2月24日，Stripe宣布了一项针对员工和股东的要约收购，公司估值由此锁定在1,590亿美元。相比一年 前的915亿美元，增幅巨大。本轮资金由Thrive Capital、Coatue Management和a16z（安德森·霍罗维茨） 等顶级风投提供。据这家金融科技公司披露，其2025年的总交易额（TPV）增长34%，达到1.9 万亿美 元。Stripe表示，2025年实现了"强劲"盈利，其收入套件预计在2026年将达到10亿美元的年化收入运行 率（Annual Run Rate）。 来源：滚动播报 ...

Group 1: Philippe Laffont's Trades - Hedge fund manager Philippe Laffont sold 667,400 shares of Nvidia and bought 10.2 million shares of Netflix in the fourth quarter [2][8] - Laffont's hedge fund, Coatue Management, has outperformed the S&P 500 by 112 percentage points over the last three years [1] Group 2: Nvidia Overview - Nvidia holds approximately 90% market share in AI accelerators, a market projected to grow at 29% annually through 2033 [5] - The company has seen a 162% increase in networking revenue in the third quarter, driven by major customers like Google, Meta Platforms, and Oracle [6] - Nvidia's earnings are expected to grow at 38% annually over the next three years, making its current valuation of 47 times earnings attractive [8] Group 3: Netflix Overview - Netflix completed a 10-for-1 stock split, which historically leads to an average 25% increase in share price within 12 months [10] - The stock is currently trading at $77, down 42% from its high, but analysts suggest it has potential upside due to its strong market position and original content [13] - Netflix's earnings are projected to increase at 22% annually over the next three years, with a current valuation of 31 times earnings considered reasonable [13]

Quick Read A billionaire hedge fund manager is largely invisible to the investing public. Yet, his hedge fund has financial interests in some of the world’s most intriguing tech-forward firms. A recent study identified one single habit that doubled Americans’ retirement savings and moved retirement from dream, to reality. Read more here. Typically, anyone who manages tens of billions of dollars would garner heavy publicity. There are exceptions, though, and one particular fund manager mysteriously ...

Anthropic已完成一轮300亿美元融资交易，融资后估值达3800亿美元（含本轮资金），这为这家在与竞 争对手OpenAI竞争中逐步取得进展的人工智能公司提供了进一步支持。Anthropic周四表示，新加坡主 权财富基金GIC和Coatue Management领投本轮融资，其他投资者包括英伟达和微软等大型科技公司。 本轮融资使Anthropic的估值较此前几乎翻倍，使其成为全球最有价值的私营公司之一。Anthropic还确 认，将允许员工按本轮融资相同估值出售公司股份。 ...

知情人士称，阿布扎比的MGX正接近达成一项协议，拟参投Anthropic PBC最新一轮融资，对这家在 人 工智能领域占据重要地位的初创公司加大投入。知情人士表示，MGX正洽谈在本轮融资中向Anthropic 投资数亿美元，本轮融资总规模料将超过200亿美元。有关这项拟议投资的公告可能在未来几天内发 布。不过，目前尚未作出最终决定，投资的规模和结构仍可能会有变。作为OpenAI的竞争对手，该公 司最初拟融资100亿美元，但在3500亿美元估值下，目前的融资规模有望达到初始规模的两倍以上，投 资者需求旺盛是原因之一。此前报道称，在最新一轮融资中，Coatue Management、新加坡政府投资公 司及Iconiq Capital均已分别承诺投入逾10亿美元资金。 ...

Core Insights - Firmus has secured a $10 billion debt financing facility to advance Project Southgate, aimed at expanding its AI infrastructure in Australia [1] - The funding will support the national rollout of Firmus' AI Factory platform, which focuses on energy-efficient high-performance computing technologies [2] - This financing is one of the largest private debt financings in Australia's history and aligns with Blackstone's strategy to finance large-scale AI compute and data-center infrastructure [3] Financing Details - The financing is led by Blackstone Tactical Opportunities, Blackstone Credit & Insurance, and affiliated funds, with additional support from Coatue Management [1] - The initiative will accelerate the deployment of AI Factories and enhance infrastructure manufacturing and energy integration efforts [5] Project Scope - Firmus plans to deploy thousands of graphics processing units (GPUs) by 2028, with Project Southgate aiming to scale up to 1.6 gigawatts (GW) of infrastructure [4] - Each AI Factory is designed for energy efficiency and token production, targeting the world's most demanding AI customers [5] Strategic Importance - The initiative aims to enhance Australia's role in digital innovation and contribute to the transition to clean energy [5] - Blackstone views the infrastructure supporting the AI revolution as a significant investment theme, highlighting Australia's potential central role in this transformation [6]

