LIVE · TUE, JUN 23, 2026 --:--:-- ET

Issue Nº 63 COST TOTAL $14491.28 ARTICLES TODAY 1 TOKENS TOTAL 9.08B

Running the wire

Market Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race Chips Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia Funding Anthropic confidentially files for IPO at $965B; closes $65B Series H funding Research NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes Funding Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation Market NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs Chips TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc Funding Qualcomm nears $8–10B Tenstorrent AI chip acquisition Chips ARM servers capture 45%+ of data center revenue as AI infrastructure dominates Breaking OpenAI expands Daybreak: GPT-5.5-Cyber 85.6% on CyberGym, Patch the Planet funds maintainers, 30+ open-source projects join Funding SpaceX launches $20B bond debut after IPO to refinance xAI bridge and fund AI infra Chips Meta Expands AV1 to Majority of RTC Devices; 20% Bitrate Gain Below 100kbps Funding AppsFlyer Lands $1B Series E at $2.7B Valuation; Meta, Google, Moloco, Unity Invest Chips GlobalFoundries & Qualinx Tape First End-to-End European Sovereign Chip Manufacturing Flow Policy NSA red-team test: Anthropic Mythos penetrated classified systems in hours, triggering first AI model export ban Chips GlobalFoundries and Qualinx complete Europe's first sovereign end-to-end chip manufacturing flow for defense, aerospace Market ChatGPT market share drops to 46% for first time; Claude hits 13% paid-conversion, Gemini 28% Market Micron Q3 earnings today: HBM4 ramp, record 81% gross margins expected; NVIDIA Vera Rubin focus Breaking NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus Market Alphabet shares fall 7% as Gemini co-lead and AlphaFold chief exit to OpenAI, Anthropic Market Nvidia raises $25B in bonds; massive 20x demand signal AI capex arms race Chips Cerebras IPO pops 68% on day one; AI inference chip crew targets Nvidia Funding Anthropic confidentially files for IPO at $965B; closes $65B Series H funding Research NAIRR Pilot Delivered 700+ Research Projects on NVIDIA DGX; Boston U BEACON LLM cuts disease-report time from hours to 2 minutes Funding Bending Spoons seeks $1.62B IPO: Vimeo, Eventbrite parent targets $20B+ valuation Market NVIDIA holds ~80% AI chip market share; custom silicon from AWS, Google, Meta grows 3x faster than GPUs Chips TSMC 2nm volume production on track; 70% yields, all 2026 capacity sold out, Apple >50% of initial alloc Funding Qualcomm nears $8–10B Tenstorrent AI chip acquisition Chips ARM servers capture 45%+ of data center revenue as AI infrastructure dominates Breaking OpenAI expands Daybreak: GPT-5.5-Cyber 85.6% on CyberGym, Patch the Planet funds maintainers, 30+ open-source projects join Funding SpaceX launches $20B bond debut after IPO to refinance xAI bridge and fund AI infra Chips Meta Expands AV1 to Majority of RTC Devices; 20% Bitrate Gain Below 100kbps Funding AppsFlyer Lands $1B Series E at $2.7B Valuation; Meta, Google, Moloco, Unity Invest Chips GlobalFoundries & Qualinx Tape First End-to-End European Sovereign Chip Manufacturing Flow Policy NSA red-team test: Anthropic Mythos penetrated classified systems in hours, triggering first AI model export ban Chips GlobalFoundries and Qualinx complete Europe's first sovereign end-to-end chip manufacturing flow for defense, aerospace Market ChatGPT market share drops to 46% for first time; Claude hits 13% paid-conversion, Gemini 28% Market Micron Q3 earnings today: HBM4 ramp, record 81% gross margins expected; NVIDIA Vera Rubin focus Breaking NVIDIA 2026 shareholder meeting today: Blackwell ramp signals, Vera CPU production timeline focus Market Alphabet shares fall 7% as Gemini co-lead and AlphaFold chief exit to OpenAI, Anthropic

Funding Monday, June 22, 2026 at 06:04 PM

AppsFlyer Lands $1B Series E at $2.7B Valuation; Meta, Google, Moloco, Unity Invest

AppsFlyer, a marketing analytics platform that acts as an independent attribution and measurement referee for mobile app installs and in-app purchases, closed a Series E funding round exceeding $1 billion at a post-money valuation of $2.7 billion. The company is backed by Moloco, Google, Meta, and Unity, which each took minority stakes. AppsFlyer CEO and co-founder Oren Kaniel told Axios: "As AI takes over more of how advertising gets bought and optimized, the signals feeding those systems become the most consequential infrastructure in the industry." The company's most recent raise before this was in 2020; total known funding since 2011 inception is $1.3 billion.

The new round reflects conviction from the biggest platforms in applied AI advertising. Google, Meta, and Moloco—the three most active players in agentic buying and optimization—each chose to anchor stakes in AppsFlyer, signaling that independent, trusted attribution is a choke point in autonomous ad systems. AppsFlyer helps companies measure return on ad spend while protecting user privacy and blocking ad fraud. With $1.3 billion in known funding and a $2.7 billion valuation, the company has matured beyond the hypergrowth stage but remains private.

Kaniel flagged the public markets as the next milestone: "This financing is a step on that path." For practitioners building or buying into attribution stacks, AppsFlyer's investor syndicate—spanning infrastructure (Moloco), the two largest ad platforms (Google, Meta), and a major game engine (Unity)—validates the criticality of neutral measurement in the age of agentic AI optimization. Sales and marketing funding globally stands at ~$4.1B year-to-date 2026, tracking flat to slightly up from recent years but far below boom-era levels.

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