How $25B Terafab And $2B Cowgorithm Signal AI Shift ๐ง ๐๐
DEEPAI VC
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TL;DR
- $25B Terafab targets sovereign AI compute in space
- Uptiq closes $25M to embed AI in finance
- Fieldguide secures $75M to automate audits
- Halter nears $2B valuation for AI ranching
HEADLINES
Elon Musk unveiled $25B Terafab chip megaโfactory ๐ญ๐
DoorDash launched Tasks app paying workers for AI data ๐ธ๐
Anthropic shipped Claude Cowork Projects for local workflows ๐ป๐
Halter โCowgorithmโ collars near $2B valuation ๐๐
Tencent integrated WeChat with OpenClaw AI agent ๐ฑ๐
FROM THE BIG PLAYERS
Curql invested $25M in Uptiq ๐ฆ๐
Goldman Sachs Alternatives invested $75M in Fieldguide ๐๐
645 Ventures led seed for Arbor AI research platform ๐งช๐
RAISES
Uptiq raised $25M in Series B led by Curql ๐ธ๐
Fieldguide raised $75M in Series C led by Goldman Sachs Alternatives ๐๐
Arbor raised $6.3M in seed round from 645 Ventures ๐ฑ๐
RAISING
Halter is looking to raise oversubscribed round in a Series unknown for global AI ranching expansion ๐๐
SurePath AI is looking to raise followโon capital in a Series unknown for GenAI security platform scaling ๐ก๏ธ๐
Anchr is looking to raise growth financing in a Series unknown for AIโdriven food supply chain automation ๐๐
NEW LAUNCHES
DoorDash launched Tasks for spatial AI training data ๐ถ๐
Anthropic unveiled Claude Cowork Projects for desktop agents ๐ง ๐
Cursor revealed Composer 2 built atop Kimi K2.5 โจ๏ธ๐
TRY THESE TOOLS
AIRIA enforces guardrails for internal AI agents ๐ก๏ธ๐
Claude Cowork powers local multiโproject AI workflows ๐งฉ๐
DjamgaMind offers macro audio briefings on AI markets ๐ง๐
METRICS
ChatGPT Ads posted 0.91% clickโthrough vs 6.4% search ๐๐
OpenAI plans workforce from 4,500 to 8,000 by 2026 ๐ฅ๐
Halter logged 7B+ hours of animal behavior data ๐ก๐
Uptiq total funding hits $25M+ postโSeries B ๐ฆ๐
Fieldguide valuation reaches about $700M after Series C ๐๐
BENCHMARKS
NTT DATA mapped global AI startup funding stages ๐๐
Retail AI Intelligence highlighted Anchr raising $5.8M seed ๐๏ธ๐
Harvard Dยณ Institute scheduled Advancing Frontiers AI conference for March 24 ๐๐
All Things AI opened CFP framing startup adoption playbooks ๐ฃ๐
Foley VC Newsletter reported accelerating AIโdriven M&A consolidation ๐๐
INFRA & COSTS
Terafab targets $25B spend on AI chip fab ๐๏ธ๐
Riot Platforms inked $1B AMD dataโcenter lease โก๐
JFB Construction advanced merger with AIโdriven defense firm XTEND at $1.5B ๐ฐ๏ธ๐
FCC SRIC IX to formalize AI/ML networkโreliability best practices ๐ก๐
VALUATIONS
Halter reportedly nearing $2B valuation for AI collars ๐ท๏ธ๐
Fieldguide valued around $700M postโSeries C ๐ผ๐
Anchr seed round implied earlyโstage retail AI premium ๐งพ๐
Reality Labs logged $80B spend, 60% on AI research ๐ธ๐
POLICY
White House floated AI blueprint limiting stateโlevel regulation โ๏ธ๐
FCC convened Security, Reliability, Interoperability Council on AI ๐๐
Georgia House advanced Generative AI likeness and yield act ๐๏ธ๐
California DFPI enforced new VC diversity reporting regime ๐๐
U.S. Senate moved to ban sports prediction markets ๐ฏ๐
SOVEREIGN
U.S. Military ramped government funding for AI data centers ๐ช๐
Trump Administration hosted Foster the Future tech summit with 28 AI firms ๐๐
CrowdStrike Accelerator aligned with AWS, NVIDIA for AI cyber startups ๐๏ธ๐
SECTORS
Agriculture deployed AI collars for virtual fencing ๐พ๐
Logistics deployed gigโcaptured video for robot training ๐๐
Financial Services deployed AI agents for lending decisions ๐ณ๐
Accounting & Audit deployed AI workflows for assurance engagements ๐๐
Retail deployed agentic AI for merchandising decisions ๐๐
COMMUNITY MEMBER SPOTLIGHT
u/enoumen shipped daily AI macroโinvesting audio briefings ๐ก๐
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