Private markets, verified.
VerifiedThe Information (The Briefing)
Nvidia-backed Firmus Grid pulls Australian IPO, will seek private funding
11 Oct · 23:05 BST
UnverifiedThe Information (The Briefing)
Valar Atomics sues early backer Day One Ventures after excluding it from $1B Sequoia-led round
11 Oct · 23:05 BST
VerifiedThe Information (The Briefing)
Masayoshi Son reportedly seeks up to $100B from Gulf investors for AI investments
11 Oct · 23:05 BST
VerifiedThe Information (The Briefing)
Networking startup Eliyan draws takeover interest, held early talks with Arm
11 Oct · 23:05 BST
VerifiedThe Secondary Brief
William Blair: 94% of surveyed secondary buyers expect stable LP-led pricing; 2026 volume forecast $252bn
11 Oct · 13:25 BST
VerifiedThe Secondary Brief
Goldman Sachs files to register G-X Venture Capital & Growth, an unlisted venture secondaries fund
11 Oct · 13:25 BST
VerifiedThe Secondary Brief
VanEck and Brookmont file to register two funds for pre-IPO shares
11 Oct · 13:25 BST
VerifiedThe Secondary Brief
Anthropic to brief institutional investors on 14 October, formal IPO marketing possible from week of 9 November
11 Oct · 13:25 BST
VerifiedThe Secondary Brief
Primavera's ~$1bn ByteDance and Ant vehicle: ADIA and Coller in talks at 30% below mark
10 Oct · 13:32 BST
VerifiedThe Secondary Brief
Nordic Capital raising near EUR 2bn multi-asset continuation vehicle led by Ardian, HSBC and StepStone
10 Oct · 13:32 BST
VerifiedContrary Research Newsletter (Research Rundown)
FT: OpenAI annualized revenue approaching $50bn, about $20bn below the $70bn widely reported in late September
10 Oct · 13:01 BST
VerifiedReuters (relaying FT) via Investing.com
Nvidia in early talks to deepen investment in Reflection AI or acquire it, FT reports
10 Oct
UnverifiedThe Information (The Briefing, Applied AI, AM, Top 5 Finance)
Xeal to raise $2bn over 18 months to power Nvidia compute racks from EV charging stations
9 Oct
VerifiedRenaissance Capital
OPay files publicly for an estimated $500 million US IPO on the NYSE
9 Oct
UnverifiedRenaissance Capital
Data center developer DayOne files for a US IPO that could raise $3 billion
9 Oct
VerifiedAndrew Alden
Forge Private Market Index +1.4% and cap-weighted FAPMI +3.4% in September 2026
9 Oct
VerifiedThe Information AM
SoftBank's Masayoshi Son seeks up to $100B from Gulf investors for AI fund
9 Oct
UnverifiedThe Secondary Brief (Buttondown)
VanEck and Brookmont file to register two funds holding pre-IPO shares
9 Oct
VerifiedTechCrunch
China's Manus raises over $500M in first round since Meta deal unwound
8 Oct · 14:20 BST
VerifiedBloomberg via Yahoo Finance
Alphabet's Isomorphic Labs in early funding talks at $40B or more, Bloomberg reports
8 Oct · 05:00 BST
VerifiedTech Funding News
Universal Quantum raises over $100M Series A co-led by DCVC and Firgun Ventures
8 Oct
UnverifiedTectonic Defense
US Navy adds $150M to Shield AI X-BAT award, matched by $150M of Shield AI funds
8 Oct
UnverifiedAxios Pro
Sam Altman-backed bitcoin life insurer Meanwhile raises $37.5M at $350M valuation
8 Oct
VerifiedRenaissance Capital
Iambic Therapeutics sets terms for $150 million Nasdaq IPO
8 Oct
VerifiedPulse 2.0
Arena raises $200M Series B at $3.1B valuation led by Lightspeed and Khosla
8 Oct
VerifiedPayload
Fortastra raises $30M Series A led by First In to build orbital-defense spacecraft
8 Oct
UnverifiedThe Secondary Brief
Collective Global targets up to $1.2bn for second GP stakes fund
8 Oct
UnverifiedThe Information (The Briefing, Applied AI, AM, Top 5 Finance)
Ex-White House AI adviser Sriram Krishnan raising about $500m growth-stage AI fund
8 Oct
VerifiedSecondaryLink Daily (Today's Secondaries News, Research, Deals, and Jobs)
NPM secures injunction against Hiive (now Clarity)
8 Oct
VerifiedSecondaryLink Daily (Today's Secondaries News, Research, Deals, and Jobs)
Hamilton Lane seeks listed, tokenized share classes for five funds
8 Oct
UnverifiedSecondaryLink Daily (Today's Secondaries News, Research, Deals, and Jobs)
SecLink secondary pricing indexes: VC funds at 69.32% of NAV (-3.31 pts QoQ)
8 Oct
UnverifiedThe Information (The Briefing, Applied AI, AM, Top 5 Finance)
Manus parent Butterfly Effect raises more than $500m after unwinding Meta deal
8 Oct
VerifiedThe Information (The Briefing, Applied AI, AM, Top 5 Finance)
OpenAI annualized revenue closer to $50bn, not the $70bn widely reported
8 Oct
VerifiedThe Information (The Briefing, Applied AI, AM, Top 5 Finance)
Waymo finalizes $5bn term loan, its first debt financing
8 Oct
VerifiedThe Information (The Briefing, Applied AI, AM, Top 5 Finance)
SpaceX agrees to acquire nationwide low-band spectrum
8 Oct
VerifiedTectonic Defense Daily
Shield AI and US Navy match $150m each for X-BAT, taking program funding to $400m
8 Oct
UnverifiedPayload (daily)
Space funding roundup: Agnikul Cosmos raises $26.7m, Urban Sky $9.75m Series A, HawkEye 360 $10m, K2 Space $7m extra
8 Oct
VerifiedThe Information (The Briefing, Applied AI, AM, Top 5 Finance)
Nvidia to invest in chip rival d-Matrix
8 Oct
UnverifiedThe Information AM
OpenAI told investors annualized revenue was approaching $50B at end of September, about $20B below earlier reports
8 Oct
UnverifiedThe Information AM
Nvidia-backed Firmus scraps roughly $5B Australian IPO at a valuation above $30B
8 Oct
UnverifiedThe Information AM
