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: 

https://www.theinformation.com/articles/polymarket-kalshi-take-steps-block-fraud-rings

https://www.theinformation.com/newsletters/the-briefing/rokus-timely-exit-salesforces-dealmaking-revving

https://www.theinformation.com/newsletters/ai-infrastructure/nvidias-share-ai-inference-chip-market-appears-rising

https://www.theinformation.com/articles/deepseek-closes-record-7-billion-plus-funding-unusual-deal-structure

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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