AI infra, dev tooling & capex/robotics/chips heating (Firmus $505M $5.5B Aus/SG, Mistral $830M GPUs Paris, Nvidia Korea/Together $7.5B/Slurm acq/Groq $20B/$2B recent, Eclipse $1.3B physical AI fund, MatX $500M chips, OpenAI Stargate $30B geo-risks/$1T physical data, Unitree IPO, Coder $90M)
Firmus $505M Ser G $5.5B Nvidia/Coatue Aus/SG AI DCs; Mistral $830M debt GPUs; Nvidia Korea/Together/Slurm/Groq $20B/$2B acqs AI empire; Eclipse $1.3B physical AI fund (Arc/Wayve); MatX $500M Jane Street chips; MSFT Japan $10B; Unitree $610M/Wearable €5M; Coder $90M KKR; OpenAI Stargate Iran threats; $1T physical data problem; D-Matrix/Rebellions/Kandou; China robotics; $1T DC bottlenecks.
Sources (20)
Updated Apr 8, 2026