AI helped Zanskar find more overlooked geothermal sites in a year than the industry found in a decade, incl. a first confirmed blind prospect in 30 yrs. $115M Series C and $40M show private credit treating geothermal as infrastructure. Fervo's 400MW buildout shows demand. Wellbore economics is open.
Etched closed a $300M Series C at a $10.3B valuation for Sohu, a transformer-only inference ASIC with $1B in pre-orders. The gap between commercial conviction and public benchmarks is the whole story.
The cislunar economy is worth $14.99B in 2026 and one customer funds nearly all of it. NASA's CLPS anchors 17 deliveries on a $2.6B ceiling; CLPS 2.0 adds a $6B, 77-mission pipeline. A guide to where the revenue comes from, and the propellant bet that adds a second customer.
American Rheinmetall won an 18-month U.S. Army contract to lead Project Sustainment, a prototype push to automate company-level resupply. The team: Harbinger's hybrid chassis, Forterra's autonomy, Primordial Labs' Anura voice control. Five vendors compete; the follow-on order is the prize.
Hyperscalers are signing fusion power contracts a decade before delivery. Helion's $465M Series G at a $15.5B valuation shows the money is now following the contracts — and the bottleneck has shifted from plasma physics to magnet factories.
Epoch Biodesign raised $12M (total $50M+) to scale enzyme-based nylon 6,6 recycling. Its AI-designed cascade recovers 90%+ of monomers from blended textiles at ambient temperature. A demo facility near Imperial College London targets 20,000 t/yr by 2028, with INVISTA as MoU partner.
Qualcomm sold $0.3B of data center silicon in FY26 and targets $15B by FY29. Meta signed a multi-generation CPU deal, Modular was bought for $3.9B, and HBC memory is the technical bet. Engineers should watch shipments by end-2026, not the headline.
Starfish Space's $110M Series B and three commercial contracts make on-orbit servicing a recurring business, not a demonstration. The bet is a single-camera autonomy stack.
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