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How $4.4B New AI Seeds Are Reshaping Power πŸ§ πŸ’ΈπŸŒ

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TL;DR

  • Mega-rounds in frontier AI top $4B
  • Chip giants deepen bets on model labs
  • Open-source agents cross 100k GitHub stars
  • Sovereign capital quietly enters core AI stacks

HEADLINES

Thinking Machines Lab lands Nvidia-backed giga-scale compute deal πŸ–₯οΈπŸ”—

AMI Labs closes $1.03B world-models seed πŸš€πŸ”—

Skild AI amasses $1.4B to power robots πŸ€–πŸ”—

FROM THE BIG PLAYERS

Andreessen Horowitz invested $2B in Thinking Machines Lab πŸ’‘πŸ”—

SoftBank Group invested $1.4B in Skild AI πŸ€–πŸ”—

Nvidia invested in Thinking Machines Lab via multi-year compute partnership πŸ–₯οΈπŸ”—

ASML invested €1.3B in Mistral AI πŸ”¬πŸ”—

RAISES

Thinking Machines Lab raised $2B in a Seed round led by Andreessen Horowitz πŸš€πŸ”—

Advanced Machine Intelligence Labs raised $1.03B in a Seed round led by Socratic Partners πŸ§ πŸ”—

Skild AI raised $1.4B in a Series C led by SoftBank Group πŸ“¦πŸ”—

Mistral AI raised €1.7B in a Series C led by ASML πŸŒŠπŸ”—

RAISING

Mistral AI is looking to raise $1.7B in a Series C for frontier GPAI research πŸŒ±πŸ”—

Advanced Machine Intelligence Labs is looking to raise multi-billion follow-on capital for world-model infrastructure πŸ§©πŸ”—

Thinking Machines Lab is looking to raise additional billions for one-gigawatt Vera Rubin deployment βš‘πŸ”—

NEW LAUNCHES

Skild AI unveiled multi-robot Skild Brain control platform πŸ€–πŸ”—

Homesage launched AI-powered renovation planning platform πŸ πŸ”—

OpenClaw announced local AI agent stack for developers πŸ¦ΎπŸ”—

TRY THESE TOOLS

OpenClaw local-first AI agent for workflows πŸ¦ΎπŸ”—

Le Chat multilingual Mistral chatbot for everyday queries πŸ’¬πŸ”—

MadScript AI-assisted content studio for founders βœοΈπŸ”—

METRICS

OECD tracked $90B+ annual AI venture funding πŸ“ŠπŸ”—

Mistral AI now valued around €11.7B post-Series C πŸ“ˆπŸ”—

Skild AI exceeds $14B valuation after Series C πŸ“¦πŸ”—

OpenClaw surpassed 100k GitHub stars in days β­πŸ”—

BENCHMARKS

CB Insights highlighted $1B+ AI mega-rounds concentration πŸ“˜πŸ”—

OECD reported AI deals at 10%+ VC count πŸ“‘πŸ”—

European Deep Tech Report ranked Mistral among top-funded AI ventures πŸ“ŠπŸ”—

AI Open-Source Leaderboard tracked dozens of 100k+ star projects πŸ“ˆπŸ”—

INFRA & COSTS

Thinking Machines Lab committing 1 GW of Vera Rubin compute βš‘πŸ”—

Mistral AI partnering with ASML to optimize chip design πŸ”¬πŸ”—

Skild AI deploying shared AI brain across robot fleets πŸ€–πŸ”—

AI VC Report shows infra-heavy rounds dominate ticket sizes πŸ—οΈπŸ”—

VALUATIONS

Thinking Machines Lab valued around $12B post-seed πŸ·οΈπŸ”—

AMI Labs valued around $3.5B at seed close πŸ’°πŸ”—

Mistral AI reaches €11.7B valuation after Series C πŸ“ˆπŸ”—

Skild AI crosses $14B valuation in robotics πŸ—οΈπŸ”—

POLICY

EU Commission advancing AI Act GPAI obligations timeline βš–οΈπŸ”—

California implemented Transparency in Frontier AI Act πŸ“œπŸ”—

US Congress debated 10-year moratorium on state AI rules πŸ›οΈπŸ”—

Global Regulators coordinated AI standards across finance and government πŸŒπŸ”—

SOVEREIGN

Albania Government invested $10M into Thinking Machines Lab πŸ‡¦πŸ‡±πŸ”—

Temasek backed AMI Labs in $1.03B seed πŸŒπŸ”—

EU Public Funds channeled billions into deep-tech AI champions πŸ‡ͺπŸ‡ΊπŸ”—

Saudi-Linked Capital increased exposure to frontier AI labs πŸœοΈπŸ”—

SECTORS

Semiconductors deployed AI co-design for next-gen lithography πŸ§ͺπŸ”—

Logistics & Warehousing deployed multi-robot orchestration using Skild Brain πŸ“¦πŸ”—

Construction & Inspection deployed autonomous site patrol robots πŸ—οΈπŸ”—

Developer Tools deployed open-source AI coding agents πŸ’»πŸ”—

COMMUNITY MEMBER SPOTLIGHT

All-Hands-AI Team shipped OpenClaw past 100k GitHub stars πŸŒπŸ”—

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