How Did AI Capture **$171B** In One Month? ๐ค๐๐ฐ
DEEPAI VC
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TL;DR
- Mega AI rounds drove record $189B February funding
- Chip and infra plays raised hundreds of millions today
- Governments ramp sovereign AI infra and GPU capacity
- Regulators race to align AI law and enforcement timelines
HEADLINES
Ayar Labs raised $500M for AI data chips ๐ก๐
OpenAI building GitHub rival code platform ๐งโ๐ป๐
TECNO unveiled AIโdriven CAMON 50 smartphones ๐ฑ๐
McKinsey reported SEA AI adoption beats global ๐๐
Mutable Tactics closed โฌ1.8M for AI drone autonomy ๐ฐ๏ธ๐
Cursor AI coding startup hit $2B revenue runโrate ๐ป๐
FROM THE BIG PLAYERS
Thrive Capital & Andreessen Horowitz backing Anduril at $60B valuation ๐ก๏ธ๐
Serent Capital invested in Autire AI audit platform ๐๐
Nvidia deepened bet on Ayar Labs photonic chips ๐ง ๐
SGInnovate highlighted as backing 100+ B2B AI startups ๐๐
RAISES
Ayar Labs raised $500M in Series E round ๐ก๐
Mutable Tactics raised โฌ1.8M preโSeed led by Seraphim Space ๐ฐ๏ธ๐
RenoFi raised $22M Series B for AI renovation loans ๐ ๐
Ease Health raised $41M to scale AI behavioral health tool ๐ง ๐
NEW LAUNCHES
TECNO launched CAMON 50 Series AI camera phones ๐ฑ๐
TECNO unveiled OneLeap AIoT interconnection platform ๐ธ๏ธ๐
Canary Technologies launched Hospitality AI Agent Studio for hotels ๐จ๐
Apple introduced M5 Pro / M5 Max AIโcentric chips ๐ป๐
TRY THESE TOOLS
Hospitality AI Agent Studio lets hotels deploy custom AI agents ๐ค๐
SeeVideo.dance Workspace offers pro web AI video editing ๐ฌ๐
AI for Business Summit delivers handsโon AI growth playbooks ๐๐
METRICS
Global VC hit $189B in February, $171B into AI ๐๐
AI startups captured 90% of monthly venture dollars ๐ฐ๐
Israeli tech raised $775M in February, best since 2022 ๐ฎ๐ฑ๐
LGโLSEG AI system now forecasts 5,500 U.S. stocks daily ๐๐
BENCHMARKS
McKinsey / EDB study found 46% SEA firms beyond AI pilots ๐๐
SEA leaders Singapore, Indonesia show 50%+ progress toward scaling ๐๐
US market study warns AI could trigger 38% drop โ ๏ธ๐
Citrini research projects AIโdriven unemployment up to 10% ๐๐
INFRA & COSTS
IndiaAI Mission allocated 12,638 GPUs, uses only 7,418 ๐ฅ๏ธ๐
DDR4 memory prices jumped nearly 8x, squeezing GPU builds ๐พ๐
Memory makers SK Hynix, Samsung, Micron booked to 2028 ๐ญ๐
V Gallant GPU Lounge launched Malaysiaโs first GPUโpowered AI workspace โ๏ธ๐
VALUATIONS
Anduril Industries reportedly valued around $60B postโround ๐ท๏ธ๐
Ayar Labs hit $3.75B valuation after Series E ๐น๐
Saige Research logged $17.5M total funding to date ๐๐
Edgecortix reported $37M raised for edge AI chips ๐๐
POLICY
Utah lawmakers pushing four AI governance bills before adjournment โ๏ธ๐
DLA Piper hosting session on AI algorithmic pricing antitrust risks ๐๐
FDD panel examines foreign influence risks in AI tools ๐ฐ๏ธ๐
Vietnam AI law cited as first comprehensive framework in Southeast Asia ๐๐
SOVEREIGN
VEON & MeetKai exploring sovereign AI infrastructure partnerships ๐๏ธ๐
South KoreaโSingapore summit pledged deeper cooperation on AI and SMRs ๐ค๐
IndiaAI budget uses โน800 crore of โน2,000 crore allocation ๐ธ๐
UK Space Agency committed ยฃ30M to nextโgen satcom, AIโdriven networks ๐ฐ๏ธ๐
SECTORS
Healthcare deployed AI with Nvidia to speed cancer tests ๐งฌ๐
Defense contractors began removing Anthropic AI after Trump ban ๐ช๐
Real estate finance scaled AI underwriting for renovation loans ๐๏ธ๐
Behavioral health adopted AI assistant to support clinicians ๐ง ๐
Hospitality deployed AI agents across hotel operations ๐๏ธ๐
COMMUNITY MEMBER SPOTLIGHT
Cursor surpassed $2B annualised revenue with AI coding assistant ๐๐
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