Global AI infra mega-deals: Firmus $505M $5.5B Nvidia/Coatue +$10B debt $2B IPO, Together AI $1B pursuit, Rebellions $2.34B pre-IPO confirmed, Exa $2.4B Nvidia, Xoople $130M unicorn geospatial €112.6M, Broadcom-Google chips to 2031/Anthropic 3.5GW TPU $30B rev
Key Questions
What funding and plans does Firmus have?
Firmus raised $505 million at $5.5 billion valuation from Coatue and Nvidia, plus $10 billion Blackstone debt. It targets AI factories in APAC/Australia and a $2 billion ASX IPO in June/July with 1.6GW capacity.
What is Rebellions' pre-IPO status?
Rebellions raised $400 million pre-IPO at $2.34 billion valuation, totaling $850 million. Backers include Mirae, Korea National, Samsung, SK, Meta, and xAI for US expansion.
What did Xoople raise and focus on?
Xoople raised €112.6 million ($130 million) Series B, becoming a unicorn in geospatial AI training. It has Fortune 500/gov traction with Q2 launch.
What is Together AI pursuing?
Together AI is seeking $1 billion in fresh funding for its Nvidia chip cloud rental service. It builds on prior Nvidia backing.
What are Exa and MatX's fundings?
Exa raised $400 million with Nvidia; MatX secured $500 million for LLM chips from Jane Street and ex-OpenAI talent. Both target AI infrastructure.
What Broadcom-Google and Anthropic deals were announced?
Broadcom signed custom AI chips deal with Google to 2031; Anthropic plans 3.5GW TPU by 2027 projecting $30 billion+ revenue.
What other infra raises occurred?
SK raised $400 million for inference; ThinkLabs $28 million Series A for grid sims; ScaleOps $130 million Series C at $800 million+ valuation with 350% YoY growth.
What is d-Matrix doing?
d-Matrix acquired GigaIO for rack-scale inference. Nvidia committed $50 billion to Murati's Thinking Machines Lab.
Firmus $505M at $5.5B val (Coatue/Nvidia liquid cooling AI factories APAC/Aus pre-IPO $1.35B total) +$10B Blackstone debt targeting $2B ASX IPO Jun/Jul (1.6GW); Rebellions $400M pre-IPO $2.34B ($850M total Mirae/Korea Nat'l/Samsung/SK Meta/xAI US push); Xoople $130M B unicorn geospatial AI training (Nazca/L3Harris €112.6M confirmed, Q2 launch Fortune 500/gov traction); MatX $500M LLM chips (Jane Street/Leopold ex-OpenAI); Broadcom-Google custom AI chips to 2031 + Anthropic 3.5GW TPU 2027 ($30B+ rev); d-Matrix acq GigaIO rack-scale inference; Together AI $1B (Nvidia cloud); Exa $400M Nvidia; SK $400M inference; ThinkLabs $28M A (Nvidia/GE grid sims); ScaleOps $130M C $800M+ (350% YoY); Nvidia $50B Murati Lab. Open: timelines/traction/pilots/terms/IPO/hyperscalers.