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Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising (The Information)

Techmeme [Unofficial] February 19, 2026
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The Information: Sources: Dylan Patel's SemiAnalysis is in early talks to raise hundreds of millions for a VC fund; Patel raised a $50M SPV toward Fluidstack's $700M fundraising   —  SemiAnalysis, the top chip and infrastructure research firm founded by Dylan Patel, is considering raising money to invest in startups …

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