NYC’s Q2 leaderboard: AI took 8 of the 9 biggest venture rounds
What Changed and Why It Matters NYC’s biggest Q2 checks went to AI—or to companies where AI is the core lever. The pattern is clear: capital is concentrating in model…
AI’s new fuel is debt: Nscale’s $900M bet on global compute
What Changed and Why It Matters AI infrastructure is shifting from equity-first to debt-backed. Nscale, a U.K.-based AI infrastructure startup backed by Nvidia, secured a $900 million revolving credit facility…
Why Founders Are Betting on Custom Chips to Finally Make AI Cheap
What Changed and Why It Matters Founders are moving from chasing bigger models to squeezing cost out of inference. The signal: custom silicon is back—this time purpose-built for AI workloads.…