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Stories

The race to build non-Nvidia AI inference chips

Co-lead investor in Fractile Series B

Nvidia still runs roughly four of every five AI chips sold today. In December 2025, Nvidia paid $20 billion to license rival Groq's chip design and hire its founding team. It then built its own inference-only rack from that technology, launched at Nvidia's GTC conference in March 2026.

Updated 2 days ago

Anduril's rise as a Pentagon challenger

Money Moves

Lead investor in Anduril's recent rounds

Anduril Industries closed a $5 billion Series H round in May 2026, doubling its valuation to $61 billion in under a year. The raise caps a busy spring: a $20 billion Army contract in March, Arsenal-1's ahead-of-schedule launch, and a lead role in the Pentagon's $185 billion Golden Dome interceptor program.

Updated May 29