Anthropic is in early talks for a $30B+ raise at a $900B valuation as Cerebras popped 68% on its Nasdaq debut — AI capital markets hit two structural milestones in one week.
Anduril's $5B Series H at $61B — led by Thrive and a16z — nearly doubles its June 2025 valuation in under 12 months, with total funding at $6.82B and a 2027 IPO on the table.
Cerebras IPO: opened at $350 vs $185 offer price, $100B+ valuation. Largest US tech IPO since Uber 2019. $5.5B raised in total offering.
Anthropic eyes up to $50B at ~$900B pre-money valuation — near trillion-dollar mark — as annualized revenue nears $45B.
CopilotKit's $27M raise (Glilot Capital, NfX, SignalFire) bets on agentic UI as the next frontend paradigm — connecting humans and AI agents at the interface layer.
Haun Ventures raises $1B across two funds expanding into AI agents and fintech — signaling convergence between crypto-native VC and the agentic AI investment category.
Six concurrent signals in 24 hours mark a structural AI capital inflection: Cerebras $40B IPO, Anthropic's PE joint venture, EU compute criticism, and lenders quietly exiting AI debt.
Mistral's €105M seed memo with 6 employees, no customers, and 4 weeks in is now public — redefining how frontier-AI companies pitch early investors on strategy alone.
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