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Market SK Hynix shares surge 11% as Asia chip rally bounces back from sell-off Funding NinjaOne raises $400M Series C extension at $12.3B valuation; achieves profitability on 70% YoY growth Market OpenAI Codex Hits 8M Users in 5 Days Post–GPT-5.6; Forced to Reset Usage Caps Market IBM Q2 Miss: Clients Rush Memory, Delay Software Deals as AI Scarcity Spreads Market IBM stock tanks 25% on Q2 miss; corporate IT budgets shifting from software to AI security Research Simon Willison reverse-engineers Codex Desktop's animated pet feature — gpt-image-2 generates chroma-keyed sprite sheets under the hood Chips Anthropic in talks with Samsung to design custom AI chip; plans October S-1 filing Funding DeepSeek in advanced talks for Series B at $71B valuation; AI agents drive data center capex Market IBM stock craters 25% on Q2 revenue miss; customer capex shifted to AI hardware Breaking 26 Meta employees sue over AI-assisted layoff discrimination targeting workers on medical leave Chips ZTE gets US approval to buy NVIDIA H200 chips; Kingsoft cleared for AMD equivalents Market OpenAI Codex hits 5M weekly users, passes Anthropic's Claude Code as scaling tool Funding Dream raises $260M at $3B valuation; sovereign AI for government defense amid AI-era cyber threats Market Cyber stocks surge on AI paranoia; IBM CEO flags Anthropic's Mythos as a top spending concern Funding Israeli startup Dream raises $260M at $3B for sovereign AI cyber defense Funding NinjaOne closes $400M Series C extension at $12.3B valuation Policy New York enacts first statewide AI data center ban for 1 year Market U.S. confirms small Nvidia H200 shipments to China, licenses restart Breaking Apple in talks with PrismML on iPhone AI model compression Chips EDA market hits $5.7B in Q1 2026 (12.7% growth); APAC leads 17.7% YoY as hyperscalers build in-house Market SK Hynix shares surge 11% as Asia chip rally bounces back from sell-off Funding NinjaOne raises $400M Series C extension at $12.3B valuation; achieves profitability on 70% YoY growth Market OpenAI Codex Hits 8M Users in 5 Days Post–GPT-5.6; Forced to Reset Usage Caps Market IBM Q2 Miss: Clients Rush Memory, Delay Software Deals as AI Scarcity Spreads Market IBM stock tanks 25% on Q2 miss; corporate IT budgets shifting from software to AI security Research Simon Willison reverse-engineers Codex Desktop's animated pet feature — gpt-image-2 generates chroma-keyed sprite sheets under the hood Chips Anthropic in talks with Samsung to design custom AI chip; plans October S-1 filing Funding DeepSeek in advanced talks for Series B at $71B valuation; AI agents drive data center capex Market IBM stock craters 25% on Q2 revenue miss; customer capex shifted to AI hardware Breaking 26 Meta employees sue over AI-assisted layoff discrimination targeting workers on medical leave Chips ZTE gets US approval to buy NVIDIA H200 chips; Kingsoft cleared for AMD equivalents Market OpenAI Codex hits 5M weekly users, passes Anthropic's Claude Code as scaling tool Funding Dream raises $260M at $3B valuation; sovereign AI for government defense amid AI-era cyber threats Market Cyber stocks surge on AI paranoia; IBM CEO flags Anthropic's Mythos as a top spending concern Funding Israeli startup Dream raises $260M at $3B for sovereign AI cyber defense Funding NinjaOne closes $400M Series C extension at $12.3B valuation Policy New York enacts first statewide AI data center ban for 1 year Market U.S. confirms small Nvidia H200 shipments to China, licenses restart Breaking Apple in talks with PrismML on iPhone AI model compression Chips EDA market hits $5.7B in Q1 2026 (12.7% growth); APAC leads 17.7% YoY as hyperscalers build in-house
Funding

NinjaOne raises $400M Series C extension at $12.3B valuation; achieves profitability on 70% YoY growth

NinjaOne, an Austin-based unified IT operations platform, raised over $400 million in a Series C extension round at a $12.3 billion valuation, doubling its valuation from $5 billion in February 2025. The round was structured primarily as a secondary share sale, providing liquidity to early investors and employees while the company remains profitable and debt-free. Backers included Wellington Management, Teachers' Venture Growth, Sequoia Capital, ICONIQ, CapitalG, NEA, and others.

The company reported nearly 70% year-over-year growth in 2025 and achieved profitability in Q1 2026, with ARR surpassing $500 million. NinjaOne serves nearly 40,000 customers across 140+ countries, including enterprises and managed service providers (MSPs). The platform consolidates endpoint management, autonomous patching, backup, remote access, and service desk into a single cloud-native console. IDC research showed customers achieving 720% three-year ROI and four-month payback periods.

NinjaOne positions itself as the control plane for unified IT in the AI era, integrating AI automation across endpoint management and IT workflows. Investors highlighted the company's profitability, customer retention (98% satisfaction rate), and ability to consolidate tool sprawl. For infrastructure architects, this signals continued consolidation of fragmented IT ops tooling around unified platforms with embedded AI automation as enterprises simplify their tech stacks.

Sources