AI Infrastructure in 2026: A Guide to the Hyperscaler Capex Cycle
The Big Five hyperscalers will spend $725B on infrastructure in 2026. 75% is AI-specific. Here is what that money buys and how the debt financing cycle works.
AI & Infrastructure
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.
Posts tagged with AI & Infrastructure
Ornn Raises $33M to Turn GPU Compute into a Tradable Commodity
Ornn raised $33 million from a16z to build a GPU compute marketplace. The OCPI index is live on Bloomberg, and ICE plans to launch cash-settled compute futures based on it.
AI-Powered Condensate Therapeutics: Dewpoint Targets TDP-43 for ALS
AI-powered condensate-modulating therapeutics target previously undruggable proteins. Dewpoint's TDP-43 development candidate for ALS is the first real-world test of this new modality.
EquiLibre Technologies Raises $500M Series A for AI Trading Agents
Ex-DeepMind founders who built poker-beating AI are now trading billions daily on the Nasdaq. Their Prague-based lab just raised a $500M+ Series A — Creandum's largest ever.
Flex Raises $70M Series B1, Launches AI-Native Private Banking for High-Net-Worth Business Owners Globally
Flex doubled its valuation to $1.2B and tripled revenue in six months. The Series B1 funds Flex Global, an AI-native private banking layer on invisible stablecoin rails for HNW business owners in 100+ countries.
Compute Pricing Index: GPU Costs Become Wall Street’s Newest Commodity Benchmark
Kalshi, CME, and ICE are racing to build a futures market for GPU compute. Babbage Index launched five pricing indices covering the full AI infrastructure stack. Here is what the financialization of compute means for investors.
AI Digital Twin Simulation Is Reshaping Defence Procurement and Wargaming
The Pentagon's $452 million RAND contract signals a structural shift: digital twin simulation is becoming the primary infrastructure for defence procurement, wargaming, and autonomous systems validation.
Compute Futures Are Here: GPU Capacity Becomes a Tradeable Asset Class
CME Group and Silicon Data are launching the first compute futures market. GPU pricing benchmarks from three independent providers are turning compute into a financeable asset class.