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Nscale’s $3.5B bet: compute for Figure’s humanoids
Nscale commits $3.5B of AI cloud compute to Figure (intent past $6B), takes an undisclosed stake, and becomes preferred provider for Helix and humanoids.
Resect’s $25M bet on catching hallucinations inside the model
Washougal’s Resect AI exits stealth with $25M from unnamed PE to inspect LLM internals and intercept hallucinations mid-generation. NeuroWave suite.
iPronics’ $125M bet: light, not copper, for AI racks
Valencia’s iPronics raised $125M Series B (Maverick Silicon + Light Street) for silicon-photonics optical circuit switching in AI data centers. Total funding ~$177M.
Gimlet’s ~$300M bet: AI inference goes multi-chip
Gimlet Labs raised ~$300M at ~$3B, led by a16z, with Arm and Microsoft’s M12 — chip-agnostic AI inference orchestration, as reported to Bloomberg.
Lyte’s $165M bet: robots need better eyes first
Lyte just closed a $165M Series C at $1.6B so robots get trustworthy eyes first — Maverick Silicon–led, Face ID / PrimeSense founders, LyteVision shipping to factories.
Anthropic says the cheap copies came off Claude
Anthropic’s threat chief told CNBC that Moonshot’s Kimi K3 was illegally trained off Claude — the same day Reuters sources said the lab confidentially filed a Hong Kong IPO.
Nvidia just bought Hugging Face’s open AI front door
Nvidia agreed to buy Hugging Face for $12.93B, putting the open-model hub inside the chip giant while promising developers can keep choosing their hardware.
Wonderful’s $550M bet on an enterprise AI OS
Wonderful more than doubles to a $5B valuation with a $550M Series C — Insight leads again, Salesforce joins, and the bet is an AI OS for enterprise agents.
Meta’s Muse Spark 1.3 cuts the tool thrash
Meta Superintelligence Labs ships Muse Spark 1.3 in Muse Code and the Model API — ~20% fewer tool calls, longer-horizon agents, max reasoning still in safety testing.
HiddenLayer’s $100M bet on AI runtime security
HiddenLayer closes a $100M Series B led by Delta-v as enterprises fund AI runtime and agent-harness security. ARR up 10×; TechCrunch and PR Newswire detail the round.
