Data centers, networking, security, sensors. Where AI money actually went this week.
This week's biggest rounds on Industry News with
@sophiadew:
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@CrusoeAI raised more than $3B at a ~$30B valuation, off the back of a reported five-year, ~$13B cloud contract with Jane Street
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@fluidstack quietly raised $1.5B above an $18B valuation, up from $7.5B earlier this year, and is building the facilities where
@AnthropicAI's 1M Google TPUs will run
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@gimletlabs raised a $300M Series B at $3B, five months after its $80M Series A, for a "multi silicon cloud" it says makes AI workloads 5-10x faster at the same power footprint
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@wonderful_ai raised $550M at $5B, more than double its March price, plus a reported $170M secondary for employees and early investors - 650 people, 35+ markets, 100+ enterprise customers, roughly 70x its estimated revenue run rate
• Upwind is closing ~$300M at ~$3.8B, up from $1.5B in January, for runtime cloud security that shows which vulnerabilities an attacker can actually reach - priced off Google's $32B Wiz deal
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@iPronics raised $125M with
@nvidia joining, building optical switches that reroute a data center network around failed chips and shrink the gear about 20x
• Lyte raised $165M at $1.6B for the perception stack robots use to read depth, motion and distance, already shipping into logistics, manufacturing and inspection