AI Money: funding, earnings and the business of AI
Markets and companies. Not investment advice.
Latest in AI Money
20 stories
Who is CXMT? China's DRAM maker, its giant IPO and the 4F² claim, explained
Carrie F.
Chip earnings, Q3 2026: what TSMC, Lam Research and Texas Instruments reported
Carrie F.
Big Tech earnings week (Oct 28 to Nov 2): the dates and the AI-capex lines to read
Carrie F.
The Anthropic IPO, explained: what a confidential S-1 is and what's been reported
Carrie F.
What's an impairment? Gartner's $3.5 trillion AI warning, explained
Carrie F.
Who's paying for the $10 trillion AI build-out? A Columbia paper explains the plumbing
Carrie F.
Is AI a bubble? Five numbers to check instead of guessing
Carrie F.
AI Money desk
Markets and companies. Not investment advice.
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A short daily note on AI, building, hardware and AI money.
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