Sodium-ion has moved from pilot line to procurement. CATL TENER Sodium is the first sodium-ion grid battery it calls commercially mature, and partners in Europe and the US have committed gigawatt-hours. Manufacturing yield, not chemistry, decides what happens next.
iPronics raised $125M in Series B funding co-led by Maverick Silicon and Light Street Capital, with NVIDIA joining, to scale a rack-mounted optical switch that reroutes AI traffic as light instead of electricity.
NASA handed Blue Origin a $700 million fixed-price contract to build Mars its first dedicated relay network. The award turns deep-space communications from a government-owned asset into a purchased service.
An oversubscribed Series A and an FDA green light arrived the same morning. TwoStep's peptide-drug conjugate is a bet that reach beats a perfect target in solid-tumor oncology.
A $7.28 million Marine Corps award covers twelve Mission Master SP ground robots and five amphibious kits. The small number is the point: this is an evaluation purchase, and the industrial footprint behind it is the real signal.
Robots moved from inspecting offshore wind blades to repairing them in 2026. Clobotics and Ørsted cut a leading-edge repair to 27 minutes at Horns Rev 2; Aerones has robot-serviced 25,000 turbines. The next bet is resident robotics that stay at sea for months.
Gimlet Labs raised $300 million at a $3 billion valuation to build the first multi-silicon inference cloud. a16z led the Series B. Here's the architecture and the risk.
More than 37,000 satellites are forecast to launch by 2033, and the factories to build them are now the orbital economy's binding constraint. Vertical integration is winning the funding rounds; open-market makers are retreating to the one-offs.