AI infrastructure, Semiconductors, and American Manufacturing$1.4T Investment from UAE to the USOn March 21, 2025, UAE officials committed to a 10-year, $1.4 trillion investment framework in the US. This framework aims to “substantially increase the...
Deal Sharing: Q5D Technologies Note: This is to share the deal flow that has been pre-screened by us and is intended for professional investors to evaluate, not to solicit any investment. We assist with co-investing through a Special Purpose Vehicle...
Industry Snapshot: Semiconductor - Where is the Strongest GrowthSemiconductors are the infrastructure of all digital infrastructure. Geopolitical tensions and data security concerns have encouraged many nations to shift to domestic or nearshoring pro...
Industry Snapshot: Semiconductor - Where is the Strongest GrowthSemiconductors are the infrastructure of all digital infrastructure. Geopolitical tensions and data security concerns have encouraged many nations to shift to domestic or nearshoring pro...
GL Signal Updates in 1 MinTakeaways: The AI arms race is one of the strongest growth drivers for green tech. Grid tech, nuclear fusion, small modular nuclear reactors, geothermal developers, and all pursuits to level up AI computing energy effic...
GL Signal Updates in 1 MinContinuing from our last week’s update: “Chinese AI startup DeepSeek has become the talk of the town and triggered a significant sell-off in global chip stocks, as investors reassess the future of AI technology and its...
GL Signals - Notable News to Catch Up in 5 Minutes + Enventure WayEnventure WayJessie has joined Enventure to combine our support for deep tech ventures with the Enventure way.Enventure is a VC/PE team with backgrounds from IBM, Deloitte, NASA, MIT S...
GL Signals - Notable News, Stories, and Analysis to Catch Up in 5 MinutesBiden announces a plan to supercharge American AI — with strings attached (Latitude Media)In his final days in office, President Joe Biden is laying the groundwork for an unprec...
2025 is here! We’re sharing a summary of notable trends from the year 2024, drawn from a data review by our data and media partners and aligned with our investment thesis. These validate our market views in 2024 and tell us what to watch in 2025.Crun...
All posts so far from our emerging AI infrastructure thesis-based series are here:AI Infrastructure Thesis-Based Deal Tracking Tracking AI Data Center Cooling CompaniesEnergy and Sustainability for AI InfrastructureNotable Trends in Next-Generat...
