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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.

Firm News
February 2026

From words to worlds: Why AI's next leap isn't another LLM

AI world models predict what happens next — not the next word. Learn how they differ from LLMs and why $2B+ in funding is flowing into this new AI layer.

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