Gimlet Labs raised a $300 million Series B led by Andreessen Horowitz, valuing the AI inference infrastructure startup at $3 billion in September 2026. Gimlet Cloud splits one AI workload across many chip types instead of one vendor, a hardware-layer mirror of the same week's Wonderful funding round on the software side.
Revolut received a preliminary conditional national bank charter from the US Office of the Comptroller of the Currency on September 3, 2026, but the regulator's own decision excludes retail foreign exchange and limits Revolut's stablecoin role, leaving Federal Reserve and FDIC approval still pending before a targeted 2027 launch.
Amsterdam-based Wonderful closed a $550 million Series C (about EUR 500 million) at a $5 billion valuation in September 2026, with Salesforce joining as a new investor even as it sells its own Agentforce agent platform to the same enterprise buyers. The deal signals that model-agnostic middleware is no longer a fringe bet against vendor lock-in.
HyImpulse raised a Series A Extension of more than EUR50 million, co-led by JOIN Capital and Ace Capital Partners, with Germany's DLR joining as an equity investor rather than a grant-giver. Total funding now exceeds EUR125 million against a EUR350 million order book, accelerating a second SR75 launch from SaxaVord in Scotland.
PLD Space added EUR 108 million to its Series C days after winning a EUR 158.9 million ESA contract, taking aggregate funding to EUR 488 million for its Miura 5 rocket.
Valencia-based iPronics raised $125 million, co-led by Maverick Silicon and Light Street Capital with Nvidia and eight other investors, taking total funding to $177 million for optical GPU-interconnect switching.
Jungheinrich, a German forklift and warehouse-automation group, launched Uplift Ventures with EUR 100 million to fund European deep-tech startups at the Series A stage that pure financial VCs keep passing on.
Broadcom's Q3 FY26 AI semiconductor revenue hit $16.7bn, and its FY27-FY28 guidance of $115bn and $230bn is now a capacity claim EU buyers of AI compute must plan procurement and pricing against.
Microsoft will disclose Azure's quarterly dollar revenue for the first time, restating FY26 at $101.938 billion. The new segment definition also removes GitHub, Security Copilot and healthcare cloud from what counts as Azure.
Mistral AI closed a EUR 3 billion Series D at a EUR 20 billion valuation, with ASML, Samsung and Nvidia now sitting on both sides of its balance sheet.
QuantWare closed a EUR152M Series B on 5 May 2026, the largest Dutch deep-tech round yet, to fund KiloFab's 20x quantum-chip production scale-up.
osapiens, a Mannheim, Germany-based compliance-software company, acquired Nasdaq's Metrio platform and its customer base on August 19, 2026 to accelerate its US market entry. For companies that built their mandatory CSRD reporting on Metrio, this is a migration, support-continuity, and audit-trail question, not a financial footnote.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.