AI infra/dev tooling & capex/robotics/chips/quantum/fusion heating
Key Questions
What funding did Together AI secure and at what valuation?
Together AI raised $800M in Series C at an $8.3B valuation with $1.15B in annual bookings.
Which companies raised large rounds in AI infrastructure and chips?
SambaNova raised $1B at $11B, Positron raised $750M, and Neura Robotics raised $1.4B.
What major capex commitments were made by big tech?
Google announced $185B in capex and Microsoft launched Frontier Company at $2.5B.
What robotics and quantum deals were notable?
Proxima Fusion raised €411M with Google backing, Agility Robotics is going public via SPAC, and Oratomic raised $300M in quantum Series A.
What AI materials and data infrastructure rounds closed?
Solstice acquired Element Solutions for $14.5B and Oxylabs raised $130M at a $3.6B valuation.
Which encryption and legal AI companies raised funding?
Keyfactor raised over $1B and Norm Ai raised $120M.
What new AI chip development emerged from China?
Dongfang Suanxin exited stealth with 3D stacking chips designed to bypass US export controls.
What smart glasses and homebuilding AI startups raised rounds?
Even Realities raised $150M at $1B and Higharc raised $95M.
Capital continues flowing into compute and applied AI, with new funding signals across industrial analytics, fintech, healthcare, and robotics. Ailytics reports 400+ deployments across 15 countries; CapitalOS raised $21.9M, Vinyl Health received a $2M investment, and Lingyan reportedly raised seed and seed+ funding, while Tractian’s round details remain undisclosed.