Waymo closes $5B term loan in its first debt financing
8 Oct
UnverifiedThe Pulse by Augment
Alphabet's Isomorphic Labs in early talks to raise at a valuation of at least $40B
8 Oct
UnverifiedThe Pulse by Augment
Oratomic raises $475M Series B at a reported $5.4B valuation
8 Oct
UnverifiedThe Information AM
SpaceX agrees to buy Grain Management's 800 MHz spectrum for Starlink Mobile; price undisclosed, FCC approval pending
8 Oct
UnverifiedThe Secondary Brief
Blackstone raises about $1B for a credit continuation fund
8 Oct
UnverifiedTectonic Defense Daily
Pentagon offers PsiQuantum conditional loan of up to $150M within a $350M quantum package
8 Oct
UnverifiedThe Secondary Brief
Pomona Capital has raised $2.36B of a $3B target for secondaries Fund XI from 90 investors
8 Oct
UnverifiedThe Secondary Brief
FCA proposes 90-day notice and monthly dealing for UK retail funds holding mostly illiquid assets
8 Oct
UnverifiedThe Secondary Brief (Buttondown)
Goldman Sachs files to register G-X Venture Capital & Growth fund buying venture fund interests and continuation vehicles
8 Oct
UnverifiedYahoo Finance (CCN)
UK FCA confirms talks with Polymarket and Kalshi as binary-option ban for retail stays
7 Oct · 11:22 BST
VerifiedZanbato Insights
Zanbato: ZX Equal-Weighted Index up 2.1% in September 2026, spreads widen to 16%
7 Oct
VerifiedFinTech Futures
Spiko raises $90M Series B led by NEA; Bloomberg reports ~$800M valuation
7 Oct
UnverifiedShane Larkin
Forge's Shane Larkin: VC-backed IPO pipeline at 15 companies but showing cracks after Motive withdrawal and Oura postponement
7 Oct
UnverifiedThe Secondary Brief
ADIA and Coller in talks to anchor Primavera's $1B ByteDance continuation fund at about 30% below the fund's mark
7 Oct
VerifiedThe Information AM
SpaceX seeks $40B Apollo-led financing to buy Nvidia chips, expected to close in 2027
7 Oct
UnverifiedThe Information (AI Inflection Index digest)
Thinking Machines Lab in talks to raise billions at roughly $40B valuation, with Nvidia expected to take a large share
7 Oct
UnverifiedThe Pulse by Augment
Oura postpones $2.1B IPO, 73% of the shares offered were secondary
7 Oct
UnverifiedTech Funding News (citing Bloomberg)
OpenAI in talks with UAE funds and BlackRock for $30B round at fixed $1.4T pre-money
7 Oct
VerifiedTechCrunch
Mecka AI raises $60M Series B led by Sequoia, with Nvidia and M12
7 Oct
UnverifiedTectonic Defense
X-Bow wins $69.7M US Navy contract for solid rocket motors
7 Oct
UnverifiedStartup Fortune
Nous Research confirms $90M Series B at $1.5B valuation led by Robot Ventures
7 Oct
UnverifiedCrunchbase News
Crunchbase: North American startup funding $92B in Q3 2026, down 35% from Q2, 17 VC-backed IPOs
7 Oct
UnverifiedDealroom
MNT-Halan opens Cairo IPO at EGP24.50 per share, selling 20% for about $150M
7 Oct
UnverifiedThe Information
Manus raises more than $500M after unwinding Meta deal, led by Boyu Capital and IDG Capital
7 Oct
UnverifiedThe Secondary Brief
Partners Group Private Equity shareholders vote 99.89% to wind down and sell EUR 771m portfolio
7 Oct
UnverifiedThe Secondary Brief
PJT: super carry in 29% of single-asset continuation funds closed in H1 2026
7 Oct
UnverifiedThe Secondary Brief
General Atlantic files Form D for GA Continuity II (AM), L.P., apparently tied to Argus Media
7 Oct
UnverifiedThe Secondary Brief
Hamilton Lane asks SEC to let five evergreen funds ($7.7B) issue exchange-listed and tokenized share classes
7 Oct
UnverifiedThe Secondary Brief
Framework Venture Partners files Form D for a continuation vehicle with UBS as placement agent
7 Oct
UnverifiedThe Secondary Brief (Buttondown)
William Blair: 94% of surveyed secondary buyers expect LP-led pricing to hold; 2026 volume forecast $252bn
7 Oct
UnverifiedThe Pulse by Augment
Oura postpones $2.1 billion IPO citing IPO-market uncertainty
7 Oct · 00:56 BST
VerifiedSecondaryLink Daily
Coller circles Primavera's $1 billion continuation fund
6 Oct · 23:27 BST
VerifiedAI News Weekly (citing WSJ)
Lambda reportedly raising up to $4B at $14.5B pre-money in last round before 2027 IPO
6 Oct · 19:38 BST
UnverifiedAsteris.ai
Etched reportedly weighing $40-50B offers, talks preliminary
6 Oct · 18:00 BST
UnverifiedThe Next Web
Revolut's head of commercial real estate lending leaves after under two years
6 Oct · 16:59 BST
VerifiedTectonic Defense Daily
Anduril to build Arsenal-2 submarine shipyard in Baltimore with $3.7B private investment and up to $2.9B Navy contract
6 Oct · 15:50 BST
VerifiedTectonic Defense Daily
Ursa Major wins two Navy contracts totaling $137M for solid rocket motors
6 Oct · 15:50 BST
VerifiedTectonic Defense Daily
Anduril wins U.S. Army NGC2 contract worth up to $1.8B
6 Oct · 15:50 BST
UnverifiedTectonic Defense Daily
Anduril: up to $1.8B Army NGC2 award and $6.6B Arsenal-2 submarine shipyard in Baltimore
6 Oct · 15:50 BST
UnverifiedTrending Topics International
Etched reviewing offers at $40-50B, more than double its $21B valuation
6 Oct · 14:34 BST
VerifiedThe Information AM
Kuaishou's Kling AI picks banks for Hong Kong IPO of at least $1 billion
6 Oct · 12:16 BST
UnverifiedThe Information AM
Nvidia reconsiders structure of its AI Compute Partnership credit support for AI cloud providers
6 Oct · 12:16 BST
VerifiedThe Daily Pitch / The Europe Pitch
