private-equity
Private Equity’s Old Safe Assets Are Losing Their Shield
AI is undermining the safe-harbor thesis for tech buyouts: VC valuations rose 16% in H1 2026 while buyout marks fell 4%.
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venture-capital
2 articles tagged with this topic
a16z
a16z Spins Out AI Infrastructure as a Standalone Asset Class
a16z raised $1.1B for AI infrastructure. The real signal: top VCs now treat AI infra as a standalone asset class, marking the neocloud and GPU capital