News & Insights
Data Deals Briefing
Daily, sourced analysis of the global market for data — acquisitions, AI-data partnerships, funding and regulation.
SpaceX-Google Strike $30B AI Compute Deal
Google has agreed to pay Elon Musk's SpaceX $30 billion for computing power, a landmark cloud services deal set to run through mid-2029. This massive agreement underscores the escalating demand for robust AI infrastructure and specialized compute resources.
Read the briefing →Anthropic Raises $65B at $965B Valuation, Becomes Most Valuable Private AI Firm
Anthropic has secured a monumental $65 billion in Series H funding, catapulting its post-money valuation to an unprecedented $965 billion. This round firmly establishes Anthropic as the most valuable private artificial intelligence company globally, underscoring intense investor confidence in its frontier models.
Read the briefing →Alphabet Upsizes AI Infrastructure Investment to $85 Billion
Alphabet has upsized its equity capital raise to an unprecedented $85 billion, earmarking the funds for a significant expansion of its global AI infrastructure. This move underscores the escalating investment required to maintain leadership in the competitive artificial intelligence landscape.
Read the briefing →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.
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