HOME/THEMES/AI GPU CLOUD INFRASTRUCTURE

// THEME

AI GPU Cloud Infrastructure

Companies providing distributed GPU compute and cloud infrastructure purpose-built for AI training and inference workloads at scale.

COMPANIES 439VELOCITY — STABLECAPITAL 28D $64903.3M · 77 DEALS

TOP INVESTORS: nvidia (50) · sequoia (19) · coatue (18) · blackstone (13) · kleiner perkins (13)

CAPITAL FIGURES ARE MEDIA-EXTRACTED ESTIMATES, NOT VERIFIED FILINGS.

Capital raised, weekly

Deals by stage

unknown

$150.9B · 132 DEALS

series a

$17.2B · 74 DEALS

series c

$31.3B · 34 DEALS

seed

$8.5B · 33 DEALS

series b

$14.5B · 31 DEALS

Mention momentum

EXTRACTED FROM 25+ PODCASTS & VC NEWSLETTERS · MEDIA-REPORTED FIGURES, NOT VERIFIED FILINGS

// COMPANIES

200 COMPANIES

Resolve AI

not provided in the search results

$35M · SEED · GREYLOCK PARTNERS · SEP 23

1 SIGNAL · LAST SEEN SEP 23, 2026

OpenAI

openai.com

IPO · SEP 22

1342 SIGNALS · LAST SEEN SEP 23, 2026

Nvidia

nvidia.com

$1.5B · PRE-IPO · NVIDIA · SEP 22

812 SIGNALS · LAST SEEN SEP 23, 2026

Anthropic

anthropic.com

IPO · SEP 22

1451 SIGNALS · LAST SEEN SEP 23, 2026

Factory

factory.ai

$200M · GROWTH · SEQUOIA + KHOSLA · SEP 22

38 SIGNALS · LAST SEEN SEP 22, 2026

DigitalOcean

digitalocean.com

$725M · GROWTH · SEP 22

2 SIGNALS · LAST SEEN SEP 22, 2026

Nscale

nscale.com

IPO · SEP 22

31 SIGNALS · LAST SEEN SEP 22, 2026

Crusoe

crusoe.ai

$3.9B · SERIES F · ATREIDES MANAGEMENT + MUBADALA CAPITAL · SEP 21

25 SIGNALS · LAST SEEN SEP 21, 2026

Positron AI

$875M · SERIES C · ATREIDES · SEP 19

12 SIGNALS · LAST SEEN SEP 19, 2026

Google

google.com

GRANT · SNSF + LAMARR INSTITUTE · SEP 18

522 SIGNALS · LAST SEEN SEP 23, 2026

Manus

$500M · GROWTH · SEP 18

32 SIGNALS · LAST SEEN SEP 17, 2026

Databricks

databricks.com

$5.0B · GROWTH · SEP 17

118 SIGNALS · LAST SEEN SEP 22, 2026

Mistral AI

mistral.ai

$3.0B · GROWTH · SAMSUNG + ASML · SEP 17

53 SIGNALS · LAST SEEN SEP 21, 2026

Delos Data

$100M · SEP 17

3 SIGNALS · LAST SEEN SEP 17, 2026

Liquid Compute

$15M · SEP 17

3 SIGNALS · LAST SEEN SEP 17, 2026

Lightfield

lightfield.ai

$47M · SERIES A · A16Z · SEP 16

7 SIGNALS · LAST SEEN SEP 16, 2026

xAI

x.ai

IPO · SEP 15

156 SIGNALS · LAST SEEN SEP 22, 2026

Fluidstack

fluidstack.io

$1.5B · FUNDING · SEP 15

11 SIGNALS · LAST SEEN SEP 15, 2026

Temporal

temporal.io

$550M · SERIES E · SEP 15

6 SIGNALS · LAST SEEN SEP 15, 2026

TAR

$120M · SERIES A · SPARK CAPITAL · SEP 14

3 SIGNALS · LAST SEEN SEP 14, 2026

Enflame Technology

$861M · IPO · SEP 12

3 SIGNALS · LAST SEEN SEP 12, 2026

Blaxel

blaxel.ai

$7M · SEED · SEP 11

6 SIGNALS · LAST SEEN SEP 11, 2026

DeepSeek

deepseek.com

IPO · SEP 10

113 SIGNALS · LAST SEEN SEP 19, 2026

Cognition

cognition.ai

$2.0B · GROWTH · SEP 10

57 SIGNALS · LAST SEEN SEP 16, 2026

Zankore

$3.1B · DEBT · SEP 10

2 SIGNALS · LAST SEEN SEP 10, 2026

Cerebras

