Investing

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Anthropic Is Worth Much Less Than SpaceX

Investors are lining up to bet that Anthropic's IPO will shatter SpaceX's record, but a closer look at what each company actually owns raises serious questions about whether that confidence is justified.

Douglas A. McIntyre · 4 weeks ago

Nvidia Isn’t the Only Way to Win the AI Chip Race

Marvell has quietly turned itself into one of the most aggressive bets on AI infrastructure without selling a single GPU, and a surprise $12.2 billion disclosure just changed how Wall Street thinks about its…

Vandita Jadeja · 4 weeks ago