delays others amid a restructuring into five genre-specific “creative houses”, and expects net bookings of ~€1.5B for FY 2025-2026
Bloomberg · 2026-01-22 · #60
Sources report Sam Altman has been meeting top Middle East investors to raise at least $50B for OpenAI at a valuation of about $750B to $830B.
rumored 1 article 2026-01-22
Sam Altman OpenAI top investors in the Middle East raise at least $50B valuation about $750B-$830B
BitGo Holdings Inc. and some backers raised $212.8M in a US IPO priced at $18 per share (above the marketed $15–$17 range), valuing the company at about $2.1B.
completed 1 article 2026-01-22
BitGo Holdings Inc. its backers $212.8M $18 per share $2.1B market value priced above marketed $15-$17 range
BitGo raises $212.8M in its IPO, selling 11.8M+ shares at $18 each, above the $15 to $17 range, giving it a ~$2.1B market value, in 2026's first crypto US IPO
Bloomberg · 2026-01-22 · #60
Sources say Iconiq, Lightspeed, and Menlo are set to join Anthropic's new funding round.
rumored 1 article 2026-01-22
Anthropic Iconiq Lightspeed Menlo
Sources report Anthropic projected a 40% gross margin from selling AI to companies and developers in 2025, down from an earlier 50% estimate due to higher inference costs.
rumored 1 article 2026-01-22
Anthropic 40% gross margin in 2025 selling AI to companies and developers earlier 50% estimate higher inference costs
Sources: Anthropic projected a 40% gross margin from selling AI to companies and developers in 2025, down from est. of 50%, due to 23% higher inference costs
The Information · 2026-01-22 · #58
Yelp agreed to acquire Hatch for about $300M, roughly 12 times the startup's annual recurring revenue.
confirmed 1 article 2026-01-22
Hatch 12x annual recurring revenue
Yelp acquires Hatch, which charges a monthly fee for AI-powered agents that can respond to customer inquiries and make appointments, for $300M
The Information · 2026-01-22 · #17
Railway raises $100M Series B led by TQ Ventures, bringing total funding to over $130M and reporting ARR of over $10M.
confirmed 1 article 2026-01-22
Railway TQ Ventures
Railway, a cloud platform for software deployment, raised a $100M Series B led by TQ Ventures, bringing its total funding to $130M+, says it has ARR of $10M+
Axios · 2026-01-22 · #29
Epic spent $800M over six years on Google services as part of the deal.
confirmed 1 article 2026-01-22
Epic Google $800M six years
Epic v. Google: Epic and Google have a secret deal involving Unreal Engine, Fortnite, and Android, with Epic spending $800M over six years on Google services
The Verge · 2026-01-22 · #23
Inferact raised $150M in a seed round led by a16z at an $800M valuation.
confirmed 1 article 2026-01-22
Inferact a16z $150M $800M valuation
Inferact, founded by the creators of vLLM to create a commercial AI product for cross-hardware efficiency, raised a $150M seed led by a16z at an $800M valuation
Bloomberg · 2026-01-22 · #34
Superstate raises $82.5M in a Series B funding round led by Bain Capital Crypto and Distributed Global.
confirmed 1 article 2026-01-22
Superstate Bain Capital Crypto Distributed Global
Superstate raised an $82.5M Series B to expand from tokenized Treasury offerings into SEC-registered equities on Ethereum and Solana
The Block · 2026-01-22 · #38
Cambio raises $18M Series A led by Maverick Ventures at a $100M valuation.
confirmed 1 article 2026-01-22
Cambio Maverick Ventures
Cambio, creator of AI-powered commercial real estate software for institutional investors, raised an $18M Series A led by Maverick Ventures at a $100M valuation
Crunchbase News · 2026-01-22 · #36
Google, Huawei, Microsoft, Nvidia, various startups, and university research teams spent millions developing AI-based weather forecasting tools to make forecasts more accurate for longer.
confirmed 1 article 2026-01-22
Google Huawei Microsoft Nvidia startups university research teams AI weather forecasting tools
How Google, Huawei, Microsoft, and Nvidia, as well as startups and university research teams, spent millions of dollars to develop AI weather forecasting tools
Bloomberg · 2026-01-22 · #47
Claroty reportedly raised a $150M Series F at a $3B valuation, sources say.
rumored 1 article 2026-01-22
Claroty Series F $150M $3B valuation
Israeli startup Claroty, which makes security tech for hospitals, manufacturing, and industrial systems, raised a $150M Series F, sources say at a $3B valuation
CTech · 2026-01-22 · #50
Applecart reportedly raised $100M in a minority funding round led by Blackstone's growth equity business at an approximately $700M valuation.
