• SpaceX signs a computing deal worth up to $6.3B with Reflection AI for access to Nvidia GB300s at Colossus 2; Reflection will pay $150M per month through 2029 (Deirdre Bosa/CNBC)
• Groq raised $650M led by Disruptive and Infinitum after its Nvidia deal, aiming to hit 200 MW in capacity by the end of 2027, following a $750M raise in 2025 (Zsana Hoskins/Bloomberg)
• Instagram is testing horizontal video on Instagram for TV, plans to experiment with longer-form storytelling and episodic series, and launches on Samsung TV (Katie Kilkenny/The Hollywood Reporter)
• Crypto trading app Fomo raised a $75M Series B led by Index at a $550M valuation, taking its total funding to ~$94M, and claims to add 3,500 new users per day (Ben Weiss/Fortune)
• Google invests in independent movie studio A24 as part of a new AI partnership; sources say Google is investing ~$75M, roughly equal to Thrive's 2024 investment (Ben Fritz/Wall Street Journal)
• Upscale, which is building AI networking infrastructure to rival Cisco, raised a $190M Series A-1 at a $2B valuation, up from $1B after raising $200M in January (Lily Mae Lazarus/Fortune)
• Nvidia unveils Halos, a safety-focused OS developed from autonomous vehicle tech and designed to run on IGX Thor hardware for humanoid robots, and opens a lab (Ian King/Bloomberg)
• In a rare joint statement, Five Eyes leaders warn AI models capable of taking down governments and businesses are mere months away, urging leaders to "act now" (Sarah Basford Canales/The Guardian)
• Meta invests $900M into Indian fintech Cred for a ~20% stake, and plans to appoint Cred founder Kunal Shah as the leader of WhatsApp, replacing Will Cathcart (Kurt Wagner/Bloomberg)
• UK-based AI law firm Garfield, which received regulatory approval in 2025, wins a case in the English courts for the first time; the case focused on unpaid fees (Suzi Ring/Financial Times)
• NYC-based Prosper AI, whose healthcare AI tool is designed to answer patient phone calls, raised a $30M Series A led by a16z, taking its total funding to $35M (Brock E.W. Turner/Axios)
• Electric bike rental company Lime is seeking to raise up to $180.9M in its US IPO, offering 6.7M shares at $24 to $26 each, giving it an up to $1.7B valuation (Jordan Fitzgerald/Bloomberg)
• Chevron signs a 20-year deal with Microsoft to provide natural-gas power for a proposed West Texas data center, which could be one of the biggest in the US (Kevin Crowley/Bloomberg)
• Netherlands-based Nearfield Instruments, which makes atomic force microscopes to measure chip features, raised $380M led by Fidelity at a $1.6B valuation (Stephen Nellis/Reuters)
• JD.com founder Richard Liu says robots will replace the company's 700K delivery workers "sooner or later", and it will help retrain them in robot maintenance (Financial Times)
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