cerebras.com

IPO · SEP 8

11 SIGNALS · LAST SEEN SEP 21, 2026

Decart

decart.ai

SERIES D · SEP 8

20 SIGNALS · LAST SEEN SEP 9, 2026

MatX

matx.ai

OTHER · COATUE · SEP 7

1 SIGNAL · LAST SEEN SEP 7, 2026

Empirik

$21M · OTHER · SEQUOIA CAPITAL · SEP 5

3 SIGNALS · LAST SEEN SEP 6, 2026

HUMAIN

3 SIGNALS · LAST SEEN SEP 18, 2026

Gimlet Labs

gimletlabs.ai

$300M · SERIES A · SEP 5

4 SIGNALS · LAST SEEN SEP 11, 2026

Starcloud

starcloud.ai

35 SIGNALS · LAST SEEN SEP 5, 2026

Broadcom

broadcom.com

GROWTH · BLACKSTONE · SEP 4

38 SIGNALS · LAST SEEN SEP 17, 2026

Moonshot AI

moonshot.cn

$3.0B · IPO · SEP 4

108 SIGNALS · LAST SEEN SEP 12, 2026

Emerald AI

$150M · SERIES A · SEP 3

10 SIGNALS · LAST SEEN SEP 17, 2026

Profound

profound.com

$96M · SERIES C · LIGHTSPEED VENTURE PARTNERS + SEQUOIA CAPITAL · SEP 3

7 SIGNALS · LAST SEEN SEP 3, 2026

Chips and Data Centers

$6.6B · Q2 · SEP 3

1 SIGNAL · LAST SEEN SEP 3, 2026

Semiconductor Chip Design

$1.7B · Q2 · SEP 3

1 SIGNAL · LAST SEEN SEP 3, 2026

Palantir

palantir.com

SEED · PALANTIR · SEP 2

108 SIGNALS · LAST SEEN SEP 22, 2026

Stability AI

stability.ai

$76M · SERIES B · WARNER MUSIC GROUP + COATUE · SEP 1

12 SIGNALS · LAST SEEN SEP 21, 2026

OpenRouter

openrouter.ai

SERIES B · SEQUOIA CAPITAL + ANDREESSEN HOROWITZ · SEP 1

108 SIGNALS · LAST SEEN SEP 18, 2026

Lambda

lambdalabs.com

$962M · GROWTH · MORGAN STANLEY · SEP 1

6 SIGNALS · LAST SEEN SEP 1, 2026

Agentrys

$25M · PRE-SEED · MEDIATEK · SEP 1

3 SIGNALS · LAST SEEN SEP 1, 2026

d-Matrix

d-matrix.ai

$26M · SERIES A · AUG 31

9 SIGNALS · LAST SEEN SEP 21, 2026

Nexthop AI

$500M · SERIES B · ANDREESSEN HOROWITZ · AUG 31

2 SIGNALS · LAST SEEN AUG 31, 2026

Runable

$21M · SERIES A · AUG 31

2 SIGNALS · LAST SEEN AUG 31, 2026

Gemini

gemini.google

$3M · PRE-SEED · Y COMBINATOR · AUG 31

1 SIGNAL · LAST SEEN AUG 31, 2026

Mundo AI

$20M · SERIES A · AUG 31

1 SIGNAL · LAST SEEN AUG 31, 2026

Microsoft

microsoft.com

$75M · GROWTH · T. ROWE PRICE + MICROSOFT · AUG 29

272 SIGNALS · LAST SEEN SEP 23, 2026

Amazon

amazon.com

$75M · GROWTH · T. ROWE PRICE + MICROSOFT · AUG 29

250 SIGNALS · LAST SEEN SEP 23, 2026

Lone Palm Labs

$21M · SEED · THRIVE CAPITAL + IMAGINARY VENTURES · AUG 29

2 SIGNALS · LAST SEEN AUG 29, 2026

Perplexity

perplexity.ai

47 SIGNALS · LAST SEEN SEP 13, 2026

Etched

etched.com

$300M · SERIES_C · SEQUOIA CAPITAL · AUG 27

16 SIGNALS · LAST SEEN AUG 27, 2026

Fathom

2 SIGNALS · LAST SEEN SEP 15, 2026

Etched

etched.ai

23 SIGNALS · LAST SEEN AUG 28, 2026

Read AI

1 SIGNAL · LAST SEEN AUG 27, 2026

CtrlS

$30M · GROWTH · NIKHIL KAMATH + SREERAM REDDY VANGA · AUG 27

2 SIGNALS · LAST SEEN AUG 27, 2026

Groq

groq.com

$350M · SERIES A · NVIDIA · AUG 26

48 SIGNALS · LAST SEEN SEP 18, 2026

AMD

amd.com

$76M · SERIES B · EA + SONY MUSIC · AUG 26

46 SIGNALS · LAST SEEN SEP 16, 2026

Callosum