Continuation fund closings track below 2025 record: 95 deals worth $47.4B in the year to Sept 30
6 Oct · 12:00 BST
VerifiedThe Daily Pitch / The Europe Pitch
D.E. Shaw targets $1B for second Voltaic VC and growth fund, reports PitchBook
6 Oct · 12:00 BST
UnverifiedThe Information AM
DayOne Data Centers files for Nasdaq IPO
6 Oct · 11:00 BST
UnverifiedAugment Pulse
Microsoft reportedly cuts projected Claude spend by over a third; Meta Claude Code users reportedly halve
6 Oct
UnverifiedThe Secondary Brief
Meridiam closes about $4.5B North America infrastructure continuation vehicle, about $2.5B new money
6 Oct
UnverifiedThe Secondary Brief
GIC weighs commitment to IMM Private Equity's Air First continuation fund in Korea, valuing Air First at KRW 4.2tn
6 Oct
UnverifiedThe Pulse by Augment
Ondo launches tokenized private-company notes, starting with an unnamed pre-IPO AI company, for eligible non-US investors
6 Oct
UnverifiedSecondaryLink Daily
RobCo passes $1B valuation in employee share sale, valuation doubled in nine months
6 Oct
UnverifiedThe Next Web
Chip-simulation startup Vinci raises $250M Series B at $1.5B valuation
6 Oct
UnverifiedTech Funding News
Valon raises $150M Series D at $2.3B valuation, led by new investor Ribbit
6 Oct
UnverifiedBloomberg
DeepSeek close to raising at least 80 billion yuan (about $12B) in Tencent-backed round ahead of IPO
6 Oct
UnverifiedBloomberg
Moonshot AI reportedly closes final private round at about $50B valuation, eyes Hong Kong IPO in Q1 2027
6 Oct
UnverifiedAxios Pro
Lambda reportedly raising up to $4B at $14.5B pre-money, led by Blackstone and Coatue, as final round before 2027 IPO
6 Oct
UnverifiedBloomberg
Some investors wary of Firmus IPO over stock overhang and aggressive pricing, Bloomberg reports
6 Oct
UnverifiedTectonic Defense Daily
Furientis raises $25m seed led by Benchmark and wins first Pentagon OTA
6 Oct
VerifiedSecondaryLink Daily (Today's Secondaries News, Research, Deals, and Jobs)
SEC brings two fraud cases tied to pre-IPO investments (SpaceX, OpenAI, SandboxAQ, Kraken)
6 Oct · 00:32 BST
UnverifiedTechCrunch
Etched fields funding offers at $40B+ valuation, sources say
5 Oct · 21:24 BST
UnverifiedThe Information (The Briefing, AM)
Lambda secures first delayed-draw term loan of over $1B to buy 30,000+ Nvidia GPUs
5 Oct · 12:16 BST
VerifiedAMI Labs Digest (The French Tech Journal, AMI Observatory)
Mahmoud Assran listed as founding scientist and member of technical staff at AMI Labs, Montreal
5 Oct · 12:14 BST
VerifiedThe Daily Pitch
Firmus, Nvidia-backed data center company, seeks A$43.7B ($30.3B) valuation in Australian IPO
5 Oct · 12:01 BST
VerifiedAMI Labs Digest (The French Tech Journal, AMI Observatory)
AMI Labs co-founder Pascale Fung says the company's purpose is advancing the science of intelligence, not only commercial success
5 Oct · 11:54 BST
VerifiedWall Street Journal (via Dealroom, Techmeme, Crypto Briefing)
RobCo valued above $1B in share sale, mostly an employee secondary
5 Oct · 09:53 BST
UnverifiedBloomberg
European defense startups raise record $7.4B YTD in 2026, with US investors outpacing local funds for first time
5 Oct · 07:00 BST
VerifiedBloomberg
Firmus reportedly plans to allocate about half of up to US$5.5B ASX IPO to existing investors; bookbuild close moved up
5 Oct · 03:08 BST
VerifiedDutchNews.nl
Polymarket challenges Dutch gambling ban in court in The Hague
5 Oct
VerifiedRenaissance Capital IPO News
DayOne Data Centers files for an estimated $3.0 billion US IPO
5 Oct
UnverifiedRenaissance Capital IPO News
Renaissance Capital: 9 numbers to look for in Anthropic's IPO filing
5 Oct
VerifiedTectonic Defense
Guided glide bomb startup Aventra raises $17.5M led by Konvoy Ventures
5 Oct
VerifiedSecondaryLink Daily (Today's Secondaries News, Research, Deals, and Jobs)
Energy Capital Partners closes $834 million single-asset continuation vehicle for Next Wave Energy Partners
5 Oct
VerifiedSecondaryLink Daily (Today's Secondaries News, Research, Deals, and Jobs)
CAZ Investments launches CAZ GP Stakes Growth Fund, a registered interval fund open regardless of accreditation
5 Oct
UnverifiedBloomberg
OpenAI in talks with UAE funds including MGX and BlackRock for at least $30B round at about $1.4T valuation
5 Oct
UnverifiedThe Information (Editor's Pick 2026-10-04; also Friday Roundup 2026-10-02 and AM 2026-10-02 popular articles)
The Information: nearly all of Nscale's $103B backlog depends on data centers it has not built, which undercuts its reported $35B IPO target
5 Oct · 00:11 BST
VerifiedThe Information (Sunday Insights alert, 2026-10-04)
Anthropic's IPO financials show more than $660M of non-cash expense for charity-matching stock, The Information reports
4 Oct · 17:18 BST
UnverifiedAMI Labs Digest (The French Tech Journal, AMI Observatory)
AMI Labs finance lead Chloe Giraut-Pierron updates title to VP of Finance
4 Oct · 11:50 BST
UnverifiedPitchBook The Weekend Pitch (2026-10-04)
Comments supporting the 401(k) private-markets rule included names of deceased people; lawmakers ask FBI and DOJ to investigate
4 Oct · 11:01 BST
VerifiedReuters (via Investing.com)
Reuters feature: Revolut at $115B private valuation now worth more than Barclays and Societe Generale, 80M customers
4 Oct
UnverifiedSecondary platform price pages (web)
Lightmatter secondary price indications: Forge Price $84.48, Clarity $90.69, Nasdaq Private Market $83.23
