Much of the growth of funding in cloud is being driven by excitement around AI. “AI is sucking the air out of the room” when it comes to cloud, @pbotteri
, partner at Accel, told me in an interview this week. “This is both visible on the public market and and the private market.”
INVESTMENT
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AI Driving Cloud Funding Growth Across Markets
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GenAI startups capture 40% of cloud VC funding
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GenAI startups are getting 40% of all VC that flows into cloud startups, according to @Accel
. In its latest Euroscape report, Accel said funding for cloud startups in US, Europe and Israel is set to rise 27% to this year. That's mostly thanks to.. genAI. -
European Chip Stocks Fall After ASML Sales Warning
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European chip stocks are dropping after ASML put out a big 2025 sales warning yesterday: – ASML down 5%
– ASMI down 2.3%
– BE Semionductor down 1.9%.
– STMicro down 1.2%
– Infineon down 1.1%
– Soitec down 0.9% -
UAE G42 CEO Assures US on Sensitive Tech Security Amid Chip Export Curbs
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The CEO of UAE AI chip firm G42 tells @themmagraham the Gulf country is a reliable partner to the US when it comes to keeping sensitive tech safe. It comes as the region faces potential US curbs on exports of Nvidia and AMD chips.
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AI Observability Startups Braintrust Galileo Secure Funding Rounds
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Wrote just a few weeks ago about how Datadog's AI observability product came out and was mostly crickets, giving a huge opening for AI observability startups. In the last two weeks Braintrust and Galileo both announced their latest rounds!
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Impact of Artificial Intelligence on Decentralized Finance
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The Impact Of Artificial Intelligence On Decentralized Finance
#AI #AIio #BigData #ML #NLU #Futureofwork @CRudinschi @AntonioSelas @alexjc @RobotLaunch @karpathy @andyjankowski @bobgourley @CadeMetz http://
ow.ly/jzSY30sH8Zy -
ASML credibility gap widens after unexpected forecast revision
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ASML plunges: How wide the credibility gap? An accidentally early release of a bad forecast from ASML has produced a credibility gap, with CEO Christophe Fouquet under pressure to explain why the outlook has changed so dramatically all of a sudden. It’s not clear if the
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Perplexity Finance: AI Tool for Stock Analysis and Research
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Perplexity for Finance:
— Perplexity (@perplexity_ai) 15 octobre 2024
Real-time stock quotes. Historical earning reports. Industry peer comparisons. Detailed analysis of company financials. All with delightful UI.
Have fun researching the market! pic.twitter.com/BDx6SLQ9ukPerplexity for Finance: Real-time stock quotes. Historical earning reports. Industry peer comparisons. Detailed analysis of company financials. All with delightful UI. Have fun researching the market!
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GenAI Adoption Surges in Insurance While Ethics Concerns Linger
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In a new SAS survey, 89% of insurance decision makers reported plans to invest in GenAI in 2025 — but are AI ethics getting left behind in the race to extract maximum value from this technology? http://
2.sas.com/6019qOxLH -
ASML Shares Plunge 15% on Revised 2025 Sales Forecast
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What a day… Dutch chip firm ASML released its Q3 earnings a day early – in a "technical error" – and they show it's forecasting 2025 net sales in the lower half of previous guidance… shares nosedived 15% today.