Anthropic announces a JV with Blackstone, Goldman Sachs, and Hellman & Friedman that aims to sell AI tools to companies; sources: the JV is worth ~$1.5B
Anthropic, Blackstone and Hellman & Friedman each expected to invest around $300 million; Goldman Sachs also an investor
Sources: Coatue formed Next Frontier in 2025 to buy land for data centers; Next Frontier has a JV with neocloud Fluidstack that has raised $5.7B via junk bonds
Sources: Coatue formed Next Frontier in 2025 to buy land for data centers; Next Frontier has a JV with neocloud Fluidstack that has raised $5.7B via junk bonds
Philippe Laffont's firm has launched Next Frontier, whose facilities will be meant for AI companies including Anthropic
Sources: OpenAI is in advanced talks with PE firms including TPG and Advent to form a JV that would distribute its enterprise tools to their portfolio companies
Sources: OpenAI is in advanced talks with PE firms including TPG and Advent to form a JV that would distribute its enterprise tools to their portfolio companies
OpenAI is in advanced talks with private equity firms including TPG (TPG.O), Advent International, Bain Capital and Brookfield Asset Management …
Source: Anthropic is in talks with Blackstone and other PE firms to form a JV selling consulting services for integrating Claude into portfolio companies
Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B
Sandisk and Kioxia announce a five-year extension of their JV manufacturing contract from 2029 to 2034; the new deal involves SanDisk paying Kioxia $1.165B
US partner's access to Yokkaichi plant to last 5 more years through 2034 — Kioxia and Sandisk extended their joint production agreement …
SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia
SanDisk's stock has surged ~1,000% since August, driven by AI demand for its data storage products; SanDisk has a cost advantage due to its JV with Kioxia
Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers …