Showing posts from Markets tag
The AI-coding deal tape is one $60B outlier sitting on decade-low software M&A
The OpenAI/Cursor cutoff forces model migration toward Anthropic and Google and away from GitHub Copilot, while Kroll data shows ex-Cursor software M&A at …
Nvidia buys the distribution layer
Nvidia's reported $12.9B Hugging Face acquisition, a 2M-GPU Amazon expansion, and a $96B quarter with ~70% FY28 growth guidance all landed on the same day the …