tech / venture
立場別 · 3 takes across the edition
Frames the raise as doubling the $30.5bn valuation Anduril landed less than a year ago in a Founders Fund-led Series G, and as confirming Anduril as the most likely defense-tech candidate for an IPO. Notes revenue doubled in 2025 to $2.2bn and the Army's 10-year, up to $20bn Lattice counter-drone contract signed in March as the revenue anchor.
“Anduril raises $5B and doubles its valuation to $61B in under a year, after revenue doubled to $2.2B in 2025.”
Confirms Groq's $650m round led by Disruptive and Infinitum, the re-staffing after Nvidia's December $20bn licensing deal pulled founders Jonathan Ross and Sunny Madra, and the pivot to a neocloud inference business running 13 data centers, targeting 200MW of capacity by end-2027.
“Groq's viability now turns on whether its inference cloud can hold up once Nvidia owns the LPU hardware IP that defined it.”
ビシャール・シッカの新会社ハング・テン・システムズがメイフィールド主導の3200万ドルのシード資金をアラムコ・ベンチャーズとジェリー・ヤンを取締役に迎えて調達。エージェント型コード生成でAIネイティブなソフトウェア納品を目指し、シーメンス・ガメサとフレゼニウスとすでに取引中と報道。
“ハング・テンは、プロジェクトを重ねるごとに人員増加に比例するのではなくレバレッジが高まるという理論に基づいている。”