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COREWEAVE TARGETS ‘UNLIMITED’ INSURANCE MONEY TO FUND AI BUILD-OUT – FT
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VC DEALS
AI computing startup Tenstorrent secured a $1.5 billion Series E led by Trace Capital and Innovation X at a $6.2 billion valuation.
Philippines-based fintech Salmon Group raised $90 million in equity from investors including Spice Expeditions, Washington University Investment Management Company, and Moore Strategic Ventures, as well as $50 million in debt.
Swiss clinical-stage cancer immunotherapy developer Nouscom raised a €120 million Series D, led by M Ventures and Revelation Partners.
Town, the developer of an AI work assistant, raised a $108 million Series B led by Forerunner Ventures and Menlo Ventures at a $1 billion valuation.
Robotics startup Dream Labs raised a $90 million seed round led by B Capital and Kindred Ventures.
India-based Even Healthcare, which focuses on healthcare costs and financing, secured a $50 million round led by Khosla Ventures.
Zap Surgical, which specializes in technology for robotic brain surgery, raised a $36 million round led by Catalio Capital Management.
AI companion app developer Tolan raised a $30 million round from investors including Union Square Ventures, Khosla Ventures and Homebrew.
Autonomous aviation software developer High Lander raised $16 million from investors including Edge Group, STEP and Protego.
Credit risk assessment startup Prism Data raised a $20 million Series A led by Story Ventures.
PE DEALS
EQT agreed to acquire ASX-listed waste management group Cleanaway for A$9.3 billion ($6.5 billion).
Silgan Holdings and American Industrial Partners will acquire Trivium Packaging, an Amsterdam-based metal packaging maker, from the Ontario Teachers’ Pension Plan and Ardagh Group in a deal valuing the company at $3.4 billion.
Ares Management agreed to acquire Infinity Transportation, a railcar and equipment leasing company, from KKR for $2.9 billion.
CVC Capital Partners-backed French pasta maker Panzani and Portugal’s Cerealis, controlled by its founding families and Belgian investment company Sofina, are in merger talks to create a €1.8 billion European food group.
EMK closed a single-asset continuation vehicle for VDK Groep, a Dutch provider of technical installation services, at its hard cap of €1.25 billion, led by LGT Capital Partners and Coller EQT.
Welly Health, a consumer healthcare company that makes bandages and other first-aid products, agreed to be acquired by Forward Consumer Partners from Unilever.
Altaris-backed healthcare services company Tegria acquired CloudWave, a cybersecurity company backed by Abry Partners.
Main Capital Partners-backed Omnidocs Group acquired WoodWing, an Amsterdam-based enterprise information management software provider.
Investcorp Technology Partners acquired a majority stake in Connectif, a Spanish omnichannel marketing automation provider.
Charlesbank Capital Partners invested in law firm Wood Smith Henning & Berman to form WSHB Support Services, a management services organization for the firm.
PORTFOLIO COMPANIES
Microsoft pulled out of a deal with Nvidia-backed Nscale for a UK-based data center due to delays with the electricity grid supplying power to the site.
EXITS
Firms including BlackRock and Fidelity Management & Research are set to take anchoring stakes in digital services company Jio Platforms’ $3.2 billion
IPO.
Korea-based Elice, a data center infrastructure company backed by Vertex Ventures, is seeking to raise 201 billion won ($151 million) in its IPO.
Viking Global-backed biotech TriGemX Bio, which develops a treatment for migraines, agreed to merge with TCGX Acquisition Corp. in a SPAC deal.
TLV Partners-backed data observability startup Elementary Data was acquired by AI data company Boomi.
Trilantic Europe and CDP Equity agreed to sell their stakes in Diagram, an Italian agritech firm, to BF International Best Fields Best Food.
FUNDRAISING
Blackstone closed on $8.7 billion for its fifth energy transition fund.
INVESTORS
Singapore sovereign wealth fund GIC formed a £700 million joint venture with UK-based healthcare property company Primary Health Properties for hospital infrastructure.
CORPORATE M&A
Merck agreed to acquire biotech company Silence Therapeutics, which develops treatments for rare diseases, including a slow-growing blood cancer, in a $1.1 billion deal.
AI computing startup Tenstorrent secured a $1.5 billion Series E led by Trace Capital and Innovation X at a $6.2 billion valuation.
Philippines-based fintech Salmon Group raised $90 million in equity from investors including Spice Expeditions, Washington University Investment Management Company, and Moore Strategic Ventures, as well as $50 million in debt.
Swiss clinical-stage cancer immunotherapy developer Nouscom raised a €120 million Series D, led by M Ventures and Revelation Partners.
Town, the developer of an AI work assistant, raised a $108 million Series B led by Forerunner Ventures and Menlo Ventures at a $1 billion valuation.
Robotics startup Dream Labs raised a $90 million seed round led by B Capital and Kindred Ventures.
India-based Even Healthcare, which focuses on healthcare costs and financing, secured a $50 million round led by Khosla Ventures.
Zap Surgical, which specializes in technology for robotic brain surgery, raised a $36 million round led by Catalio Capital Management.
