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.
Etched closed a $300M Series C at a $10.3B valuation for Sohu, a transformer-only inference ASIC with $1B in pre-orders. The gap between commercial conviction and public benchmarks is the whole story.
Qualcomm sold $0.3B of data center silicon in FY26 and targets $15B by FY29. Meta signed a multi-generation CPU deal, Modular was bought for $3.9B, and HBC memory is the technical bet. Engineers should watch shipments by end-2026, not the headline.
OpenAI and Broadcom's Jalapeño ASIC targets roughly 50% lower cost per token. Five hyperscalers now run their own inference silicon, and the GPU premium is fading. What the custom-silicon war means for investors.
SambaNova closed a $1B Series F at $11B — seven months after a $1.6B Intel takeover collapsed. The JPMorgan inference win is the real signal.
The DIU awarded Gallatin AI a JSDT contract to deploy Navigator — an agentic AI-powered logistics planning platform — to US Army Europe and Africa, signaling agentic AI's move from tactical pilots to theatre-level sustainment operations.
Tetrix raises $15M Series A to bring AI-native data infrastructure to private markets, collapsing 45-day fund workflows into one day.
P-1 AI raised $50M Series A led by NEA, with Jeff Immelt joining the board. Archie, an AI mechanical and electrical engineer, operates at junior ME/EE level with quantitative intuition and tool proficiency.
Together AI raised $800M at $8.3B valuation for its AI-optimized public cloud. The neocloud infrastructure market is growing rapidly as enterprises shift to open-source AI models. Analysis of strategy, risks, and next signals.
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.
