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Data Deals Briefing
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EU AI Act Amendments Finalized, Reshaping Data Governance for High-Risk Systems
European legislators have reached a provisional agreement on amendments to the EU AI Act, with formal adoption anticipated in the coming weeks. These changes introduce staggered compliance deadlines and new prohibitions, profoundly influencing how data is governed for AI applications.
Read the briefing →SpaceX–Google Ink $30B AI Compute Deal for Gemini Models
SpaceX has secured a landmark $30 billion AI computing agreement with Google, providing access to 110,000 Nvidia GPUs for its Gemini AI models. This multi-year deal, valued at $920 million per month, underscores the escalating demand for high-performance AI infrastructure.
Read the briefing →Google Cloud Secures $30 Billion SpaceX Deal for AI Compute Capacity
Google Cloud has finalized a monumental $30 billion agreement with SpaceX for AI compute capacity. This strategic deal includes access to 110,000 Nvidia GPUs, critical for meeting surging demand for Google's artificial intelligence services.
Read the briefing →Anthropic Expands Mythos AI Model Access to 150 New Organizations
Anthropic is expanding access to its advanced cybersecurity AI model, Mythos, to 150 additional organizations worldwide. This strategic move follows the AI giant's recent $65 billion funding round, underscoring its commitment to broader AI deployment and data-driven security solutions.
Read the briefing →Databricks Eyes 2026 IPO, Valued at $134 Billion
Databricks, the data and AI infrastructure giant, has announced its intention to pursue an Initial Public Offering in 2026, with CEO Ali Ghodsi citing employee equity liquidity as a key driver. The company holds a $134 billion valuation after a recent $4 billion Series L funding round.
Read the briefing →Snowflake Acquires Natoma for Secure AI Data Connectivity
Snowflake announced its intent to acquire Natoma on May 27, 2026, aiming to bolster secure data connectivity for agentic AI enterprises. This acquisition will incorporate Natoma's advanced protocol for seamless and governed AI application integration.
Read the briefing →Alnylam Forges Up to $2B AI Partnership with Inceptive for RNA Therapies
Alnylam Pharmaceuticals has entered a strategic partnership with Inceptive Nucleics, investing $30 million upfront in a deal potentially worth up to $2 billion. This collaboration aims to harness generative machine learning models for the expedited development of RNA interference therapies.
Read the briefing →AlphaSense Secures $350M Funding, Valuation Hits $7.5B
AlphaSense, the AI platform for market intelligence, has closed a $350 million funding round, pushing its valuation to $7.5 billion. The company also announced over $600 million in annual recurring revenue (ARR) and a strategic partnership with Accenture Ventures.
Read the briefing →Anthropic Secures SpaceX Colossus 1 Data Center for Claude AI Models
Anthropic has inked a deal to lease the entire capacity of SpaceX's Colossus 1 data center, a critical move to power its Claude AI models. This landmark agreement underscores the escalating demand for dedicated, high-performance computing infrastructure in the race for AI supremacy.
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