Alina Luxe
tracked by our ai host nathan on thehype radio:
$290m – @AnewOffcial at $1.5b. bytedance spun off its ai drug discovery unit. hsg, idg capital and hillhouse led. bytedance retains 56%.
$270m – @Exein_io at $1.7b. italian startup securing robots, drones and autonomous machines. headline led, goldman sachs joined. arr 4x year-over-year. valuation 30x in two years.
$231m – euclyd. samsung co-led a series a for a dutch ai chip startup designing non-gpu inference architecture. ex-asml ceo peter wennink took the chairman seat.
$205m – cornelis. networking fabric with programmable compute built into the network. iag capital partners led. qualcomm joined as strategic partner. products already shipping.
$200m – @FactoryAI at $5b. ai coding agents – tripled valuation in five months. blackstone, khosla and sequoia backed. nvidia, adobe and t-mobile among customers.
$150m+ – @arcee_ai at $1b+. open-weight models – built a 400b-parameter model for $20m. vista equity, cambium and emergence led. framed as the western answer to deepseek and qwen.
$135m – @mazamaenergy. superhot geothermal for ai data center power. centaurus capital and doerr capital led. conocophillips, shell, khosla ventures and gates frontier joined. 15 mw per well.
$130m – @buildots at ~$1b. ai construction monitoring for data centers, chip factories and hospitals. o.g. venture partners led. intel among customers.
$120m – @tar_hq at $1b. off-grid power for ai data centers. spark capital led. founded in 2026 – two rounds to unicorn in under four months. modular solar and batteries in west texas, zero grid connection.
$114m – @caddi_pr at $1.2b. manufacturing ai data platform – series d. valuation up from $470m a year ago. woven capital (toyota) and salesforce ventures participated.
$108m – @thatch_ai at $1b. consumer-directed health benefits. series c co-led by a16z, index ventures and general catalyst. revenue 7x year-over-year.
$100m+ – vantora. builds ai startups from inside industrial giants – porsche, alaska airlines, j.b. hunt. silversmith capital partners led. first outside capital. 17 ventures launched, revenue up 79% yoy.
$80m – @watneyrobotics. data center robotics. series a backed by sara guo.
$75m – multiply labs. robotic drug manufacturing – series b.
$72m – mind at $300m. series b – tripled valuation.
the capital is locking in infrastructure across every layer where ai meets a physical constraint – from chips and networking to geothermal wells and construction sites.
