🧑‍🚀 Top Deals You Can’t Miss

1️⃣ Gilead Sciences – $5B acquisition of Tubulis, one of the largest biotech M&A transactions of 2026.

2️⃣ Firmus – $505M growth round led by Coatue at a $5.5B valuation, ahead of a $2B IPO.
3️⃣ Anthropic – $400M acquisition of Coefficient Bio, expanding into AI-powered drug discovery.

🧠 Dopamine Dealflow

🌳 Series B+ & Growth

• Firmus, a Sydney, Australia-based AI infrastructure company, raised $505 million in growth funding. Coatue Management led the round and were joined by NVIDIA.

• Xoople, a Madrid, Spain-based satellite data company, raised $130 million in Series B funding. Nazca Capital led the round and were joined by MCH Private Equity, CDTI, Buenavista Equity Partners, and Endeavor Catalyst.

🚀 Series A

• Natter, a New York, NY-based AI research platform, raised $23 million in Series A funding. Renegade Partners led the round and were joined by Kindred Capital, Costanoa Ventures, Rackhouse Ventures, Village Global, and Asymmetric Capital Partners.

🌱 Seed & Early Rounds

• Noon, a San Francisco, CA-based AI design platform, raised $44 million in seed funding. Chemistry led the round and were joined by First Round Capital, Scribble Ventures, Elevation Capital, and Afore Capital.

• Neubird AI, a San Francisco, CA-based enterprise AI operations company, raised $19.3 million in seed funding. Xora Innovation led the round and were joined by Mayfield, StepStone Group, Prosperity7 Ventures, and M12.

• PickMyBrain, a Tallinn, Estonia-based AI knowledge platform, raised $2.1 million in pre-seed funding. Investors included Raison & Garri Zmudze.

🤝 Strategic, M&A & Undisclosed

• Gilead Sciences, a Foster City, CA-based biopharma company, acquired Tubulis, a Munich, Germany-based biotech company, for up to $5 billion.

• Anthropic, a San Francisco, CA-based AI company, acquired Coefficient Bio, a San Francisco, CA-based AI biotech company, for $400 million.

• Opus Genetics, a Durham, NC-based gene therapy company, secured $155 million in strategic financing. Oberland Capital led the financing.

• PLD Space, an Elche, Spain-based aerospace company, secured €30 million in venture debt financing. European Investment Bank led the financing.

💸 VC Funds Raised & Raising

• Zero Shot, a San Francisco, CA-based venture firm, raised $100 million for its debut fund. Founding partners led the fund.

• Draper Dragon Orion Fund, a United States-based venture fund, raised $80 million. Draper Dragon led the fund and were joined by Cardano.

• JIC Ventures, a Central and Eastern Europe-based venture firm, raised €16.3 million. Institutional investors led the fund.

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📚 Read of the Day

🏗️ Firmus Raises $505M at $5.5B Valuation

Firmus raised $505 million at a $5.5 billion valuation, bringing in Coatue Management and NVIDIA as it rapidly scales AI-optimized data centers across Asia-Pacific. The company has now raised $1.35 billion in just six months and is targeting a $2 billion IPO by mid-2026.

The Product Pitch

Firmus builds GPU-dense “AI factories” designed for large-scale model training and inference, with early deployments underway in Australia.

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NVIDIA chip supply, a multibillion-dollar debt facility, and strong government alignment around sovereign AI infrastructure.

The Strategy

Firmus is positioning itself as the Asia-Pacific alternative to US hyperscalers, using geography and supply chain access as its moat.

Why It Matters

Infrastructure, not apps, is where the largest checks are flowing. This deal signals that global investors are now betting heavily on regional AI compute platforms outside the US.

👉 Read The Whole Story Here

📰 Other News You Don’t Want To Miss

• 🤖 Anthropic Tops $30 Billion Run-Rate, Seals TPU Deal with Google and Broadcom — The company is scaling compute capacity aggressively as demand for frontier models surges.

• 🧠 OpenAI CEO and CFO Are Diverging on IPO Timing — Internal disagreement adds uncertainty to one of the most anticipated tech listings.

• 📊 Goldman Sachs Projects 49% Semiconductor Revenue Growth by End of 2026 — AI infrastructure demand is pushing chip markets to record highs.

• 💼 Tech Hiring Is Rebounding, Challenging AI Job Loss Fears — Hiring momentum suggests AI is augmenting rather than replacing technical roles.