Operator

NinjaOne led U.S. startup funding rounds with a $400 million Series C extension at a $12.3 billion valuation, followed by Digital Asset’s $355 million raise, TensorWave’s $350 million Series B, and several other large deals in biotech, robotics, and agentic AI. The week’s standout financings were actually in Europe, where Neura Robotics said it secured up to $1.4 billion and Iceye raised $520 million, underscoring that megadeals are still flowing across enterprise software, blockchain, AI infrastructure, and frontier hardware.

Vertical AI companies are seeing ACVs jump into the 6- and 7-figure range because their products now replace labor rather than just software, which is pushing go-to-market away from PLG and SDR-led motion and back toward direct sales. The piece says PE/portfolio-company networks and sector-specific conferences are becoming especially effective channels because one introduction can produce multiple qualified leads across industries like healthcare services, dental, MSP, accounting, legal, financial advisory, insurance brokerage, home services, and industrial.

AirTrunk plans to invest $30 billion to build 5GW of AI data center capacity in India. The scale is notable because 5GW is a massive power footprint for AI infrastructure, signaling a major expansion of compute capacity in one of the world’s fastest-growing digital markets.

SendCutSend raised $110 million led by Stripe founders John and Patrick Collison, Sequoia Capital and Paradigm at a reported $1 billion valuation for its on-demand custom metal manufacturing platform, and Nourish raised a $100 million Series C led by Menlo Ventures to expand its insurance-covered metabolic health clinic combining dietitians, AI tools and GLP-1 medication management. The deals show capital flowing into non-AI infrastructure and healthcare platforms tied to AI-driven demand and the GLP-1 boom, with SendCutSend’s first outside funding and Nourish’s scale to more than 10,000 registered dietitians standing out.

Anduril Industries led the week’s U.S. startup funding rounds with a $5 billion Series H at a $61 billion valuation, more than double its $30.5 billion valuation less than a year earlier. The rest of the top 10 skewed toward physical-world infrastructure and defense-adjacent tech, including VoltaGrid’s $1 billion strategic investment, Mind Robotics’ $400 million round, Cowboy Space’s $275 million Series B at a $2 billion valuation, and HavocAI’s $100 million Series A.