Featured

September 2026

How Long Does a GPU Last?

GPU depreciation at hyperscalers isn't about hardware lifespan—it's about accounting timing: chips earn half their lifetime cash in two years but are depreciated evenly over six.

Perspectives

September 2026

The 10 Companies AI Can't Scale Without

As AI infrastructure scales past GPU constraints, supply chain bottlenecks are shifting to memory, power equipment, and data center land—creating 2027-2028 pricing opportunities the market hasn't yet valued.

Perspectives

September 2026

How the GPU Became Collateral

Three years ago nobody would lend billions against GPUs. Now the paper is rated A3 and sits in insurance portfolios.

Perspectives

August 2026

How Matic Got Robots into 10,000 Homes

Seven lessons from Matic's co-founder on their journey building robots that are actually deployed and loved in homes

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Funding Announcements

May 2026

Human Archive: The Common Crawl for Embodied Intelligence

Wing leads Human Archive's $8.2M seed round. The startup is building the foundational multimodal dataset for physical AI and robotics training at scale.

Funding Announcements

May 2026

Backing Dust: The agent layer for the enterprise

Wing backs Dust AI on its $40M Series B. Why enterprise AI agents need a multiplayer platform — and why Dust's team is built to deliver it.

Perspectives

May 2026

The Memory Triopoly

How SK Hynix, Samsung, and Micron became AI's most concentrated control point — and why HBM is >50% COGs of every Nvidia GPU sold.

Perspectives

May 2026

The Chip Testing Bottleneck

Why AI accelerator test time has grown an order of magnitude, and how Advantest and Teradyne are turning a physics problem into a margin story.

Perspectives

April 2026

The Inference Unbundling: Why Prefill and Decode Are Splitting the GPU

Prefill and decode are two different workloads trapped on one GPU. Nvidia/Groq and Cerebras/AWS are unbundling them — here's what the split means for inference economics.

Firm News

April 2026

Sara Choi Named to Silicon Valley Business Journal's 2026 Women of Influence

Recognition honors leadership and contributions to the venture capital ecosystem

Research

March 2026

The 2026 ET30 is Live

From the rise of the agentic developer to the explosion of AI agents, this year's ET30 captures the biggest shifts in enterprise technology.

Perspectives

March 2026

The Structural Bottlenecks in the AI Data Center Supply Chain

Compute supply is set by the whole system, not any single component—where bottlenecks in power, packaging, memory, and networking dictate who captures value.

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