This is a path to production, right. For and the enterprise category between you and Tropic Open. It's a fierce battle.I think let's just start by you explaining why you feel this is such a significant milestone for Mr. .. So hello and happy to be here.For us to say we're a global company really focused on creating value for the enterprises. And we have had three years now of experience in doing that. And so to do is basically the one stop shop platform where you can build your application as a business.And ...

Cerebras Systems, a US-based AI infrastructure company, has completed a $1.1bn Series G funding round, resulting in a post-money valuation of $8.1bn. The round was led by Fidelity Management & Research and Atreides Management, with additional participation from Tiger Global, Valor Equity Partners, and 1789 Capital. Existing investors Altimeter, Alpha Wave, and Benchmark also contributed to the funding. Citigroup and Barclays Capital acted as joint placement agents for the transaction. Cerebras Systems i ...

过去十年间，随着智能手机摄像头性能的提升， Instagram 、 YouTube 和 TikTok 等照片和视频分享平台迅速走 红。许多人从随意的内容发布者转型成为能够赚钱的创作者。 Emergent 由双胞胎兄弟 Mukund 和 Madhav Jha 创立，旨在成为面向普通消费者的应用开发平台。该平台允许非技 术人员通过提示词创建应用程序。 虽然这种模式在 2025 年并不新鲜，但 Emergent 致力于全程协助用户完成应用开发流程，同时管理各类 API 和部 署步骤，让他们无需操心技术细节。 这家初创公司周三宣布获得 2300 万美元 A 轮融资，由 Lightspeed 领投， Y Combinator 、 Together （ Freshworks 旗下 Together Fund 的创始人）以及多位知名天使投资人跟投，包括 a16z 前普通合伙人 Balaji Srinivasan 、谷歌的 Jeff Dean 和 Mistral 创始团队成员 Devendra Chaplot 。 公司迄今融资总额达 3000 万美元。 曾在谷歌投资的印度即时配送初创公司 Dunzo 担任 CTO 的 Muk ...

The opening welcome reception is all about the hallway track and the expo -- meeting and mingling with other founders and engineers who are (mostly) based in Europe. However, for those who can't make it, we'll be streaming 2 talks to kick off the conference: Shawn Swyx Wang, curator of Latent Space and Co-founder of AI Engineer: The Year in Agents Lélio Renard Lavaud, VP of Engineering, Mistral: How open source drives successful enterprise adoption ...

Core Insights - The AI mania is driving significant market movements, exemplified by Oracle Corporation's stock gaining 36% and adding over $255 billion to its market cap in a single day [2][3][13] Company Performance - Oracle's Q1 FY26 results showed net profit in line with expectations but a slight revenue miss, which was overshadowed by ambitious plans to scale its cloud infrastructure business from $10.2 billion in FY25 to $144 billion by FY30, indicating a compounded growth rate of 70% [3][5] - The company signed multiple multi-year, multi-billion-dollar contracts, increasing its remaining performance obligations (RPO) to $455 billion, a 359% year-on-year and 230% quarter-on-quarter increase [6][7] - RPO is expected to reach $500 billion in the coming months, while Oracle's FY25 revenue was $57.4 billion [7] Market Dynamics - The AI race is intensifying demand for data centers, with Oracle positioned to provide cloud-based compute, storage, and networking services [5] - The top 10 AI stocks have collectively added $18 trillion to their market cap since January 2020, highlighting the significant economic interest in AI [14][16] - The Big 5 tech companies, including Oracle, have invested $586 billion in capital expenditures over the last three fiscal years, with expectations of $860 billion in the next two years [17] Economic Impact - Tech capital expenditure has shown resilience, contributing positively to GDP growth, with tech capex surpassing personal consumption expenditure for the first time since 2022 [22][27] - The current market cap of the S&P 500 is significantly influenced by AI stocks, which account for 40% of the index's market cap [16] Valuation Concerns - Despite the growth potential, Oracle's stock trades at a trailing PE of 69x, raising concerns about overvaluation in the context of historical performance [13] - The concentration risk associated with Oracle's future revenue being tied to a single client, OpenAI, is a notable concern, given OpenAI's status as a cash-burning startup [9][10] Future Outlook - The evolving nature of AI technology presents uncertainties regarding efficiency gains and the right level of capital expenditure [29][30] - Investors are advised to be cautious of current valuations, as many top AI stocks trade above their five-year averages, reminiscent of the dotcom bubble [32][34][35]

