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AI coding just got a $48 billion price tag.Cognition AI — the startup behind autonomous coding agent Devin — closed a $2...
09/09/2026

AI coding just got a $48 billion price tag.

Cognition AI — the startup behind autonomous coding agent Devin — closed a $2 billion Series E at a $48 billion valuation, nearly doubling the $26 billion mark it set just four months ago.

The round was led by Andreessen Horowitz, Accel, Founders Fund, General Catalyst and Avenir. Cognition's run-rate revenue has grown just as fast, climbing from roughly $492 million to nearly $900 million since its last raise in May.

The size of the round signals investors still see room for multiple winners in AI coding, rather than one company taking the entire market.

Read more: https://hubs.li/Q04x53xn0

Crusoe, the AI-cloud and data-center developer closed more than $3 billion in new funding at a $30 billion valuation, wi...
09/04/2026

Crusoe, the AI-cloud and data-center developer closed more than $3 billion in new funding at a $30 billion valuation, with Atreides Management and Valor Equity Partners co-leading the round and Mubadala Capital participating.

The capital adds to a string of major financing milestones for Crusoe this year as it scales its fleet of purpose-built, power-flexible data centers to meet surging demand for AI compute.

It's another marker of how much capital is flowing into AI infrastructure right now — and why we continue to track this space closely.

Crusoe Energy is a holding of HUDSONPOINT capital clients.

Read more: https://hubs.li/Q04wLPC80

Flexport is going further global.The logistics and freight-forwarding platform is expanding its fulfillment network with...
09/04/2026

Flexport is going further global.

The logistics and freight-forwarding platform is expanding its fulfillment network with new operations in Mississauga, Canada and Manchester, England — giving brands the ability to store inventory locally and manage freight, customs, orders, and returns all through one provider.

The expansion deepens Flexport's push to build an integrated, end-to-end logistics network as more brands look to shorten fulfillment times and simplify cross-border operations.

Flexport is a holding of HUDSONPOINT capital clients.

Read more: https://hubs.li/Q04wKrCm0

Payward, the parent company of Kraken, is partnering with the London Stock Exchange Group to bring tokenized equities to...
09/03/2026

Payward, the parent company of Kraken, is partnering with the London Stock Exchange Group to bring tokenized equities to the UK market. The initial rollout covers the 100 largest London-listed companies, with tokens issued 1:1 against the underlying shares through a Jersey-based entity.

Subject to regulatory approval, LSEG plans to list the tokenized shares — branded xStocks — on LSE 24, its new extended-hours venue running weeknights from 5 p.m. to 7:50 a.m. The first UK-listed xStocks are expected within weeks across Kraken and other xStocks Alliance platforms, with more than 110 countries able to access them. Longer term, Payward and LSEG are working toward natively issued tokenized shares, pending clarity from the UK's Financial Conduct Authority.

Kraken is a holding of HUDSONPOINT capital's client.

Read more: https://hubs.li/Q04wCZRs0

Félix, the Miami-based WhatsApp platform that lets Latino immigrants send money home using stablecoins, has raised $200 ...
09/02/2026

Félix, the Miami-based WhatsApp platform that lets Latino immigrants send money home using stablecoins, has raised $200 million in Series C funding — $87 million in equity led by Andreessen Horowitz, plus $113 million in debt from General Catalyst's Customer Value Fund.

The round values Félix at roughly $1.4 billion, nearly triple its Series B valuation, with additional backing from QED Investors, Castle Island Ventures, Switch Ventures, Contour Venture Partners and Endeavor Catalyst. The company plans to use the new capital to expand beyond remittances into broader financial services across Latin America.

Read more: https://hubs.li/Q04wrc_f0

Lambda's compute business just landed one of the biggest customer commitments in AI infrastructure history.Anthropic has...
09/01/2026

Lambda's compute business just landed one of the biggest customer commitments in AI infrastructure history.

Anthropic has agreed to a $35 billion cloud-computing contract with Lambda, the Nvidia-backed AI cloud provider, according to a Reuters report citing a source familiar with the matter.

