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The latest AI Infrastructure news and analysis from Tech Arcade.
Micron just booked $54.23 billion in a single quarter, up 379% year over year, as AI's hunger for high-bandwidth memory turns a commodity-chip maker into one of the most profitable hardware businesses on Earth.
Crusoe closed a $3.9B Series F at a $30.9B valuation — roughly triple its worth ten months ago — by owning the whole chain from power plant to GPU. The scarce input in AI stopped being chips and became electricity.
Spanish startup iPronics raised a $125M Series B, with Nvidia participating, to swap copper for light and rewire AI data centers in sub-milliseconds.
Starcloud closed a $250M Series A extension at a $2.3B valuation to run Nvidia GPUs in orbit. One H100 is already up there; the FCC filing asks for 88,000 satellites.
Andreessen Horowitz just closed a $1.1B 'Machine Age' fund for chips, power, cooling and robots. The VC that said software eats the world is now betting on the hardware underneath it.
Starcloud raised $250M at a $2.3B valuation — with Nvidia joining — to run AI data centers in orbit. Free sunlight, vacuum cooling, and an 88,000-satellite dream.
Valar Atomics raised $1B from Sequoia at a $6B valuation to mass-produce small nuclear reactors for AI data centers. Its founder dropped out of high school at 16.
Valar Atomics raised $1B at a $6B valuation, led by Sequoia, to mass-produce small nuclear reactors for AI data centers.
Valar Atomics tripled to a $6B valuation in four months, with Sequoia set to lead a $1B round — after a 27-year-old dropout's reactor powered a live Nvidia AI chip.
Valar Atomics used a 100-kilowatt reactor to power an Nvidia Blackwell chip in Utah — and Sequoia is reportedly in talks to lead a ~$1B round at a $6B valuation, triple its March mark.