Group 1 - Tencent announced the release of a new model, Mix Yuan 3D 3, achieving three times modeling accuracy and introducing a pioneering 3D-DiT hierarchical sculpting model with a geometric resolution of 1536³ and 3.6 billion modeling voxels [2] - Doubao surpassed DeepSeek in monthly active user scale in August 2025, becoming the top native AI app in China according to QuestMobile [2] - OpenAI is accelerating its investment in robotics, forming a new team focused on humanoid robots, indicating a significant shift towards physical world interaction as a key step towards achieving AGI [2] - Canadian AI startup Cohere opened an office in Paris to expand its European business, aiming to capture a larger share of the growing demand in the region, with a recent valuation of $6.8 billion [2] - OpenAI released GPT-5-Codex, a new model optimized for agent programming, available across multiple platforms including CodexCLI and GitHub [2]

Europe's political chaos is no barrier to tech investment, the ASML-Mistral tie-up shows, writes @LionelRALaurent (via @opinion) https://t.co/S9s9AaljNd ...

Core Insights - The European technology sector is experiencing significant developments, with notable funding rounds and IPOs indicating a potential resurgence in the region's tech capabilities [4][10]. Company Developments - ElevenLabs, an AI startup, announced a secondary share sale that doubled its valuation to $6.6 billion [1]. - ASML confirmed it is leading a €1.7 billion Series C funding round for French AI firm Mistral, which is now valued at €11.7 billion ($13.7 billion), up from €5.8 billion last year [2]. - Klarna, a Swedish fintech firm, debuted on the New York Stock Exchange with shares closing at $45.82, resulting in a market value exceeding $17 billion [3]. Industry Trends - There is a renewed optimism that Europe can develop a competitive tech industry, countering the long-held belief that Silicon Valley is the sole hub for innovation [4]. - Despite previous setbacks, including the impact of the 2022 Ukraine invasion and rising inflation, the European tech ecosystem has shown resilience and potential for growth [6][9]. - The European tech ecosystem is currently valued at $3 trillion, with projections to reach $8 trillion by 2034, highlighting a significant opportunity compared to the U.S. tech sector, which is valued over $20 trillion [12]. Investment Sentiment - Investors are increasingly viewing European tech as a safe haven amid geopolitical risks and macroeconomic uncertainty, with a growing interest in early-stage entrepreneurial ventures [13][14]. - There is a push for increased allocation from pension funds into European venture capital, as the market remains fragmented with varying regulations across countries [15]. Challenges - Systemic challenges persist in scaling European tech firms to the size of their U.S. and Asian counterparts, including the lack of a unified market and complex regulatory environments [15]. - Initiatives like "EU Inc." aim to simplify regulations across EU member states to bolster the tech sector [15].

Group 1 - Mistral aims to compete globally in AI, developing models and data centers to rival US and Asian companies [1][2] - The company received significant investment from ASML, which acquired an 11% stake for $1.5 billion, marking a strategic partnership [3] - Mistral is valued at approximately $14 billion following this investment, highlighting its current position relative to competitors like Anthropic and OpenAI [3] Group 2 - Founded two years ago, Mistral is positioned as a key player in Europe's tech landscape, supported by French President Emmanuel Macron and a national AI plan worth €109 billion ($127 billion) [2][3] - ASML's monopoly on EUV lithography machines places it at the center of the AI semiconductor market, enhancing its partnership with Mistral [3] - Mistral has attracted a diverse range of investors, including Bpifrance, Lightspeed Ventures, Eric Schmidt, Andreessen Horowitz, Nvidia, and Microsoft [3]

Core Insights - ASML has invested €1.3 billion in Mistral, enhancing the startup's reputation and positioning it as a significant player in Europe's AI landscape [1][2] - Mistral's valuation will rise to €11.7 billion following this funding round, making it one of Europe's most valuable private companies [1] - The investment is part of a broader strategy to reduce reliance on US technology and foster European AI sovereignty [2][5] Investment Details - The investment from ASML is part of a €1.4 billion contract, with approximately half coming from collaborations within the EU [2] - Mistral is the only European company developing large language models to compete with major players like OpenAI [1][2] - The partnership aims to optimize industrial manufacturing, indicating a strategic focus on practical applications of AI [2] Competitive Landscape - Mistral faces significant competition from larger US and Chinese firms that have invested hundreds of billions in AI [3][4] - Analysts question whether ASML's investment is sufficient given the scale of competition [3] - Mistral's lack of large international clients and slower growth compared to US counterparts pose challenges [5] Geopolitical Context - The investment is seen as a move to support the European AI ecosystem amid geopolitical tensions, particularly regarding data privacy and technology sovereignty [4][5][6] - ASML's CEO denies that the investment is primarily driven by geopolitical factors, emphasizing the collaboration's mutual benefits [5] Future Prospects - Mistral's focus on addressing inefficiencies in complex business areas may provide growth opportunities [4] - The investment could help ASML diversify its business beyond lithography technology, which is facing potential limits [4]