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Markets2026-08-05 · source-backed
Crunchbase reported $65B globally in July, up 100% YoY, with roughly $35B going to AI. Blue Origin's $10B was largest, then Safe Superintelligence at $5B from Nvidia, Moonshot AI $3.5B, Kling AI $2.8B. Nine U.S., two German, two Chinese, one Singaporean. July was still only the third-largest month of a year that already saw $515B in H1.
Each link below shares sources, entities, or timing with this story.
Crunchbase reported today that chip giants collectively participated in over $250 billion of startup funding year to date, across 16 mega-rounds of $1B+ and 60+ financings of $100M+ (Crunchbase News). Nvidia leads with 59 known round participations, up from 53 in all of 2025,...
The open-weight race just changed constraint. Moonshot AI suspended all new consumer subscriptions on July 20, roughly 48 hours after Kimi K3 launched, because request volume pushed its compute cluster to capacity. Remaining GPUs are reserved for existing paid subscribers. Tec...
Moonshot AI released Kimi K3, a sparse mixture-of-experts activating 16 of 896 experts per token. That's about 1.8% of the pool live at any moment, with a 1M-token context window and native vision. Two new architectural pieces show up: Kimi Delta Attention and Attention Residu...
Crunchbase reported September 3 that investors put $42 billion into just over 1,500 startups, against $56 billion in July. Seven rounds exceeded $1 billion, led by Databricks at $5 billion on a $190 billion valuation, with Hadrian, River AI, Yuanxin Satellite, Valar Atomics, P...
This is a supply-chain fact, and most people are still treating it as a geopolitics argument. Sequoia published "America's Open-Model Paradox" on July 24 with the number that reframes the whole conversation: Qwen's share of open-model fine-tunes went from 1% in January 2024 to...
On July 14, llama.cpp merged native support for Tencent's Hunyuan Hy3 architecture (PR #25395), a 295B-parameter, 21B-active MoE. Any recent master build can load it now. Community GGUF quants (Q2_K, IQ2_M, Q4_K_M) from AngelSlim and others already ship on Hugging Face, and so...
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