Tag Archives: AI Infrastructure
Callosum Raises a $100 Million Seed Led by Atomico, UK Sovereign AI on the Cap Table:
HedgeCo.Net — Callosum, a London AI-infrastructure startup, raised a $100 million seed round led by Atomico, with participation from Plural, DCVC, and the UK’s Sovereign AI fund. A… Continue reading
Databricks Closes $5 Billion Round at $190 Billion as Late-Stage AI Capital Sidelines the IPO:
HedgeCo.Net — Databricks said Thursday it closed a $5 billion strategic funding round at a $190 billion valuation, led by Coatue with Blackstone, MGX, accounts advised by T. Rowe Price, and new investor Sixth Street Growth, after the data-and-AI platform […]
Hedge Funds May Face the AI Crowding Risk:
(HedgeCo.Net) Hedge funds have embraced artificial intelligence as the defining equity-market opportunity of 2026. Now they face the other side of that conviction: crowding risk. With hedge fund portfolios heavily concentrated in AI semiconductors, cloud infrastructure, hyperscale technology platforms, data-center beneficiaries, […]
TCI Slashes Microsoft Stake Over AI Disruption Risk
(HedgeCo.Net) For years, Microsoft occupied a rare place inside global hedge fund portfolios: a mega-cap technology company with the stability of an infrastructure utility, the margins of a software monopoly, the balance sheet of a fortress and the growth profile […]
The “Hardware Golden Age”: AI Infrastructure Trade Powers a Huge Month for Tech Hedge Funds
(HedgeCo.Net) — The artificial intelligence trade has entered a new phase on Wall Street. For much of the past two years, the market narrative centered on software platforms, large language models, and the consumer-facing applications that brought AI into the mainstream. […]
Mega-Cap Earnings This Week Could Lift a Stock Market That’s Broadening Out:
(HedgeCo.Net) After more than a year in which U.S. equity markets appeared narrowly dependent on a handful of mega-cap names, a subtle but important shift is underway. As earnings season accelerates, investors are watching a critical test: whether blockbuster results […]