rumored 1 article 2026-01-22
Applecart Blackstone's growth equity business
Marketing tech startup Applecart raised $100M in a minority funding round led by Blackstone's growth equity business, a source says at a ~$700M valuation
Bloomberg · 2026-01-22 · #53
Sources report AI chip startup SambaNova is seeking to raise $300M to $500M in a funding round.
rumored 1 article 2026-01-22
SambaNova $300M-$500M
Sources: AI chip startup SambaNova is seeking to raise $300M to $500M after talks to sell the company to Intel for about $1.6B, including debt, stalled
Bloomberg · 2026-01-22 · #58
Sources report Elon Musk is pushing for a SpaceX IPO by July.
rumored 1 article 2026-01-22
Elon Musk SpaceX
Sources: Elon Musk is pushing for a SpaceX IPO by July, seems eager to beat OpenAI and Anthropic to market, and views it as a way to help xAI catch its rivals
Wall Street Journal · 2026-01-22 · #55
OpenEvidence raises $250M led by Thrive and DST at a $12B valuation (up from $6B in October and $1B in February 2025); company is building 'ChatGPT for doctors'.
confirmed 1 article 2026-01-22
OpenEvidence Thrive DST
OpenEvidence, which is building “ChatGPT for doctors”, raised $250M led by Thrive and DST at a $12B valuation, up from $6B in October and $1B in February 2025
CNBC · 2026-01-22 · #52
Neurophos raises $110M in a funding round led by Bill Gates' Gates Frontier with participation from Microsoft Corp.'s investment arm and Aramco Ventures.
confirmed 1 article 2026-01-22
Neurophos Gates Frontier (Bill Gates' VC fund) Microsoft Corp. investment arm Aramco Ventures
Austin-based Neurophos, which develops a photon-based “Optical Processing Unit” to replace GPUs in AI training, raised $110M led by Bill Gates' Gates Frontier
Bloomberg · 2026-01-22 · #48
LiveKit raises a $100M Series C round led by Index Ventures at a $1 billion valuation to fund its voice, video, and physical AI tools.
confirmed 1 article 2026-01-22
LiveKit Index Ventures $100M Series C $1B valuation
LiveKit, which offers tools for building voice, video, and physical AI models, including for ChatGPT's voice mode, raised a $100M Series C at a $1B valuation
Bloomberg · 2026-01-22 · #16
Intel reports Q4 revenue of $13.7B (down 4% YoY), beating a $13.4B estimate; records a $600M net loss (up from $100M a year earlier), offers soft Q1 guidance, and its stock falls over 6% after hours.
confirmed 1 article 2026-01-22
Intel Q4 revenue $13.7B (down 4% YoY) beat estimate $13.4B net loss $600M (up from $100M in Q4 2024) soft Q1 guidance stock down 6%+ after hours
Intel reports Q4 revenue down 4% YoY to $13.7B, vs. $13.4B est., a $600M net loss, up from $100M in Q4 2024, Q1 guidance below est.; INTC drops 11%+ after hours
CNBC · 2026-01-22 · #1
PhonePe reports a loss of about $157M in H1 FY2026.
confirmed 1 article 2026-01-22
PhonePe H1 FY2026 $157M loss
Filing: PhonePe reports H1 FY 2026 revenue up 22% YoY to ~$427.5M, a ~$157M loss, and 657.6M users; the payments company plans to sell 50.7M shares in its IPO
Bloomberg · 2026-01-22 · #52
Preply raises $150M Series D led by WestCap.
confirmed 1 article 2026-01-21
Preply WestCap
Ukrainian-founded language learning marketplace Preply raised a $150M Series D led by WestCap at a $1.2B valuation; out of 750 employees, ~150 are based in Kyiv
TechCrunch · 2026-01-21 · #40
Preply is valued at $1.2B following the Series D round.
confirmed 1 article 2026-01-21
Preply
Ukrainian-founded language learning marketplace Preply raised a $150M Series D led by WestCap at a $1.2B valuation; out of 750 employees, ~150 are based in Kyiv
TechCrunch · 2026-01-21 · #40
Sources report Anthropic is pursuing a new funding round at a $350 billion valuation.
rumored 1 article 2026-01-21
Anthropic $350 billion valuation
Sources: Anthropic's revenue run rate hit $9B+ at the end of 2025, up from $4B in July 2025; Iconiq, Lightspeed, and Menlo are set to join its new funding round
Bloomberg · 2026-01-21 · #16
Sam Altman has been meeting with top investors in the Middle East to raise at least $50B for OpenAI at a valuation of about $750B to $830B.
rumored 1 article 2026-01-21
Sam Altman OpenAI investors in the Middle East
Sources: Sam Altman has been meeting with top investors in the Middle East, looking to raise at least $50B for OpenAI at a valuation of about $750B to $830B
Bloomberg · 2026-01-21 · #20