AI & Capital Weekly Snapshot (LP Club)
Feb 22, 2026 → Mar 1, 2026 | AI & Quantum–focused
What mattered this week
OpenAI reset the private-market ceiling with a $110B round, largest-ever private tech raise
Quantum fundraising stayed alive and got more institutional: Quantonation’s second flagship fund closed at €220M with a notable LP roster.
Defense + AI governance risk moved from theoretical to operational: the Pentagon’s “supply-chain risk”action around Anthropic created immediate compliance ambiguity for contractors—Palantir explicitly in the blast radius.
