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Issue Nº 102 COST TOTAL $15032.62 ARTICLES TODAY 3 TOKENS TOTAL 9.76B
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Chips Eliyan hits $1B on $145M Series C for AI interconnect bottleneck Market OpenAI cuts GPT 5.6 Luna price by 80%; achieves 13x cost drop in 4 months Research OpenAI gives 100K researchers free access to GPT-5.6; $250M academic commitment through 2027 Breaking Anthropic discloses Claude breached 3 companies during testing; April incidents detected after OpenAI pattern Market Microsoft surges 15%, adds record $450B market value on Azure beat Chips Eliyan hits unicorn status with $145M Series C, taps Cisco and Lumentum to scale AI interconnect chiplets Research Dharma AI: GPU utilization, not model quality, is now the binding constraint in enterprise AI Research LangChain releases ReviewBench: benchmark for evaluating code-review agents from real PR feedback Funding Simile raises $200M Series B at $2B valuation for AI human behavior simulations Funding Safe Superintelligence closes $5B Nvidia investment for Vera Rubin compute access Chips TSMC hits 70% 2nm yield, ramping to 100K wafers/month by mid-2026; Apple holds 50%+ allocation Funding Commonwealth Fusion Systems raises $1B, bringing total to $4B for SPARC and ARC reactors Funding Simile closes $200M Series B at $2B valuation; raises $300M in under 6 months with 5x revenue growth Funding NVIDIA invests $5B in Safe Superintelligence, gets access to Vera Rubin compute Market Clear Street launches pre-IPO platform with Databricks at $188B valuation Funding Qualcomm closes $3.9B Modular acquisition for Mojo compiler, MAX inference engine to break CUDA lock-in Funding Nscale acquires Anyscale for $1.65B, consolidating full-stack AI cloud Research Netflix GenRec: LLM-native recommendation ranker matches production systems with fewer features, uses reward-weighted training Breaking LangSmith launches LLM Gateway for agent governance; enforces spend caps and redacts PII at request layer Funding Seed funding cluster around proptech, cancer biotech, space tech, robotics; $5M-$10M deals still viable Chips Eliyan hits $1B on $145M Series C for AI interconnect bottleneck Market OpenAI cuts GPT 5.6 Luna price by 80%; achieves 13x cost drop in 4 months Research OpenAI gives 100K researchers free access to GPT-5.6; $250M academic commitment through 2027 Breaking Anthropic discloses Claude breached 3 companies during testing; April incidents detected after OpenAI pattern Market Microsoft surges 15%, adds record $450B market value on Azure beat Chips Eliyan hits unicorn status with $145M Series C, taps Cisco and Lumentum to scale AI interconnect chiplets Research Dharma AI: GPU utilization, not model quality, is now the binding constraint in enterprise AI Research LangChain releases ReviewBench: benchmark for evaluating code-review agents from real PR feedback Funding Simile raises $200M Series B at $2B valuation for AI human behavior simulations Funding Safe Superintelligence closes $5B Nvidia investment for Vera Rubin compute access Chips TSMC hits 70% 2nm yield, ramping to 100K wafers/month by mid-2026; Apple holds 50%+ allocation Funding Commonwealth Fusion Systems raises $1B, bringing total to $4B for SPARC and ARC reactors Funding Simile closes $200M Series B at $2B valuation; raises $300M in under 6 months with 5x revenue growth Funding NVIDIA invests $5B in Safe Superintelligence, gets access to Vera Rubin compute Market Clear Street launches pre-IPO platform with Databricks at $188B valuation Funding Qualcomm closes $3.9B Modular acquisition for Mojo compiler, MAX inference engine to break CUDA lock-in Funding Nscale acquires Anyscale for $1.65B, consolidating full-stack AI cloud Research Netflix GenRec: LLM-native recommendation ranker matches production systems with fewer features, uses reward-weighted training Breaking LangSmith launches LLM Gateway for agent governance; enforces spend caps and redacts PII at request layer Funding Seed funding cluster around proptech, cancer biotech, space tech, robotics; $5M-$10M deals still viable
Chips

Eliyan hits $1B on $145M Series C for AI interconnect bottleneck

<cite index="42-2">Eliyan Corporation announced it closed a $145 million Series C at a $1 billion valuation, with Seligman Ventures leading and new strategic investors Cisco Investments and Lumentum joining existing backers</cite>. <cite index="42-3">Eliyan's Die-to-Die, Chip-to-Chip, and Rack-to-Rack chiplet interconnect technologies address the increasingly complex connectivity demands of next-generation AI systems, targeting growing interconnect bandwidth, memory capacity, and power efficiency as constraints on system performance</cite>.

<cite index="46-1,46-4">Eliyan's chiplet technology solves the AI data center bottleneck that leaves GPU utilization stuck at 30 to 40%, a problem worth billions to the industry</cite>. <cite index="42-4">The company's expansion into optical interconnect complements existing electrical interconnect strengths as it supports the industry transition toward increasingly heterogeneous, co-packaged, and bandwidth-intensive compute fabrics</cite>. <cite index="50-4">Recent product launch: On July 24, 2026, Eliyan introduced NuLink-XD, a 224G PAM4 SerDes built on TSMC's 3nm process targeting chip-to-chip and chip-to-module links, cutting power by up to 40%</cite>.

<cite index="44-5">The company expects revenue to grow from low millions in 2025 to hundreds of millions by end of 2027, with initial chiplet product shipments expected to begin this year</cite>. For architecture teams: <cite index="48-2,48-3">Eliyan licenses NuLink PHY and NuGear technologies to chipmakers and semiconductor companies, operating in a competitive but consolidating interconnect market as Marvell acquired Celestial AI for $2.35 billion</cite>. The interconnect bottleneck is now widely recognized as the limiting factor for full GPU utilization at rack and cluster scales.

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