{"version":"1.0","type":"card","id":"e5266766-3268-44e4-8d6c-12c526095eca","url":"https://stacklist.com/card/e5266766-3268-44e4-8d6c-12c526095eca","title":"Signals Served — Week of May 12 – May 18, 2026","source_url":"https://www.thevcconcierge.com/insights/signals-served-011","note":"Signals Served Issue 011 highlights significant funding rounds for companies like Anduril, Helsing, and Cerebras, focusing on the physical layer of AI. This week’s insights provide an overview of the latest trends and investments in the tech industry.","image":{"url":"https://ucarecdn.com/c2c41ce3-d0ea-4dee-9cd5-0ccb18ec3147/","alt":"Signals Served — Week of May 12 – May 18, 2026","width":1200,"height":630},"stack":{"id":"4e9a6b47-d2ca-4b21-8344-f70c4f000e5e","title":"Signals Served #011 — The Atoms Get Their Round","url":"https://stacklist.com/c/finance/stack/4e9a6b47-d2ca-4b21-8344-f70c4f000e5e"},"created_at":"2026-05-26T23:58:45.374Z","updated_at":null,"aco":{"summary":"The VC Concierge Issue #011 analyzes a pivotal week where the largest venture rounds shifted from software and AI model labs to physical infrastructure — defense hardware, robotics, inference silicon, geothermal energy, and orbital compute. Key signals include Anduril's record $5B Series H, Microsoft's $100B+ OpenAI infrastructure spend, and Fervo Energy's geothermal IPO, illustrating that capital is now pricing the physical dependency layer AI runs on.","tags":["venture-capital","defense-tech","ai-infrastructure","fundraising","ipo","hardware","deep-tech"],"key_entities":[{"name":"Anduril","type":"organization","confidence":0.99},{"name":"Microsoft","type":"organization","confidence":0.99},{"name":"OpenAI","type":"organization","confidence":0.98},{"name":"Helsing","type":"organization","confidence":0.95},{"name":"Mind Robotics","type":"organization","confidence":0.9},{"name":"Fractile","type":"organization","confidence":0.9},{"name":"Cerebras","type":"organization","confidence":0.95},{"name":"Fervo Energy","type":"organization","confidence":0.95},{"name":"Cowboy Space","type":"organization","confidence":0.88},{"name":"Rivian","type":"organization","confidence":0.85},{"name":"GM","type":"organization","confidence":0.8},{"name":"defense-tech venture capital","type":"concept","confidence":0.95},{"name":"AI infrastructure capitalization","type":"concept","confidence":0.93},{"name":"dual-use technology","type":"concept","confidence":0.9},{"name":"Anduril Series H","type":"event","confidence":0.98},{"name":"Fervo Energy IPO","type":"event","confidence":0.93},{"name":"Cerebras IPO","type":"event","confidence":0.9}],"classification":"analysis","language":"en","confidence":0.85,"provenance":{"model":"claude-opus-4-6","tool":"@stacklist/mcp-server@2.0.0","confidence":0.85,"timestamp":"2026-05-26T23:58:55.796Z"},"token_counts":{"approximate":5949,"cl100k":4786},"content_hash":"sha256:03d10376c2e8066309b8a89ebfe1d3fa969a030de2b4a020dd2a2fe2e7b580e6","acp_version":"0.2","body_available":true,"body_tokens":5949,"visibility":"public","agent_accessible":true,"status":"final"},"_links":{"self":"/api/public/card/e5266766-3268-44e4-8d6c-12c526095eca.json","html":"https://stacklist.com/card/e5266766-3268-44e4-8d6c-12c526095eca","md":"/api/public/card/e5266766-3268-44e4-8d6c-12c526095eca.md","stack_json":"/api/public/stack/4e9a6b47-d2ca-4b21-8344-f70c4f000e5e.json"}}