United States: AI Infrastructure Boosted by Two Mega-Fundraises

Two multi-billion dollar rounds dominated the week of American funding: Crusoe at $3 billion and Fluidstack at $1.5 billion. Other deals, ranging from $300 million to $100 million, span from AI inference to cybersecurity, human resources, robotics, payments, health, and food. Several rounds come with high valuations, often reported by Crunchbase.

Notable Valuations and Rounds at the Bottom of the List

Among the lower-ranked but significant rounds, Thyme Care boasts a valuation of $2 billion following a Series E, with a total of $399 million raised. Lyte AI, which develops hardware and software for physical AI, is valued at $1.6 billion during its Series C, according to Crunchbase. In the payments sector, TabaPay is simultaneously pursuing a $155 million funding round and the acquisition of Transact Bank. In AI cybersecurity, HiddenLayer has raised a total of $156.2 million according to Crunchbase. These operations, although below the billion mark, reflect sustained valuations and active expansion strategies.

Two Mega-Rounds Propel AI Infrastructure

Crusoe leads the week with $3 billion in a Series F co-led by Atreides Management and Valor Equity Partners, with Mubadala Capital. The company, now a cloud and data center provider for clients like OpenAI, Microsoft, and Meta, has raised nearly $7.2 billion in total and is valued at $30 billion, a figure reported by Crunchbase. Fluidstack follows, having secured $1.5 billion in a private equity round led by Jane Street Capital, bringing its total raised to just over $2.6 billion and the company's valuation to $18 billion. This company offers GPU infrastructure as well as large-scale data centers and is among the players heavily investing to meet the growing demand for computing power for AI.

AI Inference: A Cloud That Distributes Loads

Gimlet Labs, based in San Francisco, raised $300 million in a Series B led by Andreessen Horowitz, with Sapphire Ventures, Menlo Ventures, Arm Holdings, and M12. The company designs an AI inference cloud capable of distributing workloads across multiple types of chips. To date, it has raised $392 million, and according to Crunchbase, its latest round valued it at $3 billion.

Cybersecurity: From Cloud Runtime to AI Models

Upwind Security raised $300 million in a new round co-led by Bessemer Venture Partners and TCV, with Salesforce Ventures, Greylock, Craft Ventures, and Cyberstarts. Its platform leverages real-time cloud runtime data to identify threats and vulnerabilities, at the intersection of cloud security and AI; the company has raised a total of $730 million and is valued at $3.8 billion. In Austin, HiddenLayer closed $100 million in a Series B led by Delta-v Capital, with Ten Eleven Ventures, M12, Booz Allen Ventures, and Morgan Stanley. HiddenLayer develops tools dedicated to protecting AI models, agents, and workflows, and has raised $156.2 million according to Crunchbase, in a segment deemed increasingly urgent as AI systems are put into production.

HR and Workforce Data: HiBob Surpasses $3.2 Billion Valuation

HiBob, the publisher of the Bob platform that combines HR, payroll, benefits, and employee management, raised $166 million in a round led by Salesforce, with Farallon Capital Management. The total funding reaches $740 million, and the valuation stands at $3.2 billion. The company increasingly emphasizes its workforce data as the foundation for enterprise AI applications.

Physical AI: Lyte AI Strengthens Hardware and Perception

Lyte AI, founded by former Apple engineers in Sunnyvale, raised $165 million in a Series C led by Maverick Silicon, with Fidelity Management And Research Company, Atreides Management, Key 1 Capital, and Ora Global. The company designs custom silicones, sensors, and AI software to help robots perceive and understand their environment. According to Crunchbase, it has raised a total of $272 million, and its Series C values it at $1.6 billion.

Instant Payments and Banking: TabaPay Moves Forward

TabaPay, based in Mountain View, secured $155 million in a growth funding round led by FTV Capital. Its infrastructure platform for money movement focuses on distribution, collection, and instant transfers for banks and fintechs. The company announced this funding while continuing the acquisition of Transact Bank, a federal bank. This round follows an undisclosed amount Series A in 2022.

Oncology: Thyme Care Aligns $125 Million

Thyme Care, based in Nashville, raised $125 million in a Series E led by Morgan Health, the health investment branch of JPMorgan Chase, with CVS Health Ventures, Humana, and Andreessen Horowitz among the supporters. The company collaborates with health plans, employers, and providers to coordinate cancer treatments and manage oncology care. It has raised a total of $399 million and is valued at $2 billion.

Protein Consumption: David Reaches $2.25 Billion Valuation

David, a New York-based brand of high-protein foods, raised $250 million in a Series B co-led by Greenoaks and Valor Equity Partners, with Iconiq Capital, Imaginary Ventures, and co-founder Peter Rahal. Known for its high-protein, low-calorie bars, the company has expanded its offerings to other protein-focused products. It has raised a total of $335 million, and its valuation in the latest round was set at $2.25 billion.

Scope: US Companies from August 29 to September 4, 2026

The overview focuses on the largest rounds announced for companies based in the United States between August 29 and September 4, 2026, as recorded in the Crunchbase database. There may be slight delays, as some raises are reported late. During this period, AI infrastructure dominates the amounts, coexisting with notable operations in cybersecurity, robotics, HR, payments, health, and food.