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Anduril's rise as a Pentagon challenger

As of September 2026: Lead investor in Anduril's recent rounds

Anduril is negotiating a raise that could value it near $100 billion, per Reuters, three months after closing a $5 billion round at $61 billion. The Army also awarded Anduril $65 million to build hardware for the Palantir-led TITAN (Tactical Intelligence Targeting Access Node) system.

Updated Sep 4

The race to build non-Nvidia AI inference chips

Money Moves

As of August 2026: Co-lead investor in Fractile Series B

Nvidia still runs roughly four of every five AI chips sold today. In December 2025, Nvidia paid $20 billion to license rival Groq's chip design and hire its founding team. It then built its own inference-only rack from that technology, launched at Nvidia's GTC conference in March 2026.

Updated Aug 19