https://valueaddvc.com/pulse/ai-compute-buyers-sellers-split-2026 Value Add Pulse en 2026-07-14T11:45:00Z The AI Trade Just Split in Two: Buyers vs. Sellers https://valueaddvc.com/pulse/meta-louisiana-hyperion-50-billion-2026 Value Add Pulse en 2026-07-13T14:00:00Z Meta's Louisiana AI Data Center Tops $50 Billion https://valueaddvc.com/pulse/helsing-1-8b-series-e-18b-valuation-2026 Value Add Pulse en 2026-07-13T09:00:00Z Helsing Raises $1.8B, Europe's Biggest Defense Round https://valueaddvc.com/pulse/nvidia-trillion-dollar-wipeout-asic-2026 Value Add Pulse en 2026-07-13T20:00:00Z Nvidia's $1 Trillion Wipeout Since Its May Peak https://valueaddvc.com/pulse/gauntlet-125m-series-c-sbi-holdings-2026 Value Add Pulse en 2026-07-13T13:00:00Z Gauntlet Raises $125M Series C From SBI Holdings https://valueaddvc.com/pulse/drug-farm-55m-series-d-alpk1-2026 Value Add Pulse en 2026-07-13T16:00:00Z Drug Farm Raises $55M Series D for Rare Disease Drug https://valueaddvc.com/pulse/europe-defense-tech-catching-up-us-2026 Value Add Pulse en 2026-07-14T11:46:00Z Europe's Defense-Tech Rounds Are Catching Up to the US https://valueaddvc.com/pulse/robotics-funding-chinese-humanoids-2026 Value Add Pulse en 2026-07-14T11:47:00Z Robotics Funding's Next Leg Is Chinese Humanoids https://valueaddvc.com/pulse/post-h1-2026-funding-data-q3-signal-2026 Value Add Pulse en 2026-07-14T11:48:00Z What Post-H1 Funding Data Already Shows for Q3 https://valueaddvc.com/pulse/meta-louisiana-cost-lp-underwriting-risk-2026 Value Add Pulse en 2026-07-14T11:49:00Z Meta's $10B-to-$50B Blowup Is an LP Underwriting Risk https://valueaddvc.com/pulse/goldman-sachs-china-ai-models-picks-2026 Value Add Pulse en 2026-07-12T14:00:00Z Goldman Names Its Preferred Chinese AI Models https://valueaddvc.com/pulse/anthropic-claude-india-pricing-2026 Value Add Pulse en 2026-07-13T12:00:00Z Anthropic Localizes Claude Pricing for India https://valueaddvc.com/pulse/anthropic-claude-fable-5-extended-again-2026 Value Add Pulse en 2026-07-13T10:00:00Z Anthropic Extends Free Claude Fable 5 Access Again https://valueaddvc.com/pulse/hyperscaler-asic-shift-nvidia-moat-2026 Value Add Pulse en 2026-07-14T11:51:00Z The Hyperscaler ASIC Shift Is Nvidia's Real Threat https://valueaddvc.com/pulse/openai-government-equity-stake-signal-2026 Value Add Pulse en 2026-07-14T11:52:00Z The Real Signal in OpenAI's Government Stake Plan https://valueaddvc.com/pulse/enterprise-ai-model-release-pileup-2026 Value Add Pulse en 2026-07-14T11:53:00Z Enterprise AI Buyers Are Drowning in Model Releases https://valueaddvc.com/pulse/csquare-1-25b-nyse-ipo-data-center-2026 Value Add Pulse en 2026-07-13T10:00:00Z Data-Center Operator Csquare Files for $1.25B NYSE IPO https://valueaddvc.com/pulse/standard-nuclear-nyse-ipo-smr-2026 Value Add Pulse en 2026-07-13T10:30:00Z Standard Nuclear Files for NYSE IPO to Fund SMR Buildout https://valueaddvc.com/pulse/chinese-humanoid-robotics-ipo-rush-2026 Value Add Pulse en 2026-07-13T11:00:00Z Chinese Humanoid Robotics Startups Rush Toward IPOs https://valueaddvc.com/pulse/plaid-ipo-chatter-fintech-signal-2026 Value Add Pulse en 2026-07-14T11:54:00Z Plaid's IPO Chatter Is a Fintech Market Signal https://valueaddvc.com/pulse/software-ipo-drought-infrastructure-boom-2026 Value Add Pulse en 2026-07-14T11:55:00Z The Software IPO Drought Behind 2026's Infra Boom https://valueaddvc.com/pulse/anthropic-ipo-trajectory-physical-infra-2026 Value Add Pulse en 2026-07-14T11:56:00Z Anthropic's $965B Mark Meets the Physical-Infra IPO