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.
Nvidia signed memoranda with six of the world's largest asset managers to mobilize over $500 billion for AI compute infrastructure, reframing GPUs from depreciating hardware into a long-lived, revenue-generating asset class. Execution risk is real: these are memoranda, not closed deals.
Volta Infra announced a $10 billion six-year compute contract on August 4, backed by a $300M round at a $2.4B valuation. Bloomberg says the customer is Anthropic, which won't confirm. The 133MW Norway facility is still under construction. Compute is now an asset class financed like infrastructure.
Freehand, months out of stealth, raised $75M co-led by Battery, NewRoad, PSP Growth and Nexus for autonomous agents that run supply-chain spend at Meta, Unilever, J&J, Pfizer, Dunkin' and Cardinal Health. The bet: a 21x gap between the $16B software bill and a $348B labor pool.
Satellites and AI now detect over five million tonnes of methane a year from oil and gas. GHGSat runs a commercial constellation, Kayrros was folded into Energy Aspects, and the IEA uses satellite data. The business is owning the workflow between orbit alert and repair.
AI data centers are being rebuilt as grid assets. Emerald AI has raised $68M, NVIDIA signed on six power producers, and roughly 100 GW of existing capacity could be unlocked without one new transmission line.
OLIX's $312M Series B at a $3.3B valuation fuels DX-1, a decode accelerator that swaps HBM for SRAM and links chips with light. The bet: memory economics, not Nvidia's transistor count. We unpack the round, the design, and what 2028 actually looks like.
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.