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.
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.
KelAI raised $5M in seed funding to build an autonomous AI research engine for hedge funds. Its signals have been running with an institutional investor since October 2025.
Lyzr handed its $100M Series B to its own AI agent SivaClaw — and pulled in $400M in investor interest without founders leaving their desks.