Antioch raised a $32M Series A led by Greylock for a physical AI simulation platform. It calibrates simulations to a customer's specific hardware. The only named customer is Amazon's Ring.
XDOF, a robot training-data startup, is in talks for a Series B at roughly a $1.2B valuation. It left stealth three months ago and its annualized revenue is approaching $50M.
Groq raised $350M at a $3.5B valuation, roughly half of a year ago. The company is dropping its own LPU chips to become a neocloud running Nvidia GPUs — with Nvidia itself set to join the round.
The Sydney and San Francisco startup raised $8M in a Square Peg-led round. Its AI agents analyze robot data to pinpoint failure causes, instead of leaving engineers to dig through logs.
Etched raised $300M in a Series C at a $10.3B valuation — double its December 2025 figure. The startup builds AI inference chips meant to run without GPUs. Sequoia Capital led the round.
Atoms, Travis Kalanick's rebranded CloudKitchens holding, raised $1.7B in a round led by a16z, betting on robots and AI for heavy industry.
Anthropic is in talks to raise $40–50B at an $850–900B valuation — more than double its value from three months ago. ARR has surpassed $30B. This may be its final private round before an IPO.
