AI
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Robotics & Physical AINeura Robotics acquires ADLATUS to build physical AI powerhouse
August 24, 2026The deal reflects a wider push by the German robotics startup to build through acquisition, as physical AI draws billions in VC funding.Article
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Weekend AnalysisMeet Petra, the AI that runs a PE firm
August 21, 2026PE is racing to integrate AI. Boston-based Ethos Capital may have taken it further than anyone.Article
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AINexus Data Centers obtains $1.3B mezz loan to support AI construction project
August 20, 2026Incumbent lender Eagle Point Credit Management served as lead investor on the loan.Article
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FintechStripe’s $7B+ OpenRouter deal signals shift to AI plumbing
August 19, 2026With its latest AI acquisition, Stripe is proving the fintech AI playbook is all about owning the infrastructure stack.Article
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PB Q&AArtisan told companies to “stop hiring humans” for sales. Now it’s hiring one for just that job.
August 17, 2026The CEO of the agentic sales startup explains why AI actually won’t replace employees after all.Article
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Data Visualization2 charts: SpaceX closes $60B acquisition of Cursor
August 14, 2026The all-stock deal closed Friday, giving SpaceX two of the largest acquisitions of VC-backed companies on record.Article
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AI Public Comp SheetAI Public Comp Sheet: Hardware Hegemons Take the Crown
August 14, 2026Our AI Public Comp Sheet and Valuation Guide tracks stock performances, valuations, and market caps of key publicly traded AI companies.Research
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Weekend AnalysisWhy defensibility is the hook for VC data center investments
August 14, 2026Semiconductor funding is on pace to beat 2025’s total by nearly 50%, as investors chase the safety net hardware offers that software can’t.Article
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Data VisualizationMap: Tracking OpenAI’s leadership exodus
August 13, 2026OpenAI’s revenue officer Denise Dresser is the second top executive to announce her departure this week.Article
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Analyst NoteNVIDIA GPU Assets Brought Into the Capital Stack
August 13, 2026NVIDIA’s $266.1 billion in 2026 deal participation and $500B MoU with six GPs signal a new phase of ecosystem financing. We examine CUDA moats, platform debt, and implications for AI capital formation.Research
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AIChart: PE consortium weighs $500B in AI infrastructure financing for Nvidia
August 10, 2026Such a deal would dwarf the already unprecedented spending commitments made in 2026, as PitchBook analysis shows.Article
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AI QuarterlyAI Report: $407 Billion Raised as Megadeals Dominate
August 10, 2026The Q2 2026 AI 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.Research
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AIUK VC bets big on AI, leaving other sectors starved for cash
August 7, 2026AI took over 70% of deal value in H1, with just 18 deals accounting for almost 60% of the total.Article
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Public-Private ConvergencePre-IPO-focused funds slump after SpaceX debut
August 6, 2026The trend underscores volatility in popular retail-oriented funds for investors chasing hot names.Article
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AI & MLxAI’s neocloud pivot eats up 82.7% of SpaceX capex
August 5, 2026The company is looking like—and spending like—more of an AI compute provider than a model maker.Article
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VC ExitsSpaceX stock dips in after-hours trading, despite revenue beating Wall Street expectations
August 4, 2026SpaceX has yet to meet a stock performance trigger that would allow longtime private markets investors to sell more of their holdings.Article
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FundraisingBernhard Capital targets $1.5 billion for new infrastructure services fund
August 4, 2026The Louisiana manager has backed large deals in the regulated utility sector, including the $5B acquisition of electricity producer Cleco.Article
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AI & MLEveryone is building AI routers. Are they a dead end?
August 3, 2026The pipes that steer AI agents to models are sprouting up everywhere, but startups may struggle to turn them into lasting companies.Article
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