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Primary rounds, IPO updates, fundamentals, major product updates and contracts.

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Anduril logo
Anduril
Product Updates

Anduril's Arsenal-1 Ohio Weapons Manufacturing Plant Goes Live

Anduril's Arsenal-1 manufacturing facility in Ohio is set to go live within weeks, with founder Palmer Luckey providing an exclusive look inside the plant. The facility represents a major step in scaling autonomous weapons production.

Source: Axios

Databricks logo
Databricks
Contracts

Accenture and Databricks Launch Joint Venture to Scale Enterprise AI

Accenture and Databricks have formed a joint business venture aimed at accelerating enterprise adoption of AI applications and agents at scale. The partnership targets scalable AI solutions for large organizations.

Source: Yahoo Finance

Perplexity logo
Perplexity
Product Updates

Perplexity Computer Tested on iPad Browser

MacStories reviewed Perplexity's computer-use capabilities alongside a new iPad browser, offering an early look at the product's functionality and user experience.

Source: MacStories

Neuralink logo
Neuralink
Product Metrics

First Neuralink Patient Shares One-Year Experience with Brain Chip

Noland Arbaugh, the world's first Neuralink implant recipient, publicly discussed his experience living with the brain chip for over a year and is set to keynote the Robotics Summit. His ongoing story provides real-world validation of the Telepathy device.

Source: KXAN Austin

Anthropic logo
Anthropic
Contracts

OpenAI Wins Pentagon Contract After Anthropic Ouster

OpenAI signed a new deal with AWS to supply AI to US government employees, including classified Pentagon work, after the agency dropped Anthropic as its AI provider. The contract covers both classified and unclassified government use cases.

Source: theinformation

Anduril logo
Anduril
Contracts

Anduril Wins $20B U.S. Army Counter-Drone Contract

The U.S. Army awarded Anduril a counter-drone (C-UAS) contract vehicle worth up to $20 billion, marking one of the largest such deals in history. The contract positions Anduril as a key Army supplier for autonomous counter-drone systems.

Source: Breaking Defense

Neuralink logo
Neuralink
Product Metrics

Neuralink's First Patient Shares One-Year Experience with Brain Chip

Noland Arbaugh, the world's first Neuralink implant recipient, reflects on living with the brain-computer interface for over a year, including a keynote appearance at the Robotics Summit. His ongoing public presence highlights real-world outcomes of the Telepathy device.

Source: KXAN Austin

Lambda logo
Lambda
Product UpdatesContracts

Lambda is an early NVIDIA Vera CPU launch partner

Lambda is announcing the expansion of our AI factories to include NVIDIA Vera CPUs to power the software environments behind reinforcement learning and agentic AI, new Lambda Bare Metal Instances on NVIDIA Vera Rubin NVL72 Superclusters, a production-scale NVIDIA GB300 NVL72 Supercluster with NVIDIA Quantum-X Photonics, and our role as an early NVIDIA BlueField-4 STX adopter.

Source: Lambda

Lovable logo
Lovable

Lovable crossed $400 million in annualized revenue in February

Lovable crossed $400M ARR in February 2026 — and they added $100M of that in a single month, with just 146 employees.

Source: TechCrunch

Loft Orbital logo
Loft Orbital
Product Updates

Loft Orbital to Launch AI-Powered Satellites in Fall 2026

Startup Loft Orbital is preparing to launch AI-powered satellites in fall 2026, marking a significant step in its mission to deliver intelligent on-orbit capabilities.

Source: Forbes

Saronic logo
Saronic
Fundamentals

Saronic hit $200M in revenue in 2025

Saronic hit $200M in revenue in 2025, up 1,500% YoY from $12.5M in 2024.

Source: Sacra

OpenAI logo
OpenAI
Fundamentals

OpenAI hit $25B in annualized revenue in February 2026

Sacra estimates that OpenAI hit $25B in annualized revenue in February 2026, up from $20B at the end of 2025

Source: Sacra

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