Notes from the studio
Writing from Amaete Venture Studios on deep tech, building companies and the work itself.

AI Makes Memory Expensive. Chips Break Records. Wall Street Goes on a Mood Swing.
HBM prices hit the roof. Automakers get their chips back but pay more. Europe finally wakes up. And the global supply chain is a rollercoaster you wish you could get off for just one quarter.

AI Chips Hit a Wall. Quantum Jumps the Fence. Investors Ask “Is It Halloween Or Just A Tech Bubble?”
Semiconductor sales break records, but Wall Street loses its mind. AI spending surges, quantum computing lands new contracts, and startups pull off billion-dollar pivots in their pajamas.

Substrate Crashes the Chip Party, Quantum Gets Spooky, AI Eats Venture Cash, and Factories Go Beast Mode!
As Substrate vows to topple ASML’s lithography crown and raise $100 million, Google’s quantum hardware gets real, crusoe’s eco-data centers print money, and AI/semiconductor rivals scramble to keep up

Quantum Chips Do Yoga, AI Buys the Internet, and Everyone’s Rich, Except You
A week stuffed with billion‑dollar bets, 13,000× faster computers, and robots so smart they’re unionizing. Let’s decode what just happened before the next headline hits.

AI Money Tsunami, Quantum Shocks, Chip Frenzy: Who’s Winning Tech’s Epic Race This Week?
Billions flood into payroll robots, quantum breakthroughs grab national deals, and 100 million chips drive a manufacturing boom, here’s the data behind tech’s new era.

$26 Billion Just Changed Tech Forever: The Quantum-AI Revolution Nobody Saw Coming!
AI funding shattered records with a $2B round; quantum computing patents hit new highs, and semiconductor sales are tracking toward a $700.9B global milestone.

Blueprints of Tomorrow: How AI, Quantum, and Chips Are Rewriting the Rules This Week
AI startups hit $4.7B in fresh funding, while quantum hardware patents jumped 38%—here’s how the race for deep tech dominance unfolded this week.

OpenAI Unleashes Trillion-Dollar AI Arms Race; IonQ, Spain, and “Living AI” Rewrite Deep Tech’s Map
The floodgates opened on AI scale, OpenAI announced plans for up to $1 trillion in global data center infrastructure, locking in $22.4B…

Quantum Gets Presidential Backing, Custom AI Chips Launch, and Mini-Microscopes Advance Medicine
The White House preps executive actions to secure quantum tech, OpenAI unveils custom Broadcom chips, and UC Davis debuts DeepInMiniscope for high-res brain imaging.

Quantum Raises, AI Law Shocks, and Chips Stand Tall as China Probes U.S. Tech
PsiQuantum raises $1B, Mistral AI banks €1.7B, a landmark California AI bill tests the industry, and China’s semiconductor investigations shake global supply lines.

Quantum deals, AI layoffs, and $600 billion chips: the week that rerouted the future
Europe’s deep tech won €1.2B, Salesforce cut 4,000 jobs by scaling AI, and America’s chip investments now top $630 billion, setting new industry records.