The Information's Asia Bureau Chief Jing Yang breaks down the unique five-year lockup and partnership structure behind DeepSeek’s massive $7.4 billion capital raise. AI Finance Reporter Dakin Campbell explains the financial underpinnings and balance sheet risks of Broadcom’s $35 billion hardware financing backstop for Anthropic. Then, Nvidia Reporter Phoebe Liu shares exclusive data showing how the chip giant grew its AI inference market share to 74% over the past year. Finally, MNTN CEO Mark Douglas analyzes the consolidation wave driving Fox’s $22 billion acquisition of Roku.

Articles discussed on this episode:

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Chapters:

00:00 - Introduction

01:13 - Inside DeepSeek's Uncommon $7.4B Funding Round

13:52 - Polymarket and Kalshi Tech Steps to Curb Fraud Rings

22:28 - Broadcom's Risky $35B Move to Finance Anthropic Chips

30:53 - Nvidia Gathers Speed with Rising AI Inference Market Share

38:43 - Fox to Acquire Roku for $22B in Streaming Consolidation