Euclyd raised over EUR200 million to build AI inference silicon without a GPU. Samsung co-led the round, ASML's former chief executive chairs the board, and the first commercial systems are scheduled for 2028. The thesis is credible. The execution risk is real.
EnduroSat closed a $205 million round co-led by Riot Ventures and Atreides Management. The money buys a US manufacturing plant, a hub on a former Bulgarian airbase, and a wager that satellites can be built like drones.
REGENT Craft raised $240M and flew the first human-crewed all-electric Seaglider. With zero commercial deliveries against a $10B order book, the investment case rests on certification and the manufacturing ramp at its Rhode Island factory.
Battery deployment keeps setting records, but storage financing has split in two. Contracted platforms like Actis-backed Nozomi lock in 15-20 year revenue; Equinor's East Point takes merchant risk in Texas. The chemistry is commoditising. The contract is the asset.
A Dallas biotech left stealth with $15.5 million and a first-in-class candidate designed to lower blood alcohol in the emergency department. The preclinical number is striking. The human question is open.
DeepSeek released V4.1-Flash with 552B parameters, cut API output prices by roughly 70%, and is now preparing an in-house inference chip and a potential Shanghai STAR Market listing.
Antwerp fabless spin-out Tusk IC closed a €15M Series A, led by Matterwave Ventures, FORWARD.one and the Flanders Future Tech Fund, to take its standard-CMOS Ka-band beamformer chips from prototype into volume production — a cheaper route to the flat-panel antennas satellite broadband depends on.
Textron Aviation and Merlin paired an FAA-certified Cessna SkyCourier with an aircraft-agnostic autonomy stack, aiming at the thin middle of military logistics. The concept is easy to announce; certification, retrofit economics and liability decide whether it ships.
Euclyd raised over EUR200 million to build AI inference silicon without a GPU. Samsung co-led the round, ASML's former chief executive chairs the board, and the first commercial systems are scheduled for 2028. The thesis is credible. The execution risk is real.
DeepSeek released V4.1-Flash with 552B parameters, cut API output prices by roughly 70%, and is now preparing an in-house inference chip and a potential Shanghai STAR Market listing.
Qualcomm's multi-generation deal with Amazon caps chip purchases at $60 billion and hands the cloud giant a $4B equity warrant. It validates inference silicon outside Nvidia's stack, but a ceiling is not an order, and no delivery dates are public.
In August 2026, GenBio AI and Arc Institute pushed biological AI from reading DNA to simulating a whole cell. The models are impressive; the data, the benchmarks and the GPU bill will decide who wins.
REGENT Craft raised $240M and flew the first human-crewed all-electric Seaglider. With zero commercial deliveries against a $10B order book, the investment case rests on certification and the manufacturing ramp at its Rhode Island factory.
Textron Aviation and Merlin paired an FAA-certified Cessna SkyCourier with an aircraft-agnostic autonomy stack, aiming at the thin middle of military logistics. The concept is easy to announce; certification, retrofit economics and liability decide whether it ships.
Diehl Defence and Elbit Systems showed the SkyStriker loitering munition passing a target between aircraft at 80 kilometres. The demonstration is the clearest sign yet that Berlin wants the system, and the factory, on German soil.
For sixty years the powered military exoskeleton died on the scale. Edgerun, a Y Combinator startup, says humanoid-robotics components finally make a ten-pound hip unit viable — and that the first profitable market may be mining and construction, not the infantry.
A Dallas biotech left stealth with $15.5 million and a first-in-class candidate designed to lower blood alcohol in the emergency department. The preclinical number is striking. The human question is open.
The Berkeley- and New York-based longevity company is betting that returning an aged stem cell to its original developmental niche can improve bone-marrow transplants — and, later, target aging itself.
The FDA has accepted its first computational drug development tool, and C-Path has built a coalition to qualify the rest. The bottleneck in AI drug discovery is now evidence standards, not model accuracy.
The FDA cleared the first myostatin inhibitor on 11 September 2026. ISEMBYLD is an add-on for SMA at about $310,000 a year — but the real asset is Phase 2 data showing it preserves muscle during GLP-1 weight loss.