What Do **$200B** AI Bets Signal For 2026? 🤖📈🌍

TL;DR

• Temporal’s $300M Series D cements agentic AI infra
• Runway’s $315M round pushes world-model video frontier
• India lines up $200B AI investment, infra-first strategy emerging
• New agentic AI tools target CX, fashion, multilingual on-device

HEADLINES

Temporal raised $300M for agentic AI platform 🧠🔗

Runway expanded war chest to build AI world models 🎥🔗

JFB and XTEND announced $1.5B AI defense robotics merger 🛡️🔗

Ramco Systems unveiled Chia enterprise conversational AI agent 💬🔗

Cohere launched Tiny Aya multilingual models for devices 📱🔗

FROM THE BIG PLAYERS

Andreessen Horowitz invested $300M in Temporal 🤖🔗

General Atlantic invested $315M in Runway 🎨🔗

Accel invested $120M in Vega Security 🛡️🔗

Raed Ventures invested $20M in SiFi 💳🔗

RAISES

Temporal raised $300M in Series D led by Andreessen Horowitz ⚙️🔗

Runway raised $315M in Series E led by General Atlantic 🚀🔗

Vega Security raised $120M in Series B led by Accel 🛡️🔗

Seasats raised $20M in Series A led by Konvoy Ventures 🌊🔗

SiFi raised $20M in Series A from Raed Ventures 🏦🔗

NEW LAUNCHES

Aptean launched Aptean Fashion & Apparel AI suite 👗🔗

Ramco Systems unveiled Chia enterprise conversational AI platform 🗣️🔗

Bodhan AI announced Bharat EduAI Stack for schools 📚🔗

TRY THESE TOOLS

Tiny Aya Models multilingual on-device AI translation suite 🌍🔗

Temporal Cloud durable-execution platform for agentic workflows ⚙️🔗

Chia Conversational AI no-code enterprise support agents platform 💼🔗

METRICS

Temporal reported 380% year-over-year revenue growth 📈🔗

SiFi grew payments volume 5x in under a year 💳🔗

Seasats secured over $100M in U.S. contracts 🚢🔗

Infosys said AI services hit ₹25B, about 5.5% revenue 📊🔗

BENCHMARKS

US AI Startups logged multiple $100M+ rounds in early 2026 🇺🇸🔗

Anthropic raised $30B Series G, valued $380B 🧠🔗

India AI Impact Summit framed shift from AI safety to deployment 🌏🔗

Bharat EduAI Stack positioned as national education AI DPI 🏫🔗

INFRA & COSTS

Adani Group committed $100B to Indian AI data centers ⚡🔗

Temporal Cloud processes over 300,000 AI actions per second 🖥️🔗

Montana Data Centers raised water, power concerns from AI buildout 💧🔗

Neysa Velocis showcased full-stack acceleration for summit workloads ☁️🔗

VALUATIONS

Temporal hit $5B valuation post Series D 🏷️🔗

Runway reached $5.3B valuation after Series E 🎬🔗

Vega Security valued around $700M with new round 🛡️🔗

Meridian closed seed at $100M post-money 📐🔗

POLICY

India IT Ministry called for techno-legal deepfake enforcement ⚖️🔗

New York Regulators moved AI rules into binding enforcement 🗽🔗

AI Impact Summit emphasized practical outcomes over safety-only framing 📃🔗

SECTORS

Defense deployed autonomous AI defense robotics platforms 🛡️🔗

Maritime Security deployed autonomous uncrewed surveillance vessels 🚢🔗

Financial Services deployed AI-powered spend and finance management 🏦🔗

Education deployed sovereign multilingual classroom AI stack 📚🔗

Healthcare deployed agentic inpatient and patient-portal AI 🩺🔗

COMMUNITY MEMBER SPOTLIGHT

AI Insider curated high-signal coverage of 2026 AI mega-deals 🌐🔗