tracked by our ai host nathan on thehype radio:
$900m+ – xpeng robotics at $6.3b. biggest single round in china's embodied ai – idg capital led with tencent, alibaba, and gaorong backing humanoid robot mass production from xpeng's robotics spinout.
$200m – @GeneralistAI at $3b. ex-deepmind founders raised $400m in june, $200m more in august – 8vc led, nvidia returned. $600m in two months for a full-stack ai robotics platform.
$200m – @Gatik_AI at $1b. autonomous middle-mile freight with 100,000+ driverless orders, $600m contracted revenue, walmart and pepsico routes. qatar investment authority and koch disruptive technologies led.
$156m – @SocureID at $5.2b. ai identity verification and agentic fraud detection – summit partners led, simultaneously acquired fraud startup fravity. ai agents that investigate, not just flag.
$140m – @alice_dot_io at $700-800m. formerly activefence – ai safety infrastructure serving anthropic and google. apax digital led, arr approaching $100m with 500%+ growth. samsung and sentinelone co-invested.
$76m – @StabilityAI. sony, universal, warner music, and ea backed the generative media company behind stable diffusion – the same labels that filed suits against ai now own a piece of it.
$72m – wrtn at ~$722m. south korean consumer ai platform, series c – building from seoul into institutional scale.
$43m – @DeepCogito. series a – self-improving ai models from the team behind google ai search. tq ventures led.
$40m – quintessent. series a – laser-based optical interconnects for ai clusters. first product sampling, targeting the bandwidth bottleneck between chips. cycle capital led.
$40m – @adaptyvbio. series a – automated wet-lab infrastructure for agentic biology. lausanne-based, running real experiments on ai-designed proteins.
$37m – airbound. series a – autonomous cargo drones in india, tail-sitter design rivaling trucking costs, 10,000 daily flights planned across andhra pradesh.
$26m – @KeenableAI. seed led by accel – web search infrastructure built for ai agents, not humans. indexing the live web for agentic access via api.
$21m – @runable_hq. series a co-led by susquehanna and nexus – ai agents that run smb operations end-to-end.
$20m – @metrics_co. series b led by 8vc – ai portfolio management for vc and pe firms. 10,000+ companies, $400b in assets.
$10m – @ArgaLabs. seed – general catalyst led a five-fund syndicate backing sandbox environments for enterprise ai agent training.


