Market Moves edition

Market Moves · 28 Sep 2026

28 Sep 2026 · 15 articles

CoreWeave’s next test: From GPU scarcity to a durable AI cloud

Ahead of CoreWeave Inc.’s Fully Connected conference in San Francisco, we have made a notable investment in proprietary customer research with Qualitate. Rather than simply repeat the earnings call, we went to the people evaluating, buying and running the infrastructure. This analysis draws on 13 in-depth interviews and more than seven hours of interview time. […]

Summary published by SiliconANGLE · 26 Sep 2026 · Read the original ↗

What to expect at Dell’s AI Leadership Symposium: Join theCUBE Sept. 29

Enterprise AI is moving past experimentation, and the infrastructure decisions behind it are becoming business decisions. As companies put AI into production, the conversation is expanding beyond models and GPUs to the data, infrastructure and operating models required to support AI at scale. Dell Technologies Inc. has been building around that shift through its AI […]

Summary published by SiliconANGLE · 26 Sep 2026 · Read the original ↗

Closing the gap between your AI eyes and stomach at HumanX

Fresh off my jaunt to AGNTCon + MCPCon Europe last week, I headed back to Amsterdam for the first European installment of the artificial intelligence-focused HumanX conference so I could meet with another round of AI startups. As always, my goal was to uncover the untold stories of innovation across the software landscape – and […]

Summary published by SiliconANGLE · 25 Sep 2026 · Read the original ↗

Anthropic Pushes Its $2 Trillion IPO to November, Meta’s Muse Hits #1, and a $40M Seed for a Model That Doesn’t Talk: The Latest 20VC x SaaStr

With Harry Stebbings, Rory O’Driscoll and Jason Lemkin This week’s 20VC x SaaStr covered a lot. Anthropic moved its IPO back a month. OpenAI’s internal forecast put total burn through 2030 at $278 billion. Meta shipped the first consumer AI product that competes head-on with ChatGPT and added about $100 billion in market cap in...

Summary published by SaaStrAI · 25 Sep 2026 · Read the original ↗

CoreWeave expands full-stack AI cloud push as inference demand grows

The rise of AI-native cloud provider CoreWeave Inc. is part of the greater story emerging around operationalizing AI. As enterprises shift from training to inference, neoclouds such as CoreWeave are providing cloud infrastructure tailor-made for AI. The company made waves by completing the industry’s first bring-up and validation of Nvidia Vera Rubin NVL72 on CoreWeave […]

Summary published by SiliconANGLE · 25 Sep 2026 · Read the original ↗

Executive Interview: EdgeRunner AI

Colton Malkerson, COO of EdgeRunner AI, tells CB Insights how they view the market, customer needs, and their company.   How do you define your market and where does your company fit into that space? We define our Total Addressable …

Summary published by CB Insights Research · 25 Sep 2026 · Read the original ↗

CEO Interview: Rapid Venture Group

Alex Hijab, Chief Executive Officer (CEO) of Rapid Venture Group (Knowz AI), tells CB Insights how they view the market, customer needs, and their company.   How do you define your market and where does your company fit into that …

Summary published by CB Insights Research · 24 Sep 2026 · Read the original ↗

CEO Interview: Signal87 AI

Michael R. Benezra, Chief Executive Officer (CEO) of Signal87 AI, tells CB Insights how they view the market, customer needs, and their company.   How do you define your market and where does your company fit into that space? The …

Summary published by CB Insights Research · 24 Sep 2026 · Read the original ↗

Stripe’s AI CRO on the Fastest-Growing AI Companies: 175% Growth, 48% of Revenue From Outside the Home Market, and Agents About to Read More Stripe Docs Than Human

Stripe processes payments for most of the fastest-growing AI companies in the world, so it sees their actual revenue data. At her SaaStr AI session, Maia Josebachvili, Chief Revenue Officer of AI at Stripe, walked through what Stripe is seeing across its AI customer base and how differently she would run a company if she...

Summary published by SaaStrAI · 24 Sep 2026 · Read the original ↗

Gaming Startup Funding Levels Up A Bit In 2026

So far this year, companies in the gaming space have raised around $2 billion in seed- through growth-stage funding. That's already ahead of the 2025 full-year total, driven in large part by big rounds for companies at the intersection of AI and gaming.

Summary published by Crunchbase News · 24 Sep 2026 · Read the original ↗

Reykjavík-based 50skills raises €5.3 million to scale its AI-powered HR workflow automation platform

50skills, a Reykjavík-based startup building the operating system for people workflows, has raised a €5.3 million ($6 million) funding round to accelerate hiring in sales, marketing, and community, while continuing to invest in the platform, including the AI agents that work alongside HR teams. The round was co-led by Frumtak Ventures, Swiss Post Ventures, Avant, […]

Summary published by EU-Startups · 24 Sep 2026 · Read the original ↗