AI model labs, AI infrastructure, compute and cloud startups. In the last 12 months Value Add VC tracked 145 venture rounds in AI & Infrastructure totaling $345.0B across 122 companies, with a median round of $150M. The last three months saw 92 rounds and $81.7B, ahead of the 12-month pace.
| Rounds tracked | Last 3 months | Last 6 months | Last 12 months |
|---|---|---|---|
| Rounds | 92 | 127 | 145 |
| Dollars | $81.7B | $165.5B | $345.0B |
| Companies | 85 | 117 | 122 |
| Median round | $150M | $130M | $150M |
Rounds tracked by Value Add VC from filings, wire releases and news outlets, not a total for the whole market. Private companies only.
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Mar 31, 2026 | OpenAI | — | $122B | SoftBank Group, Andreessen Horowitz |
| May 28, 2026 | Anthropic | Series H | $65B | Altimeter Capital, Dragoneer Investment Group, Greenoaks |
| Feb 12, 2026 | Anthropic | Series G | $30B | GIC, Coatue Management |
| Sep 18, 2026 | OpenAI | — | $30B+ | — |
| Jan 6, 2026 | xAI | Series E | $20B | — |
| Jun 11, 2026 | Prometheus | — | $12B | — |
| Aug 13, 2026 | Databricks | Strategic Growth round | $5B | Coatue Management |
| Jul 27, 2026 | Safe Superintelligence | — | $5B | — |
| Oct 6, 2026 | Lambda | Pre-IPO | Up to $4B | Blackstone (Tech Hub), Coatue Management |
| Sep 17, 2026 | Crusoe | Series F | $3.9B | Atreides Management, Mubadala Capital, Valor Equity Partners |
| Date | Company | Stage | Amount | Led by |
|---|---|---|---|---|
| Oct 9, 2026 | Oxide Computer | Series D | $445M | Eclipse Ventures |
| Oct 9, 2026 | TypeSafe AI | Seed | $870M | Andreessen Horowitz |
| Oct 8, 2026 | Arena | Series B | $200M | Lightspeed Venture Partners, Khosla Ventures |
| Oct 8, 2026 | Manus | — | $500M+ | IDG Capital |
| Oct 8, 2026 | Rein Security | Series A | $25M | Glilot Capital |
| Oct 7, 2026 | Nous Research | Series B | $90M | Robot Ventures |
| Oct 7, 2026 | Parallel | Series C | $100M | — |
| Oct 7, 2026 | Tab | — | Undisclosed | — |
| Oct 7, 2026 | TeddyHoldings.AI | Seed | $60M | — |
| Oct 6, 2026 | Lambda | Pre-IPO | Up to $4B | Blackstone (Tech Hub), Coatue Management |
| Oct 5, 2026 | Clockwork.io | — | $31M | Premji Invest, Wing Venture Capital, Seligman Ventures |
| Oct 5, 2026 | Etched | — | Undisclosed | — |