VCs Pour Billions into AI Infrastructure and Startups
Venture capital investment in AI infrastructure continues at a record pace. Humans&, a three-month-old startup founded by alumni from top AI labs, raised a $480 million seed round at a $4.48 billion valuation. In India, Neysa Networks secured up to $1.2 billion in a Blackstone-led deal to expand its AI cloud platform. Meanwhile, Skygen.AI raised $7 million to build an autonomous AI execution layer for complex workflows.
- The $480 million seed round for Humans& was led by co-founder Georges Harik, an early Google employee, and included participation from notable investors like Nvidia, Jeff Bezos, and SV Angel. The founding team comprises alumni from top AI labs including Anthropic, xAI, Google, and OpenAI, with a focus on multi-agent reinforcement learning. - Neysa Networks' $1.2 billion in funding is structured as up to $600 million in equity from Blackstone and co-investors, which enables an additional $600 million in debt financing. This capital is earmarked for deploying over 20,000 GPUs to build out India's domestic AI infrastructure. - Skygen.AI's technology is designed as an "Execution Layer" that operates software by visually interpreting the user interface, rather than relying on API integrations. This allows the AI to function as an autonomous worker within existing applications like CRMs and ERPs, a move away from conversational chatbots. - The current venture capital landscape shows a heavy concentration of capital into a smaller number of AI-focused companies, with AI startups attracting over half of all global venture funding in 2025. This trend has widened the valuation gap between AI and non-AI startups. - AI agents are increasingly being developed to move beyond traditional, script-based automation in DevOps and SRE. These agents are designed for proactive monitoring, autonomous remediation of incidents, and can adapt their actions based on real-time system signals. - In electronic trading, AI is being embedded within existing infrastructure for risk management, regulatory compliance, and trade execution optimization. While not yet operating with full autonomy in market-facing systems, AI analyzes vast datasets in real-time to detect anomalies and predict market movements. - Skygen.AI, founded by 19-year-old Mike Shperling, emphasizes security by operating its agents in isolated virtual machines and includes a security layer that requires user permission for critical actions. - The Humans& team's vision is to create AI that enhances human collaboration and acts as a "connective tissue" within organizations, a direct contrast to building fully autonomous systems that replace human tasks.
