The venture capital market in the U.S. saw significant activity between September 26 and October 2, 2026, with AI-focused startups dominating the top funding rounds. Instinct led the list, securing $1 billion in a Series C round that valued the one-year-old company at $10 billion. Investors included Sequoia Capital, Benchmark, and Coatue.
EliseAI raised $350 million at a $4 billion valuation, led by Andreessen Horowitz and Bessemer Venture Partners. Meanwhile, cybersecurity firm Armadin closed a $255,5 million Series B round, reaching a valuation exceeding $2,5 billion. Kahua also secured $250 million, pushing its valuation above $1 billion.
Infrastructure and specialized AI firms also attracted major capital. GMI Cloud raised $223 million in equity and $445 million in debt, while General Intuition secured $220 million, achieving a $6,2 billion valuation. SiMa.ai and Supabase both raised $150 million, with Supabase announcing the acquisition of Turso.
Rounding out the top deals, CScale emerged from stealth with $145 million in Series C funding. Homeward closed a $120 million Series D equity round and secured an additional $330 million in debt financing. These transactions highlight a continued strong investor interest in AI-driven technologies and infrastructure.
