The New Calculus of Hyperscale AI Spending The $5 billion that Databricks just secured, pushing its valuation to an eye-watering $190 billion, isn’t just another headline about AI’s runaway capital markets. It’s a stark Read More
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The AI-Halo Effect and the Platform Play A $188 billion valuation for a company not founded as an AI lab feels like a fever dream of market exuberance, but Databricks just pulled it off. This latest Read More