Who is betting on what in AI, and against whom.
AMD
- Kind
- corporate
- Rounds
- 8, led 1
- Rounds joined
- $11.28B in total size
- Appears as
- AMD, AMD Ventures
Camp exposure
Labs backed
CohereEnterprise models; IPO candidate.
Liquid AINon-transformer models from MIT.
Luma AIVideo models with a Saudi-funded 2 GW cluster.
OdysseyInteractive world models from self-driving veterans.
RunwayVideo generation rebranded as world simulation.
Thinking Machines LabPost-training and fine-tuning as the product.
World LabsMarble, then Atlas (September 2026): 3D worlds from images, text and video. $1B, Feb 2026.
xAI (SpaceX AI division)Grok. Compute-maximalist.
Rounds
| Date | Lab | Camp | Amount | Kind | Valuation | Role | Source |
|---|---|---|---|---|---|---|---|
| Jun 2026 | Odyssey | World models | $310M | Series B | $1.45B post-money | joined | TechCrunch |
| Feb 2026 | Runway | World models | $315M | Series E | $5.30B post-money | joined | TechCrunch |
| Feb 2026 | World Labs | World models | $1B | funding round | joined | TechCrunch | |
| Nov 2025 | Luma AI | World models | $900M | Series C | $4B reported | joined | CNBC |
| Jul 2025 | Thinking Machines Lab | LLM scaling | $2B | seed | $12B post-money | joined | TechCrunch |
| Dec 2024 | Liquid AI | Other substrates | $250M | Series A | $2.35B post-money | led | Tech Funding News |
| Dec 2024 | xAI (SpaceX AI division) | LLM scaling | $6B | Series C | $50B reported | joined | xAI |
| Jul 2024 | Cohere | LLM scaling | $500M | Series D | $5.5B post-money | joined | BetaKit |