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.
A guide to the 2026 AI infrastructure stack, and why the training-to-inference flip rewrote where the money sits.
Velatir raised EUR5M to build a sovereign European control layer for enterprise AI, betting governance and the EU AI Act beat raw model capability as the durable investment.
Firmus pulled in $2B from Nvidia, Coatue, Blackstone and Jane Street, pushing its valuation past $10.5B in four months. The scarce resource is no longer money. It is the grid.
Velaura AI, the chip designer formerly known as Auradine, closed a $110M Series A valuing the company above $1B. Its Titan Core silicon IP claims a 2-4x performance-per-watt gain for AI accelerators, backed by more than 30 million shipped ASICs. Three scenarios through mid-2027.
Microsoft, Meta, Oracle, Amazon and Alphabet hold $1.09 trillion in uncommenced data center leases — nearly four times what they recognize on balance sheets. Rating agencies are already adjusting.
First-party LLM API list prices, early August 2026: floor $0.14 per million input tokens (DeepSeek V4 Flash), ceiling $30.00 (GPT-5.5-pro). The price war moved to cache reads and cost-per-task is displacing cost-per-token; Anthropic cancelled a Sonnet 5 increase on August 11.
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.
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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