4 Oct
VerifiedAMI Labs Digest (The French Tech Journal, AMI Observatory)
Jiatao Gu, UPenn assistant professor, listed as AMI Labs member of technical staff in New York City
3 Oct · 12:14 BST
VerifiedTechCrunch
Daniel Ek-backed body-scan startup Neko Health launches in the US, opening in New York
3 Oct
UnverifiedThe Information (The Briefing, Applied AI, AM, Top 5 Finance)
SpaceX's AI unit held talks to lease compute to Microsoft as it pivots into an AI cloud business
3 Oct
VerifiedSecondaryLink Daily (2026-10-02 edition)
SecondaryLink's 2 Oct newsletter shows SecLink VC Funds index at 67.29% of NAV; private debt 87.32%, energy 93.83%, infra 94.63%
3 Oct · 00:32 BST
VerifiedSecondaryLink Daily (2026-10-02 edition)
Nuveen completes its acquisition of Schroders, creating a $2.6T manager
3 Oct · 00:32 BST
UnverifiedSecondaryLink Daily (2026-10-02 edition)
CPPIB sells minority stakes in three Sydney toll-road networks to Transurban for about $3.1B
3 Oct · 00:32 BST
UnverifiedSecondaryLink Daily (2026-10-02 edition)
Evergreen and GP-led items: Partners Group to split its EUR 6.6B Global Value SICAV; TPG GP Solutions II above $1.7B; Apogem adds Bow River's $1.3B evergreen fund
3 Oct · 00:32 BST
VerifiedPR Newswire (Nscale press release); Bloomberg
Nscale appoints Meta veteran Justin Osofsky as COO ahead of planned NYSE IPO
2 Oct · 21:20 BST
VerifiedAdam Crawley (LinkedIn)
Carta H1 2026 data: median tender discount to last primary round is 0%, steady for five half-years
2 Oct · 15:45 BST
VerifiedSecondaryLink Daily (2026-10-02 edition)
Nasdaq Fund Secondaries and LODAS complete first Harrison Street interval-fund auction, selling 91% of offered shares
2 Oct · 13:00 BST
UnverifiedThe Information AM (2026-10-02)
Nvidia and SoftBank each make their final $10B payment into OpenAI's March round; SoftBank stake now about 13%
2 Oct · 12:16 BST
VerifiedThe Information AM (2026-10-02)
Sharon AI secures a $356M GPU-backed senior secured loan at 9.95%
2 Oct · 12:16 BST
VerifiedPitchBook The Daily Pitch (newsletter, 2 Oct)
PitchBook: Polymarket's international volume fell 57% from March to August after it introduced fees
2 Oct · 12:00 BST
VerifiedPitchBook The Daily Pitch (2026-10-02)
VC deals: Armadin $255.5M Series B (a16z, Accel); Flow Engineering $50M Series B at $750M; Homeward $120M Series D
2 Oct · 12:00 BST
UnverifiedRenaissance Capital
Renaissance Capital: Nscale eligible to launch its NYSE IPO as 4Q opens with no IPOs scheduled
2 Oct
VerifiedThe Next Web (citing Business Insider)
FieldAI set to raise $700M at a $10B valuation, Business Insider reports; term sheet signed, round not closed
2 Oct
UnverifiedFStech (citing Financial Times)
Monzo in talks with CVC and Advent over stake of up to 15% after Nubank talks end
2 Oct
UnverifiedTectonic Defense
Anduril acquires underwater acoustics firm Popoto Modem
2 Oct
UnverifiedThe Pulse by Augment
H1 2026 secondary volume $118-121B; GP-leds $62-65B; single-asset CVs $34B (+88%)
1 Oct · 23:53 BST
UnverifiedDealroom News
PaleBlueDot AI raises $200M Series C led by ComputeCore at $3.2B valuation
1 Oct · 23:15 BST
VerifiedSetterVC: The Setter30 Trending (monthly)
SetterVC monthly Trending list: Anthropic, Ramp, Databricks, Anduril, Stripe, Crusoe most in-demand on the platform (last 30 days)
1 Oct · 23:11 BST
UnverifiedSetterVC: The Setter30 Trending (monthly)
Kalshi reportedly in talks to raise ~$1B at $40B valuation
1 Oct · 23:11 BST
UnverifiedSetterVC: The Setter30 Trending (monthly)
Funding signals: Varda $250M Series D at $1.6B; EliseAI $350M at $4B; Blockchain.com IPO target $4-6B
1 Oct · 23:11 BST
VerifiedSecondaryLink Daily (SecLink)
ElevenLabs completes $300M tender offer at $22B valuation
1 Oct · 22:38 BST
VerifiedBloomberg Markets
Anthropic Is Said to Plan Pre-IPO Investor Day as Listing Nears
1 Oct · 21:14 BST
UnverifiedThe Information (Top 5 Finance weekly digest)
Nscale's IPO pitch rests on data centers not yet built
1 Oct · 20:08 BST
VerifiedBloomberg Markets
Anthropic Targets Mega-IPO Before Thanksgiving Holiday
1 Oct · 18:27 BST
UnverifiedMary Ann Azevedo
Exclusive: Homeward raises $120M Series D; says revenue has more than quadrupled since 2021
1 Oct · 18:10 BST
UnverifiedShane Larkin
Forge Data: VC-backed IPOs after May are up ~7% on average; the earlier 2026 cohort is down ~32%. The IPO window is 'open but narrow'
1 Oct · 17:30 BST
UnverifiedKatie Roof
Exclusive: Get Access, an invite-only platform giving individuals late-stage deal access, exits beta at an $85M valuation led by Sound Ventures
1 Oct · 16:23 BST
UnverifiedDealroom News (citing AFR)
Australian AI factory builder Firmus prices IPO at US$7.12/share, raising about US$4.6-4.9B
1 Oct · 14:59 BST
UnverifiedPitchBook The Daily Pitch
PitchBook: Q3 data 'It's raining exits'; Anthropic's $2T IPO math problem; SEC votes on PE changes
1 Oct · 12:00 BST
VerifiedAMI Labs Digest (The French Tech Journal, AMI Observatory)
Fortune interview: Yann LeCun calls Anthropic CEO Dario Amodei 'deluded' and 'crazy', downplays AI extinction risk
1 Oct · 11:06 BST
UnverifiedKORU | September Newsletter ()
Positron raises $875M Series C at $5B post-money
1 Oct · 09:41 BST
UnverifiedAugment Market (Pulse)
Augment analysis: continuation funds dominate H1 2026 secondaries; LP rollover only ~14%, venture LP stakes ~79% of NAV
