AI Dollars Concentrate: Top 62% to 8 Giants 📈💰🤖

November 7, 2025

TL;DR

• Mega-rounds continue while VCs publish spend and theses.
• GPU costs hover near $3/hr, improving startup runway math.
• Policy clock: EU GPAI transparency rules in force now.
• Sovereigns pivot billions to AI infra and data centers.

HEADLINES

Elad Gil weighed AI market winners at Disrupt 🗣️🔗

Andreessen Horowitz lining up $10B for new funds 🏦🔗

Saudi PIF shifts focus toward AI and logistics 🛢️➡️🤖🔗

FROM THE BIG PLAYERS

General Catalyst invested $250M in Beacon Software 🚀🔗

Lightspeed invested $250M in Fireworks AI 🔥🔗

Index Ventures invested $250M in Fireworks AI ⚙️🔗

a16z published AI spending report on app stack 📘🔗

Citi Ventures backed Zest AI customer-led round (undisclosed) 🏦🔗

RAISES

Beacon Software raised $250M in a Series B led by General Catalyst 🧱🔗

Fireworks AI raised $250M in a Series C from Lightspeed 🔥🔗

Hippocratic AI raised $126M in a Series C from Avenir 🏥🔗

Tala Health raised $100M in funding from Titan Holdings 🩺🔗

Quickads raised $1.7M in seed led by Kae Capital 🧰🔗

RAISING

Prezent is looking to raise $30M+ for M&A 🧩🔗

a16z is targeting $10B across new funds 🏦🔗

NEW LAUNCHES

Humain unveiled Humain 1 OS (voice-first) 🖥️🔗

TRY THESE TOOLS

Lambda Cloud transparent GPU pricing; B200 from $2.99/hr 💻🔗

CoreWeave on-demand GPU catalog (H100, B200) 🧮🔗

GetDeploying live GPU price comparison 📊🔗

LEARN THIS

METRICS

AI funding hit $118B YTD (Aug 15) 📊🔗

H100 median price near $2.99/hr (on-demand) 💻🔗

App-layer spend skews 60% horizontal tools 🧭🔗

a16z targets $10B across strategies 💰🔗

BENCHMARKS

a16z startups’ AI spend: top 50 app tools 📘🔗

Bessemer Q2T3 growth report: AI infra/app signals 📗🔗

State of AI 2025 macro: capital flows & physics limits 📙🔗

INFRA & COSTS

Lambda B200 from $2.99/hr; H100 $2.99/hr 💾🔗

CoreWeave public H100/B200 pricing catalog 🧮🔗

Thunder/Intuition Labs H100 range $1.5–$7/hr (Nov) 📉🔗

JarvisLabs median H100 $2.99/hr; 30–40% discounts reserved 🧾🔗

VALUATIONS

Crunchbase shows funding concentration into mega-rounds 📈🔗

FT Anthropic to $61.5B post-round 🏷️🔗

POLICY

EU Commission AI Act hub updated Oct 23 ⚖️🔗

EU AI Office GPAI obligations effective Aug 2, 2025 📅🔗

AI Act Guide GPAI guidance & timelines 📘🔗

SOVEREIGN

Saudi PIF pivoting to AI, logistics, minerals 🏛️🔗

HUMAIN × AirTrunk data centers in KSA (PIF-backed) 🏗️🔗

MGX co-invested in Altera (chips) 💾🔗

SECTORS

NHS (UK) launching AI safety warning system 🏥🔗

Chelsea & Westminster (NHS) using AI for instant skin-cancer checks 🩺🔗

Mayo Clinic shows AI patient-experience gains 🧠🔗

AHA case studies seven hospital AI deployments 📄🔗

COMMUNITY MEMBER SPOTLIGHT

Elad Gil shared market maps for AI winners onstage 🗺️🔗