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Nvidia Guaranteed Up to $105B on OpenAI's Ohio Lease

Nvidia provided a conditional guarantee of up to $105 billion tied to OpenAI's Ohio data-center lease, taking exclusive chip-sales rights and equity in the landlord in return. The same day, Groq raised $350 million at $3.5 billion, about half its September 2025 valuation, after Nvidia licensed its technology and hired most of its team. Anthropic's run rate reached $65 billion at the end of July.

Paul Smalera

Artificial Intelligence

August 18, 2026

Paul Smalera

Artificial Intelligence

August 18, 2026

Six Anthropic Backers Expect a $2 Trillion October Listing

Six Anthropic investors told the Financial Times they expect the company to list in October at $2 trillion or more, a figure the company itself has reportedly not set. Databricks closed $5 billion at a $190 billion valuation, its second round of the year, six months after raising at $134 billion. Vantage Data Centers is weighing a listing at about $100 billion, one of three data-center operators reportedly headed the same way. And PitchBook reported first-half AI funding above $407 billion, more than half of it going to two companies, which makes this week's ten priced rounds a useful look at the rest of the market.

Paul Smalera

Artificial Intelligence

August 14, 2026

Paul Smalera

Artificial Intelligence

August 14, 2026

Recent

What Airtable and Brex Actually Sold For

August 13, 2026

OpenAI's $7B tender cleared at $852B

Fintech

Enterprise Software

August 11, 2026

911.5M SpaceX shares became eligible to trade

Enterprise Software

August 7, 2026

OpenAI: Reportedly $0 debt, $665B in commitments*

Artificial Intelligence

August 6, 2026

OpenAI's at $852B. Employees still won't sell.

Fintech

August 4, 2026

$45B to $10B. The Anthropic stake stayed.

July 31, 2026

The Builders Are Back

Artificial Intelligence

Deep dive

July 30, 2026

SpaceX reports Aug. 4. $116B unlocks Aug. 6.

Artificial Intelligence

July 28, 2026

Stripe's ~$10B move on OpenRouter

Artificial Intelligence

July 24, 2026

OpenAI's reported $1T IPO target ask and the Bonfire Economy

Artificial Intelligence

July 23, 2026

Artificial Intelligence

View more

Nvidia Guaranteed Up to $105B on OpenAI's Ohio Lease

Nvidia provided a conditional guarantee of up to $105 billion tied to OpenAI's Ohio data-center lease, taking exclusive chip-sales rights and equity in the landlord in return. The same day, Groq raised $350 million at $3.5 billion, about half its September 2025 valuation, after Nvidia licensed its technology and hired most of its team. Anthropic's run rate reached $65 billion at the end of July.

Paul Smalera

Artificial Intelligence

August 18, 2026

Paul Smalera

Artificial Intelligence

August 18, 2026

Six Anthropic Backers Expect a $2 Trillion October Listing

Paul Smalera

What Airtable and Brex Actually Sold For

Paul Smalera

OpenAI's $7B tender cleared at $852B

Paul Smalera

OpenAI: Reportedly $0 debt, $665B in commitments*

Paul Smalera

Enterprise Software

View more

The fastest SaaS company ever just doubled again

Cursor's revenue doubled to $2B ARR in just three months — the kind of trajectory that rewrites venture math. Reflection AI is reportedly seeking $2B+ at a $20B valuation just five months after its last raise. Meanwhile, Musk is cleaning house: X and xAI plan to repay $17.5B in debt ahead of a potential SpaceX IPO. And MongoDB's 24% post-earnings plunge is the latest signal that even strong growth can't save you when forward guidance disappoints.

Paul Smalera

Enterprise Software

March 3, 2026

Paul Smalera

Enterprise Software

March 3, 2026

Aerospace & Defense

View more
Getty Images

911.5M SpaceX shares became eligible to trade

SpaceX's float went from 4.9% to 11.8% in a single day, and the market reacted.

Paul Smalera

Aerospace & Defense

August 7, 2026

Paul Smalera

Aerospace & Defense

August 7, 2026

Deep Dive

View more

OpenAI: Reportedly $0 debt, $665B in commitments*

OpenAI reportedly had no debt as of March 31. Its long-term contracts tell a more complicated story.

Paul Smalera

Deep dive

August 6, 2026

Paul Smalera

Deep dive

August 6, 2026

The Builders Are Back

Max Melmed

OpenAI's reported $1T IPO target ask and the Bonfire Economy

Paul Smalera

Wayve's tender and the 81% problem

Paul Smalera

Synthetic SpaceX: trading a press release

Max Melmed

Company News

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We Rebuilt Augment: A New Foundation for Private Markets

Alyssa Hollawell

Introducing Cash Accounts: Fund Once, Invest Instantly

Augment Staff

Mitigating counterparty risk in pre-IPO SPVs

Noel Moldvai

Cyrill Wiget named CEO of Augment Advisors, LLC and Augment Capital, LLC

Augment Staff

POV

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What role might private investments play in a portfolio?

Augment Staff

What can accredited investors invest in? 7 private market opportunities explained

Augment Staff

Accredited investor rule updates: what's changed and what to watch in 2026

Augment Staff

What is liquidity risk in private markets—and how to manage it

Augment Staff

Hardware

Hardware

01/03/2026

Designing for the circular hardware economy

Hardware

01/03/2026

The evolution of silicon-carbide power chips

Hardware

01/03/2026

How modular hardware reduces electronic waste

Hardware

01/03/2026

The challenge of cooling high-density servers

Hardware

01/03/2026

Next-gen haptics for immersive experiences

Artificial intelligence

Artificial intelligence

01/03/2026

How AI agents are changing task automation

By 2026, the conversation has shifted from "what can AI say?" to "what can AI do?" We are moving past simple chatbots toward Agentic AI—autonomous systems capable of planning, reasoning, and executing complex workflows across multiple platforms.

Artificial intelligence

01/03/2026

Fine-tuning small language models for efficiency

Artificial intelligence

01/03/2026

The role of synthetic data in training

Artificial intelligence

01/03/2026

How multimodal ai is changing search

Artificial intelligence

01/03/2026

Why explainable ai is a business necessity

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Anthropic

$847.02
+92%

Anduril

$118.35
+14%

OpenAI

$725.55
+6%

Databricks

$215.05
-3%

Stripe

$65.51
-3%

Neuralink

$297.65
+128%

Revolut

$1,952.95
+14%

Ramp

$115.57
+15%

Shield AI

$161.51
+3%

ByteDance

$379.66
+4%

Crusoe

$204.73
+55%

Kalshi

$625.49
+15%

Canva

$1,636.84
-6%

Polymarket

$136.22
-1%

Rippling

$50.81
-2%

Saronic

$40.21
+16%

Project Prometheus

$44.09
-

Replit

$271.84
+4%

Perplexity

$62.82
+2%

Cognition AI (Devin)

$146.31
+69%