The 5 billion euro fund the European Commission set up and EQT manages has made its first healthcare investment, in a Stockholm company whose three modules each carry Class IIa device certification. The valuation was not disclosed.
Perspective Coverage
4 publishers
- Builder
- Builder 25%
- Operator
- Operator 30%
- Investor
- Investor 45%
Reality
- Evidence60
- Adoption55
- Hype gap+20
- Incentives70
- Confidence60
Samsung led the 3bn euros at a mark above 21bn, ASML extended High NA commitments to Samsung and TSMC on schedules running out to 2033, and neither disclosure says how large Samsung's cheque actually was, which is the number this turns on.
Perspective Coverage
12 publishers
- Builder
- Builder 21%
- Operator
- Operator 28%
- Investor
- Investor 51%
Reality
- Evidence60
- Adoption45
- Hype gap+25
- Incentives70
- Confidence58
Samsung has co-led a EUR 200m round for Euclyd, an Eindhoven chip company founded in 2024, and the chief executive says the Korean group's memory manufacturing and supply-chain reach matter as much as its cash.
Perspective Coverage
6 publishers
- Builder
- Builder 32%
- Operator
- Operator 17%
- Investor
- Investor 51%
Reality
- Evidence58
- Adoption5
- Hype gap+55
- Incentives72
- Confidence62
Samsung led the €3bn Series D at more than €21bn, a year after ASML led the €1.7bn Series C, and the European Commission's Scaleup Europe Fund co-led it. For buyers, the change shows up in supplier risk before it shows up in the product.
Perspective Coverage
5 publishers
- Builder
- Builder 22%
- Operator
- Operator 34%
- Investor
- Investor 44%
Reality
- Evidence72
- Adoption45
- Hype gap+20
- Incentives62
- Confidence68
The Dutch startup says craftwerk is designed to run AI agents, and the design details it has published so far are about ASICs and processor-memory co-design. Samsung, one of the biggest HBM suppliers, co-led the round.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+45
- Incentives78
- Confidence62
Two-thirds of large organisations have redefined digital sovereignty as resilient interdependence
Capgemini's survey of 1,300 executives found 93% have taken the sovereignty question to the board, while only 14% can see across their own dependencies, an imbalance that makes the retreat from full independence an exercise in arithmetic, not strategy.
Reality
- Evidence42
- Adoption34
- Hype gap+12
- Incentives74
- Confidence48
Lovable's $400M round moves employee-built software onto the audit committee's agenda
Lovable raised $400M at a $13.3bn valuation on the promise that whoever owns a problem can build the software for it. That leaves boards deciding who owns those apps once the builders move on.
Publishers:lovable.dev
Reality
- Evidence22
- Adoption48
- Hype gap+38
- Incentives93
- Confidence33