How Are AI Valuations Pushing Toward **$1.8 Trillion**? πππ€
DEEPAI VC
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TL;DR
- AI-native agencies pull in fresh capital today
- Deskless worker platforms see major Series A momentum
- Chip and infra bets shift toward NPUs
- Sovereign funds circle AI-heavy mega IPO pipelines
HEADLINES
daydream raised $15M to scale AI SEO π§ π
Humand expanded US push after $66M round π±π
Microsoft launched three new foundational AI models βοΈπ
NPU startups hit revenue test amid AI chip race πΎπ
FROM THE BIG PLAYERS
WndrCo invested $15M in daydream π‘π
Kaszek Ventures invested $66M in Humand π²π
POSCO DX invested β©3B in Mobilint ππ
RAISES
daydream raised $15M in a Series A led by WndrCo ππ
Humand raised $66M in a Series A from Kaszek & Goodwater π₯π
Mobilint raised β©3B strategic funding from POSCO DX π½π
RAISING
Rebellions preparing to scale with pre-IPO AI chip war chest βοΈπ
Shield AI seen as flagship in defense-tech AI class βοΈπ
Early-stage AI infra funds are hunting for model-and-GPU monopolies ποΈπ
NEW LAUNCHES
Microsoft launched three foundational AI models ππ
Cronos unveiled AI-native tokenization platform roadmap πͺπ
Google.org advanced AI for Government Innovation challenge ποΈπ
TRY THESE TOOLS
daydream SEO Agents automate long-tail content and AI visibility ππ
Humand Platform unifies HR, comms, and AI assistant Sammy π¬π
Mobilint ARIES NPU powers edge AI at 80 TOPS ποΈπ
DetectVideo flags AI-generated or manipulated war footage π΅οΈπ
METRICS
Anthropic private valuation estimated near $380B ππ
OpenAI enterprise value pegged around $852B ππ
Korean content sector generative AI adoption hit ~20% π¬π
Google.org committed $60M to 2026 AI challenges ππ
CRO token maintains ~$3B market capitalization πͺπ
BENCHMARKS
Korea Creative Content Agency benchmarked AI use in film financing π₯π
LAFFAZ projected Europe genAI spend $133B by 2028 ππ
Sergey Tereshkin outlined AI chips, infra, defense as core VC stack ππ
IndiaAIβHEC Paris program benchmarked deep-tech expansion playbook ππ
INFRA & COSTS
NPU startups pushed to prove industrial AI revenue πΎπ
Mobilint ARIES delivers 80 TOPS at 25W edge inference ππ
Cronos positioned chain as AI-finance core infra π§π
Microsoft models deepen demand for hyperscale GPU clusters π₯οΈπ
DARPA PS-26-20 targeted AI hardware research proposals π°οΈπ
VALUATIONS
Anthropic valued around $380B in private markets π·οΈπ
OpenAI valuation estimated at $852B πΈπ
SpaceXβxAI targeting $1.75T IPO valuation ππ
Rebellions raised $400M pre-IPO at AI-chip premium β‘π
POLICY
EU AI Act driving demand for compliant AI clouds βοΈπ
MediaNama highlighted India rules on AI-labeled content π°π
US HHS set April 3, 2026 AI compliance target π π
US GAO urged agencies to formalize genAI use policies ππ
SOVEREIGN
Saudi PIF weighed $5B anchor in SpaceXβxAI IPO ποΈπ
PIF-owned HUMAIN previously invested $3B into xAI π€π
Google.org launched $30M AI government innovation fund ππ
Korean government doubled down on full-cycle domestic AI stack π°π·π
SECTORS
Film & Media deployed AI previsualization to de-risk financing π¬π
Retail & E-commerce adopted AI agents for SEO growth ππ
Industrial IoT embraced edge NPUs for factory AI ππ
Public Services piloted generative AI for government delivery π₯π
Healthcare Analytics integrated agentic models into value-based care π§¬π
COMMUNITY MEMBER SPOTLIGHT
Sergey Tereshkin published an in-depth brief on AI mega-rounds ππ
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