Tomorrow.io raised $210 million for DeepSky, the first AI-native satellite weather network, closing an observation gap that limits every AI weather model in operation today. Analysis of the emerging market for orbital weather intelligence and dual-use space infrastructure.
Sophia Space raises $22M for orbital AI compute as SpaceX, Starcloud, and Muon Space race to build the first data centers in low Earth orbit.
Lockheed Martin Ventures doubled its fund to $1B in April 2026 and opened a London office with $100M for European defence tech. Prime CVC is becoming a structural channel for institutional dual-use investment, operating on a different logic than independent venture capital.
The $20B Army-Anduril contract signals the convergence of AI infrastructure and autonomous defence systems at the tactical edge.
The US military wants to grow its own supplies using microbes instead of supply chains. Biosphere portable bioreactor contract shows how.
CoreWeave's $8.5B A3-rated GPU-backed deal and data center ABS growth mark the transition of AI compute debt from private credit into institutional fixed-income markets.
The orbital debris removal market reached $1.2 billion. Space insurance is $4.43 billion. The convergence creates a new institutional asset class — if the financial engineering catches up.
Profluent, Cradle, and Latent Labs have raised $347M combined to build frontier AI models that design proteins from scratch. The thesis: protein engineering is becoming a platform industry, and software-infrastructure investors are betting it follows the same playbook as cloud computing.
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