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Nvidia Built the A.I. Era. Now It Has to Defend It.

Umesh weighs in on Nvidia’s supply‑chain strategy, noting that its deal with Groq helps ease manufacturing bottlenecks by tapping Samsung instead of TSMC. Read more

What’s Your Approach to Valuing Aging Startups?

Umesh comments on how enterprise buyers are getting far more rigorous about AI deployments, from data security to real ROI. Read the article to see

SambaNova Unveils Fastest Chip for Agentic AI, Collaborates with Intel, and Raises $350M+

SambaNova’s new SN50 chip delivers up to five times the compute of competing accelerators at a fraction of the cost. The company also raised more

Why data centers are key focus for Seligman’s new $500m VC fund

Umesh discusses why Seligman Ventures is doubling down on data‑center infrastructure, highlighting bottlenecks in networking, optics and power that are shaping the next wave of

What Top 1% Investors Look For in AI Startups

Umesh reflects on why he backed Cohere early, explaining what convinced him it was more than just another model company and how he separates real

Exclusive: Seligman Ventures debuts with $500 million and a new model for the blurring line between public and private markets

Seligman, today, is launching venture arm Seligman Ventures, a $500 million fund emphasizing early-stage AI investing, Fortune has exclusively learned. Padval—an early investor in Cohere,

Seligman Investments Launches $500M Venture Capital Arm

Seligman Investments (“Seligman”), the Silicon Valley-based technology investor led by Chief Investment Officer Paul Wick, today announced the launch of Seligman Ventures, a new venture