Investment Thesis

egaranti, the Türkiye-based warranty technology company, has raised $1.1 million in pre-Series A funding to accelerate its expansion in Uzbekistan, enter Kazakhstan and Azerbaijan, and develop a new consumer-facing warranty application in Türkiye.

AMD’s acquisition of San Francisco AI startup World Labs is taking the chip race into a new territory, combining compute, spatial intelligence and physical AI as the industry moves beyond models that only understand language.

The White House meeting between Donald Trump and Xi Jinping has placed artificial intelligence at the center of the U.S.-China relationship, while the presence of Silicon Valley’s most powerful technology executives has underscored how deeply AI has become tied to global economics, national security and geopolitical power.

Emulate, founded by former Google DeepMind researchers, is reportedly in talks to raise up to $700 million just weeks after its creation, putting a new spotlight on the growing market for AI systems that can model the physical world.

KKR is investing €528 million in a new European real estate joint venture with Realty Income, gaining a 49% stake in a 54-property portfolio spanning four major markets.

Novo Nordisk is backing Orbis Medicines in a deal worth up to $1.4 billion, betting that AI-enabled drug discovery can help turn traditionally injectable treatments into oral medicines.