1 Oct
FalseBloomberg Markets
Nvidia-Backed Firmus Prices Landmark IPO at A$11 a Share
1 Oct
UnverifiedValue Add VC Pulse
Infinigence AI files confidentially for a Hong Kong IPO at a reported $2.1B valuation
1 Oct
VerifiedPANews (citing Fortune)
LeCun tells Fortune AMI Labs' first product is coming 'soon', aimed at industrial world-model uses
1 Oct
VerifiedFortune
LeCun tells Fortune AMI Labs' first product is coming 'soon'; dismisses AI extinction risk
1 Oct
UnverifiedPitchBook The Daily Pitch (2026-10-02)
PitchBook: LPs selling software-heavy portfolios are finding buyers again, with the accepted software exposure rising to about 35-40%
1 Oct
UnverifiedThe Information AM (2026-10-02); repeated in The Briefing (2026-10-04)
Tencent- and Baidu-backed Infinigence AI files confidentially for a Hong Kong IPO; valued at 14.3B yuan ($2.1B)
1 Oct
UnverifiedPhil Haslett
EquityZen x Morgan Stanley at Work article: secondaries and tender offers are now part of companies' IPO-readiness toolkit
30 Sep · 21:30 BST
VerifiedTechCrunch (found via secondary-market scan)
ElevenLabs closes $300M employee tender at $22B valuation, 2x its Feb 2026 Series D
30 Sep · 19:23 BST
UnverifiedReuters Markets
Wall St regulator unveils new retail investor proposals for private assets
30 Sep · 19:18 BST
UnverifiedAnne Sraders
Scoop: EQT-managed €5bn Scaleup Europe Fund can invest in UK and even US companies, although the UK is not an LP
30 Sep · 16:05 BST
UnverifiedMary Ann Azevedo
Oura pauses its IPO; Anthropic's prospectus shows ~$4.6B 2025 revenue, $8.06B operating loss and $518B in compute commitments
30 Sep · 14:08 BST
VerifiedFNEX Q3 2026 Key Market Insights ()
Caplight 1H'26 update: US VC funds raised $72.4B across 405 funds in H1 2026; SPVs ~70% of Caplight-observed secondary volume
30 Sep · 09:06 BST
VerifiedThe New Defense Post #51 ()
Defense tech round-up: TERASi EUR11M seed; TEKEVER Series D first close; NATO DIANA first investor cohort
30 Sep · 09:05 BST
UnverifiedTechCrunch Secondary Market
AI voice startup ElevenLabs doubles valuation to $22B
30 Sep
UnverifiedThe Pulse by Augment (Fine Print, 2026-10-02)
Augment: Kalshi reportedly finalizing a financing at about $40B; Forge lists a $1.1B Series G at $40B post-money dated 2026-09-17
30 Sep
UnverifiedThe Pulse by Augment (Fine Print, 2026-10-02)
SEC seeks comment on new accredited-investor routes, including a FINRA-developed exam
30 Sep
UnverifiedThe Pulse by Augment (Fine Print, 2026-10-02)
FTC confirms an investigation of AI companies including OpenAI and Anthropic; civil investigative demands reportedly being prepared
30 Sep
VerifiedDatacenterDynamics (web)
Optical interconnect startup CScale exits stealth with $145M Series C; Nvidia and Intel Capital are first strategic investors
30 Sep
VerifiedKatie Roof
Oura pulled its multi-billion-dollar IPO on the day it was due to price
29 Sep · 22:03 BST
VerifiedKatie Roof
Salesforce confirms it will acquire Listen Labs (BI scooped talks at ~$2B); price not disclosed
29 Sep · 21:30 BST
VerifiedTechCrunch Secondary Market
OpenAI reportedly in talks to raise $30B round at $1.4T valuation
29 Sep · 20:52 BST
VerifiedKatie Roof
EliseAI confirms $350M round at $4B valuation (BI had reported talks at ~$3.7B)
29 Sep · 15:33 BST
VerifiedIPEM Weekly Spin
Goldman Sachs Alternatives raises $11.7B across PE vehicles, incl. $9.6B final close of West Street Capital Partners IX
29 Sep · 15:07 BST
VerifiedAugment Market (Pulse)
Anthropic leaked draft IPO prospectus: ~$42B 2025 net loss, $4.6B 2025 revenue; investors expect ~$2T valuation
29 Sep · 11:03 BST
UnverifiedTechCrunch Secondary Market
Oura shelves its $2.2B IPO, citing 'uncertainty' in the market
29 Sep
UnverifiedThe Information AM (2026-10-02)
PE-backed Accelevation priced its $540M IPO at $18, below the $20-24 range, and kept falling
29 Sep
UnverifiedAMI Labs Digest (The French Tech Journal, AMI Observatory)
General Intuition closes $220M round at reported $6.2bn valuation
29 Sep
UnverifiedAMI Labs Digest (The French Tech Journal, AMI Observatory)
AMD agrees to acquire Fei-Fei Li's World Labs for reported $8.2bn all-stock
29 Sep
UnverifiedThe Secondary Brief
St James's Place sells all private-market exposure of its GBP 1.4bn Diversified Assets fund to one buyer
29 Sep
VerifiedReuters Markets
EXCLUSIVE: Anthropic's IPO prospectus shows sweeping AI vision, surging costs
29 Sep · 00:17 BST
UnverifiedTechCrunch Secondary Market
Source: Inference provider Modal Labs closing in on $750M round at $15.75B valuation
28 Sep · 22:29 BST
UnverifiedTechCrunch Secondary Market
AMD will acquire Fei-Fei Li's World Labs for $8.2B
28 Sep · 21:39 BST
VerifiedSetterVC: The Setter30 Trending (monthly)
AMD to acquire World Labs in ~$8.2B all-stock deal; Fei-Fei Li to join AMD
28 Sep · 21:05 BST
UnverifiedAMI Labs Digest (The French Tech Journal / AMI Observatory)
AMI Labs hires Genentech's Pedro O. Pinheiro; files 'Advanced Machine Intelligence Compute' trademark
28 Sep · 18:17 BST
FalseAMI Labs Digest (The French Tech Journal / AMI Observatory)
AMI Labs: new technical hires; LeCun and others join Cellular Intelligence scientific advisory board
28 Sep · 18:17 BST
VerifiedKate Clark
WSJ profile: Jaan Tallinn, one of Anthropic's earliest investors, stands to make billions as Anthropic heads toward IPO
28 Sep · 15:04 BST
