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.
SEMIFIVE turned a one-off chip design into a production annuity: HyperAccel's Bertha inference accelerator, a Big Die over 500 mm², now runs on Samsung's 4nm line, with first-half orders at KRW 42.3 billion.
Harvey's $550M round at a $15.5B valuation is the first real price on the AI-agent economy in professional services. The bull case is penetration and product depth; the bear case is a multiple that outran the business.
iPronics raised $125M in Series B funding co-led by Maverick Silicon and Light Street Capital, with NVIDIA joining, to scale a rack-mounted optical switch that reroutes AI traffic as light instead of electricity.
Gimlet Labs raised $300 million at a $3 billion valuation to build the first multi-silicon inference cloud. a16z led the Series B. Here's the architecture and the risk.
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.