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Funding Etched raises $300M Series C at $10.3B valuation, values inference chips above general training Market SpaceX Starship Flight 13 deploys 20 Starlink V3 satellites post-IPO, stock down 43% from peak Funding Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices Funding Sila raises $300M for silicon anode expansion; pivots beyond EV to AI, defense, robotics Market Samsung launches RX robotics division; Korea pledges 312T won to Yeongnam AI hub Chips Fortinet becomes Intel Foundry's first named external customer on Intel 4 Market Tesla Q2 free cash flow turns negative $1.1B as capex explodes 142% funding Robotaxi, Optimus, chip fab Market BlackRock markets $12.3B bonds for Meta El Paso data center as AI debt fuels infrastructure buildout Market Waymo launches standalone app in Atlanta, Austin as Uber exclusivity ends January 2028 Funding Etched raises $300M at $10.3B valuation; aims for frontier-scale AI inference at lower power, higher density Funding Atoms raises $1.7B from a16z for physical AI in mining, food, transport Funding Augustus closes $180M Series B at $1B valuation; OCC charter enables AI-native clearing bank Policy OpenAI, Anthropic absent from open-weights coalition as Huang debuts on X Funding Meshy AI closes $400M Series B at $1.5B valuation; ARR up 12x YoY with 12M users Research Kimi K3 achieves 68.5% on DeepSWE, costs 2.8x less per task than Claude Fable 5 Market Alphabet pushes capex to $205B; bond market signals AI spending limits Funding Moonshot AI targets $50B valuation in pre-IPO round, eyes Hong Kong listing by year-end 2026 Market Google Cloud backlog hits $514B, up $54B in one quarter; operating income tripled to $8.8B Market Alphabet raises capex guidance to $190–205B for 2026; posts first-ever negative quarterly FCF Funding Atoms raises $1.7B Series from Andreessen Horowitz for physical AI robotics Funding Etched raises $300M Series C at $10.3B valuation, values inference chips above general training Market SpaceX Starship Flight 13 deploys 20 Starlink V3 satellites post-IPO, stock down 43% from peak Funding Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices Funding Sila raises $300M for silicon anode expansion; pivots beyond EV to AI, defense, robotics Market Samsung launches RX robotics division; Korea pledges 312T won to Yeongnam AI hub Chips Fortinet becomes Intel Foundry's first named external customer on Intel 4 Market Tesla Q2 free cash flow turns negative $1.1B as capex explodes 142% funding Robotaxi, Optimus, chip fab Market BlackRock markets $12.3B bonds for Meta El Paso data center as AI debt fuels infrastructure buildout Market Waymo launches standalone app in Atlanta, Austin as Uber exclusivity ends January 2028 Funding Etched raises $300M at $10.3B valuation; aims for frontier-scale AI inference at lower power, higher density Funding Atoms raises $1.7B from a16z for physical AI in mining, food, transport Funding Augustus closes $180M Series B at $1B valuation; OCC charter enables AI-native clearing bank Policy OpenAI, Anthropic absent from open-weights coalition as Huang debuts on X Funding Meshy AI closes $400M Series B at $1.5B valuation; ARR up 12x YoY with 12M users Research Kimi K3 achieves 68.5% on DeepSWE, costs 2.8x less per task than Claude Fable 5 Market Alphabet pushes capex to $205B; bond market signals AI spending limits Funding Moonshot AI targets $50B valuation in pre-IPO round, eyes Hong Kong listing by year-end 2026 Market Google Cloud backlog hits $514B, up $54B in one quarter; operating income tripled to $8.8B Market Alphabet raises capex guidance to $190–205B for 2026; posts first-ever negative quarterly FCF Funding Atoms raises $1.7B Series from Andreessen Horowitz for physical AI robotics
Funding

Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices

<cite index="52-2">Glow, the AI-powered endpoint security company, emerged from stealth with $180 million in funding at a $1.2 billion valuation to redefine how enterprises secure the modern endpoint with a prevention-first approach. The round was led by Sequoia, Cyberstarts, Greenoaks, and Redpoint Ventures, with participation from Index Ventures, Swish Ventures, Lux Capital, Operator Collective, and Holly Ventures.</cite> <cite index="52-2">Glow was founded by Roi Tiger, CEO, who spent nine years at Meta as VP of Engineering; CTO Omer Singer, formerly Snowflake's Head of Cybersecurity Strategy; and VP of R&D Ophir Arie, formerly VP R&D at Claroty.</cite> COO Emily Heath was previously CISO at United Airlines and Docusign.

<cite index="54-4">CEO Tiger argues the endpoint security market is fragmented with point solutions, and that he is targeting a $40 billion market dominated by CrowdStrike and SentinelOne. Glow's core argument is that AI has fundamentally changed the endpoint, as corporate devices have become the place where employees introduce new AI tools, connect AI agents and integrate new software into daily workflows, often faster than security teams can evaluate them.</cite> <cite index="54-5">Regular usage of AI tools on corporate devices, whether authorized or unauthorized, has increased from 15% to 45% in one year. Glow's platform uses specialized AI agents to continuously map an organization's endpoint environment, analyze risks and automatically enforce security policies.</cite>

<cite index="53-2">Glow is among the latest cybersecurity startups to achieve unicorn status before publicly disclosing revenue metrics.</cite> <cite index="53-3">Glow has already signed paying customers in healthcare, retail, and financial services, with typical deployments spanning tens of thousands of employee devices across global organizations.</cite> For practitioners, Glow positions itself as an AI-native challenger to legacy EDR vendors built for a pre-AI paradigm, relying on adaptive prevention rather than reactive detection. <cite index="59-3">Glow's metrics are self-reported from early customer interactions, and no independent benchmarks exist yet; the company is slated to attend Black Hat USA 2026.</cite> The thesis—that endpoint security must shift from detection to AI-powered prevention—is compelling, but unproven at scale against established vendors like CrowdStrike.

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