EQT AI Infrastructure Fund Reaches $11.5 Billion in NAV
EQT AB reports that its AI Infrastructure fund reached $11.5 billion in net asset value during the third quarter of 2026, according to its quarterly announcement. The total reflected $900 million in net inflows and continued value appreciation.
EQT recorded €41.6 billion in gross inflows across its funds during the quarter. Fee generating assets under management reached €195 billion, while total assets under management rose to €354 billion.
The Scaleup Europe Fund secured more than €3 billion in commitments toward its €5 billion target. It announced seven investments during the quarter, including AI native software creation platform Lovable, European clinical AI platform Tandem, and space based intelligence company ICEYE.
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Whitepaper
Tensordyne Napier: What If One Rack Could Do the Work of Nine?
Tensordyne
This Tensordyne whitepaper presents Napier, an inference-focused AI processor and rack-scale system based on the company’s TDN Math logarithmic number system. It examines infrastructure requirements for large mixture-of-experts and agentic models, compares major inference architecture approaches, and details the TDN AIP processor, TDN72 pod, TDN Link fabric, and Napier Ultra configuration. The paper reports simulation-based performance, cost, and accuracy-validation results, including Tensordyne’s projected comparison of one Napier rack with a nine-rack Nvidia Rubin plus Groq deployment; the chip is reported as taped out and in fabrication.
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