Companies104 Funding$41.8B Rounds76 ▼1 mo Investors69 Eng roles4177 ● data fresh
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Signal Feed

Signal feed

Live capital-intelligence signals mined from the VC source registry — funding rounds, M&A, IPO moves, and strategic shifts pulled from podcasts, research, and filings, then scored and ranked. 47825 scored in the registry · 966 promoted as material — the top 60 shown here. For per-company narrative-vs-reality (reported · filed · chatter), see the Signals board →

47825scored total
60top shown
966promoted
1022today
744in verification pipeline
★ Promoted only Clear ✕
Needs Verification 37552Research 5451AI Infrastructure 3226Funding 2236Enterprise AI 1337Open Source 892JCal 40Startup/Watchlist 23Convergence 18Investor Thesis 7

Top signals 60 shown · AI Infrastructure

  • 0.73
    Product-shaped subdomain api.cerebras.ai appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.65 Cerebras AI Infrastructurecert_transparencyintent:product_surface
  • 0.63
    Product-shaped subdomain inference.api.infaas-amd.glo1.nscale.com appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.60 AMD AI Infrastructurecert_transparencyintent:product_surface
  • 0.58
    Product-shaped subdomain console.cloud.groq.com appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.60 Groq AI Infrastructurecert_transparencyintent:product_surface
  • 0.52
    Product-shaped subdomain inference.fld11.cursor.baseten.co appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.60 baseten AI Infrastructurecert_transparency
  • 0.58
    Product-shaped subdomain dev.cerebras.com appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.57 Cerebras AI Infrastructurecert_transparency
  • 0.49
    Databricks: enterprise data, governance, model gateway, and agent control-plane positioning. conf 0.42 Databricks EnterpriseEnterprise DataAI Infrastructure
  • 0.39
    Etched: transformer-specific inference silicon, contracted-demand signal, exceptional valuation risk. conf 0.42 Etched FundingAI InfrastructureRisk
  • 0.39
    Parallel Web Systems: machine-facing web retrieval and hyperscaler distribution. conf 0.42 Parallel Web Systems AI InfrastructureWatch
  • 0.27
    Some institutional investors are reducing semiconductor exposure and rotating toward hyperscalers/cyber/health/finance/software expected to capture AI benefit without full hardware-cycle risk; capital now distinguishes contracted, highly-utilized infra from speculative capacity. conf 0.42 AI InfrastructureRisk
  • 0.37
    Week ending 2026-07-17: market moving from generalized AI exposure toward ownership of control points — infra utilization discipline, open hardware/model portability, defense AI & gov procurement mainstreaming, enterprise customization/persistent memory/forward-deployed impl, and coding-agent verification/governance/observability over raw generation. conf 0.42 ConfirmedVC StrategyAI Infrastructure
  • 0.47
    Product-shaped subdomain inference.lambdalabs.com appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.55 lambda AI Infrastructurecert_transparency
  • 0.47
    Product-shaped subdomain inference.hermesone.org appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.54 fathah AI Infrastructurecert_transparency
  • 0.53
    Product-shaped subdomain staging.docs.etched.com appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.53 Etched AI Infrastructurecert_transparencyintent:launch_prep
  • 0.53
    Product-shaped subdomain internal.etched.com appeared in certificate-transparency logs — infrastructure standing up ahead of any announcement (launch precursor). conf 0.48 Etched AI Infrastructurecert_transparency