Intel Capital

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Recent Articles about Intel Capital
Art by Clark Miller; YouTube
The Big Read

How Dylan Patel and SemiAnalysis Grabbed Sway in Silicon Valley

By Abram Brown · Apr 17, 2026 9:05am PDT · 4 comments
For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research firm, Nvidia deserves the kind of dogged observation and study the tabloid press once devoted to Princess Diana. He scrutinizes the chip giant’s new products, documents its delays and scoops details about its inner workings.... For Dylan Patel, founder of SemiAnalysis, an influential AI industry newsletter and research...
SpaceX’s Hawthorne, Calif. facility. Ethan Swope/Bloomberg/Getty Images.
The Information Finance

I Helped Pick Stocks for the Dow. I’m Watching the SpaceX IPO Carefully

By Ken Brown · Apr 15, 2026 8:00am PDT · 6 comments
Please join The Information at the New York Stock Exchange on Monday, April 27, for our “Financing the AI Revolution” forum. Hear from top executives and investors on how the rapid build-out of AI is reshaping tech, finance and capital markets. Learn more here.SpaceX’s financial challenges have become clearer in the past week, thanks to new... Please join The Information at the New York Stock Exchange on Monday, April 27, for our “...
Art by Mike Sullivan
AI Agenda

‘Reinforcement Learning Gym’ Startup, Buoyed by Labs’ Appetite For Training Data, Reaches $750 Million Valuation

By Stephanie Palazzolo · Apr 13, 2026 7:00am PDT
AI developers are getting more creative in how they acquire data to train AI models. For instance, they’re paying startups to develop copies of popular apps, like Salesforce or Excel, to teach models how to use the apps—otherwise known as reinforcement learning environments or gyms.One beneficiary of this trend is Fleet, a two-year-old startup... AI developers are getting more creative in how they acquire data to train AI models. For...