Crusoe began with an awkward contradiction. In oil fields, natural gas was being burned because there was nowhere useful for it to go. Elsewhere, computers were consuming more and more electricity. Chase Lochmiller and Cully Cavness wondered what would happen if the computers went to the energy instead. They founded Crusoe in 2018 and began […]
An AI job can wait weeks for its turn on a cluster, run for hours or days, and then disappear with an out-of-memory error because somebody guessed one number wrong. By then, the loss is larger than GPU time. Code has to be checked again. The workload returns to the queue. A researcher who thought […]
Every AI answer has a hidden commute. Before a model can produce the next word, enormous amounts of information must move between memory and processors. That movement consumes bandwidth, power and money. As AI shifts from models being trained occasionally to models answering requests millions of times a day, EUCLYD believes that journey is becoming […]
This week’s largest checks still belonged to AI, but the broader funding map was far more physical. Capital moved into inference chips, spacecraft, laser defense, industrial manufacturing, climate infrastructure, wealth technology and freight execution. The pattern is becoming clearer: investors are backing not only intelligence, but the systems required to deploy it. 🤖 AI & […]
Nvidia is reportedly considering an investment of up to $10 billion as an anchor investor in Anthropic’s planned initial public offering. The Claude developer is seeking to raise as much as $100 billion at a valuation near $2 trillion, according to September 11 reporting on confidential discussions. The proposed terms remain under negotiation and could […]
AI funding did not belong to one layer of the stack this week. Large checks went into enterprise agents, inference infrastructure and AI governance, while capital simultaneously moved into batteries, medical imaging, defense lasers, space launch systems, quantum computing and renewable-energy finance. The pattern is becoming harder to ignore: investors are financing not only better […]
For most of the software era, money could buy engineers, distribution and time. It could not instantly erase a two-year technical lead. AI infrastructure is beginning to change that equation. More compute, memory, networking and electricity can translate directly into more capability, which means physical capacity is becoming part of the competitive advantage again. Andreessen […]
AI still commanded the biggest checks this week, but the more interesting pattern appeared underneath them. Capital moved into GPUs, physical AI, healthcare workflows, accounting, robotics, grid storage and quantum software. The model race is increasingly creating investment opportunities in everything models need to become useful. 🤖 AI & AI Infrastructure Alibaba raises HK$80B for […]
From billion-dollar defense rounds to AI infrastructure, healthcare, robotics and fintech, capital moved across the technology stack this week. 🤖 AI & AI Infrastructure Neuromorphic Labs raises $5.1M for verifiable trust infrastructure across production AI systems. OpenRouter joins Stripe, combining AI model routing with global payments infrastructure. Wispr raises $280M to turn voice into a […]
OpenAI is making its most capable GPT-5.6 model cheaper at a moment when developers are starting to judge frontier AI on more than intelligence alone. GPT-5.6 Sol will temporarily cost $4 per million input tokens and $20 per million output tokens, reducing the price of running complex reasoning, coding and agentic workloads through OpenAI’s flagship […]
HexSeed Technology is attacking AI infrastructure from an unusually physical angle: the heat trapped inside the electronics moving power around a data centre. The Scottish startup is developing diamond coatings for gallium nitride, or GaN, power devices, using one of nature’s best thermal conductors to pull heat away from chip hotspots before it limits performance, […]
Callosum is challenging one of AI infrastructure’s most entrenched assumptions: that better intelligence requires increasingly powerful versions of the same models running across increasingly large fleets of similar chips. The London company is building a different architecture, where complex workloads are broken into smaller tasks and each one is assigned to the model and hardware […]