Top AI investment rounds this week. Goldman Sachs backed an Italian cybersecurity startup, Samsung co-led a Dutch chip company – none of these are typical AI investors

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.