Capital Keeps Flowing Into AI Hardware and Vertical Apps

Positron AI raised $875M for hardware and Mexico's Kapital hit a $1.3B valuation, as Nvidia dangles credits and investor access to startups through Inception.

Positron AI secured $875 million to advance AI hardware development, per @GlobalAIWatcher — a sum that underscores how much capital is chasing alternatives and complements to the dominant compute stack. Hardware, long considered the hard and unglamorous part of AI, is now attracting nine-figure rounds on the strength of insatiable inference demand.

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