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Track the capital in AI with the source next to every number.

AI moves on capital: rounds, debt, chip orders and power contracts. Spezia keeps one checked ledger of all of it, ranks the companies behind it, and follows the physical build-out down to the project, so your view rests on evidence you can open.

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Largest reported deals this week

Real output, read from the data Spezia works from today. Every line links to its source.

Largest reported deals this weekLive · checked Nov 11, 2026
  1. $115BAcquisition

    “Marvell Technology has agreed to acquire optical-technology company Lumentum in an all-stock transaction with a value of US$115 billion.”

    Paid by Marvell Technology · received by Lumentum · optica-opn.org · Nov 8, 2026

  2. $84.5BContract

    “Anthropic has entered into agreements to pay as much as $84.5 billion to SpaceX”

    Paid by Anthropic · received by SpaceX · wccftech.com · Nov 8, 2026

  3. $64.4BEquity round

    “aiming to raise up to $64.4 billion by selling 825 million shares in the IPO priced up to $78 per share”

    Received by Anthropic · channelnewsasia.com · Nov 8, 2026

  4. $63BDebt

    “Broadcom finalized a $63 billion equipment financing agreement”

    Received by Broadcom · chaincatcher.com · Nov 6, 2026

  5. $45.2BSpending plan

    “Microsoft reported $45.2 billion in quarterly capital expenditures.”

    Paid by Microsoft · pymnts.com · Nov 8, 2026

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Reported publicly in the last two weeks. Rumors and speculation are left out of the ledger.

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