$100M · SEED · PLURAL + ATOMICO · AUG 26

6 SIGNALS · LAST SEEN AUG 26, 2026

Thunder Compute

$13M · SERIES A · AUG 26

7 SIGNALS · LAST SEEN AUG 26, 2026

General Intuition

embodiedglobal.com

GROWTH · VALOR EQUITY PARTNERS + POINT72 VENTURES · AUG 25

15 SIGNALS · LAST SEEN AUG 25, 2026

Ciena

$40M · SERIES A · CYCLE CAPITAL + CIENA · AUG 24

2 SIGNALS · LAST SEEN AUG 24, 2026

Google DeepMind

deepmind.com

SERIES A · AUG 22

132 SIGNALS · LAST SEEN SEP 9, 2026

Wispr Flow

wispr.ai

$280M · SERIES B · MENLO VENTURES · AUG 18

16 SIGNALS · LAST SEEN SEP 13, 2026

Deep River AI

riverai.com

$1.1B · SERIES A · NVIDIA + GENERAL CATALYST · AUG 18

3 SIGNALS · LAST SEEN AUG 18, 2026

River AI

river.ai

$1.1B · SERIES A · AMP PBC + GENERAL CATALYST · AUG 17

7 SIGNALS · LAST SEEN SEP 18, 2026

Edgify

SERIES A · MANGROVE CAPITAL PARTNERS + RANK VENTURES · AUG 17

2 SIGNALS · LAST SEEN AUG 17, 2026

Whif

$11M · SERIES A · BSK INVESTMENT + CRIT VENTURES · AUG 17

3 SIGNALS · LAST SEEN AUG 17, 2026

Baselayer

SERIES A · KORO CAPITAL + M13 · AUG 17

2 SIGNALS · LAST SEEN AUG 17, 2026

Baseten

baseten.co

$1.5B · SERIES F · CONVICTION · AUG 15

29 SIGNALS · LAST SEEN SEP 11, 2026

Applied Compute

appliedcompute.com

GROWTH · ELAD GIL · AUG 12

16 SIGNALS · LAST SEEN SEP 15, 2026

Pathway

$30M · SEED · AUG 12

2 SIGNALS · LAST SEEN AUG 12, 2026

Wayve

wayve.ai

SERIES_B · ECLIPSE VENTURES · AUG 11

10 SIGNALS · LAST SEEN SEP 9, 2026

Cerebras Systems

cerebras.ai

SERIES A · BENCHMARK · AUG 11

9 SIGNALS · LAST SEEN SEP 15, 2026

Arm

arm.com

$60M · SERIES B · ARM · AUG 11

8 SIGNALS · LAST SEEN SEP 3, 2026

DayOne

dayone.ai

IPO · AUG 11

4 SIGNALS · LAST SEEN AUG 11, 2026

Panthalassa

$225M · GROWTH · 8090 INDUSTRIES + HANWHA ASSET MANAGEMENT · AUG 10

7 SIGNALS · LAST SEEN SEP 19, 2026

Naïve

$29M · SERIES A · NEXUS VENTURE PARTNERS · AUG 10

2 SIGNALS · LAST SEEN AUG 10, 2026

Sapiom

sapiom.ai

$35M · SERIES A · AUG 10

6 SIGNALS · LAST SEEN AUG 10, 2026

Micro One

3 SIGNALS · LAST SEEN AUG 8, 2026

Recursive Superintelligence

$650M · SERIES A · AUG 7

12 SIGNALS · LAST SEEN SEP 17, 2026

Modal

modal.com

SERIES_C · GENERAL CATALYST · AUG 6

18 SIGNALS · LAST SEEN SEP 11, 2026

Prime Intellect

primeintellect.ai

$130M · SERIES_A · RADICAL VENTURES · AUG 3

9 SIGNALS · LAST SEEN SEP 15, 2026

Fireworks

fireworks.ai

$1.8B · SERIES C/GROWTH/IPO · AUG 2

63 SIGNALS · LAST SEEN SEP 21, 2026

AssemblyAI

assemblyai.com

SERIES C · SMITH POINT + ACCEL · JUL 31

19 SIGNALS · LAST SEEN SEP 22, 2026

CoreWeave

coreweave.com

$1.0B · JUL 31

37 SIGNALS · LAST SEEN SEP 10, 2026

SK Hynix

skhynix.com

$300M · SERIES C · SEQUOIA + JANE STREET · JUL 30

37 SIGNALS · LAST SEEN SEP 21, 2026

Micron

micron.com

$60M · SERIES A · B CAPITAL + BESSEMER VENTURE PARTNERS · JUL 30

26 SIGNALS · LAST SEEN SEP 21, 2026

Ineffable Intelligence

ineffable.ai

10 SIGNALS · LAST SEEN AUG 26, 2026