Ortet launched with a $500 million commitment from Thoreau to build a full-stack health AI lab across compute, data, research and models. The capital arrives before product efficacy or commercial fit is established.
Flow Engineering raised $50 million at a $750 million valuation for agents that connect requirements, CAD, simulation, code and testing. Hardware AI may be less about generating a part than keeping every engineering change synchronized.
Miter raised $40 million for payroll, workforce, field operations and job-cost software. In construction, AI may create value first by cleaning up fragmented administrative workflows rather than replacing physical labor.
SiMa.ai raised $150 million at a $1.45 billion valuation for low-power physical-AI inference. Robots, drones and vehicles create a different compute problem from a data-center cluster.
EliseAI says it has surpassed $200 million in ARR and raised $350 million at a $4 billion valuation. The useful question is what vertical AI has to own to reach that scale.
Cape Station's first 33 MW GeoBlock is exporting electricity. The milestone moves enhanced geothermal from pilot-scale proof toward a much larger contracted power project.
Snorkel is turning AI training data from a labeling workflow into a research-heavy service for expert tasks, environments and evaluation rubrics.
D-Robotics is betting that the robotics boom will need a shared layer of chips, developer kits and software across humanoids, home robots and logistics systems.
HEO is building a business around non-Earth imaging: cameras in orbit photograph other spacecraft, while software turns those images into inspection and intelligence products.
Go.AI sells an on-premises AI stack for regulated organizations, pairing local hardware or private-cloud deployment with fixed-fee pricing. The tradeoff is control versus owning more infrastructure responsibility.
Pixxel now has six Firefly hyperspectral satellites in orbit and $100 million of new funding. The business is expanding beyond imagery into software, sovereign systems and satellite manufacturing.
DoorDash’s Dot robot shows why last-mile delivery is becoming a routing problem across people, road robots, sidewalk robots and drones.
Skild AI says it has crossed $100 million in ARR, recognized $50 million in revenue and reached more than 60 paying customers. The mix shows what a robotics foundation-model business is selling.
Waymo says its driver has 82% fewer injury-causing crashes and 95% fewer serious-injury-or-worse crashes than human benchmarks. The methodology matters as much as the percentages.
Delos Data has raised more than $100 million around a thesis that moving data between compute, memory and storage will become a critical constraint for agentic AI.
Plaud says it grew from $1 million to $100 million in ARR within two years. Its recorder-plus-subscription model shows one way AI hardware can become a software distribution channel.
Agility says Digit 5 has more than $300 million in multi-year orders and 65,000 hours of operating history behind it. The key question is what those numbers actually prove.
Anthropic’s partner program shows an AI services economy forming around integration, certification and enterprise deployment, not only model subscriptions.
Uber’s Rivian and Pony.ai deals show a robotaxi strategy built around demand, payments and partnerships rather than one in-house autonomous-driving stack.
Walmart’s million-delivery milestone shows where drones fit best today: small, urgent local orders. The planned network is expanding, but it is not a replacement for every van route.
Amazon’s million-robot milestone shows automation changing work rather than producing one simple employment outcome. Some tasks disappear while technical roles grow.
Waymo’s February 2026 funding round highlights the business behind the empty driver’s seat: vehicles, factories, fleet operations and expansion.
