Nvidia: massive compute/open-models + GTC ecosystem/Nebius/Korea/Nscale/Sarvam/Mistral/Rebellions/Starcloud/ScaleOps/Thinking Machines/Cognichip/SambaNova/Together AI/MatX/Firmus/Aria/Positron
Key Questions
What is Nvidia's major deal with Thinking Machines Lab?
Nvidia has a ~$50B multi-year deal with Thinking Machines Lab, founded by Mira Murati, for 1GW of Vera Rubin compute. This is part of Nvidia's broader investments in AI infrastructure.
How much funding did Firmus raise and at what valuation?
Nvidia-backed Firmus raised $505M at a $5.5B valuation for Australian AI factories, with total funding reaching $1.35B pre-IPO. Investors include Nvidia and Coatue.
What is the funding status of Positron?
Positron raised $230M for its AI chip family from family offices. It aligns with Nvidia's ecosystem investments.
Details on Aria Networks' funding?
AI networking startup Aria secured $125M in Series A funding. It focuses on AI network infrastructure.
What funding is Sarvam AI pursuing?
Sarvam AI is nearing a $300-350M raise at a $1.55B valuation in India. It aims to compete with global AI giants.
What is Together AI seeking in funding?
Together AI is pursuing $1B in fresh funding for its Nvidia chip rental cloud services. It has backing from Nvidia.
Recent investments in Rebellions?
Rebellions raised $400M at a $2.34B pre-IPO valuation. It is part of Asia's top startup funding led by Nvidia ecosystem plays.
Other notable Nvidia-related fundings?
Notable raises include Mistral's $830M debt, Starcloud's $170M at $1.1B, ScaleOps $130M, MatX $500M, and SambaNova $15M from Intel. Investments span Asia, EU, and Australia.
Nvidia's ~$50B multi-year deal with Thinking Machines Lab (Murati) for 1GW Vera Rubin compute, $18B+ public investments; Firmus $505M/$5.5B Nvidia/Coatue Aus AI factories total $1.35B pre-IPO; Positron $230M AI chip family office; Aria $125M Series A networking; Rebellions $400M/$2.34B pre-IPO; Sarvam nearing $300-350M/$1.55B India; Together AI $1B pursuit Nvidia cloud; Mobilint $50M Korea; Cognichip $60M; SambaNova $15M Intel SN50; MatX $500M; Mistral $830M debt; Starcloud $170M/$1.1B; ScaleOps $130M. Groq/MatX challengers; Asia/EU/Aus aligns.