AMD's agentic-AI wave: data center hits $6.7B as Helios bets on inference
AMD's data center business grew 107% in one quarter and now carries 58% of the company. The second-half test: whether the Helios rack-scale ramp converts into margin.
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The $75M bet on antibodies the human immune system already made
Infinimmune raised $75M to take two human-derived antibodies into atopic dermatitis. One hits IL-13, the validated target. The other targets IL-22, which no approved biologic has ever drugged. Regeneron, which owns the market leader, co-led the round.
Definium's DT120: how a second Phase 3 win resets the LSD anxiety-market math
A second positive Phase 3 readout for Definium's LSD-based DT120 resets anxiety-market expectations. The September Panorama study is the next binary.
The $35M bet that turns Moon dust into solar cells
Blue Origin's Blue Alchemist turns lunar regolith into solar cells, wiring, and oxygen on the spot. NASA's project page, updated 2026-07-17, shows the eight-technology autonomous line maturing toward TRL 6, with the simulated-lunar-environment demonstration scheduled for 2026.
Magnetic navigation: the GPS-denied layer behind the autonomous fleet
Honeywell is shipping magnetic-anomaly navigation to drones in 2026. The technique can't be jammed or spoofed because it emits nothing; the bottleneck is a missing anomaly map, now a policy target for 2027.
AI Dynamic Line Rating: Unlocking Grid Capacity Without New Lines
The grid can move more power than it does. Dynamic line rating uses sensors and weather forecasting to rate lines in real time, unlocking 20-30% extra capacity. Heimdall Power's 900 km National Grid framework shows it is now bought at system scale.
AI Grid Interconnection Software: The Queue Behind the Grid
The US interconnection queue holds 2.6 TW of proposed projects, twice the existing fleet, with five-year waits. Pearl Street's SUGAR, GridUnity and a $30M DOE push are automating the studies and consolidating the field into a software market.
Commercial Space Stations: The Race to Replace the ISS
NASA deorbits the ISS in 2030-2031. Vast, Axiom, Orbital Reef and Starlab all hold funded agreements and hardware in production. One procurement decision, due in late August, will decide which architecture owns the next decade of low Earth orbit.