If I could invest into one private company right now it would be
@FireworksAI_HQ
Fireworks AI serves 40 trillion tokens a day. They run inference for open-weight and customer-tuned models. Over 95% of those tokens come from models tuned on a customer's own data rather than off-the-shelf frontier models.
Revenue passed $1B annualized in July, up 5x year over year. They raised $1.505B at a $17.5B valuation on July 15.
Eight months earlier they were valued at $4B.
"Fireworks is the TSMC of AI Factories." Jensen Huang