VC
Value Add VC
⚡HomePulse⚡Helpful Apps📝Blog🤝Partner
← Pulse/Companies

Firmus on Pulse

AI infra

The full thread of our Firmus coverage — a running record of every development we've tracked, with the VC take on each.

2
Stories
1
With a headline figure
Aug 17, 2026
Since

Related Dashboards

AI Buildout Tracker →Big Tech AI Spending →AI Valuations →

Coverage Timeline

newest first
  1. Aug 20, 2026FUNDINGAugust's AI Infrastructure Deals Already Top $8.7B→
  2. Aug 17, 2026FUNDINGAugust's Mega-Rounds Have Already Cleared $9B$9.25B in 5 rounds→

All Coverage

FUNDING· Aug 20, 2026

August's AI Infrastructure Deals Already Top $8.7B

Illustration for: August's AI Infrastructure Deals Already Top $8.7B
FUNDING

August's AI Infrastructure Deals Already Top $8.7B

Databricks' $5B raise, Firmus' $2B round, Castelion's $1B Series C and Etched's $700M add up to $8.7B in AI infrastructure and adjacent capital-intensive funding in August alone.

Aug 20, 2026BY THE NUMBERS
FUNDING· Aug 16, 2026

August's Mega-Rounds Have Already Cleared $9B

Illustration for: August's Mega-Rounds Have Already Cleared $9B
FUNDING$9.25B in 5 rounds

August's Mega-Rounds Have Already Cleared $9B

Five disclosed rounds in the first two weeks of August 2026 -- Databricks, Firmus, River AI, Lovable and Form Energy -- total roughly $9.25 billion, with data infrastructure and AI compute taking three quarters of it.

Aug 16, 2026BY THE NUMBERS
@Trace_Cohen·t@nyvp.com