AI
Related Dashboards
Coverage Timeline
newest firstAll Coverage
AI
Physical AI's Biggest Week Yet: $21 Billion
Six deals in seven days — Lumilens, Hadrian, Terafab, Valar Atomics, Base Power and K2 Space — pushed more than $21 billion into reactors, factories, satellites and chips, not a single model release among them.
DEEP DIVE
AI
AI's Next Bottleneck Isn't Chips — It's the Wires
AI
AI's Next Bottleneck Isn't Chips — It's the Wires
Lumilens emerged from stealth with $700M+ in new funding at a $5.51B valuation to build the optical links between AI chips, the same week Terafab, Taalas and Hadrian all bet on AI's physical layer.
DEEP DIVE
FUNDING
The AI Infrastructure Tally Just Crossed $19.5B
FUNDING~$19.5B tally
The AI Infrastructure Tally Just Crossed $19.5B
Lumilens' $700M+ raise pushes this week's tally of AI physical-infrastructure funding -- reactors, batteries, fabs and now optical networking -- to roughly $19.5B across four distinct layers of the stack.
FOLLOW-UP