Introduction: The Week That Transformed Silicon Valley There’s a certain electricity that fills downtown San Jose every year when NVIDIA’s GTC conference rolls into town. But this year felt different. With over 30,000 AI enthusiasts descending on the city, roads closed, parking lots overflowing, and robots literally roaming the streets, GTC 2026 wasn’t just a … Continued
New investment accelerates product innovation and global expansion as the authoritative source for Internet intelligence powering modern security operations, exposure management, and AI-driven security workflows ANN ARBOR, Mich., March 31, 2026 — Censys, the trusted authority for Internet intelligence and insights, today announced its Series D funding round led by Morgan Stanley Expansion Capital, with participation from Decibel … Continued
AI compute is scaling at an unprecedented pace, making power delivery a first-order constraint on performance, cost, and deployment velocity—as discussed recently in our power in the data center post. Today, we are excited to announce our investment in EPIC Microsystems’s $21M Series A. Seligman Ventures led the round, with participation from AICONIC Ventures, Cambium Capital, … Continued
Led by Seligman Ventures, the Series A funding will accelerate vertical power delivery architecture for next-generation AI infrastructure. Industry veteran Umesh Padval joins Board of Directors Santa Clara, CA – March 25, 2026 – EPIC Microsystems, a semiconductor company developing breakthrough power delivery solutions for AI infrastructure, today announced it has raised an oversubscribed $21 … Continued
PALO ALTO, Calif., Feb. 24, 2026 — SambaNova today introduced their SN50 AI chip, which boasts a max speed that’s 5X faster than competitive chips. The company also announced a planned collaboration with Intel to deliver high‑performance, cost‑efficient AI inference solutions, and more than $350M in investment from new and existing investors. Positioned as the … Continued
A practical framework for context engineering in LLM systems Most teams building with large language models share the same instinct: If the model makes mistakes, add more context. Early on, this works. Accuracy improves. Hallucinations drop. Demos get better. Then something strange happens. Latency spikes. Outputs become inconsistent. Debugging turns into guesswork. And despite adding … Continued
Confidential AI platform empowers enterprises to unlock and scale AI on their most sensitive data SAN FRANCISCO, Feb. 12, 2026 — OPAQUE, the Confidential AI company defining the trust layer for enterprise AI, today announced a $24 million Series B funding round led by Walden Catalyst, with participation from returning investors including Intel Capital, Race Capital, Storm Ventures, … Continued
EMERYVILLE, California, February 10, 2026 — Oxide Computer Company, the on-prem cloud computing company, today announced it has raised its $200 million Series C led by Thomas Tull’s US Innovative Technology Fund (USIT), with participation from existing investors including Eclipse, Riot Ventures, Jane Street, and more. Oxide designs and manufactures the Oxide Cloud Computer, a rack-scale integrated … Continued
Santa Clara, Calif. – January 28, 2026 – Eliyan Corporation, a leader in high-performance connectivity products and technology for AI and high-performance computing systems, today announced it has secured $50 million in strategic investments from major players across the AI and compute ecosystem, including AMD, Arm, Coherent, and Meta. In addition, existing strategic investors Samsung … Continued
Understanding ERR, A New Revenue Lens for AI Startups A version of this article, authored by Assaf Araki, was originally featured in AI Journal. Early-stage startup valuations are often based on qualitative factors rather than financial modeling, since early-stage companies have limited historical data. Investors evaluate the founding team’s experience, the size and urgency of … Continued