Chips & Datacenters

This analyst note examines how nine leading hyperscalers and neoclouds are responding to AI demand, comparing executive commentary on their strategies across chips, capacity, and capital deployment.

Global quantum computing is hitting records as chip deals retreat.

The Q2 2026 Chips & Datacenters Report provides an analysis of recent VC activity and includes a link to our proprietary market map of leading VC-backed companies in the space.

The Machine Age Fund targets AI infrastructure, including data centers, chips, networking and memory.

CEO Jensen Huang estimates that around 70% of all AI venture dollars are spent on compute.

Thanks to SPACs, the exit drought that plagued quantum appears to have subsided.

Quantum computing companies raised $3.9 billion in VC funding last year, the highest on record.

Quantinuum’s Nasdaq debut started strong, pricing above its initial range, but ended the day flat.

While VCs are funding the experimentation, PE firms are financing the infrastructure.

The Q4 2025 Advanced Computing PE and VC Trends report provides in-depth analysis of industry trends and evolving PE and VC investment strategies, including deals data and maps of key PE- and VC-backed companies and investors.

The Q3 2025 Advanced Computing Report provides in-depth analysis of industry trends and evolving PE and VC investment strategies, including deals data and maps of key PE- and VC-backed companies and investors.