Explore the foundational technologies and hardware driving the artificial intelligence boom. From next-generation data centers and custom silicon to advanced networking and energy solutions, discover the deep tech investments building the physical and digital layers that power the AI era.
Crusoe closed a $3B round at a $30B valuation, anchored by a $13B Jane Street GPU contract. The energy-first neocloud model just got repriced.
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.
Two-thirds of all AI compute in 2026 goes to running models, not building them. The crossover happened quietly, and it changes what gets funded.
The chips that run AI are now being designed by AI. Agentic EDA tools are reshaping how semiconductors are built, from a $74M startup to the giants of the industry. A look at who wins.
The FDA granted Noah Labs Vox Breakthrough Device Designation in March 2026. A 5-second daily voice clip can flag worsening heart failure up to 21 days before hospitalization — and the vocal-biomarker field already has its first casualty.
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.
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.
Get daily updates on the technologies and investment opportunities shaping the next decade — from AI infrastructure and autonomous systems to biotech, space, and defence. Curated analysis, no noise.
