Blackstone: +26% in Q2, driven by AI bets - patient capital comes into play
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
1 h ago 9 10
CXMT aims for $860 million in Shanghai: Chinese memory goes public
The IPO of Chinese DRAM champion validates the thesis of a rising compute sovereignty that builds its own stack - then turns to the domestic capital market to finance the HBM race.
1 h ago 9 8
Yimu Tech raises over 100 million RMB for robotic tactile sensors
Chinese capital is shifting from the embodied model to its hardware components - the "sensor stack" thesis is starting to be seriously funded.
Jul 20, 2026 at 16:42 15 14
Taipei investigates former TSMC employees accused of selling chip secrets to China
The investigation shifts supply-chain tension from equipment to human capital - the most difficult constraint to protect.
Jul 20, 2026 at 16:42 13 17
Neil Rimer: la richesse de l'IA « doit être redistribuée » - un cofondateur d'Index nomme la tension
Index Ventures co-founder Neil Rimer tells TechCrunch the historic wealth AI is generating in Silicon Valley will have to be redistributed - voluntarily or involuntarily. A rare frank note from inside the venture class.
Jul 18, 2026 at 11:12 29 13
Kyushu becomes finance-industrial: Japan's Silicon Island pulls in the capital stack
Japanese financial groups are relocating to Kyushu around the TSMC/Rapidus cluster - the physical proof that a compute hub is also a capital hub, and the constraint that follows.
Jul 18, 2026 at 11:11 18 8
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.
Jul 17, 2026 at 22:03 12 8
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.
Jul 17, 2026 at 09:19 7 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.
Jul 16, 2026 at 13:50 14 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 18 6
Elevation Capital raises $500M to bet on Indian AI startups
Indian VC Elevation Capital launches a $500M fund focused on seed and Series A AI startups - the "AI-native > SaaS + wrapper" thesis becomes actionable capital-side in the domestic market.
Jul 14, 2026 at 15:44 11 8
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 3 8