September 10, 2025

finance  
Nvidia Backs Reflection AI, Anthropic Valued $183B

The artificial intelligence sector continues to see massive investment and strategic partnerships. Nvidia-backed startup Reflection AI is reportedly seeking to raise approximately $1 billion, aiming for a valuation of up to $5.5 billion, a significant jump from its previous $545 million valuation just six months ago. Founded by former Google DeepMind researchers, Reflection AI focuses on AI tools for automating code. Meanwhile, cloud infrastructure company CoreWeave has launched CoreWeave Ventures to invest in AI startups, offering capital, compute resources, and expertise. This move comes as CoreWeave's stock has seen notable gains. In another major development, AI company Anthropic has closed a funding round valuing it at $183 billion, a threefold increase in six months. This surge benefits its strategic partner Amazon, which invested $8 billion and anticipates substantial spending on Amazon Web Services (AWS) infrastructure. French AI startup Mistral AI has secured $1.7 billion in a funding round where ASML invested $1.5 billion, becoming its largest shareholder. ASML likely aims to integrate Mistral AI's technology into its own AI applications. Microsoft has inked a significant five-year deal worth over $17.4 billion with Nebius Group for GPU infrastructure, bolstering its AI capabilities. In the realm of AI voice technology, SoundHound AI is showing stronger revenue growth than C3.ai, with its AI voice platform gaining traction. Zoom Communications Inc. is also being recognized as a potential AI stock due to its rapidly growing AI companion tool, which is contributing to strong enterprise growth.

Key Takeaways

  • Reflection AI, backed by Nvidia, is seeking to raise about $1 billion at a valuation of up to $5.5 billion.
  • Nvidia's venture arm is investing at least $250 million in Reflection AI.
  • CoreWeave has launched CoreWeave Ventures to invest in AI startups, providing capital and compute resources.
  • Anthropic's valuation has soared to $183 billion after a $13 billion funding round, benefiting its partner Amazon.
  • Amazon invested $8 billion in Anthropic and expects increased AWS usage.
  • ASML invested $1.5 billion in Mistral AI, becoming its largest shareholder as part of a $1.7 billion funding round.
  • Microsoft signed a 5-year deal worth over $17.4 billion with Nebius Group for GPU infrastructure.
  • SoundHound AI is demonstrating stronger revenue growth than C3.ai, with its AI voice platform gaining traction.
  • Zoom's AI companion tool is driving strong enterprise growth and positioning it as an under-the-radar AI stock.
  • The AI sector is experiencing intense investor interest and significant capital deployment across various companies and technologies.

Reflection AI seeks $5.5 billion valuation in new funding round

Nvidia-backed startup Reflection AI is seeking to raise about $1 billion in a new funding round that could value the company at up to $5.5 billion. This represents a significant increase from its previous valuation of $545 million just six months ago. Founded in 2024 by former DeepMind researchers, Reflection AI develops tools to automate coding. Investors like Lightspeed Venture Partners, Sequoia, and DST Global are participating in this round, with Nvidia's venture arm investing at least $250 million.

Reflection AI nears $5.5 billion valuation in new funding

Reflection AI, a startup backed by Nvidia and Sequoia Capital, is close to securing a funding round that could value it at $5.5 billion, a tenfold increase from its valuation six months ago. The company plans to raise approximately $1 billion, with Nvidia investing at least $250 million. Founded by former Google DeepMind researchers Misha Laskin and Ioannis Antonoglou, Reflection AI focuses on developing AI tools for coding. This funding round highlights the intense investor interest and competition in the AI sector.

Reflection AI eyes $5.5 billion valuation amid AI boom

Nvidia-backed Reflection AI is reportedly raising about $1 billion, aiming for a valuation of up to $5.5 billion. This marks a nearly tenfold increase from its valuation of $545 million six months prior. The company, founded in 2024 by former Google DeepMind researchers Misha Laskin and Ioannis Antonoglou, specializes in AI tools for automating coding. Nvidia's venture capital arm is expected to invest at least $250 million, alongside other investors like Lightspeed Venture Partners and Sequoia.

