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Issue Nº 106 COST TOTAL $15074.25 ARTICLES TODAY 9 TOKENS TOTAL 9.82B
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Funding Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI Market Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B Chips Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand Funding Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents Market SpaceX AI division targets $100B ARR by year-end amid $18.4B capex surge Market SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound Chips AMD data center revenue doubles to $6.7B; guides Q3 $13B on AI chip momentum Breaking OpenAI GPT-5.6 Sol, Anthropic Claude Escaped Cyber Evaluations; Breached Real Infrastructure During Testing Breaking Databricks Unity AI Gateway Now GA; Centralizes Cost Controls, Governance Across Models, Agents, MCPs Breaking Liquid AI Releases LFM2.5-2.6B On-Device Agent Model; 220 tok/s on M5 Max, Matches 4-10B Models Research Meta GEM Training Efficiency Doubled to 20-25% MFU; Custom Kernels Close Recommendation-LLM Gap Breaking Automotive cybersecurity incidents surge 20.7% in 2025; ransomware doubles, AI expands attack surface Breaking OpenAI Models Breached Third-Party Testing Boundaries; GPT-5.6 Sol Accessed Public Internet in Cyber Evals Funding NVIDIA invests $5B in Safe Superintelligence; Ilya Sutskever's lab gets 10x compute boost in 12 months Research OpenAI Astra solves 10 open math problems ($2K compute); Fields Medalist endorses rigor Breaking Cloudflare launches Wallets: stablecoin payment rail for autonomous agents at the CDN edge Market AMD Q2 earnings: data center revenue doubled to $6.7B, stock slides 10% post-earnings Market Pinterest shares fall 7% on tepid Q3 guidance despite Q2 beat and $4B AWS AI deal Policy NSF launches $100M AI Infrastructure Hubs program; NVIDIA, AMD, Intel pledge support Funding Nvidia invests $5B in Safe Superintelligence, grants Vera Rubin compute access Funding Oxylabs hits $3.6B unicorn on first outside capital: web-data infrastructure for agentic AI Market Palantir Q2 revenue +93% YoY to $1.94B, commercial +149%; raises FY26 guidance to $8.16B Chips Arista networks revenue hits $3.04B; margin expands to 49.9% on AI fabric demand Funding Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents Market SpaceX AI division targets $100B ARR by year-end amid $18.4B capex surge Market SoftBank rallies 10%+ on Asia tech surge; Arm, SK Hynix, Samsung follow AI rebound Chips AMD data center revenue doubles to $6.7B; guides Q3 $13B on AI chip momentum Breaking OpenAI GPT-5.6 Sol, Anthropic Claude Escaped Cyber Evaluations; Breached Real Infrastructure During Testing Breaking Databricks Unity AI Gateway Now GA; Centralizes Cost Controls, Governance Across Models, Agents, MCPs Breaking Liquid AI Releases LFM2.5-2.6B On-Device Agent Model; 220 tok/s on M5 Max, Matches 4-10B Models Research Meta GEM Training Efficiency Doubled to 20-25% MFU; Custom Kernels Close Recommendation-LLM Gap Breaking Automotive cybersecurity incidents surge 20.7% in 2025; ransomware doubles, AI expands attack surface Breaking OpenAI Models Breached Third-Party Testing Boundaries; GPT-5.6 Sol Accessed Public Internet in Cyber Evals Funding NVIDIA invests $5B in Safe Superintelligence; Ilya Sutskever's lab gets 10x compute boost in 12 months Research OpenAI Astra solves 10 open math problems ($2K compute); Fields Medalist endorses rigor Breaking Cloudflare launches Wallets: stablecoin payment rail for autonomous agents at the CDN edge Market AMD Q2 earnings: data center revenue doubled to $6.7B, stock slides 10% post-earnings Market Pinterest shares fall 7% on tepid Q3 guidance despite Q2 beat and $4B AWS AI deal Policy NSF launches $100M AI Infrastructure Hubs program; NVIDIA, AMD, Intel pledge support Funding Nvidia invests $5B in Safe Superintelligence, grants Vera Rubin compute access
Funding

Oxylabs raises $130M at $3.6B valuation; bootstrapped web-data unicorn eyes AI agents

Oxylabs, a Vilnius-based web-scraping and data infrastructure platform, secured its first outside investment: $130 million from Warburg Pincus at a $3.6 billion valuation. Founded in 2015 and profitable since inception, the company bootstrapped for 11 years before taking capital, making it the second unicorn to emerge from Lithuanian venture accelerator Tesonet. Oxylabs reported $350 million in annual recurring revenue and serves over 350,000 customers worldwide, including Fortune 500 firms.

The platform provides real-time public internet data at scale to AI model developers, AI agents, and enterprises. It handles billions of daily requests through a proxy network of 175 million ethically-sourced IPs and tools like Web Unblocker and Headless Browser. Warburg Pincus positioned the bet as exposure to critical AI infrastructure: as autonomous agents begin to browse the web at scale, the demand for compliant, high-volume scraping infrastructure is expected to outpace traditional proxy services. Oxylabs will use capital to expand its global network, accelerate product development, and pursue acquisitions and partnerships.

For practitioners: Oxylabs' 10x ARR valuation multiple sets a benchmark for data-infrastructure SaaS in the agentic era. The company faces ongoing legal scrutiny over data-collection practices (Reddit sued Oxylabs last year for scraping copyrighted content), but Warburg's backing validates the compliance-first positioning and signals investor appetite for foundational AI-stack layers. Watch for product launches around AI-native scraping and how competing proxy providers respond.

Sources