Gimlet Labs closed a $300M Series B led by Andreessen Horowitz at a $3B valuation — 7.5x its $400M Series A mark from six months earlier. This is VCs betting that the layer coordinating multiple chip architectures, not any single chip, is the next bottleneck to solve for agentic AI inference.
Conveo closed a $50M Series A led by Balderton Capital, with DST Global Partners and Y Combinator among the backers, bringing total funding to $55.8M. This round signals market research — a traditionally slow, project-based industry — being rebuilt as infrastructure where AI agents talk to consumers continuously, rather than being outsourced to research firms for one-off studies.
HiddenLayer closed a $100M Series B led by Delta-v Capital, with Morgan Stanley, Microsoft's M12, and Booz Allen Ventures joining. ARR grew more than 10x in a year. This round signals AI agent security expanding from 'monitor agent behavior' to a new front: protecting coding agents that write and ship their own code.
Capacity closed a Series E of more than $54M, bringing total funding past $159M, right after crossing $100M ARR in June — a 20x increase in 3.5 years. This is enterprises consolidating budgets from scattered point AI-support tools into a single platform, and Capacity is betting its unified 'train once, use everywhere' knowledge layer beats purpose-built, siloed agents.
Wonderful closed a $550M Series C led by Insight Partners, with Salesforce making its first investment in the company, at a $5B valuation — 2.5x its $2B Series B mark from less than six months ago. This is VCs betting on a unified enterprise-wide 'AI operating system' layer, rather than continuing to fund a pile of disconnected point agents.
AIR Security exited stealth with two seed rounds totaling $50M — $10M led by Sequoia, then $40M led by Greenoaks. This is VC money betting directly on founder pedigree and timing in the unproven 'AI agent supply-chain security' niche, rather than waiting for a Series-A-grade growth curve first.
Tripo AI (parent company VAST) closed a combined Series B and Series B+ round worth roughly RMB 3 billion (about $420M), led by MPCi with heavy follow-on from gaming and entertainment strategic investors. This is China's market treating 3D-native foundation models as their own infrastructure category worth a big bet, not just a stopgap built by bolting 2D generative models onto 3D.
Owner closed a $240M Series D led by Growth Equity at Goldman Sachs Alternatives, pushing its valuation to $2.3B — more than double the $1B it hit at Series C. This is traditional growth equity making its first big bet on vertical AI agents that run an entire industry's day-to-day operations, not just a general-purpose assistant.
Just four months after coming out of stealth, Onyx Security raised a $113M Series B led by Bessemer Venture Partners at roughly a $640M valuation. The bet: a control layer that watches every step of an agent's reasoning and intercepts actions before they take effect is the next generation of security infrastructure.
Zenity closed a $125M Series C led by Norwest Venture Partners, with SoftBank Vision Fund 2, Hitachi, and LG Technology Ventures joining. Norwest's thesis: the agent is the new perimeter — traditional network-boundary security no longer works against autonomous agents, and a governance platform has to be built for agents from the ground up.
Deep Cogito raised a $43M Series A led by TQ Ventures, with Benchmark, Nexus Venture Partners, and Zscaler among participants, bringing total funding past $56M. The bet isn't on the next frontier model — it's on whether post-training itself can become a standalone, sellable business.
Instinct raised a $250M Series B co-led by Index Ventures and Benchmark at a $2.5B valuation. Still in invite-only beta, the personal AI assistant startup uses a pure-software interface (SMS and phone calls) to sidestep the hardware failures of Rabbit and Humane.
Keenable came out of stealth with a $26M seed round led by Accel, with Conviction Partners participating. The bet isn't 'search that beats Google' — it's that AI agents query the web in a fundamentally different pattern than humans do, and need retrieval infrastructure designed from scratch around that.
Runable raised a $21M Series A co-led by Susquehanna Venture Capital and Nexus Venture Partners, at a $65M post-money valuation. The Bengaluru startup's agent doesn't just build your website or app — it also runs your ads, posts to social, and handles SEO, folding 'build' and 'grow' into a single agent.
Stability AI closed a $76M Series B led jointly by Universal Music, Warner Music, Sony Music, and EA, bringing total funding to $232M. It is the first AI company to secure direct equity investment from all three major record labels simultaneously — signaling that copyright holders are shifting from 'sue AI' to 'invest in AI.'
Rundoo closes a $30M Series B led by Battery Ventures, with Bessemer and CRV following on, bringing total funding to $48M. The bet isn't on an 'AI add-on layer' — it's on using an Agent to outright replace the legacy system-of-record that independent retailers have relied on for decades.
Callosum closes a $100M seed round led by Atomico, valuation undisclosed. The bet: the agent cost bottleneck is not the model itself but cramming every step into the same GPU. As inference spending eats over half of AI-native companies' revenue, the routing layer's value expands from model selection to chip selection.
Twin1 AI closed a $20M seed round co-led by Bessemer Venture Partners, Tribeca Venture Partners, and Aramco Ventures, with valuation undisclosed. The bet: the atomic unit of enterprise knowledge isn't the document — it's the person. While every Agent startup races to plug into document repositories, Twin1 goes after the context that lives in people's heads and was never written down.
Prevalent AI closes a $22M first institutional round led by Integrity Growth Partners. The deal shows that 'prove the market first, raise later' still works in the agentic AI era — while most startups burn VC money searching for PMF, a company that bootstrapped for 9 years and already serves large enterprises chose to raise only when agentic AI needs it most.
DEEP.FINE closed a ₩10B (~$6.6M) Series B led by Hyosung Ventures. The round signals that the next AI Agent battleground is extending beyond chat windows into heavy industry — smart glasses, sensors, and physical workflows on factory floors.
Trajectory closes a $40M Series A led by Sequoia Capital at a $300M valuation (2.6x increase from Seed just 3 months prior). The round signals that the Agent optimization battlefield is shifting from 'swap in a bigger model' to 'let deployed Agents learn continuously from real-world usage signals.'
Higgsfield closed a $400M Series B led by DST Global, reaching a $5.4B valuation (up over 4x from $1.3B in 8 months). The capital signals that enterprise AI video generation demand is rapidly displacing traditional agency-led production workflows.
Wispr closed a $280M Series B led by Menlo Ventures at a $2B valuation (up ~3x from $700M in November 2025). This round signals VCs betting that voice will replace text input as the next human-computer interface entry point.
Vals AI closes a $40M Series A led by Andreessen Horowitz at a $400M valuation. The round signals that VCs are starting to treat 'independent AI evaluation' as essential trust-layer infrastructure for the AI economy — not a nice-to-have leaderboard site.