AI Funding News: Week Ending 10.25

Infra + autonomy ran the table: strategic money into robotaxis, a mega bet on AI+glasses + more

Feed The AI Team
October 27, 2025 • Estimated Reading Time: 6 minutes

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Infra + autonomy ran the table: strategic money into robotaxis, a mega bet on AI+glasses, and a string of enterprise agents/inference tools filled the middle.

Lets dive in:

🔥 Biggest AI Funding Rounds This Week:

Avride – $375M (strategic financing/commitments) – Austin, TX
Autonomous mobility play (robotaxis + sidewalk delivery) securing up to $375M from Uber and Nebius to scale fleets and deployments.

Sesame – $250M (Series B) – US/UK
Conversational-AI + smart-glasses platform from former Oculus execs; fuels AI-first consumer devices beyond the phone.

Findem – $51M (Series C/growth mix) – San Francisco, CA
Talent AI powered by “3D data” to streamline hiring and internal mobility; adds growth financing from J.P. Morgan.

Serval – $47M (Series A) – San Francisco, CA
Agentic AI for IT/service management—building enterprise-safe agents to automate requests, routing, and resolution.

Hyro – $45M (Growth) – New York, NY
Healthcare-grade conversational agents to deflect calls, schedule visits, and automate intake across health systems.

ChipAgents – $21M (Series A) – Santa Clara, CA
“AI for chip design” agents to accelerate EDA workflows from spec to verification.

Darwin AI – $15M (Series A) – Tel Aviv, IL
Government-grade platform to deploy and operate AI safely at scale (governance, guardrails, ops).

Streetbeat – $15M (Series A) – Palo Alto, CA
AI trading/wealth platform for advisors and retail—routing strategies with agentic tooling.

🗓️ Upcoming Conferences:

GovAI Summit – October 27–29, 2025 | Arlington, VA | More Info
Nvidia GTC 2025 – October 27–29, 2025 | Washington, D.C. | More Info
Web Summit – Nov 10–13, 2025 | Lisbon, Portugal | More Info.

For a full list of upcoming conferences check out our full list here!

🦄 Startups to Watch:

Tensormesh (Seed, $4.5M) - Inference economics win deals; LM-cache + scheduling to stretch every GPU minute is catnip for cost-squeezed teams.

Wonder Studios (Seed, $12M) - “AI studio” with Atomico + Adobe Ventures; if they productize creator workflows, Hollywood-adjacent spend follows.

Acelab (Series A, $13.5M) - AI for construction material selection/spec; a sticky wedge into a massive, analog industry.

Moonshot AI (Seed, $10M) - Turns static sites into “living” self-optimizing surfaces—watch for conversion lift data.

Lette AI (Pre-seed, $1.4M) - Agentic OS for property teams; tiny round, clear vertical—good early PMF signals to track.

📡 Signals – What This Week Tells Us:

Embodied AI gets commercial: Avride’s up-to-$375M package suggests incumbents see robotaxis + sidewalk bots nearing deployable scale (and distribution matters).
Consumer AI hardware isn’t dead: Sesame’s $250M says “AI-first devices” (voice + glasses) have real backers—watch for services ARPU, not just gadgets.
Enterprise agents are moving from pilots to P&L: Serval/Hyro fund the shift from chatbots to outcome-driven agents embedded in ticketing, clinical ops, and rev-ops.
Hiring & data ops stay in the stack: Findem’s mix of equity + growth debt shows HR tech can still raise when it’s tightly tied to measurable outcomes.

🤝 Mergers & Acquisitions

Veeam → Securiti AI - $1.73B definitive deal to add DSPM/privacy/AI-data governance into backup & recovery.

Dataminr → ThreatConnect - $290M announced; fuses public-signal AI with CTI for customer-tailored, agentic intel.

Omni → Explo - N/D; consolidates embedded analytics to feed data into AI apps (ARR guidance to $30M).

Skan AI → Metaculars - N/D; adds in-app agent tech to process-intelligence platform.

M&A Pulse: Buyers targeted signal + governance. Think data posture, intel fusion, and embedded analytics that make enterprise agents actually useful.

Beyond The Feed:

This AI-powered lab runs itself—and discovers new materials 10x faster

A new leap in lab automation is shaking up how scientists discover materials. By switching from slow, traditional methods to real-time, dynamic chemical experiments, researchers have created a self-driving lab that collects 10 times more data, drastically accelerating progress. This new system not only saves time and resources but also paves the way for faster breakthroughs in clean energy, electronics, and sustainability—bringing us closer to a future where lab discoveries happen in days, not years.

Meme of the Week:

📬 Enjoyed the intel?

See you next week.

Until then: ship fast, raise smart, stay curious.

Feed The AI