Capital One releases VulnHunter: an AI code security agent, open source
Capital One is launching VulnHunter, an agentic security tool, on July 17 - the bank is contributing to the sec + agents ecosystem.
5 h ago 4 5
DeepSeek valued at $51.9B: the price of the Chinese frontier open-weight continues to rise
DeepSeek reaches a $51.9 billion valuation after a new funding round. The private market continues to pay a high price for the "frontier open-weight sino" option.
17 h ago 9 9
Csquare IPOs at $1bn: another pure-play data center comes to market for the AI infra wave
After CoreWeave (March 2025), the compute layer continues to productize at the capital-markets layer. What matters isn't the raise.
yesterday 12 11
CXMT Raises $8.5B: China Lists Its Memory at the Peak of the Shortage
Largest semiconductor IPO ever in China. The timing is no coincidence: DRAM is the rare resource of the AI era, and Beijing is turning scarcity into capital.
Jul 14, 2026 at 22:32 10 6
Oracle one step away from junk: S&P puts a name on the risk, and that name is OpenAI
BBB-, the last step before the speculative category. S&P does not downgrade Oracle for its results, but for the structure of its bet: $90-95 billion in capex and a single client that accounts for half of the commitments.
Jul 14, 2026 at 22:30 7 7
The quantum capital wave: Oratomic at $300M, Singapore launches QAI Ventures
Quantum has yet to have its "ChatGPT moment," but capital is already flowing in: Arch and Khosla are leading a $300M Series A round for Oratomic, and Singapore is formalizing its first QAI cohort. Two signals, one thesis.
Jul 11, 2026 at 17:19 11 7
Nanya Tech quadruples its 2027 capex - Taiwan bets big on the DRAM comeback
The third-largest global DRAM player announces a 2027 capex quadrupled. This is not a bet on HBM - it's a bet on "old-school" memory that AI is putting back at the center.
Jul 11, 2026 at 17:19 10 8
Quantum's quiet capital wave: Oratomic's $300m Series A and Singapore's QAI cohort
Arch and Khosla just led a $300m Series A into quantum startup Oratomic - a serious sum for pre-utility hardware. In parallel, QAI Ventures picked its first four Singapore quantum cohort startups. The 2026-2028 quantum thesis isn't gate count. It's who owns the tooling layer.
Jul 11, 2026 at 11:41 12 8