the ranking
| # | Company | Raised | Round | Valuation | Investors | Date | Story |
|---|---|---|---|---|---|---|---|
| 1 | JoulentAI power & data centers | $1.75B | Strategic minority (35% stake) | $5B post-money | National Grid Ventures; Engine No. 1-backed | 2026-07-01 | ↗ |
| 2 | BasetenAI inference | $1.5B | Series F | up to $13B | Led by Altimeter, Conviction, Spark Capital; IVP, Greylock, Battery participating | 2026-06-22 | ↗ |
| 3 | Together AIOpen-model AI cloud | $800M | Series C | $8.3B post-money | Led by Aramco Ventures | 2026-07-01 | ↗ |
| 4 | General IntuitionAI world models | $320M | Series A | $2.3B | Led by Khosla Ventures; Jeff Bezos among backers | 2026-07-01 | ↗ |
| 5 | RunPodAI infrastructure / GPU cloud | $100M | Series A | — | Summit Partners | late June 2026 | ↗ |
| 6 | Twelve LabsVideo AI | $100M | Series B | $1B+ | Co-led by NEA, NAVER Ventures; Amazon participating | 2026-07-04 | ↗ |
| 7 | Oxmiq LabsAI chips | $35M | Series A | — | Co-led by Fundomo, Samsung Catalyst Fund; MediaTek, Intel Capital participating | 2026-07-02 | ↗ |
what it means for the market
The signal for investors is clear: 2026's biggest AI checks are going to infrastructure — power (Joulent's $1.75B), inference, and silicon — not the consumer apps on top. That is where the durable margins are expected to sit, and it mirrors the pick-and-shovel logic of past platform shifts. For the full picture across every tech sector (fintech, defense, space and more), see our Tech Funding Tracker; to see where the models themselves rank, the AI Coding Leaderboard.
Only rounds we've covered and verified are listed. Ranked by disclosed round size. Free to cite with attribution and a link.