Startups
Reed Semiconductor Raised $100 Million to Keep AI Servers From Browning Out
Reed Semiconductor's $100 million round says the AI boom is now financing power delivery. Annoying, essential, and far more strategic than it sounds.
Startups
viz42 Turns Messy Specs Into Narrated Diagrams, Which Is the Better Pitch
viz42 turns messy specs, notes, files, and data into editable diagrams, dashboards, charts, maps, and narrated architecture walkthroughs.
AI
vivo X Fold6 Stuffed a 7,000mAh Battery Into a Foldable and Called It Productivity
vivo's June 26 X Fold6 packs a 7,000mAh battery, Zeiss cameras, and big-screen multitasking into one foldable. Excessive? Absolutely. Tempting? Also yes.
Boston Tech
Moderna Put CAR-T in a Vial, and Cambridge Called It a Platform
Cambridge-based Moderna unveiled mRNA-6007, an in vivo CAR-T bet on lupus and related autoimmune disease that could make cell therapy less bespoke.
Deep Dive
Deep Dive: Microsoft’s AI Strategy Has Azure, Copilot, OpenAI, and One Giant Bill
Microsoft remains an AI leader, but OpenAI tensions, huge capex, Copilot pressure, and investor doubt are reshaping its 2026 AI strategy.
AI
NVIDIA Gave Humanoid Robots a Safety Stack. Now the Real Auditions Start.
NVIDIA’s June 22 Halos launch turns robot safety into a product category. Sensible, overdue, and a reminder that the demo was never the hard part.
AI
OpenAI May Delay Its IPO, Because the GPU Mortgage Got a Margin Call
OpenAI may delay its IPO until 2027 as tech stocks wobble, SpaceX cools, and investors question the true cost of the AI boom.
Enterprise Tech
Micron Earnings Turned Memory Chips Into Legal Tender for the AI Panic
Micron earnings exploded on AI memory demand, with $41.46B revenue, huge margins, and a $50B Q4 guide. The chip cycle has entered gobsmacked finance mode.
Startups
Taktile Raised $110 Million So Banks Can Let AI Touch the Scary Buttons
Taktile raised $110 million to automate high-stakes banking and insurance decisions. The pitch is serious, the controls matter, and the weirdness tax is real.
Boston Tech
Boston Dynamics Is Building a Bigger Waltham Robot Lair
Boston Dynamics will invest $100 million in a new Waltham robotics and AI center, adding 1,250 jobs by 2033 in a serious Massachusetts flex.
OpenAI
OpenAI and Broadcom Built Jalapeño to Make Inference Spicy and NVIDIA Nervous
OpenAI and Broadcom unveiled Jalapeño, a custom LLM inference chip aimed at lower-cost AI. The timing makes the NVIDIA moat story extra awkward.
Startups
Seltz Raised $12.5 Million to Build Search for Agents, Not Clicks
Seltz thinks AI agents need their own search engine, not another pile of blue links. Annoyingly enough, that may be one of the cleaner seed pitches of the month.