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.
Jul 24, 2026 at 09:33 12 10
Alibaba's $10.2B Global AI Raise: Capex Up 75%, and Beijing's Hyperscaler Is Just Getting Started
Alibaba is raising $10.2 billion for a global AI push while its capital expenditure jumped 75% year-on-year to 67.7 billion yuan. The scale isn't surprising—what's notable is the word "global." China's largest cloud player is no longer playing defense at home.
Aug 24, 2026 at 20:58 7 9
Bruce Schneier: If markets reject OpenAI and Anthropic, the US should nationalize them
The security researcher argues that frontier AI labs—too big to fail, too critical to ignore—may need to become public infrastructure if private capital walks away.
Aug 14, 2026 at 18:59 11 9
Sequoia leads a $1B round in Valar Atomics: Nuclear energy enters AI funding
Sequoia Capital co-leads a $1 billion equity round in Valar Atomics, a nuclear energy startup. Signal: Tech venture capital is beginning to directly fund the energy layer that AI data centers will consume.
Aug 4, 2026 at 12:01 18 14
Nvidia's $32B mark on SSI - the circular finance chart adds another node
Nvidia takes a stake in Safe Superintelligence at a $32B valuation. The reason is known: the GPU supplier in the capital of the labs that buy its GPUs. It becomes a portfolio.
Jul 28, 2026 at 21:00 11 10
Anduril in talks at $100B: defense-tech becomes the second flywheel of AI capital
Tech in Asia reports on 25 July that Anduril is discussing a $100B valuation. Defense-tech is professionalizing into a genuine asset class - fed by the same capital that funds AI.
Jul 25, 2026 at 10:28 10 11
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.
Jul 24, 2026 at 09:33 12 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