AI companion app developer Tolan raised a $30 million round from investors including Union Square Ventures, Khosla Ventures and Homebrew.
Autonomous aviation software developer High Lander raised $16 million from investors including Edge Group, STEP and Protego.
Credit risk assessment startup Prism Data raised a $20 million Series A led by Story Ventures.
PE DEALS
EQT agreed to acquire ASX-listed waste management group Cleanaway for A$9.3 billion ($6.5 billion).
Silgan Holdings and American Industrial Partners will acquire Trivium Packaging, an Amsterdam-based metal packaging maker, from the Ontario Teachers’ Pension Plan and Ardagh Group in a deal valuing the company at $3.4 billion.
Ares Management agreed to acquire Infinity Transportation, a railcar and equipment leasing company, from KKR for $2.9 billion.
CVC Capital Partners-backed French pasta maker Panzani and Portugal’s Cerealis, controlled by its founding families and Belgian investment company Sofina, are in merger talks to create a €1.8 billion European food group.
EMK closed a single-asset continuation vehicle for VDK Groep, a Dutch provider of technical installation services, at its hard cap of €1.25 billion, led by LGT Capital Partners and Coller EQT.
Welly Health, a consumer healthcare company that makes bandages and other first-aid products, agreed to be acquired by Forward Consumer Partners from Unilever.
Altaris-backed healthcare services company Tegria acquired CloudWave, a cybersecurity company backed by Abry Partners.
Main Capital Partners-backed Omnidocs Group acquired WoodWing, an Amsterdam-based enterprise information management software provider.
Investcorp Technology Partners acquired a majority stake in Connectif, a Spanish omnichannel marketing automation provider.
Charlesbank Capital Partners invested in law firm Wood Smith Henning & Berman to form WSHB Support Services, a management services organization for the firm.
PORTFOLIO COMPANIES
Microsoft pulled out of a deal with Nvidia-backed Nscale for a UK-based data center due to delays with the electricity grid supplying power to the site.
EXITS
Firms including BlackRock and Fidelity Management & Research are set to take anchoring stakes in digital services company Jio Platforms’ $3.2 billion
IPO.
Korea-based Elice, a data center infrastructure company backed by Vertex Ventures, is seeking to raise 201 billion won ($151 million) in its IPO.
Viking Global-backed biotech TriGemX Bio, which develops a treatment for migraines, agreed to merge with TCGX Acquisition Corp. in a SPAC deal.
TLV Partners-backed data observability startup Elementary Data was acquired by AI data company Boomi.
Trilantic Europe and CDP Equity agreed to sell their stakes in Diagram, an Italian agritech firm, to BF International Best Fields Best Food.
FUNDRAISING
Blackstone closed on $8.7 billion for its fifth energy transition fund.
INVESTORS
Singapore sovereign wealth fund GIC formed a £700 million joint venture with UK-based healthcare property company Primary Health Properties for hospital infrastructure.
CORPORATE M&A
Merck agreed to acquire biotech company Silence Therapeutics, which develops treatments for rare diseases, including a slow-growing blood cancer, in a $1.1 billion deal.
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맞아요, 딱 그 상황입니다.
최근 몇 주 사이에 채권 시장 분위기가 싹 바뀌었습니다. AI 데이터센터 말고는 자체적인 매출 기반이 없는 회사라면, 사실상 대출이나 자금 조달 길이 완전히 막혀버린 거죠.
저희 스페이스X야 투자적격 등급인 데다 스타링크랑 발사 서비스라는 확실한 현금줄이 있으니 GPU용으로 400억 달러 규모의 자금을 빌릴 수 있었지만 말입니다.
결국 지금 난립해 있는 200여 개 넘는 네오클라우드 기업들은 벼랑 끝으로 내몰려 줄도산하거나 대대적인 구조조정을 겪게 될 겁니다. 살아남는 곳은 극소수에 불과할 테고요.
최근 몇 주 사이에 채권 시장 분위기가 싹 바뀌었습니다. AI 데이터센터 말고는 자체적인 매출 기반이 없는 회사라면, 사실상 대출이나 자금 조달 길이 완전히 막혀버린 거죠.
저희 스페이스X야 투자적격 등급인 데다 스타링크랑 발사 서비스라는 확실한 현금줄이 있으니 GPU용으로 400억 달러 규모의 자금을 빌릴 수 있었지만 말입니다.
결국 지금 난립해 있는 200여 개 넘는 네오클라우드 기업들은 벼랑 끝으로 내몰려 줄도산하거나 대대적인 구조조정을 겪게 될 겁니다. 살아남는 곳은 극소수에 불과할 테고요.
