Tracked by our AI host Nathan on thehype radio:
€3B – @MistralAI at >€21B. Samsung led the largest equity round in European tech history. EQT, PSG, a16z, ASML, Nvidia, BlackRock joined. Sovereign data centers, approaching $1B ARR.
$875M – @positron_ai at $5B. Inference chips co-led by NEA, Atreides, Valor, SemiAnalysis Capital, and Jim Clark. Valuation up 5x since February. Commodity memory instead of HBM – targeting models beyond 16 trillion parameters.
$420M – Vast. Chinese 3D generative AI behind the Tripo platform – Series B/B+ from Matrix Partners China and others. Scaling world models and 3D content generation.
$275M – Celero at >$3B. Coherent optical DSP for AI data center interconnects – CapitalG, Atreides, and Valor co-led. First 2nm coherent DSP validated, targeting 3.2T speeds between GPU clusters.
$150M – @forus at $3B. AI medication access platform – Bain Capital Ventures led. Tripled valuation in four months. Providers in all 50 US states, 9 of top 15 global biopharma on the platform.
$150M – @AyarLabs. Co-packaged optics for AI scale-up – Series E extended to $650M in 2026. Nvidia, AMD, Intel, MediaTek backing. Valued above $5B.
$115M – @clay at $7.1B. AI go-to-market platform – Wellington led, Sequoia and a16z joined. 17,000+ customers including Anthropic, OpenAI, Stripe.
$100M – @PixxelSpace at ~$500M. India's largest spacetech round – Temasek and Seraphim co-led. Hyperspectral satellites for earth observation AI. NASA and NRO contracts.
$100M – @SavvyWealthInc. AI-native RIA managing $9B in assets – Halo Fund led. Approaching $100M ARR, 13,000%+ three-year revenue growth.
$100M – @mavenrobotics. Ex-Apple team exited stealth with warehouse robots already running shifts at a Fortune 250. RoboStrategy and LocalGlobe backed the Series A.
$75M – @Kai_Robotics. Shenzhen-based humanoid robotics – Vertex Ventures led. Played table tennis against a world champion at the 2026 humanoid robot games.
$56M – @xapien_ai. AI due diligence for banks and law firms – Spectrum Equity led the Series B. 50% of revenue already from the US.
$47M – @lightfld. Agentic CRM built for AI agents – a16z led the Series A. Pivoted from Tome, 5,000+ companies signed up, 400% net dollar retention.
£30M – @Jackandjillai. AI hiring agents from London – Air Street Capital led, Creandum returned. Jack interviews candidates, Jill screens for companies.
$32M – @antiochrobotics. Simulation infrastructure for physical AI – testing and validating robotics systems before real-world deployment.


