Scale AI

Deals

AMD pays $8.2 billion for Fei-Fei Li's World Labs as robot training data orders jump as much as a hundredfold

Robot makers now order a hundred times the annotated footage they did a year ago, and AMD is paying $8.2 billion to make that dependence disappear. The collection layer is a race to the bottom, so the value sits with whoever removes the data bill.

October 15, 2026 · 3 min read

Deals

Decagon hires a bank, and the takeout math starts near $13 billion

The AI customer-support agent company marked at $4.5 billion has hired a bank and held early talks with ServiceNow. This year's two comparable AI takeouts cleared at just under three and more than six times the sellers' last marks.

October 13, 2026 · 3 min read

Data Center

Cisco named Microsoft and Alibaba as production customers, then co-authored an optics standard with Nvidia

Cisco named Microsoft and Alibaba as production customers for its P200 routing chip at OCP on October 12, the same day it co-authored an optics standard with Nvidia. One supplier, a socket on both sides of the AI networking fight.

October 13, 2026 · 4 min read

Secondary market

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Also mentioned in

AMD pays $8.2 billion for Fei-Fei Li's World Labs as robot training data orders jump as much as a hundredfold

Decagon hires a bank, and the takeout math starts near $13 billion

Cisco named Microsoft and Alibaba as production customers, then co-authored an optics standard with Nvidia