How Did AI Deals Top $2.2B Overnight? 📈🤖💸

TL;DR

• Enterprise AI infra pulled in over $1.1B
• Agentic AI security drew sovereign-aligned capital
• Mega-compute contracts reset GPU pricing power
• Retail and property got new AI-native platforms

HEADLINES

Ramp closed $750M to tame AI spend 💳🔗

Supabase doubled valuation to $10B on AI workloads 🗄️🔗

DriveNets raised $410M for AI Ethernet fabric 🌐🔗

Flourish secured $500M for brain-inspired Cortex AI 🧠🔗

Google & SpaceX inked $920M/month AI compute pact 🚀🔗

Dubai Chambers formed executive group for agentic AI 🏙️🔗

FROM THE BIG PLAYERS

Lux Capital & GV invested $500M in Flourish 🧬🔗

Panthera Growth Partners invested $30M in Innefu Labs 🛡️🔗

Bessemer Venture Partners led $410M into DriveNets 📡🔗

Forestay & Notion Capital co-led $40M for Pivot 📊🔗

RAISES

Ramp raised $750M in a Series F led by ICONIQ, GIC, OTPP 💸🔗

DriveNets raised $410M in a Series D led by Bessemer, Atreides 🌐🔗

Flourish raised $500M in venture funding from Lux, GV, Catalio, Bezos 🧠🔗

Innefu Labs raised $30M in a Series B from Panthera Growth Partners 🛰️🔗

NEW LAUNCHES

HtAG Analytics launched AI-native Developer Portal for property intelligence 🏗️🔗

Motorola Solutions unveiled SafetyCam wearable frontline AI assistant 📷🔗

Supabase introduced Multigres, a Postgres “operating system” for scale 🗃️🔗

TRY THESE TOOLS

Ramp Stack AI-driven operating system for accounting firms 🧾🔗

Supabase Multigres orchestrates Postgres clusters for AI-heavy apps 🧩🔗

HtAG Use Case Builder turns plain-English ideas into AI agent packs 🏡🔗

METRICS

Ramp hit $44B valuation on $1B+ run rate 📊🔗

Supabase reported 600% yearly growth in database launches 📈🔗

Flourish reached $2.5B valuation with first public round 🧠🔗

FinTech Global tallied $1.9B raised across 16 FinTech deals 💵🔗

Nasdaq 100 dropped about 5% in AI-led tech rout 📉🔗

BENCHMARKS

F4 Fund mapped 12 active Series B industrial AI investors 📘🔗

FinTech Global highlighted US firms capturing most $1.9B week 🌎🔗

AlleyWatch flagged Flourish as NYC’s standout AI mega-round 🏙️🔗

Art of CTO framed AI infra as license-to-operate constraint 📑🔗

INFRA & COSTS

Google committed $920M/month for SpaceX Colossus compute 🚀🔗

DriveNets positioned Ethernet AI fabric to cut token costs 🖧🔗

Ramp funding earmarked for AI token spend controls 🧮🔗

Art of CTO warned GPU-heavy AI capex faces higher rates ⚙️🔗

VALUATIONS

Ramp implied valuation jumped to $44B post-round 🏷️🔗

Supabase doubled to $10B in eight months 💾🔗

Flourish debuted publicly at $2.5B valuation 🧬🔗

SpaceX targeted $1.75T valuation in upcoming IPO 📈🔗

POLICY

Trump Administration advanced frontier model prerelease review framework ⚖️🔗

New York Lawmakers moved to block chatbots befriending children 🧒🔗

UN Agencies flagged AI’s energy and water footprint 🌍🔗

Sanders–Altman Debate resurfaced proposals for public AI ownership 🏛️🔗

SOVEREIGN

Government of India accelerated sovereign national security AI procurement 🇮🇳🔗

Dubai Chambers launched committee to steer agentic AI adoption 🏜️🔗

UN warned AI infra could strain global resources 🌐🔗

US Congress gained early visibility into frontier AI releases 🇺🇸🔗

SECTORS

Retail deployed SafetyCam wearable assistant for store associates 🛍️🔗

Property & Real Estate adopted AI-native Developer Portal for data products 🏠🔗

Financial Operations integrated AI agents for close, reconciliation workflows 💼🔗

National Security scaled sovereign AI fusion platforms across agencies 🛰️🔗

COMMUNITY MEMBER SPOTLIGHT

Thomas Reardon advanced Flourish to $500M brain-inspired AI raise 🌟🔗