AI Infrastructure Money Keeps Flowing: Firmus Raises $2B, SK hynix Approves $38B Memory Expansion

Even as agent deployments get scaled back over cost, the capital pouring into the compute and memory layer is accelerating.

The infrastructure buildout underneath the AI boom shows no sign of slowing. Firmus raised $2 billion at a $10.5 billion valuation and SK hynix approved a $38 billion AI memory expansion, both flagged by @ivke2006. The SK hynix figure is the one to watch — memory has been a persistent bottleneck for training and inference at scale, and a $38 billion commitment signals confidence that demand will keep outrunning supply.

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