CATL bets on RoboParty: China's battery giant enters the humanoid race sideways
The world's largest battery maker takes a stake in a HIT-founded open-source humanoid startup. Not a VC move - an integration play.
5 h ago 5 8
Nvidia takes 4.5% of Naver for $1B - Korea's AI supercycle hits the equity book
Naver shares jumped 10% after Nvidia disclosed a $1 billion equity investment - a 4.5% stake priced at 204,500 won per share. The AI supercycle now owns a seat on Korea's largest internet company.
Jul 27, 2026 at 10:16 10 10
Nvidia's Korea day: $500B SK partnership, $10B into Naver - the AI capex supercycle switches continents
In one day, Huang announces a $500B partnership with SK Group, Nvidia and Brookfield commit $10B to Naver ($1B specifically to a Naver AI data center), and Lee sits with Altman and Huang. Korea is becoming a second pillar of the AI capex supercycle.
Jul 25, 2026 at 10:27 14 19
Databricks extends its Microsoft deal and expands its use of Azure
Databricks remains more of a supplier than a direct rival to Microsoft - as Snowflake and OpenAI reshuffle the data platform deck.
Jul 24, 2026 at 09:33 8 9
Samsung eyes $1.1B into Mistral: the strategic-corporate leg of the open-model economics story
Samsung is reportedly close to investing $1.1 billion in Mistral. This is no longer a VC thesis: it's an OEM buying a foothold on the open frontier.
Jul 22, 2026 at 12:41 14 8
Rapidus × Cadence: Japan industrializes agent-chip-design
Nikkei reports on July 17 a partnership between Rapidus and Cadence on AI agent tools for chip design - Japanese sovereignty targets EDA.
Jul 17, 2026 at 22:04 18 9
Nvidia and Mitsubishi Heavy: when the GPU manufacturer seeks out a boiler maker
Cooling and energy management: Nvidia discusses with a Japanese industrial giant. The signal is more interesting than the agreement - the constraint has shifted from silicon to thermal.
Jul 14, 2026 at 22:30 21 6