SoftBank's SB Energy filed to raise $5-7B with a $439B backlog and 8.8 GW of contracted AI data center capacity, none of it operating. NVIDIA is guaranteeing construction; OpenAI holds $5.5B of warrants. The tenant-shareholder structure is the story.
FAA Part 108 was due in March. It is still unpublished while the drone industry crosses 65 million flights. A debate on the certification bottleneck and who scales first.
The FDA approved Zanvastro (zilganersen), the first disease-modifying treatment for Alexander disease. A 54-patient study showed walking speed held at week 61; Ionis launches it solo with a Priority Review Voucher in hand.
Four reactors went critical before the July 4 deadline. Aalo Atomics was the fourth — and the one built explicitly for the AI data center business.
The first commercial spacecraft to rendezvous with an asteroid launches in Q4 2026. Built for under $5 million, with a failed mission behind it, it carries $2.1 billion of the sector’s hopes.
Skild AI raised $1.4B at a $14B valuation to scale an omni-bodied robot brain. Its S1 model learns new tasks from a single video, and the Foxconn Blackwell line is the first mass-scale test.
Ten thousand times per second, a neural network decides the voltage on 19 magnetic coils. A control layer for the fusion industry is quietly becoming an AI business.
Scout AI raised the largest defense-tech Series A in US history, $100M, to build Fury, an embodied-AI foundation model that commands multi-domain unmanned fleets with no hardware of its own.