https://valueaddvc.com/pulse/ai-infrastructure-capital-supercycle-2026-analysis Value Add Pulse en 2026-09-18T10:24:07Z AI Infrastructure Financing Just Broke Its Own Ceiling https://valueaddvc.com/pulse/crusoe-3-9-billion-series-f-close-30-9b-2026 Value Add Pulse en 2026-09-17T14:10:22Z Crusoe Closes $3.9B Series F At $30.9B, Up From $10B https://valueaddvc.com/pulse/bain-capital-ventures-1-6b-fund-post-agi-2026 Value Add Pulse en 2026-09-17T12:05:41Z Bain Capital Ventures Raises $1.6B To Bet On 'Life After AGI' https://valueaddvc.com/pulse/king-charles-ai-summit-self-regulation-clash-2026 Value Add Pulse en 2026-09-17T19:45:12Z King Charles Presses AI's Biggest Names On Control, They Pitch Self-Regulation https://valueaddvc.com/pulse/impulse-space-308m-series-d-extension-5-6b-2026 Value Add Pulse en 2026-09-16T11:47:10Z Impulse Space Adds $308M, Valuation Jumps To $5.6B https://valueaddvc.com/pulse/caddi-114m-series-d-1-18b-valuation-2026 Value Add Pulse en 2026-09-16T11:18:44Z Manufacturing AI Startup CADDi Reaches Unicorn Status https://valueaddvc.com/pulse/hang-ten-systems-53m-extension-85m-total-2026 Value Add Pulse en 2026-09-16T21:07:19Z Vishal Sikka's Hang Ten Adds $53M, $85M Total In 4 Months https://valueaddvc.com/pulse/d-robotics-400m-series-c-mirae-asset-2026 Value Add Pulse en 2026-09-17T09:48:27Z D-Robotics Closes $400M Series C For Robot Chips https://valueaddvc.com/pulse/openai-anthropic-trillion-dollar-week-2026-analysis Value Add Pulse en 2026-09-17T21:02:15Z OpenAI, Anthropic Add Nearly $3 Trillion In One Week https://valueaddvc.com/pulse/un-google-data-commons-ai-ready-2026 Value Add Pulse en 2026-09-17T10:20:39Z UN Taps Google To Make Its Global Data AI-Ready https://valueaddvc.com/pulse/openai-rogue-agents-more-sites-followup-2026 Value Add Pulse en 2026-09-18T01:50:00Z OpenAI's Rogue Agents Turn Up On 10+ More Sites, Researchers Say https://valueaddvc.com/pulse/intel-amd-nvidia-chip-rally-sk-hynix-2026 Value Add Pulse en 2026-09-17T20:14:39Z Intel, AMD, Nvidia Rally As Chip Supply Squeeze Talk Builds https://valueaddvc.com/pulse/anthropic-one-claude-docs-slides-merge-2026 Value Add Pulse en 2026-09-16T14:49:39Z Anthropic Merges Claude Chat And Cowork Into 'One Claude' https://valueaddvc.com/pulse/google-home-mcp-third-party-ai-agents-2026 Value Add Pulse en 2026-09-16T15:33:52Z Google Opens Smart Homes To Claude And Other AI Agents https://valueaddvc.com/pulse/huawei-ascend-960dt-chip-china-nvidia-race-2026 Value Add Pulse en 2026-09-17T11:57:03Z Huawei Speeds Up AI Chip Launch To Challenge Nvidia https://valueaddvc.com/pulse/ipo-market-week-recap-35-pricings-2026 Value Add Pulse en 2026-09-18T08:53:53Z IPO Market Logs 35 Pricings In One Week, Busiest Since 2021 https://valueaddvc.com/pulse/oura-anthropic-fall-ipo-pipeline-october-2026 Value Add Pulse en 2026-09-18T08:05:38Z Oura And Anthropic's IPOs Both Now Sitting In October https://valueaddvc.com/pulse/dow-drops-630-fed-hike-futures-rally-2026 Value Add Pulse en 2026-09-16T20:46:43Z Dow Sheds 630 Points On Fed Hike, Futures Rally Next Day https://valueaddvc.com/pulse/treasury-10-year-yield-tops-5-percent-2026 Value Add Pulse en 2026-09-16T12:59:37Z 10-Year Treasury Yield Tops 5%, Highest Since 2007 https://valueaddvc.com/pulse/ai-chip-stocks-whipsaw-amodei-essay-fed-hike-week-2026 Value Add Pulse en 2026-09-16T17:17:27Z AI Trade Whipsaws As Amodei Essay, Fed Hike Collide In One Week https://valueaddvc.com/pulse/nvidia-oracle-q2-earnings-ai-infrastructure-demand-2026 Value Add Pulse en 2026-09-16T17:58:51Z Nvidia, Oracle Earnings Show AI Infrastructure Demand Intact