Valida Pau
@PauValida
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reporter @theinformation covering tech M&A & IPOs | đź“Ą[email protected] or Signal validapau.59 | @Wellesley alum
New York
Joined December 2021
$SWKS $QRVO just agreed to merge in a cash-and-stock deal that values the combined company at roughly $22 billion, confirming me and @Katie_Roof's scoop from last night via @theinformation
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This may not have been the IPO year we expected but it is the IPO year we got. And an interesting one! @PauValida
https://t.co/cptBGY3jcU
theinformation.com
The drought in initial public offerings ended this year, led by big winners in AI and crypto, but gains were rare for companies outside those industries. Bankers expect those trends to hold in 2026....
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Deutsche Bank is exploring ways to hedge its exposure to data centers. It's looking at options including shorting a basket of AI-related stocks and buying default protection via synthetic risk transfers.
ft.com
Executives discussing options including shorting basket of artificial intelligence stocks or using derivatives to transfer risk
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Since making our list last year... > @cursor_ai went from ~400M valuation to discussing a $27 billion new round > @Polymarket notched a $8 billion valuation in October, up from ~$200M More on how @theinformation most promising startups of 2024 have fared:
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Navan’s stock went down but Lightspeed and Oren Zeev’s investment is very much up
theinformation.com
Travel software firm Navan, which weathered a pandemic, name change and government shutdown on its path to an initial public offering, had a disappointing start as a public company. Shares fell 20%...
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I wrote in Dealmaker Tuesday that $INTC has considered an AI chip acquisition for a while and might finally decide to make a move (and now they are!) We also first reported that @SambaNovaAI is for sale https://t.co/PMNsfhJL1E
theinformation.com
Giant tech companies are wreaking havoc on chipmakers, outcompeting them or shifting to new suppliers, and that’s spurring a dealmaking spree in the industry.We broke news last night about the...
INTEL IS SAID IN TALKS TO ACQUIRE AI CHIP STARTUP SAMBANOVA
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$NAVN is the largest company to go public so far during the government shutdown. It hit the market on a weak day for tech stocks and is trading down by more than 15% from its IPO price of $25. https://t.co/Vcw3VDn6IK
theinformation.com
Shares of travel software company Navan fell 18% on its opening day as a public company. Navan priced its initial public offering at $25 a share but by late afternoon on Thursday the stock was...
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Dealmaker: Profit Pressure Spurs Chip Deals Chipmakers facing competition and financial pressure are starting to do deals. There may be more to come. Read more from @PauValida 👇 https://t.co/rCp86SDSz2
theinformation.com
Giant tech companies are wreaking havoc on chipmakers, outcompeting them or shifting to new suppliers, and that’s spurring a dealmaking spree in the industry.We broke news last night about the...
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Qorvo rises after report of acquisition talks with rival Skyworks
finance.yahoo.com
The stock-and-cash deal, which will create one of the largest U.S. suppliers of radio-frequency chips, aims to tap into a recovery in smartphone demand following the post-pandemic downturn amid...
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$QRVO Qorvo Shares jumped 10% following a report that Apple supplier Skyworks Solutions $SWKS has held talks recently to acquire its rival. BANG!
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Sources: AI chip startup SambaNova is exploring a sale after it struggled to complete a fundraising round; SambaNova was last valued at $5B in 2021 (@pauvalida / The Information) https://t.co/Tg3evKP4t4
https://t.co/DC79I55yhk đź“« Subscribe:
techmeme.com
Valida Pau / The Information: Sources: AI chip startup SambaNova is exploring a sale after it struggled to complete a fundraising round; SambaNova was last valued at $5B in 2021
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Exclusive: AI Chip Startup SambaNova Explores Sale After Stalled Fundraising Read more:
theinformation.com
Artificial intelligence chip startup SambaNova Systems is exploring a sale, after it struggled to complete a fundraising round, according to people with direct knowledge of the matter. The Palo Alto,...
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Scoop: @SambaNovaAI is now on the block. The chip startup, which raised more than $1.1B from investors, was trying to raise again this year. https://t.co/fu4tLmv3wb
theinformation.com
Artificial intelligence chip startup SambaNova Systems is exploring a sale, after it struggled to complete a fundraising round, according to people with direct knowledge of the matter. The Palo Alto,...
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New: WSJ reports that our June story on OpenAI using Google’s TPUs caused Jensen Huang to call Sam Altman—a call that led them to sign a $100b deal https://t.co/zT3hpfNL0d
BREAKING: OpenAI is renting Google's TPU chips for inference, as it looks to lower costs. The deal marks OpenAI's first effort to use non-Nvidia chips in a significant way. much more here: https://t.co/lhpcEFBYJX w/ @QianerLiu
@theinformation
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Anthropic is looking for deals to expand beyond its strength in selling coding-related tools. with @srimuppidi
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Oracle is sliding after this piece from The Information on how thin its profit margins are in its cloud business https://t.co/NywXRqDqpn
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Scoop: Oracle is pivoting hard into the business of renting out Nvidia GPUs to customers like OpenAI, Meta and xAI. But internal documents show the fast-growing new biz has razor-thin profit margins. So much detail in this scoop w/ @AnitaRamaswamy @coryweinberg
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