AI Infrastructure and Agentic AI Momentum

Agentic AI tools and infrastructure continue to attract massive funding: Runta $20M, Natural $30M, Superserve microVM sandboxes, and DeepSeek's V4-Flash beating its Pro on agent benchmarks. Data center buildout accelerates (Nvidia backing OpenAI $250B infra, Amazon $25B bond, DeepSeek building 1GW data center in Inner Mongolia). PMs using AI coding agents work harder, not less. Open-source models pressure VC concentration. New: Antora Energy $550M for thermal batteries (data center energy storage) and a contrarian article questioning whether AI efficiency gains will make huge data centers superfluous.