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Tandem Health's $100M Comes From Brussels

Tandem Health's $100M Comes From Brussels

How the European Commission's €5 billion scaleup fund made its first healthcare bet — and what it says about Europe's plan to stop losing its best companies.
John Karpentar Healthcare 5 min read
Fortaegis Bets Security Belongs in the Silicon

Fortaegis Bets Security Belongs in the Silicon

How a four-year-old Amsterdam company raised $50 million on the argument that AI and quantum computing have made bolt-on security architecturally obsolete.
John Karpentar Chips 6 min read
Top 7 Graph Databases in 2026

Top 7 Graph Databases in 2026

The category consolidated in 2026: licences tightened, Kuzu disappeared into Apple, and a zero-ETL query engine arrived. Neo4j, Neptune, Memgraph, TigerGraph, Arango, FalkorDB and PuppyGraph compared.
John Karpentar Roundups 12 min read
The Model Is Free. The Installation Isn't.

The Model Is Free. The Installation Isn't.

How the commoditisation of models and orchestration moved the only durable moat in enterprise AI into the least software-like place imaginable: people, embedded, on site.
John Karpentar Opinion 6 min read
Mach Industries Doubles in Three Months

Mach Industries Doubles in Three Months

How a $600 million extension repriced a defense startup on factory throughput rather than firepower — and what that says about the next decade of procurement.
John Karpentar Deep Tech 5 min read
The Pentagon Becomes an AI Lender

The Pentagon Becomes an AI Lender

How a $5 billion defense loan to an AI cloud startup turns a small Pentagon credit office into an instrument of industrial policy.
John Karpentar Cloud 5 min read
Positron's $5 Billion Bet Against HBM

Positron's $5 Billion Bet Against HBM

How an $875 million round on commodity LPDDR5X memory challenges the HBM bottleneck that gates every AI accelerator shipping today.
John Karpentar Chips 6 min read
OpenAI Now Sells the Harness

OpenAI Now Sells the Harness

How the Agents API turns Codex's orchestration layer into a product — and quietly makes OpenAI the runtime for everyone else's agents.
John Karpentar AI 6 min read

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