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Perspectives
June 2026

Software Ate the World. Now Hardware Is Eating Software.

AI value is rotating back into semiconductors, data, and models — and thinning to a sliver at the application layer.

Perspectives
June 2026

What is Compute Express Link (CXL)?

The interconnect rewiring AI memory: turning stranded DRAM into a shared resource as memory prices spike and KV cache becomes the bottleneck

Firm News
June 2026

Wing Welcomes Danny Wen

We're thrilled to welcome Danny Wen to Wing Venture Capital as Head of Business Development!

Perspectives
June 2026

The ABF Substrate Bottleneck

A Japanese food company controls ~95% of the insulating material inside every AI accelerator shipped today.

Perspectives
June 2026

Light, Radio, and the Race to Replace Copper: Interconnects in the AI Era

From compute to connectivity: how the AI infrastructure bottleneck moved — and which companies are positioned to own it

Funding Announcements
May 2026

Investing in Gray Swan: The AI Security Platform that Every Frontier Lab Trusts

We're proud to partner with Matt, Zico, Rob, and Spencer as they build the security infrastructure that enterprise AI runs on.

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.

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