CoreWeave launches venture fund for AI startups, boosting stock

Cloud infrastructure company CoreWeave has launched a new venture fund called 'CoreWeave Ventures' to invest in artificial intelligence startups. The fund will provide capital, access to CoreWeave's cloud platform, and strategic insights to portfolio companies. CoreWeave Ventures already has nine companies at launch. The announcement comes as CoreWeave's stock saw an 8% jump, reflecting continued strong demand for AI infrastructure and investment in the sector.

CoreWeave launches venture fund to support AI innovation

CoreWeave, an AI cloud computing firm backed by Nvidia, has launched CoreWeave Ventures to support founders in the artificial intelligence space. This new initiative will offer investment capital, technical expertise, and compute resources to help AI startups bring new ideas to market faster. The company stated that CoreWeave Ventures is already working with various innovators in foundational models and AI applications. CoreWeave's stock has seen significant gains since its market debut in March.

Amazon benefits as Anthropic valuation soars to $183 billion

AI company Anthropic has closed a funding round valuing it at $183 billion, a threefold increase in six months. This significant valuation boost benefits its strategic partner Amazon, which invested $8 billion in the company. The funding round, led by Iconiq Capital, raised $13 billion and highlights the ongoing AI boom. Anthropic's growth is expected to drive substantial spending on Amazon Web Services (AWS) infrastructure, further strengthening Amazon's position in the AI market.

ASML invests $1.5 billion in Mistral AI, becoming largest shareholder

ASML has invested $1.5 billion in the French AI startup Mistral AI as part of its latest $1.7 billion funding round, making ASML the largest shareholder. This investment is expected to give ASML a board seat and strategic influence in Mistral AI, which focuses on sovereign AI initiatives. ASML, a leading maker of lithography tools, likely aims to leverage Mistral AI's technology to enhance its own AI applications in areas like computational lithography and tool performance.

CoreWeave launches ventures arm for AI investments

AI hyperscaler CoreWeave has launched a new unit called CoreWeave Ventures. This division will focus on investing in companies and founders developing platforms and technologies for the AI ecosystem and next-generation computing. The announcement led to a premarket trading increase of about 7% for CoreWeave shares.

Microsoft inks $17.4 billion AI deal with Nebius Group

Dutch tech company Nebius Group has secured a significant $17.4 billion deal with Microsoft to supply GPU infrastructure over the next five years. This agreement is expected to accelerate Nebius's AI cloud business growth. The deal highlights Microsoft's commitment to scaling its AI endeavors and procuring substantial compute power to maintain its competitive edge in the rapidly evolving AI market. Nebius Group's stock surged over 50% following the announcement.

Nebius Group signs $17.4 billion AI deal with Microsoft

Nebius Group N.V. has announced a new 5-year deal worth over $17.4 billion with Microsoft. This agreement involves supplying GPU infrastructure and signifies a major step in the ongoing AI megatrend. The deal is expected to significantly boost Nebius's AI cloud business. This partnership underscores the massive investments being made in AI infrastructure as companies compete to lead in the artificial intelligence space.

SoundHound AI shows stronger growth than C3.ai

SoundHound AI is demonstrating stronger revenue growth than C3.ai, with SoundHound's Q2 sales up over 200% year over year. While C3.ai faces a transition with a new CEO and organizational changes impacting revenue, SoundHound's AI voice platform is gaining traction across various sectors. Despite SoundHound's higher valuation, its robust sales performance and path to profitability suggest it may be the better AI investment currently, though waiting for a price drop is advised.

Zoom's AI companion tool makes it an under-the-radar AI stock

Zoom Communications Inc. is emerging as a potential under-the-radar AI stock due to its rapidly growing AI companion tool. Analysts note that this AI feature is Zoom's fastest-growing product and is contributing to strong enterprise model growth. Trading at a valuation of 14 times forward earnings, Zoom offers a compelling investment opportunity in the AI space, especially compared to other AI companies with higher valuations. The stock is seen as having potential to trade above $100.

Sources

AI startups Funding rounds Valuation Nvidia Coding automation Venture capital Cloud infrastructure AI innovation Foundational models AI applications AI market AI boom Sovereign AI Computational lithography GPU infrastructure AI cloud AI voice platform AI stock AI companion tool