Issue #129 • August 7, 2026
Hi Seedradar Squad! The silicon bottleneck is getting violently dismantled. Tesla and SpaceX are sinking unprecedented capital into Terafab to forge their own end-to-end AI chip supply chain for extreme compute demands. Meanwhile, the industrial defense base is modernizing fast as Hadrian pulls massive late-stage funding to scale its automated "Factories as a Service" network across domestic aerospace.
Down at the power layer, nuclear-backed compute is officially live. Valar Atomics just hooked up a waterless reactor directly to an Nvidia Blackwell cluster, while Anthropic locked down a staggering infrastructure agreement to guarantee its raw compute access.
SpaceX and Tesla are dropping an initial $16.8 billion to build Terafab, a massive AI chip manufacturing complex.
The facility is designed to aggressively narrow the gap in global chip supply, handling everything from design to production to meet their projected 1-terawatt computing demand.
Hadrian locked down a massive $1.37 billion round led by WCM Investment Management at a $7.87 billion valuation.
The team is aggressively expanding its "Factories as a Service" model to supply domestic aerospace and defense sectors with automated manufacturing capacity.
💰 Snapshots: What Else Is Happening?
• Anthropic just signed a massive six-year, $10 billion computing agreement with Nvidia-backed cloud infrastructure startup Volta. - Read More
• Valar Atomics closed a $1 billion equity round backed by Sequoia Capital and a $200 million credit facility. The hardware team recently completed their milestone 30 MW waterless reactor to directly power an NVIDIA Blackwell cluster, proving their deployment speed. - Read More
• Meta officially deployed Muse Code, an AI terminal agent specifically designed to handle and modify massive, complex codebases. Running locally and built for long-running workflows, the agent coordinates persistent subagents to write code and run tests. - Read More
• Base Power locked down a $1 billion Series D at a massive $13 billion valuation. The capital scales their home battery systems that manage grid capacity and provide automatic outage backup. - Read More
• OpenAI officially filed a motion to throw out Apple's aggressive trade secrets lawsuit, calling the theft allegations completely meritless. The AI lab argued that Apple's own sloppy internal security protocols were responsible for former employees retaining access. - Read More
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Disclosure: Seedradar Ventures and/or its general partner may hold investments in some of the companies mentioned in this newsletter. This content is provided for informational purposes only and should not be considered investment advice.