The deal is tied to a data center project in Nueces County, Texas, developed by Hut 8 — a company that pivoted from cryptocurrency mining to AI infrastructure — and is expected to bring roughly 350MW of additional capacity online.

The new Nvidia-powered compute will support growing demand for Anthropic's Claude AI products as the company continues expanding its computational footprint; last week Anthropic separately agreed to spend $45 billion renting AI cloud capacity from Nscale's West Virginia campus.

For Lambda, the contract adds another marquee customer commitment to a capital strategy that has increasingly leaned on long-term leases and private credit to fund its GPU buildout.

Lambda Labs is a holding of HUDSONPOINT capital's clients.

Read more: https://hubs.li/Q04w4X5z0

Anthropic plans to publicly unveil its IPO prospectus after Labor Day, with a listing possible as soon as late September...
08/31/2026

Anthropic plans to publicly unveil its IPO prospectus after Labor Day, with a listing possible as soon as late September, according to The Information.

The AI lab has raised more than $130 billion to date and is expected to surpass the $86 billion SpaceX raised in its own IPO this past June — one of the largest tech listings in recent years.

Anthropic is reportedly weighing lockup periods longer than the customary 180 days and considering letting existing shareholders sell shares as part of the offering. No prospectus has been filed publicly yet — plans could still shift.

Read more: https://hubs.li/Q04vXTcK0

SoftBank is closing in on a bigger robotics empire.The Japanese investment giant is reportedly in talks to buy a majorit...
08/28/2026

SoftBank is closing in on a bigger robotics empire.

The Japanese investment giant is reportedly in talks to buy a majority stake in 1X Technologies, the OpenAI-backed humanoid robotics maker, at a $6 billion valuation, according to The Information.

The deal would round out SoftBank's physical-AI strategy, adding humanoids alongside its $5.4 billion acquisition of ABB's industrial robotics arm and its recent investment in construction-robotics startup Gravis. 1X, founded in Norway in 2014, has grown from a $23.5 million OpenAI-backed round to a company building U.S. manufacturing capacity for 100,000 units of its NEO home robot.

No deal has been finalized — talks are still ongoing.

Read more: https://hubs.li/Q04vHxhV0

Emerald AI raised $150 million in an oversubscribed Series A at a $1.05 billion valuation, co-led by Energize Capital an...
08/27/2026

Emerald AI raised $150 million in an oversubscribed Series A at a $1.05 billion valuation, co-led by Energize Capital and DCVC with participation from Nvidia, Samsung Ventures, GE Vernova, and Salesforce Ventures. The platform helps AI data centers dynamically flex their electricity use with grid conditions, targeting more than 100 gigawatts of untapped U.S. grid capacity.

The round adds another major backer to the race to solve AI's power bottleneck, as data center energy demand increasingly becomes the constraint on how fast AI infrastructure can scale.

Read more: https://hubs.li/Q04vx3Ll0

Autonomy just left the atmosphere.Shield AI, Sedaro, and NOVI Space announced the first-ever on-orbit deployment of Shie...
08/26/2026

Autonomy just left the atmosphere.

Shield AI, Sedaro, and NOVI Space announced the first-ever on-orbit deployment of Shield AI's Hivemind autonomy pilot, flying aboard a NOVI satellite in low Earth orbit — the highest-altitude and longest-duration Hivemind mission to date.

Working alongside Sedaro's autonomy framework, Hivemind managed a six-satellite constellation over a 24-hour window, executing 189 autonomous commands to balance imaging tasks, spacecraft health, and pointing. In a second experiment, the system increased the satellite's Iridium communications contact initiation by 8 percentage points.

The demonstration shows how trusted autonomy can be layered onto existing satellite constellations, cutting manual operator workload for missions spanning communications, Earth observation, and national security.

Shield AI is a holding of HUDSONPOINT capital's clients.

Read more: https://hubs.li/Q04vmmb90

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