> ## Content Index
> Fetch the complete content index at: https://nexi.fund/llms.txt
> Use this file to discover other available public pages before exploring further.

# Nexi.Fund Daily Digest
- URL: https://nexi.fund/nexi-fund-daily-digest-17/
- Published: 2026-09-09T06:30:57.000Z
- Updated: 2026-09-09T06:30:57.000Z
- Author: Nexi.fund Labs

**Biotech & Health**

### The First RAS-Targeted Pancreatic Cancer Drug Just Changed the Math

RASONQUE (daraxonrasib) is the first approved drug to hit RAS directly, the driver behind 90% of pancreatic tumours. In RASolute 302 it doubled median survival. Then came the $39,800-a-month list price. We assess the clinical event against the commercial bet.

[Read more](https://nexi.fund/rasonque-pancreatic-ras-2026/)

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**Defence & Robotics**

### Humanoid Robots Have a New Proof Metric: What 2026 Deployments Actually Show

Humanoids crossed from demo to deployment, but the evidence base is mostly vendor-authored. Agility's SPAC is about to price the gap for the first time.

[Read on nexi.fund](https://nexi.fund/humanoid-robot-deployments-2026/)

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**Energy & Climate**

### Form Energy’s Down Round Masks a Fourfold Order Backlog

Form Energy raised $750M at a valuation roughly 40% below its last round while its iron-air order backlog quadrupled to 80 GWh. The down round is the market pricing industrial execution risk honestly.

[Continue reading](https://nexi.fund/form-energy-iron-air-series-g-2026/)

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**AI & Infrastructure**

### AI Data Centre Capex: The $31.6 Trillion Build-Out That Never Ends

PwC's Global Data Centre Outlook models $31.6 trillion of AI infrastructure capex through 2050\. The bulk buys hardware that refreshes every four to six years, so the build-out never ends. Power access and chip trade flows, not capital, decide which regions capture it.

[Full article →](https://nexi.fund/ai-infrastructure-capex-2050-2026/)