Atlassian Corp（TEAM）資訊與事件TEAMAtlassian Corp

Moonshot AI Closes $50B Funding, Plans IPO Next Year

Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.2027 IPO:Moonshot AI has closed the final round of private fundraising at a valuation of about $50B and is heading toward an initial public offering in Hong Kong in the first quarter of next year, Bloomberg's Sangmi Cha, Cindy Wang, and Julia Fioretti, citing to people familiar with the matter. The Chinese AI champion has also begun laying the groundwork to start gauging investor sentiment through early-look meetings starting as early as this month, some of the people said.CHIP SUPPLY:On Tuesday, CEO Lisa Su said AMDplans to increase its chip supply in 2027 to meet the growing demand from AI, Wen-Yee Lee of Reuters. "We've been able to increase our supply as we've gone through 2026, and we're going to substantially increase our supply in 2027," Su told reporters in Taipei, according to Reuters. Su recently visited Taiwan to ensure AMD's supply chain could ramp production. She has met with Foxconn and will also meet with TSMCas part of her discussions with local partners.FUNDING ROUND:Nvidia-backed cloud-computing company Lambda is raising up to $4B in a final round of fundraising before the company's planned initial public offering, The Wall Street Journal's Robbie Whelan, citing people familiar with the matter. The new funding will give the company a valuation of $14.5B, excluding the amount of the money raised.FRONTIER MODELS:Atlassianand OpenAI said they are expanding their partnership, "bringing frontier models in the GPT-6 family across Atlassian's platform to power AI experiences that help teams plan, build, and deliver work." The combination of both companies' capabilities "will give joint customers more ways to work with Atlassian products and OpenAI," they said in a statement. Under a new agreement, OpenAI frontier models will power agents across Atlassian's platform and Rovo. "Rovo combines OpenAI intelligence with Atlassian's Teamwork Graph, an enterprise context layer that connects people, projects, documents, and decisions, giving AI a deep understanding of how a company works," they added. The agreement gives Atlassian expanded access to the latest OpenAI frontier models.CONSTRAINTS ON GROWTH:AI is unlikely to replace core enterprise applications like Workday, but AI agents are increasingly performing tasks within those applications, creating constraints on Workday's growth and sustaining pressure from the broader SaaS disruption, The Information's Laura Bratton and Anita Ramaswamy.