Inside MENA’s hard-tech funding wave for chips, AI, and compute
What Changed and Why It Matters MENA capital is tilting from pure software to hard tech. Chips, compute, and AI infrastructure are now in scope. Two forces triggered the shift.…
Inside MatX’s $500M bet to chip away at Nvidia’s AI GPU moat
What Changed and Why It Matters MatX just raised $500 million to build AI chips aimed at large language models. Multiple outlets positioned it as a direct Nvidia challenger. “Nvidia…
OpenAI’s first Cerebras-powered model hints at a post‑Nvidia play
What Changed and Why It Matters OpenAI launched GPT‑5.3‑Codex‑Spark, a coding model that runs on Cerebras chips. It’s the company’s first production model to operate on non‑Nvidia silicon. The change…