artificial intelligence

Anthropic Files S-1: Pre-IPO Analysis

Anthropic, the developer Claude, filed its S-1 on 26 October 2026 and ammeded it during the first week of November before its expected listing on the 18th of November. After a private round at $965bn in May and summer talk of a $2tn listing, the filing gives investors their first audited view of the business behind those valuations. It shows revenue of $33.2bn in the first nine months of 2026, up from $2.5bn a year earlier, with a gross margin of 85%.

By BSIC, 3 hours15 November 2026 ago

Markets

Compute Futures: Settlement Index Modelling

The rapid growth of artificial intelligence has driven vast demand for computing power. More specifically, hyperscale cloud providers and tech giants demand specialised computer chips known as graphics processing units (GPUs), which are used to train and run AI models.

By BSIC, 3 hours15 November 2026 ago

Corporate Finance

AI Drug Discovery and the New Economics of Pharma Dealmaking

The pharmaceuticals industry is characterised by one of the most extensive R&D processes in the economy. The productivity of the process has been a topic of intense discussion for close to two decades. The underlying metrics indicating the poor productivity of the process are best highlighted by the long timelines

By BSIC, 4 weeks18 October 2026 ago

Corporate Finance

Silicon, Not Electrons: Ulanqab and China’s Data Centre Bottleneck

Until recently, Ulanqab was known mostly for potatoes. The prefecture sits 1,500 metres up on the Inner Mongolian plateau, about 350km from Beijing, and is cold for most of the year. In six years it has also become China’s largest intelligent computing base.

By BSIC, 4 weeks18 October 2026 ago

Corporate Finance

Analysing the AI Frenzy: Paths to Profitability and OpenAI’s Record Valuation

Download PDF Introduction In 2019, OpenAI’s CEO Sam Altman famously declared that the company did not have a clear plan on how to make money, but rather it planned to build Artificial General Intelligence first and then ask it how to generate a return. Nowadays, OpenAI stands at the centre Read more…

By BSIC, 1 year12 October 2025 ago

Corporate Finance Old Articles

The Automotive Industry: A Contemporary, Broad Picture

Donwload as PDF Introduction Challenged by innovation technology, artificial intelligence, fierce competition, stricter emission regulatory frameworks and the effects of Covid-19, the automotive industry is currently going through tough yet prosperous times. As the analysis will highlight, major trends and challenges are not only endangering the system, but also stimulating Read more…

By BSIC, 7 years10 May 2020 ago

Corporate Finance Old Articles

Fitness for the Future: Google acquires wearable device company Fitbit in $2.1bn deal

Alphabet Inc. [GOOGL:NASDAQ] – Market Cap as of 09/11/2019 $903.46bn Fitbit Inc. [FIT:NYSE] – Market Cap as of 09/11/2019 $1.83bn Introduction On the 28th of October 2019 initial reports suggested the interest of the tech giant Alphabet, the parent company behind Google, in acquiring Fitbit, a wearable device company. Finally, Read more…

By BSIC, 7 years10 November 2019 ago

Corporate Finance Old Articles

Gone with the wind: Orsted sells domestic utility unit in $3.2bn deal to SEAS-NVE

Oersted A/S [CPH:ORSTED] – Market Cap as of 06/10/2019 DKK 264.25bn (USD 38.85bn) Intro On September 18th 2019 Orsted, the largest energy company in Denmark, signed an agreement to sell its domestic utility business to SEAS-NVE, a customer owned Danish energy company. Orsted has announced its divestment plan over a Read more…

By BSIC, 7 years6 October 2019 ago

Business Valuation Corporate Finance Equity Deals M&A Deals Old Articles

Disruptive Trends in Tech M&A: The Cases of Microsoft and Snapchat

Introduction Over the past years, the technology industry experienced an overwhelming volume of M&A activity. The following article aims at outlining the motivations behind this phenomenon and at identifying numerous disrupting factors. Microsoft’s acquisition of the professional social network LinkedIn, as well as Snapchat’s rebranding strategy and potential IPO in Read more…

By BSIC, 10 years30 October 2016 ago

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