AI Capital Surges 80%: Who’s Buying GPUs? 📈💸🤖

November 13, 2025

TL;DR

• Funding accelerates as Accel projects record AI investment.
• Security funding pops with runtime CNAPP and AI focus.
• GPU prices shift; startups weigh on‑demand vs reserved math.
• Policy/sovereign moves align power, sites for AI data centers.

HEADLINES

Accel projected 2025 AI funding to hit $184B, up ~80% YoY 📊🔗

AIDC25 opened today highlighting U.S. AI datacenter power constraints ⚡🔗

a16z lining up $10B for new AI and growth funds 🏦🔗

Wonderful AI added $100M at a $700M valuation 🗞️🔗

FROM THE BIG PLAYERS

Andreessen Horowitz invested context: targeting fresh $10B vehicles across AI and growth 🏗️🔗

CoreWeave expanded commitments via multi‑year cloud deal with Meta ☁️🔗

RAISES

Sweet Security raised $75M in a Series B led by Evolution Equity Partners 🛡️🔗

Wonderful AI raised $100M in a private round from Index Ventures 🤝🔗

RAISING

Andreessen Horowitz is looking to raise $10B across new funds for AI and growth 🏦🔗

NEW LAUNCHES

Adobe unveiled Firefly updates including Generate Soundtrack and Speech 🎬🔗

TRY THESE TOOLS

Lambda Cloud clear on‑demand GPU pricing; H100 from $2.99/hr 💻🔗

CoreWeave public catalog for H100/H200/B200 instances 🧮🔗

LEARN THIS

(Within 24 hours YouTube tutorial could not be verified reliably today. If you have a preferred channel, I can source a same‑day non‑technical agents/MCP tutorial and add it here immediately.)

METRICS

AI funding projected to reach $184B in 2025, up ~80% YoY 📈🔗

CoreWeave H100 8x node listed at $49.24/hr on‑demand 💾🔗

Lambda H100 priced from $2.99/hr per GPU (8x SXM) 🖥️🔗

Gartner: 40% of AI data centers constrained by power by 2027 ⚡🔗

BENCHMARKS

Accel Globalscape 2025 identifies capital concentration into models and AI‑native apps 📗🔗

Tech.eu Q1 shows AI at 25% of European VC, healthtech leading 📊🔗

INFRA & COSTS

Lambda H100 on‑demand $2.99/hr; B200 8x at $4.99/GPU‑hr 💸🔗

CoreWeave H100 8x $49.24/hr; H200 8x $50.44/hr; B200 8x $68.80/hr 📦🔗

DOE advancing federal‑land siting for AI data centers 🏗️🔗

VALUATIONS

Anthropic hit $183B post Series F in September 🏷️🔗

CoreWeave valued ~$60B alongside multi‑year hyperscale deals 📈🔗

POLICY

Gartner flags power‑shortage risk shaping permitting timelines 🗺️🔗

DOE site selections signal streamlined federal siting for AI infra 📃🔗

SOVEREIGN

AIDC25 convenes U.S. state, utility, and data‑center leaders on AI power 🏛️🔗

SECTORS

Adobe Firefly adds soundtrack/speech for creative workflows at scale 🎨🔗

Sweet Security rolls AI‑lifecycle protections for agents/models in production 🛡️🔗

COMMUNITY MEMBER SPOTLIGHT

Tamara Djurickovic analyzed Accel’s 2025 Globalscape signals shaping AI deal flow 📰🔗

Note: For the LEARN THIS slot, I could not reliably verify a same‑day (Nov 13, 2025) YouTube non‑technical tutorial via public search. Share your preferred channels and I’ll add a compliant pick immediately.