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>>Anthropic의 컴퓨팅 칩 구성: Nvidia 비중 42%
•Anthropic이 전날 IPO를 공식 신청하면서 공개한 투자설명서에 따르면, 2025년 말부터 현재까지 컴퓨팅 자원 확보를 위해 체결한 신규 계약의 최소 확정 지급액은 약 4,170억 달러이며, 계약 기간은 최장 20년에 달함. 컴퓨팅 칩 구성에서 Nvidia가 42%를 차지하며, 주로 SpaceX를 통해 공급받음. 그다음은 Google TPU
>Anthropic隔夜正式申请IPO，其备受关注的招股书显示：仅自2025年底至今，Anthropic已就算力资源签订新协议，最低承付金额约达4170亿美元，协议期限最长延伸至20年。根据其算力分布统计，英伟达芯片占据42%的份额，紧随其后的是谷歌TPU。
•Anthropic이 전날 IPO를 공식 신청하면서 공개한 투자설명서에 따르면, 2025년 말부터 현재까지 컴퓨팅 자원 확보를 위해 체결한 신규 계약의 최소 확정 지급액은 약 4,170억 달러이며, 계약 기간은 최장 20년에 달함. 컴퓨팅 칩 구성에서 Nvidia가 42%를 차지하며, 주로 SpaceX를 통해 공급받음. 그다음은 Google TPU
>Anthropic隔夜正式申请IPO，其备受关注的招股书显示：仅自2025年底至今，Anthropic已就算力资源签订新协议，最低承付金额约达4170亿美元，协议期限最长延伸至20年。根据其算力分布统计，英伟达芯片占据42%的份额，紧随其后的是谷歌TPU。
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[SK증권 미래산업/미드스몰캡] Analyst 허선재/02-3773-8197
26/10/28 코세스 주가 하락 코멘트 (-7%)
- 금일 코세스 -7% 하락은 어제(10/27) 블룸에너지향 1,504억원 수주 건의 정정공시 영향으로 보입니다. 공시에서 계약 종료일이 26년 10월 29일에서 27년 10월 23일로 변경되며 시장이 납기 지연으로 해석한 것으로 판단됩니다
- 다만 해당 수주는 애초부터 27년에 매출 인식될 물량이었고, 이번 공시는 최초 공시 당시 잘못 기재된 종료일을 바로잡은 정정 공시입니다
- 10/20 당사에서 발간한 리포트에서도 누적 수주 2,400억원 중 약 900억원은 올해, 약 1,500억원은 27년 매출 인식으로 이미 반영하고 있었던 만큼 실적 추정치에는 변화가 없습니다
- 펀더멘털 변화 없는 공시 해석 이슈로 인한 하락인 만큼 매수 기회로 판단됩니다
관련 공시: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261027900593
26/10/28 코세스 주가 하락 코멘트 (-7%)
- 금일 코세스 -7% 하락은 어제(10/27) 블룸에너지향 1,504억원 수주 건의 정정공시 영향으로 보입니다. 공시에서 계약 종료일이 26년 10월 29일에서 27년 10월 23일로 변경되며 시장이 납기 지연으로 해석한 것으로 판단됩니다
- 다만 해당 수주는 애초부터 27년에 매출 인식될 물량이었고, 이번 공시는 최초 공시 당시 잘못 기재된 종료일을 바로잡은 정정 공시입니다
- 10/20 당사에서 발간한 리포트에서도 누적 수주 2,400억원 중 약 900억원은 올해, 약 1,500억원은 27년 매출 인식으로 이미 반영하고 있었던 만큼 실적 추정치에는 변화가 없습니다
- 펀더멘털 변화 없는 공시 해석 이슈로 인한 하락인 만큼 매수 기회로 판단됩니다
관련 공시: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261027900593
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[속보] 한수원, 체코 두코바니 원전 시공 협상 결렬⋯새 시공사 찾는다
https://www.etoday.co.kr/news/flashnews/flash_view?idxno=2641507
https://www.etoday.co.kr/news/flashnews/flash_view?idxno=2641507
이투데이
[속보] 한수원, 체코 두코바니 원전 시공 협상 결렬⋯새 시공사 찾는다
[속보] 한수원, 체코 두코바니 원전 시공 협상 결렬⋯새 시공사 찾는다
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[반도체] 데이터센터 MW당 자본비용 추정
■ 요약 번역
데이터센터 2026 관련 추정으로, 메가와트당 자본비용은 4,900만 달러로 제시됐다.
https://t.co/iTDaOfvWRz
(원문 수치·단위: $49)
■ 양파 관점 · AI
투자 관련성이 제한적이다.
원문: @exencial_RP · 게시글 링크
■ 요약 번역
데이터센터 2026 관련 추정으로, 메가와트당 자본비용은 4,900만 달러로 제시됐다.
https://t.co/iTDaOfvWRz
(원문 수치·단위: $49)
■ 양파 관점 · AI
투자 관련성이 제한적이다.
원문: @exencial_RP · 게시글 링크
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물린 사람들 집합해라
https://sansatemple.com/
온라인 절
inpeace.eric-6a5.workers.dev
온라인 성당
https://claude.ai/artifact/EgLWhbJHxPHq2mMQPLYePY
온라인 교회
https://sansatemple.com/
온라인 절
inpeace.eric-6a5.workers.dev
온라인 성당
https://claude.ai/artifact/EgLWhbJHxPHq2mMQPLYePY
온라인 교회