New AI Infrastructure Unicorns: Exa, Modal, TurboPuffer Fundraising Roundup
Latent Space's AINews highlights a quiet news day by featuring recent fundraising rounds for three AI infrastructure companies: Exa (AI-native search/retrieval), Modal (serverless GPU compute), and TurboPuffer (vector database). All three have reached or are approaching unicorn valuations, signaling continued investor appetite for AI infrastructure tooling. The piece is a brief commentary aggregating these business milestones rather than a deep technical analysis.
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New AI Infra Decacorns: Fireworks and Baseten Reach $10B+ Valuations (OpenRouter Next)
Latent Space reports on major funding milestones for AI inference infrastructure companies Fireworks AI and Baseten, both reaching decacorn ($10B+) valuations. OpenRouter is noted as a likely next entrant to that tier. The piece signals continued investor conviction in the AI serving and inference layer as a high-value segment of the stack.
NVIDIA Cosmos 3, Nemotron 3 Ultra, and RTX Spark
A Latent Space AI news digest covers three NVIDIA announcements: Cosmos 3 (a world model/simulation platform), Nemotron 3 Ultra (a large language model), and RTX Spark (likely a new hardware or inference product). The piece frames these as a significant win for Jensen Huang and NVIDIA's AI portfolio. Coverage is commentary-tier aggregation rather than primary technical reporting.
Anthropic Passes OpenAI in Business Adoption; Cerebras IPO; Claude Mythos Security Concerns
A Ramp AI Index survey shows Anthropic reached 34.4% business adoption in April 2026, surpassing OpenAI's 32.3%, though analysts cite token cost inflation, service degradation, and competition from cheaper inference platforms as threats to the lead. Cerebras surged 89% on its IPO debut, signaling investor appetite for AI infrastructure hardware. Separately, Anthropic's withheld Claude Mythos model—which solved a novel cybersecurity challenge—prompted meetings with the Financial Stability Board, while ArXiv announced year-long bans for authors submitting unvetted AI-generated content.
Accelerating the next phase of AI
OpenAI has raised $122 billion in new funding, marking one of the largest capital raises in AI history. The funds are earmarked for expanding frontier AI development globally, investing in next-generation compute infrastructure, and scaling to meet growing demand for ChatGPT, Codex, and enterprise AI products. The announcement signals continued aggressive investment in AI infrastructure and model development at the frontier.
AINews: Codex Rises, Claude Meters Programmatic Usage
A Latent Space AINews digest covering trends in major coding agents, with focus on OpenAI Codex's resurgence and Anthropic's introduction of usage metering for programmatic Claude access. The piece tracks the evolving competitive landscape among AI coding tools. As a tier-2 commentary source, it synthesizes recent developments rather than breaking new ground.
Anthropic raises $65B in Series H funding at $965B post-money valuation
Anthropic has closed a $65 billion Series H round led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, valuing the company at $965 billion post-money. The company reports annualized run-rate revenue crossing $47 billion and highlights major compute expansion agreements with Amazon (up to 5 GW), Google/Broadcom (5 GW of TPU capacity), and SpaceX (Colossus GPU access). Strategic infrastructure partners Micron, Samsung, and SK hynix join the round alongside a broad syndicate of institutional investors. Funding is earmarked for safety and interpretability research, compute scaling, and product expansion including Claude Code and Cowork.
Data Points: Perplexity Computer expands, Google Aletheia math agent, DeepSeek chip strategy, Nvidia retrieval pipeline, Stargate cancellation
The Batch's weekly data points roundup covers five significant AI developments: Perplexity expanded its Computer agentic platform to desktop, mobile, and enterprise with new APIs and financial data tools; Google released Aletheia, a Gemini-based math research agent achieving 95.1% on IMO-Proof Bench Advanced (up from 65.7%); DeepSeek withheld pre-release access to its V4 model from Nvidia and AMD while giving domestic Chinese chipmakers early access; Nvidia's NeMo Retriever topped the ViDoRe v3 leaderboard using a ReACT-based agentic retrieval loop; and OpenAI and Oracle cancelled plans to expand the Abilene Stargate campus from 1.2 GW to 2.0 GW due to financing and reliability issues.
Can the stockmarket swallow Anthropic, SpaceX and OpenAI?
The Economist examines whether public markets can absorb the potential IPOs of Anthropic, SpaceX, and OpenAI, three of the largest private companies in their respective sectors. The piece addresses valuation, liquidity, and structural questions around bringing frontier AI labs to public markets. With 368 HN points and 641 comments, the article has generated substantial community discussion. The framing reflects growing investor and analyst attention to the eventual public-market transition of major AI labs.