Funding
Industrial automation startup Path Robotics raises $300M in funding (opens siliconangle.com)
Path automates industrial welding; Georgian led, joined by a consortium including Yamaha Motor's venture arm.
Funding
Mercor raises $750M at $20B valuation to take AI agent evaluation to enterprises (opens siliconangle.com)
Mercor supplies human experts to train and evaluate AI models, drawing on a network of more than 5 million domain experts.
Funding
Dreeze launches with $33M to recover entire cloud applications, not just their data (opens siliconangle.com)
Dreeze's 'Application Revival' restores whole cloud applications after an outage, not only their data.
News
CoreWeave arrests stock slide after posting a strong earnings beat and raising its full-year guidance (opens siliconangle.com)
A revenue beat and raised full-year guidance, days after CNBC reported CoreWeave's bond yield topped 16% on AI credit stress.
Funding
AI-driven managed security startup Daylight raises $80M on 40-fold revenue growth (opens siliconangle.com)
The WSJ says Goldman Sachs Alternatives led the Series B at a ~$400M valuation; Daylight says revenue grew more than 40-fold in a year.
Launch
AMD introduces Epyc 6 processors for AI agent workloads (opens siliconangle.com)
Ten Zen 6 server CPUs in two groups; Tom's Hardware's benchmarks say a dual 9996 is up to 93% faster than a dual Zen 5 9965.
Funding
Staera launches with $4.6M to develop an optical interconnect for chiplets (opens siliconangle.com)
Optical interconnects for chiplets; Singapore's Openspace Capital led the pre-seed.
Launch
Cowbell unveils AI liability insurance for small businesses that deploy AI agents (opens siliconangle.com)
A standalone policy for US small and midsized businesses covering losses caused by the AI agents they deploy.
Funding
AI security startup Bay launches with $50M to vet agent actions before they run (opens siliconangle.com)
Bay lets enterprises vet each action an AI agent tries to take before it runs.
Launch
PitchBook opens its platform to startups for free and debuts Origin deal sourcing service (opens siliconangle.com)
Startups get PitchBook free in exchange for quarterly financials and milestones, which feed the new PitchBook Origin deal-sourcing service for investors.
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