[태그:] AI Business
3년 만에 69조 찍은 그곳…
VS코드 기반 AI 코딩툴 커서가 500억 달러(약 69조) 몸값에 도전. 3년 만에 ARR 20억 달러, 포춘1000의 70%가 고객. CEO가 점검할 3가지.
Anthropic Just Made OpenAI the Underdog — Here’s Why
Anthropic closed a $65B round at a $965B valuation, leapfrogging OpenAI’s $852B. With a $47B run rate and IPO looming, here’s what CEOs must watch.
Enterprises Bought $401B in GPUs — 95% Sit Idle
Cast AI’s audit found enterprise GPU utilization stuck at 5% while Gartner projects $401B in AI infrastructure spend this year. CEOs: 3 audits to run.
He Raised $700M Before Showing Anyone the Product
Brett Adcock’s Hark raised $700M at a $6B valuation — two months out of stealth, zero products. Nvidia, AMD, Intel, Qualcomm all signed up. Why?
Forget ChatGPT — SAP Just Bet $1B on Tables
SAP paid $1.16B for an 18-month-old German lab — Prior Labs. Why? Most enterprise data lives in tables, not text. Inside the bet that could reshape ERP AI.
Amazon Tested 40 Voice AI Startups. This One Took 100%.
Amazon Ring evaluated 40 AI voice vendors. Vapi won — now handles 100% of inbound calls. $50M Series B at $500M. Inside the enterprise voice AI shift.
OpenAI Spent $4B. Microsoft Just Spent $1B to Beat It.
Microsoft and EY committed $1B to scale enterprise AI to 500 firms by FY2027 — landing 10 days after OpenAI’s $4B Deployment Company. Who wins?
SAP Just Bet the Whole Company on 200 AI Agents
SAP unveiled 50+ Joule assistants and 200+ AI agents at Sapphire 2026 — with Anthropic, Nvidia and JPMorganChase signed on. Here’s what changed.
Alphabet Just Quietly Bet $2.1B on Curing Every Disease
Isomorphic Labs closed a $2.1B Series B led by Thrive Capital — the largest AI drug discovery round in Europe. Sovereign funds just repriced AI biotech.
AI’s Real $1 Billion Winner Isn’t OpenAI or Nvidia
Datadog hit $1.006B in Q1 2026 with 32% growth and 4,550 $100K+ ARR customers. The AI infrastructure boom just minted its quiet observability king.