Lumilens emerged from stealth with a $700M Series C at a $5.51B valuation, passing $900M in total funding. Its LumiCore platform sells scale-out transceivers and scale-up interconnects. The open question is whether Nvidia and Broadcom squeeze it into a supplier role.
The US federal government has obligated $41.3M to Verily for wastewater testing as the National Wastewater Surveillance System turns from pandemic scramble into permanent infrastructure. Biobot, which built the network, lost the federal contract and then Massachusetts.
The FAA granted DoorDash a Part 135 air carrier certificate on July 29, letting it run its own drone fleet. What the certificate unlocks, and what it does not.
Form Energy raised a $750M Series G led by T. Rowe Price to scale 100-hour iron-air batteries. The company now holds an 80 GWh backlog, anchored by Google's 30 GWh Minnesota project and an AI data center deal with Crusoe.
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.
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.
A second positive Phase 3 readout for Definium's LSD-based DT120 resets anxiety-market expectations. The September Panorama study is the next binary.
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.
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