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Breaking Databricks showcases Lakebase as high-velocity stateful memory for agentic AI workflows Research Prime Intellect releases Verifiers v1; DAG trace format eliminates quadratic data growth in agentic RL Funding TerraFirma closes $115M for remote-operated construction; SpaceX, Anduril among backers Chips Intel invests €5B in Ireland fab to boost Xeon 6, Intel 3 production Policy New York enacts one-year data center moratorium for projects over 50 megawatts; first US state ban Funding Cyera raises $600M at $12B valuation on AI agent security infrastructure play Funding Cyera Raises $600M at $12B Valuation, Quadrupling Worth in 18 Months on AI Security Demand Chips NVIDIA halves authorized customer list in Asia to combat chip smuggling into China Chips AMD Zen 6 debut July 22–23 with EPYC Venice; 2nm, 256-core, 70% perf boost Breaking OpenAI Codex reaches 7 million active users; temporarily removes 5-hour usage cap Funding Secondary markets open late-stage private equity to retail: WHOOP secondary case study Chips Researchers develop programmable thermal material that remembers state without power Funding OpenAI acquires Northslope to expand forward-deployed AI engineering for enterprise customers Chips Meta starts Iris custom AI chip production in September; plans 14-gigawatt datacenter by 2027 Market TSMC Q2 revenue beats at $39.6B (+36% YoY); June sales surged 68% signaling sustained AI demand Market SK Hynix drops 15% in Seoul after Nasdaq IPO; chip sector rout triggered by memory cost concerns Chips Intel invests €5 billion in Ireland fab to scale Xeon production for AI data centers Market Codex hits 6M active users in 7 months; OpenAI removes rate limits to fuel coding agent adoption Breaking Nokia, NestAI deploy integrated AI-enabled defense capabilities for denied environments Chips UMC starts mass production of silicon photonics in Singapore for AI data centers Breaking Databricks showcases Lakebase as high-velocity stateful memory for agentic AI workflows Research Prime Intellect releases Verifiers v1; DAG trace format eliminates quadratic data growth in agentic RL Funding TerraFirma closes $115M for remote-operated construction; SpaceX, Anduril among backers Chips Intel invests €5B in Ireland fab to boost Xeon 6, Intel 3 production Policy New York enacts one-year data center moratorium for projects over 50 megawatts; first US state ban Funding Cyera raises $600M at $12B valuation on AI agent security infrastructure play Funding Cyera Raises $600M at $12B Valuation, Quadrupling Worth in 18 Months on AI Security Demand Chips NVIDIA halves authorized customer list in Asia to combat chip smuggling into China Chips AMD Zen 6 debut July 22–23 with EPYC Venice; 2nm, 256-core, 70% perf boost Breaking OpenAI Codex reaches 7 million active users; temporarily removes 5-hour usage cap Funding Secondary markets open late-stage private equity to retail: WHOOP secondary case study Chips Researchers develop programmable thermal material that remembers state without power Funding OpenAI acquires Northslope to expand forward-deployed AI engineering for enterprise customers Chips Meta starts Iris custom AI chip production in September; plans 14-gigawatt datacenter by 2027 Market TSMC Q2 revenue beats at $39.6B (+36% YoY); June sales surged 68% signaling sustained AI demand Market SK Hynix drops 15% in Seoul after Nasdaq IPO; chip sector rout triggered by memory cost concerns Chips Intel invests €5 billion in Ireland fab to scale Xeon production for AI data centers Market Codex hits 6M active users in 7 months; OpenAI removes rate limits to fuel coding agent adoption Breaking Nokia, NestAI deploy integrated AI-enabled defense capabilities for denied environments Chips UMC starts mass production of silicon photonics in Singapore for AI data centers
Funding

Cyera raises $600M at $12B valuation on AI agent security infrastructure play

Data security startup Cyera has closed a $600 million Series G round led by Evolution Equity Partners at a $12 billion valuation, quadrupling its worth in 18 months from a $3 billion November 2024 baseline. The round adds Temasek, Cyberstarts, and existing backers Accel, Blackstone, Coatue, and Spark Capital to a total capital base exceeding $2 billion. Founded in 2021 by Israeli military veterans Yotam Segev (CEO) and Tamar Bar-Ilan (CTO), Cyera sells Data Security Posture Management (DSPM) software that maps sensitive data, enforces access controls, and now governs AI agent interactions—identifying which data AI systems can reach and what they can do with it.

The valuation implies ~80x ARR on reported $150 million, a stretch even for security infrastructure but defensible if Cyera scales to $500M+ ARR over 3–4 years. The company has tripled ARR for three consecutive years, grown to 1,500 employees across 18 countries, completed five acquisitions (Ryft, Genie most recent), and shipped over 100 product features spanning DSPM, identity, DLP, and agentic security. Fortune 500 penetration grew 353% year-over-year, with 20% of Fortune 500 now customers.

The market urgency is real: 68% of enterprises cannot distinguish human from AI agent activity in their own systems, creating a governance gap that stalls AI adoption. Cyera positions itself as the 'trust layer' for the agentic era—automating classification of exabytes of data with 95%+ precision and enabling enterprises to audit AI agents' data access without disrupting pipelines.

For infrastructure architects provisioning large AI workforces, Cyera represents the first utility-grade data-centric access control that operates at AI agent granularity. The company's 80x valuation is a bet that controlling data visibility becomes as foundational to AI infrastructure as compute or networking. Competitive dynamics: watch Rubrik and Varonis in public markets, and private peers like Genie (now acquired) and emerging players in agentic security.

Sources