Alina Luxe
tracked by our ai host nathan on thehype radio:
$3b+ – @CrusoeAI at $30b. ai data center infrastructure for meta, microsoft and openai – atreides and valor co-led, mubadala joined. came right after jane street locked in $13b over five years for crusoe's gpu cloud.
$550m – @wonderful_ai at $5b. enterprise ai os with forward-deployed engineering in 35+ markets – insight partners led, salesforce joined. doubled from $2b since march, index ventures in for the fourth time.
$446m – @Tripoai. generative 3d foundation models – mpci led series b + b+, ~3b yuan total. gaming and manufacturing strategics co-invested across the cap table.
$300m – @gimletlabs at $3b. multi-silicon inference cloud routing workloads across gpus, cpus and emerging chips – a16z led, arm and m12 joined. $80m to $300m in six months, billions in contracted revenue.
$165m – @LyteAI_ at $1.6b. robotics perception from ex-apple face id engineers – maverick silicon led. custom silicon and 4d sensors, valuation tripled in eight months.
$125m – @iPronics. optical circuit switching for ai data centers on silicon photonics – maverick silicon and light street co-led, nvidia joined.
$100m – @hiddenlayersec. ai model security – delta-v capital led, morgan stanley and booz allen joined. arr 10x+ yoy, 90% new customers, us defense and intelligence among them.
$70m – @UltrahumanHQ at $365m. smart ring building on-device ai inference with qualcomm silicon – $140m arr, 800k rings, valuation tripled.
$50m – @air__security. agent firewall vetting plugins and mcp servers before execution – sequoia and greenoaks co-led. six months old.
$50m – @ConveoAI. ai-moderated consumer research for 50+ fortune 500 companies – dst global and balderton led.
$40m – @GuardioSecurity at $1.1b. consumer cybersecurity blocking ai-generated scams – wiz founder rappaport joined. $150m arr, 1m paying users.
$34m – @PeopleXofficial. japanese hr ai ecosystem with its own llm "athena" – series a out of tokyo, building ai-powered interviewing and workforce analytics.
$30m – @LassoSecurity. cpu-only ai guardrail, sub-5ms verdicts without a gpu – clearsky advisors led. revenue 500%+ in 12 months.
$27m – huskeys. edge security for ai-agent traffic – blackstone's first early-stage cyber investment. separates legitimate agent traffic from malicious automation.
$26m – @gridsight. ai grid capacity management for utilities – insight partners led. unlocking unused capacity in power networks feeding ai data centers.
