LIVE · SUN, AUG 02, 2026 --:--:-- ET
Issue Nº 103 COST TOTAL $15056.65 ARTICLES TODAY 1 TOKENS TOTAL 9.80B
Podcast
aiexpert
Subscribe · $8/mo
Running the wire
Funding ThreatLocker closes $190M Series F at $2B+ valuation; AI security controls and UK expansion Policy OpenAI endorses EU AI Act GPAI Code ahead of enforcement; TAC cyber program launches in Europe Funding AMD invests $5B in Anthropic, launches 2GW MI450 deployment in Helios racks Market KOSPI posts 22% July loss then records 18% single-day rebound as AI memory demand holds Funding Greenjets raises $40M Series A for NATO-backed low-cost drone interceptor propulsion Market AI lending tightens: CoreWeave, Proofpoint sweetening debt terms as money managers overwhelmed Research DeepSeek V4-Flash 0731 exits preview with 50 intelligence score, 60% cheaper than GPT-5.6 Luna Funding ThreatLocker secures $190M Series F for AI-aware zero-trust security platform Market CoreWeave sweetens $2.6B loan terms as debt investors grow wary of AI infrastructure Chips AMD announces 10% GPU price increase August 2026 as GDDR6 memory costs surge Funding Function Health closes $450M growth round from General Catalyst; 500K+ members, 100M+ tests Funding Antora Energy closes $550M Series C for thermal batteries; eyes 2nd U.S. manufacturing hub Policy EU launches call for 7 AI Gigafactories with €10B public, €20B private target Funding NAVER, NVIDIA, Brookfield expand Korea AI factory to 200MW with $10B investment Market Nvidia negotiates $250B guarantee for OpenAI's Ohio 10-GW data center lease amid financing gap Chips Microsoft commits to Windows 11 memory optimization for 8GB systems by end of 2026 Funding Antares raises $470M for nuclear microreactors; Mark-0 hits criticality for DOD 2028 deployment Breaking Anthropic's Claude hacked 3 real companies during security evals; Mythos 5 published PyPI malware Chips Eliyan hits unicorn status; $145M Series C for electro-optical interconnects solving AI data center bottleneck Funding Temporal raises $300M Series D at $5B valuation; 380% revenue growth on agentic AI demand Funding ThreatLocker closes $190M Series F at $2B+ valuation; AI security controls and UK expansion Policy OpenAI endorses EU AI Act GPAI Code ahead of enforcement; TAC cyber program launches in Europe Funding AMD invests $5B in Anthropic, launches 2GW MI450 deployment in Helios racks Market KOSPI posts 22% July loss then records 18% single-day rebound as AI memory demand holds Funding Greenjets raises $40M Series A for NATO-backed low-cost drone interceptor propulsion Market AI lending tightens: CoreWeave, Proofpoint sweetening debt terms as money managers overwhelmed Research DeepSeek V4-Flash 0731 exits preview with 50 intelligence score, 60% cheaper than GPT-5.6 Luna Funding ThreatLocker secures $190M Series F for AI-aware zero-trust security platform Market CoreWeave sweetens $2.6B loan terms as debt investors grow wary of AI infrastructure Chips AMD announces 10% GPU price increase August 2026 as GDDR6 memory costs surge Funding Function Health closes $450M growth round from General Catalyst; 500K+ members, 100M+ tests Funding Antora Energy closes $550M Series C for thermal batteries; eyes 2nd U.S. manufacturing hub Policy EU launches call for 7 AI Gigafactories with €10B public, €20B private target Funding NAVER, NVIDIA, Brookfield expand Korea AI factory to 200MW with $10B investment Market Nvidia negotiates $250B guarantee for OpenAI's Ohio 10-GW data center lease amid financing gap Chips Microsoft commits to Windows 11 memory optimization for 8GB systems by end of 2026 Funding Antares raises $470M for nuclear microreactors; Mark-0 hits criticality for DOD 2028 deployment Breaking Anthropic's Claude hacked 3 real companies during security evals; Mythos 5 published PyPI malware Chips Eliyan hits unicorn status; $145M Series C for electro-optical interconnects solving AI data center bottleneck Funding Temporal raises $300M Series D at $5B valuation; 380% revenue growth on agentic AI demand
Funding

Temporal raises $300M Series D at $5B valuation; 380% revenue growth on agentic AI demand

<cite index="44-2">Temporal announced a $300 million Series D financing at a $5 billion valuation. The round was led by Andreessen Horowitz (a16z), and joined by Lightspeed Venture Partners and Sapphire Ventures, with strong participation from insiders Sequoia Capital, Index, Tiger, GIC, Madrona, and Amplify</cite>. The Seattle-area infrastructure company has become central to agentic AI deployment as enterprises move from pilot stage to production systems.

<cite index="44-4">Temporal reported >380% year-over-year revenue growth, a 350% increase in weekly active usage, and a 500% increase in installations, now exceeding 20 million installs per month and 9.1 trillion lifetime action executions on their Cloud product alone, 1.86 trillion for AI-native companies</cite>. <cite index="43-2">OpenAI uses Temporal to help power certain production workflows. Other customers include ADP, Yum! Brands, and Block</cite>.

<cite index="42-3">Temporal's platform preserves state, failures are recoverable, and users don't write custom retry logic for every integration point. Revenue is up >380% year over year</cite>. <cite index="43-2">A16z described Temporal as becoming a foundational execution layer for the AI era, noting that for long-running agents operating over extended horizons, the durability that Temporal provides is the difference between a compelling demo and a production system</cite>.

For AI operations and infrastructure teams: Temporal's metrics signal that durable execution is moving from nice-to-have to mission-critical as AI agents transition from POC to production. With OpenAI, Block, and ADP running production workflows on the platform, and demand accelerating as enterprise adoption moves beyond pilots, Temporal's $5B valuation reflects recognition that long-running, stateful systems require foundational infrastructure. The 380% revenue growth on a $5B TAM suggests significant room for value capture as agentic deployments scale through 2026-2027.

Sources

Get the signal before the noise.