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    AI firms reportedly got 55.2% of incoming investment value from peers in 2021–25

    A post describing a BIS report says deals between AI firms that also traded with each other accounted for 46.4% of AI-to-AI investment value, despite making up 16.1% of deals.

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    TLDR

    A post describing a Bank for International Settlements report says other AI firms supplied 55.2% of AI companies’ incoming investment value from 2021 to 2025. Deals between firms that also bought from or sold to each other made up 16.1% of AI-to-AI deals but accounted for 46.4% of their value. The post notes that an entire funding round counts as circular even if only one AI investor trades with the company receiving the money.

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    5 Sources

    @rohanpaul_aiAmerica's AI giants partly bought their way to the top: Nvidia picked up Mellanox's data-centre networking, Microsoft bought GitHub and the speech-AI firm Nuance, and Broadcom absorbed VMware. - New Bank for International Settlements report on circular financing among AI companies.3h

    5 Sources

    @rohanpaul_aiAmerica's AI giants partly bought their way to the top: Nvidia picked up Mellanox's data-centre networking, Microsoft bought GitHub and the speech-AI firm Nuance, and Broadcom absorbed VMware. - New Bank for International Settlements report on circular financing among AI companies.3h