UnverifiedTechCrunch Secondary Market
Viral AI agent Instinct raises $1B Series C at a $10B valuation
28 Sep · 14:38 BST
UnverifiedTechCrunch
Modal Labs reportedly closing $750M round led by Accel at $15.75B valuation (>3x in four months)
28 Sep
UnverifiedAMI Labs Digest (The French Tech Journal)
AMI's computational biology bet; 'AMI Compute' trademark signals platform ambition
28 Sep
UnverifiedAMI Labs Digest (AMI Observatory)
AD-E2E-JEPA paper benchmarks JEPA world models for autonomous driving, co-authored with Yann LeCun
28 Sep
VerifiedLinkedIn
Lightmatter's 3-D integrated optics MoE paper published in IEEE Micro; ScaleScope open-sourced
25 Sep · 18:49 BST
UnverifiedDan Primack
Whistleblower behind a VC-backed $30M Ponzi scheme tells his story; the hedge fund manager got 11 years
25 Sep · 16:29 BST
UnverifiedEastern Circles report ()
Report: Russia-GCC relations after the Iran war; Saudi, UAE, Qatar sign 10-year MoUs with Ukraine
25 Sep · 09:41 BST
VerifiedRenaissance Capital IPO News
Holtec Nuclear formally withdraws $825M Nasdaq IPO after postponing the week before
25 Sep
UnverifiedClarity (formerly Hiive)
SSI secondary indications ($93.64 Hiive est. Sep 8; $113.45 Clarity) vs a $32B primary mark unchanged since April 2025
25 Sep
UnverifiedAI Supremacy (Michael Spencer)
Crusoe confirmed $3.9B Series F (Sept 17, 2026)
24 Sep · 21:21 BST
UnverifiedAI Supremacy ()
AI Evolution: Merchants of Compute
24 Sep
VerifiedVC Cafe
VC Cafe: ten AI neo-labs raised about $11.6bn; only two have publicly usable products
23 Sep
UnverifiedVC Cafe
VC Cafe: AI neo-labs have raised $11.6B. What have they shipped?
23 Sep
VerifiedForge Global
Forge Price for Thinking Machines Lab at $318.92 per share (5 Oct 2026)
23 Sep
UnverifiedNasdaq Private Market
Nasdaq Private Market indicative price for Lightmatter up about 205% since Sept 2024
18 Sep
UnverifiedNasdaq Private Market; Clarity; Forge; Caplight
Lightmatter secondary indications range ~$51.6-$100/share across platforms vs $80.23 Series D price
18 Sep
VerifiedHaaretz
Haaretz: ex-Meta researcher Yossi Adi founded AI neolab Aire, which is seeking a round worth hundreds of millions
17 Sep
UnverifiedHaaretz Tech News (web)
Israeli ex-Meta researcher launches AI 'neolab' Aire in race for hundreds of millions
17 Sep
VerifiedNeoLabs index (Raz Kaplan)
NeoLabs index: 99 research-first AI labs, $35bn disclosed capital, $187bn summed valuations
17 Sep
VerifiedLightmatter (press release)
Lightmatter joins Open CPX MSA and introduces Passage L20 CPX bidirectional optical engine; evaluation kits due Q1 2027
17 Sep
UnverifiedLightmatter
Lightmatter joins Open CPX MSA, launches Passage L20 CPX bidirectional optical engine; eval kits Q1 2027
17 Sep
UnverifiedLightmatter press release (web)
Lightmatter joins Open CPX MSA and introduces bidirectional Passage L20 CPX optical engine
17 Sep
UnverifiedWOWTALE (web)
Ayar Labs expands 2026 funding to $650M
15 Sep
VerifiedLinkedIn
Lightmatter says copper caps scale-up at about 144 GPUs, pitches bidirectional optics to halve cabling
14 Sep · 18:17 BST
VerifiedSiliconANGLE
Ayar Labs adds $150M to Series E, taking 2026 primary capital to $650M; Reuters reports a secondary above $5bn
10 Sep
UnverifiedSemiconductor Today
Ayar Labs adds $150M Series E extension (2026 total $650M); concurrent $225M secondary reportedly priced it above $5B
10 Sep
UnverifiedDealroom
Ayar Labs adds $150M Series E extension at $5B+, plus $225M secondary
10 Sep
VerifiedTechCrunch
Mistral raises EUR 3bn Series D above EUR 21bn post-money, led by Samsung
8 Sep
VerifiedCNBC
CNBC: Nvidia's equity investments valued at about $99bn, up from about $7bn a year earlier
4 Sep
UnverifiedBloomberg Government (Bloomberg)
Crusoe raises over $3B at about $30B post-money valuation
3 Sep · 23:38 BST
UnverifiedTechCrunch
Accel reportedly in talks to lead $1bn round for Thinking Machines at $40bn
3 Sep
UnverifiedFortune
Caplight: Anthropic secondary at ~$1.3-1.4T, ~$25M minimum ticket; OpenAI ~$0.5-1M tickets
3 Sep
VerifiedLeonis Newsletter (Substack)
Leonis Capital counts 119 AI research labs that raised $94.3B since 2024
2 Sep
VerifiedLinkedIn
Lightmatter wins Hot Interconnects 2026 Best Paper for photonic scale-up in inference prefill
1 Sep · 19:00 BST
VerifiedTIKR
Credo guided FY2027 revenue growth above 80%; TIKR consensus about $2.45bn (July 2026)
1 Sep
UnverifiedPulse 2.0 (citing Bloomberg)
Polymarket reportedly raises $1B at $21B valuation in 1789 Capital-led round
31 Aug
UnverifiedTechCrunch
Etched's valuation doubles to $21B in a month
18 Aug · 18:21 BST
UnverifiedCNBC
Photonics stocks are the best-performing global theme of 2026
18 Aug
UnverifiedStartup Fortune
Etched raised $700M at $21B valuation led by Jane Street (context for the $40B+ offers)
18 Aug
VerifiedDatacenterDynamics
Lightmatter launches 19-company Open Silicon Photonics for AI Systems initiative within OCP
13 Aug
UnverifiedLightmatter press release (web)
Industry leaders formally launch CPO System Architecture initiative within the Open Compute Project
13 Aug
VerifiedLightwave
Lightwave podcast: Harris on shoreline bandwidth limits; expects NPO ramp in 2027, CPO by end-2028
12 Aug
VerifiedFutureSearch
FutureSearch: 'The Neolabs Are a Bet Against Superintelligence'
5 Aug
UnverifiedSifted (web)
The billion-dollar question: how will the neolabs actually make money?
