Where Capital, Technology & Intelligence Converge.

Aeluma has signed a letter of intent with the U.S. Department of Commerce for up to $30 million to support development and commercialization of photonics for AI and advanced computing. The announcement underscores the growing importance of optical interconnects and photonic components as data-center operators confront bandwidth, power and scaling constraints.

Fluence Energy has revised its fiscal 2026 revenue guidance to approximately $2.4 billion from a prior midpoint of roughly $3.0 billion. The reduction is an important signal for investors in energy storage and AI-related power infrastructure because demand growth does not eliminate project timing, execution, permitting and customer-financing risks.

SK Hynix is reportedly exploring options for producing memory in the United States with Intel, including a potential lease at Intel’s Ohio semiconductor complex or a broader joint venture. The discussions remain preliminary, but they illustrate how AI infrastructure demand is pulling high-bandwidth memory supply chains closer to U.S. data-center and advanced-manufacturing policy objectives.

The U.S. Securities and Exchange Commission has issued a temporary, conditional innovation exemption allowing qualified tokenized securities venues to trade certain tokenized National Market System stocks on permissioned blockchain infrastructure. The decision gives financial institutions a defined, though limited, framework for testing on-chain equity trading while leaving substantial questions around liquidity, market structure, custody and issuer participation.