Janelle Teng, VP @ Bessemer
A wave of blockbuster M&A in AI/data infrastructure and developer tools—including NVIDIA's $12.9B HuggingFace deal, Cursor's $60B acquisition, and OpenRouter's $7.5B sale to Stripe—signals that the infrastructure layer is becoming strategically critical as new stack categories solidify and system architectures evolve.
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Topics: AI (Horizontal) · AI Infrastructure · Developer Tools
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