3 Aug
Verified24/7 Wall St.
Optics stocks: Coherent and Lumentum traded at about 127-128x trailing P/E on 31 Jul 2026 (24/7 Wall St.)
31 Jul
VerifiedBloomberg
Nvidia reportedly commits $5bn to Safe Superintelligence; the two announce a Vera Rubin partnership
27 Jul · 14:14 BST
UnverifiedLinkedIn
Tom's Hardware feature: Harris says lasers are the next bottleneck and half the market opportunity
23 Jul · 23:36 BST
VerifiedTechCrunch
Reflection AI signs $1bn Nebius compute deal; TechCrunch puts its valuation at $25bn pre-money
14 Jul
VerifiedSiliconANGLE (reporting PitchBook-NVCA Venture Monitor)
PitchBook-NVCA: US VC reached $412.7bn in H1 2026, with AI taking about 86%
9 Jul
VerifiedIEEE Spectrum
IEEE Spectrum: Nvidia plans up to 576 GPUs per system by 2027 as optics edge into scale-up
9 Jul
UnverifiedIEEE Spectrum
IEEE Spectrum: is optical scale-up finally approaching? Nvidia's NVLink Fusion pushes optics inside the rack
9 Jul
VerifiedSifted
Sifted: trio of Meta and OpenAI alumni seeking about $400m for stealth AI lab Aire
30 Jun
UnverifiedSifted
Meta and OpenAI alumni seek $400m for new stealth AI lab Aire (Sifted exclusive)
30 Jun
UnverifiedSifted
Sifted: Meta and OpenAI alumni seek $400m for new stealth AI lab Aire
30 Jun
UnverifiedSifted (web) / Wellfunded relay
Meta and OpenAI alumni seek $400M for new stealth AI lab Aire
30 Jun
UnverifiedWellFunded.news
Secondary write-up gives Aire founder profiles and an enterprise 'AI assistants' focus (low credibility)
30 Jun
UnverifiedWellfunded / InforCapital
Secondary write-ups of the Aire report diverge on founder profiles and investors; treat as unverified
30 Jun
VerifiedThe Next Platform
Scintil CEO in The Next Platform: optical scale-up fabrics are limited by manufacturing, not architecture
30 Jun
VerifiedEE Times
EE Times podcast: Lightmatter's Harris says AI's next scaling limit is interconnect; sees NPO in 2027, CPO in 2028-29
26 Jun
VerifiedRadical Ventures
Radical Ventures: more than 40 NeoLabs raised about $40B over three years
21 Jun
UnverifiedRadical Ventures (web essay)
The Rise of NeoLabs
21 Jun
VerifiedNEA blog (web)
NEA estimates $1.68T in private AI lab valuations, 93.6% in frontier generalists
17 Jun
VerifiedTradingKey
SemiAnalysis report reportedly pushes mass CPO production to 2028-2029; optical stocks fall; Nvidia says it is ready to ship CPO
9 Jun
UnverifiedLinkedIn
Nick Harris: Passage BiDi photonics cuts networking cost 16% per 512 GPUs for NVLink Fusion
3 Jun · 01:06 BST
VerifiedLightmatter (press release)
Lightmatter joins Nvidia NVLink Fusion ecosystem
2 Jun
UnverifiedLightmatter
Lightmatter joins NVIDIA NVLink Fusion as optics partner for CPO and NPO
2 Jun
UnverifiedLightmatter press release (web)
Lightmatter joins Nvidia NVLink Fusion with Passage CPO and NPO
2 Jun
VerifiedSDxCentral
Broadcom AI semiconductor revenue reaches $16.7B in FQ3 FY2026; Q4 guided to $21.7B
1 Jun
VerifiedOptim VC
Optim VC: over 110 US silicon photonics companies on PitchBook, 59 private and VC-backed
1 Jun
VerifiedCNBC
Nvidia has committed at least $6.5bn to photonics companies since March, per CNBC
29 May
UnverifiedThe Next Web
TNW: Nvidia spent ~$6.5B in three months on photonics suppliers; Lightmatter lacks comparable ecosystem backing
29 May
VerifiedSifted
Recursive Superintelligence emerges from stealth with $650M at a $4.65bn valuation
18 May
VerifiedTechCrunch
Anthropic says unapproved transfers of its stock are void; May list of named platforms since cut to Unicorns Exchange
12 May
VerifiedCNBC
CNBC: Dealroom data shows $18.8bn into AI startups founded since 2025, by late April 2026
28 Apr
UnverifiedCNBC
CNBC: Big Tech AI researchers leave to launch labs; $18.8B into post-2025 AI startups in 2026
28 Apr
UnverifiedLaser Focus World
OpenLight raises $50M Series A-1 for heterogeneous silicon photonics
28 Apr
VerifiedYahoo Finance (syndicated)
David Silver's Ineffable Intelligence raises $1.1bn seed at a reported $5.1bn valuation
27 Apr
UnverifiedTechCrunch
Meta's loss is Thinking Machines' gain: PyTorch co-founder and FAIR veterans join TML
24 Apr
UnverifiedThe Next Web
Meta hires Thinking Machines co-founder Andrew Tulloch in reported $1.5bn package
21 Apr
VerifiedConverge Digest
Molex acquires Israeli fibre-to-chip specialist Teramount
15 Apr
VerifiedPhotonics Online
nEye raises $80M Series C for optical circuit switching
14 Apr
Unverifiedtechstackipo.com
Unverified claim: tracker site says Lightmatter filed S-1 and completed IPO at $12.5B; no corroboration found
12 Apr
VerifiedThe Register
The Register: Nvidia plans 1,000+ GPU photonic scale-up systems by 2028, Feynman with copper or CPO NVLink
5 Apr
VerifiedYahoo Finance (reporting PitchBook)
