Physical AI
September 2026 Physical AI Market Report: Figure's $3.5B Nscale compute deal, Unitree's STAR IPO filing, Apptronik's $935M+ Series A, Atlas 2026 allocations, and AMR forecasts with sources.
AI
Every team at Imola runs the same computer: one NVIDIA RTX 6000 Ada and one sixteen-core AMD EPYC. What separates them is the software, and software is what closed the gap to a human driver from three and a half minutes to six tenths of a second.
AI
Everything you need to understand GDDR7 in 2026: JEDEC JESD239 PAM3 signaling, up to 192 GB/s per device, Micron and Samsung shipping speeds, how RTX 50 and Rubin CPX use it, and why board-level GDDR is not a substitute for HBM on an interposer.
Every team at Imola runs the same computer: one NVIDIA RTX 6000 Ada and one sixteen-core AMD EPYC. What separates them is the software, and software is what closed the gap to a human driver from three and a half minutes to six tenths of a second.
Everything you need to understand entanglement-based networking in 2026: the physics, the hardware, the national programs, the companies, the honest limitations, and a realistic timeline.
A full review of Nevermined: the agentic payments platform, the Visa and x402 integration, the pricing, the crowded protocol war it is fighting, and the honest risks.
A full review of Partly: the Interpreter model, the business, the $50 million Series B, the incumbents it is up against, and the honest risks.
Key Takeaways The quantum technology sector is currently moving from fundamental research to industrial-grade infrastructure, creating new opportunities for long-term investment. This shift demands a focus on technical capability and roadmap stability rather than near-term profitability. * Quantum hardware companies are balancing prototype exploration with scalable fab integration.
Key Takeaways As the frontier of science intersects with industrial-scale deployment, capital flows are shifting toward assets with tangible, physical utility and defended intellectual property. This guide outlines how market actors are navigating the current climate to secure long-term value despite broad economic uncertainty. * Sovereign funds are now
Inside Deep Tech covers the breakthroughs shaping tomorrow with quantum computing, AI, and the frontier technologies redefining what's possible.
Everything you need to understand PCIe 6.0 in 2026: 64 GT/s PAM4, 256 GB/s x16, FLIT mode, FEC/CRC, L0p power, how it differs from NVLink and NVLink-C2C, where Blackwell still uses Gen6 for NICs and host attach, and why PCIe is not the GPU-to-GPU fabric.
Everything you need to understand silicon photonics in 2026: SOI waveguides, Mach-Zehnder and micro-ring modulators, Ge detectors, laser integration, foundries (GF Fotonix, TSMC COUPE, Intel), optical I/O vs CPO vs pluggables, and an honest timeline for GPU-package light.
In 2019 the estimate was 20 million noisy qubits and eight hours. In 2025 the same author, assuming the same hardware, put it under a million qubits and under a week. Nothing was built in between.
Everything you need to understand how AI GPUs talk in 2026: why NVLink is scale-up and InfiniBand is scale-out, where Ultra Ethernet and UALink fit, and why treating them as substitutes is the expensive mistake.
Everything you need to understand hybrid bonding in 2026: why microbumps ran out of pitch, how Cu-Cu bonding works, TSMC SoIC vs Intel Foveros Direct, face-to-face density, and why 3D stacking is now a volume technology.
Unitree listed on 19 August and its filing is the first audited view of humanoid robot economics. Research and education took 73,60% of humanoid revenue in the first nine months of 2025. Industrial application took 9,01%, and between half and seven tenths of that is corporate guided tours.
The five most active investors in each of the four frontier markets, ranked on published fund size. Quantum has three dedicated funds in its top five. Robotics has none.
Everything you need to understand 800 VDC in 2026: why 48/54 V bus bars run out of copper at 100–120 kW, NVIDIA’s Kyber architecture, facility MV-to-rack conversion versus 415/480 VAC, who actually ships, and why this is a 2027 hall not a 2026 BOM.
Everything you need to understand High-NA EUV in 2026: 0.55 vs 0.33 NA, anamorphic 4×/8× optics, 8 nm vs 13 nm, EXE:5000/5200B, Intel’s 18A beachhead, TSMC’s Low-NA bet, and why most chips still print on 0.33.
Everything you need to understand SiC and GaN in 2026 AI racks: why silicon MOSFETs stall above 100 kW, where wide-bandgap switches sit in PSUs, bus converters, hot-swap and UPS, Infineon/Wolfspeed/Navitas/EPC/ST, and why 800 VDC is a 2027 architecture not a 2026 hall.
Everything you need to understand backside power in 2026: why front-side grids ran out of room at GAAFET pitches, how BSPDN (buried rails, nano-TSVs, backside metal) works, Intel PowerVia vs TSMC Super Power Rail vs Samsung SF2Z, and what ships versus slides.
Everything you need to understand glass core substrates in 2026: why ABF organic cores warp as CoWoS packages grow, what a through-glass via is, Intel’s EMIB-on-glass demos versus Absolics samples, and why this is not CoWoS.
