Company
Intel Capital is Intel Corporation's venture capital arm, investing in startups across semiconductors, AI, cloud, and other technology sectors.
Mueon, a startup founded by former Intel engineers, raised a $65 million Series A led by Maverick Silicon for its stacked Cubelet server. The up-to-10x power and cost figure is the company's own claim.
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CScale emerged from stealth with $188 million, backed by Nvidia and Intel Capital, to build optical links for AI clusters spanning dozens of racks. Its pitch is that compute keeps running when a laser fails, though it has not said how.
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Cognex is paying about $500 million in cash for the depth-camera business Intel spun out 14 months ago, against a 2026 revenue range the buyer projected, and adding $56.5 million on top to keep the engineers.
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Cognex is putting up around $600 million for RealSense, a business expecting $80 million to $90 million of sales this year, with $106.5 million of the price set aside as retention and stock for 180 employees. The deal should close in the fourth quarter.
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The Intel spinout is selling 14 months after a round valued it at $102 million, and Intel's retained fifth turns into roughly $100 million of Cognex's balance-sheet cash. RealSense guides to $80 million to $90 million of 2026 revenue.
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The $130 million round is all primary equity at an estimated $1 billion valuation, so roughly 13 percent of the company changed hands, and the recurring revenue it is priced against is described only as tens of millions of dollars.
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The Tel Aviv company says AI data centre schedules are part of what is driving demand, and that contractors are signing multiyear deals covering whole portfolios of projects.
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The company's own number is SRAM as dense as 2nm or 3nm logic with no extreme ultraviolet lithography, and what publicly backs it is two years of mini-fab runs inside a GlobalFoundries plant in Singapore.
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Kepler Computing has $468mn, up to $245mn committed by the US Commerce Department, and mini fabs running inside GlobalFoundries, which is more than most memory startups get and still short of anything a buyer can schedule against.
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The Linux Foundation now hosts TRACE, a format for evidence of what an AI agent actually did. The package that produces those records still ships as a developer preview.
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TrueForge is billed as an alternative to Claude Managed Agents, with an estimated 50 percent cut in agent operating cost. The source article supplies no methodology for that number.
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A DST Global-led Series B quadruples the company's valuation since January. The interesting part is what the money is for: compute contracts that decide who is still shipping at renewal.
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