雷递网 乐天 2月9日 澳大利亚人工智能公司Firmus日前宣布，已完成由全球私募股权公司黑石集团(Blackstone, BX)和总部位于纽约的科技投资公司Coatue Management领投的100 亿美元债务融资。 据悉，Firmus去年通过两轮独立的股权融资筹集8.3亿澳元（5.8241亿美元），这两轮融资分别得到了英伟达和澳大利亚投资者Ellerston Capital的支持。 雷递由媒体人雷建平创办，若转载请写明来源。 ——————————————— Firmus表示，这笔资金将用于建设其"南门项目"(Project Southgate)的下一阶段。该项目旨在开发人工智能训练和推理基础设施，包括遍布澳大利亚的数据中 心。 这项与CDC数据中心和美国芯片巨头英伟达合作开展的项目，预计在未来三年内将达到1.6吉瓦的装机容量。 "推动人工智能革命的基础设施建设是我们最看好的投资主题之一，我们很高兴能够为Firmus的持续增长提供资金支持，"黑石集团战术机会投资部高级董事 总经理约翰·沃森表示，"人工智能正在推动几十年来规模最大的基础设施建设之一，我们相信澳大利亚可以在这一转型中发挥核心作用。" ...

By Scott Murdoch SYDNEY, Feb 9 (Reuters) - Australian artificial intelligence company Firmus said on Monday ​it had finalised a $10 billion debt funding ‌package led by global private equity firm Blackstone (BX) and Coatue ‌Management, a New York-based technology investor. Firmus said the funding would be used to build the next phase of its Project Southgate, the company's initiative ⁠to develop AI ‌training and inference infrastructure, which includes data centres, across Australia. SYDNEY, AUSTRALIA ...

Core Insights - Australian artificial intelligence company Firmus has secured a $10 billion debt funding package, with Blackstone and Coatue Management leading the investment [1] Company Summary - Firmus is an Australian company specializing in artificial intelligence [1] - The company has finalized a significant funding round, indicating strong investor confidence in its business model and growth potential [1] Industry Summary - The involvement of major private equity firms like Blackstone and Coatue Management highlights the increasing interest and investment in the artificial intelligence sector [1] - The $10 billion funding package reflects the growing trend of substantial financial backing for AI companies, which may drive innovation and competition within the industry [1]

Anthropic 上调了未来数年的营收预期，预计今年销售额将激增至高达 180 亿美元，明年将达到 550 亿美元。该公司的目标是缩小与老对手 OpenAI 的营收 差距。 这些先前未被报道的营收预测数据，显著高于 Anthropic 去年夏季的预期。然而，包括 AI 模型培训和运营在内的各项支出也在加速增长，已超过营收增 幅。 根据预测， Anthropic 因此将实现现金流转正的时间推迟至 2028 年，较先前预期晚了一年。 在预期最早于今年晚些时候进行的首次公开募股前，这 笔额外的现金消耗可能会让投资者有所顾虑。 最新预测似乎反映了 Anthropic 近期的成功，包括其编程助手 Claude Code 的增长。 该产品去年 11 月已创造超 10 亿美元的年化收入，约占当时总年化收 入的 14% 。这推动公司去年底年化收入突破 90 亿美元大关。 总体而言， Anthropic 在其乐观预测中将 2025 年至 2028 年的收入预期提高了约 40% 。修订后的展望预测，仅 2029 年收入就可能高达 1480 亿美元——这 比 OpenAI 同年的收入预期高出约 30 亿美元。 ChatGPT 的 ...