The CODEW @tcodew
The CODEW is an independent technology publication that delivers insights into the digital economy, covering major developments across Tech M&A and tech space. thecodew.com Joined January 2009-
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🔒 Enterprise Cyber 2026: How the defense stack is evolving: • Zero Trust: Continuous posture verification • Identity: Managing non-human & AI agent credentials • SASE: Unified cloud-native security & SD-WAN • Agentic SOC: thecodew.com/2026/07/enterp…
📊 IPO WATCH: The SPAC pipeline expands as 3 sector-focused firms seek a combined $500M. Key target sectors: ⚡ Artificial Intelligence & Compute ⚛️ Quantum Computing & Deep Tech 🛸 Aerospace & Defense Autonomy Full capital markets breakdown on @tcodew 👇 thecodew.com/2026/07/spac-i…
🚀 New Venture Funds Alert: B Capital & Inflexor Ventures launch new vehicles targeting AI & Deep Tech• B Capital Ascent Fund III: Closes oversubscribed at $500M (Seed–Series B) • Inflexor Fund III: Reaches ₹400 Cr first close for Indian deep-tech 👇 thecodew.com/2026/07/b-capi…
⚠️ Fitch Ratings warns an AI market correction • Tech hyperscalers issuing $182B+ in corporate debt • 2026 capex projected at $700B (+75%) • S&P 500 CAPE ratios hit dotcom levels • IT spending accounted for 1.4% of Q1 US GDP growth thecodew.com/2026/07/fitch-…
⚡ Today Tech News: 1️⃣ @latticesemi closes $1.65B acquisition of AMI to control data center firmware for AI. 2️⃣ Atoms (Travis Kalanick) raises $1.7B 3️⃣ Quantum Systems hits $8B valuation on $1.2B Series D for defense autonomy. 4️⃣ Joulent scores $1.75B thecodew.com/2026/07/term-s…
Google's Gemini roadmap just shifted: ✅ Gemini 3.6 Flash ships — cheaper, faster, knowledge cutoff moved to March 2026 🔒 Gemini 3.5 Flash Cyber launches ⏳ Gemini 3.5 Pro — still delayed 🚀 Gemini 4 pretraining already underway Full story: thecodew.com/2026/07/google…
⚡ TODAY'S TECH BRIEFING (July 28, 2026): Nvidia’s $500B data center plays, SSI mega-investment, Oracle’s AI-native app builder & sovereign cloud expansion. Full enterprise tech recap 🧵👇 thecodew.com/2026/07/daily-…
From $0 to $200M ARR in just 7 quarters. 🚀Bret Taylor and Clay Bavor have quietly built Sierra AI into a $15.8B enterprise powerhouse — powering 40% of the Fortune 50. Read more about Sierra’s "Agent OS" : 🔗 thecodew.com/2026/07/sierra… #EnterpriseAI #ArtificialIntelligence
Today in tech: 👇 💼 Salesforce's $3.6B bid for Fin to fuel Agentforce 🔒 Critical ServiceNow RCE flaw under active exploitation 📊 NetApp acquires DataPelago for GPU-accelerated analytics 🚗 Waymo plans to go independent of Uber in Austin & Atlanta thecodew.com/2026/07/daily-…
AI's competitive edge is shifting from models to infrastructure. Silicon (AMD's new MI400 accelerators + EPYC chips) meets sovereignty (export controls, AI governance) as enterprises redesign for autonomous agents at scale. 🔗 thecodew.com/2026/07/ai-inf…
🚨 Startup Funding Watch (7/27): Travis Kalanick's Atoms raises $1.7B for physical AI/industrial automation. Etched hits a $10.3B valuation on its inference chips. Ant International closes $1.2B. Glow debuts as a new AI-security unicorn at $1.2B. thecodew.com/2026/07/startu…
🚨 Today's Tech Briefing (7/27): SAP officially closes its Dremio acquisition. Microsoft bakes AI into every M365 license. Plus: JPMorgan now pegs global AI infrastructure spend at $5.5T through 2030. 🧵 Full breakdown → thecodew.com/2026/07/daily-…
🚨 This week's biggest tech stories are here! 🤖 AI spending 🧠 Custom chips ☁️ AI infrastructure 💰 Startup funding 🔒 Cybersecurity Catch up in just a few minutes 👇 🔗 thecodew.com/2026/07/weekly… #AI #TechNews #Semiconductors
The AI infrastructure race isn't just about GPUs anymore. Fluidstack is emerging as one of the fastest-growing neocloud companies, backed by an $830M Series A and major AI infrastructure projects. Our latest analysis explains why. 🔗 thecodew.com/2026/07/fluids…
Neo just raised $100M to secure enterprise AI. This isn't just another funding round—it's a signal that AI security is becoming one of the hottest investment categories in tech. Our deep dive explains why. 🔗 thecodew.com/2026/07/why-ne… #AI #Cybersecurity #StartupFunding
The AI race has officially moved past the model layer. It’s no longer just about who has the smartest chatbot. Discover why AI infrastructure is the new M&A battleground: 🔗 thecodew.com/2026/07/how-ai… #ArtificialIntelligence #CloudComputing
Tempus AI is acquiring Personalis for ~$1.7B — one of 2026's biggest AI healthcare deals. The move pairs Tempus's clinical AI platform with Personalis's genomic sequencing tech, doubling down on data as the real moat in precision medicine. thecodew.com/2026/07/tempus…
Sierra (Bret Taylor's AI agent company) just acquired Takeoff — a 14-month-old startup that hit ~$10M ARR with a 3-person team building "long-horizon" AI agents. Combined tech will launch under a new platform: Horizon. thecodew.com/2026/07/sierra…
IBM is acquiring HRL Laboratories — the Boeing/GM-owned lab behind electron spin qubits — adding a second core hardware bet alongside its superconducting quantum program. Deal expected to close by Q3 2026. 🧵 thecodew.com/2026/07/ibm-ac…
STMicroelectronics expects AI revenue to top $1B in 2026 — and more than double to $2B+ in 2027 — even after issuing weaker-than-expected quarterly guidance. AI is proving to be the semiconductor industry's structural growth story. thecodew.com/2026/07/stmicr…
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