PitchBook: AI startups raised $255.5bn in Q1 2026, more than all of 2025; OpenAI, Anthropic and xAI took 67.3%
3 Apr
VerifiedBloomberg
Periodic Labs in talks at about $7bn, Bloomberg reported; Forbes later cited $7.5bn
25 Mar
UnverifiedBloomberg
Periodic Labs in talks at ~$7B, up from $300M seed at ~$1.3B post-money (Sep 2025)
25 Mar
VerifiedSDxCentral
GTC 2026: Huang says Nvidia needs a lot more copper and optics capacity; Shainer says 'There is nothing better than copper'
19 Mar
VerifiedThe Register
Lightmatter unveils Passage L20 near-package optics engine; sampling due late 2026
11 Mar
UnverifiedLightmatter
OFC 2026: Lightmatter unveils Passage L20 (6.4 Tbps NPO/OBO engine), vClick Optics and 1.6 Tbps-per-fiber record
11 Mar
UnverifiedLightmatter press releases (web)
Lightmatter reports record 1.6 Tbps per fiber; adds Passage L20 and vClick detachable fiber unit
11 Mar
VerifiedBusiness Wire (Xscape Photonics release)
Xscape Photonics raises $37M, taking Series A to $81M; launches eight-wavelength laser
11 Mar
VerifiedBloomberg Law (Bloomberg News)
AMI Labs raises about $1.03bn seed at $3.5bn pre-money to build world models
10 Mar
VerifiedLightwave
LightCounting: Ethernet optical transceiver and CPO sales for AI clusters forecast at $26B in 2026, up 60%
10 Mar
VerifiedBEP Research (Ben Pouladian newsletter)
BEP Research's 'The Quiet Architect' maps the copper-to-optics transition around Marvell
7 Mar
VerifiedBusiness Wire via Eagle-Tribune
Ayar Labs closes $500M Series E at $3.75B valuation
3 Mar
UnverifiedConverge Digest
Ayar Labs raises $500M Series E at $3.75B, led by Neuberger Berman, with Nvidia, AMD, MediaTek
3 Mar
UnverifiedThe Register (web)
Ayar Labs raises $500M Series E to mass-produce CPO chiplets
3 Mar
UnverifiedSherwood News
Nvidia invests $2B each in Lumentum and Coherent, with purchase commitments and capacity rights
2 Mar
UnverifiedBloomberg (via Bloomberg Law)
Nvidia to invest $4B in data-center optics makers Lumentum and Coherent
2 Mar
UnverifiedValueAddVC (aggregated analysis)
Billion-dollar seeds: AMI Labs $1.03B at $3.5B; Ineffable Intelligence $1.1B at $5.1B
1 Mar
VerifiedBloomberg Intelligence
Bloomberg Intelligence Tech Disruptors interviews Lightmatter CEO on lasers, Passage and NPO vs CPO
12 Feb
VerifiedLinkedIn
Foundation Capital's Jaya Gupta argues the neo-lab boom is ending as scarcity premiums fade
5 Feb
VerifiedSDxCentral
Marvell completed its acquisition of Celestial AI on 2 Feb 2026: ~$3.25bn upfront plus a revenue-linked earnout
2 Feb
UnverifiedMarvell (press release)
Marvell completes Celestial AI acquisition: $3.25B upfront plus earnout; $1B annualized revenue target by Q4 FY2029
2 Feb
VerifiedEE Times
Lightmatter and GUC partner on co-packaged optics for AI hyperscalers
28 Jan
UnverifiedLightmatter press releases (web)
Lightmatter partners with GUC to produce CPO for AI hyperscalers; Synopsys and Cadence collaborations
26 Jan
VerifiedTechCrunch
Humans& raised a $480M seed at a $4.48bn valuation (Jan 2026)
20 Jan
UnverifiedTechCrunch
humans& raised a $480M seed at $4.48B valuation, three months after founding, with no product
20 Jan
VerifiedFortune
Thinking Machines co-founders Zoph and Metz and founding member Schoenholz leave for OpenAI
16 Jan
VerifiedSpyglass (M.G. Siegler)
Spyglass estimated OpenAI-alumni companies at about $730bn combined (Jan 2026)
9 Jan
VerifiedCambridge Network (IDTechEx release) / Meticulous Research
CPO market forecasts: Meticulous and IDTechEx see about $20B by 2036; Future Markets expects first hyperscale scale-out CPO in 2026
1 Jan
VerifiedSemiAnalysis
SemiAnalysis CPO deep dive: scale-up is CPO's main driver; scale-out cost savings modest at 3-7%
1 Jan
UnverifiedGazettabyte
Marvell buys Celestial AI for $3.25B (up to $5.5B with earn-outs); meaningful revenue from 2028
2 Dec 2025
UnverifiedMarvell investor relations (web)
Marvell to acquire Celestial AI for $3.25B upfront plus up to $2.25B earnout
2 Dec 2025
UnverifiedBroadcom
Broadcom ships Tomahawk 6-Davisson, third-gen 102.4 Tbps CPO Ethernet switch
8 Oct 2025
VerifiedStorageReview
Broadcom begins sampling Tomahawk 6-Davisson, a 102.4 Tb/s co-packaged optics switch (Oct 2025)
1 Oct 2025
VerifiedDatacenterDynamics
Lightmatter unveils Passage M1000 and L200 photonic interconnects (March 2025)
1 Apr 2025
VerifiedBloomberg
Lightmatter's last disclosed primary round: $400M Series D at $4.4bn (October 2024)
16 Oct 2024
UnverifiedCrunchbase News
Lightmatter's last primary round: $400M Series D at $4.4B, led by T. Rowe Price with Fidelity and GV
16 Oct 2024
UnverifiedBusiness Wire (web)
Lightmatter raises $400M Series D at $4.4B valuation led by T. Rowe Price
16 Oct 2024
VerifiedThe Decoder
French agent startup H lost three of five co-founders months after its $220M seed
1 Sep 2024