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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
BIG TECH
AI's Biggest Bets This Week Were All About Factories
BIG TECH
AI's Biggest Bets This Week Were All About Factories
Terafab's $16.8B chip fab, AMD's purchase of silicon startup Taalas, and Hadrian's $1.37B raise all point the same direction: AI capital moving from model weights into the physical plants that build chips and hardware.
DEEP DIVE