AboutPrivatePublicPodcastNewsletter
AboutPrivatePublicPodcastNewsletter
AboutPrivatePublicThoughtsThoughts
AboutPrivatePublicPodcastNews

THE NEWSFEED

Company
News
Date
Source
Marvell
Nvidia took strategic stake; stock jumped 6.9%
April 20, 2026
IndexBox / Yahoo Finance
Cerebras
Filed for IPO; $510M revenue; $20B OpenAI chip deal
April 18, 2026
TechCrunch
TSMC
Record Q1: revenue $35.9B; guided 30%+ full-year growth
April 16, 2026
TSMC IR (SEC Filing)
Broadcom
Signed long-term AI chip deals with Google and Anthropic
April 6, 2026
Morningstar
d-Matrix
Acquired GigaIO data center business for rack-scale inference
April 2, 2026
PRNewswire
Cognichip
Raised $60M Series A; Intel CEO joining board
April 2, 2026
TechCrunch
Rebellions
Raised $400M pre-IPO at $2.34B valuation
March 30, 2026
TechCrunch
Arm
Launched first self-designed data center chip on TSMC 3nm
March 24, 2026
Bitget News
Ayar Labs
Raised $500M Series E to scale co-packaged optical interconnects
March 3, 2026
The Register
Primary is a seed-stage venture firm that backs founders building at the infrastructure layer before the market catches up. $1.6B AUM, 60+ person operating team, concentrated bets. Portfolio includes Etched, The Biological Computing Company, and Atero (acquired by Crusoe).
BUILDING IN COMPUTE?
‍GET IN TOUCH→
SEE Public LIST
SEE PUBLIC LIST
SEE PRIVATE LIST
SEE PUBLIC LIST
See all Thoughts
See all Thoughts