May 2026's AI Second Layer: Modal, Exa, Decart, and Why the Smart Money Left Chatbots
May funding shows capital stacking on AI infra — serverless GPU, retrieval search, world models, and enterprise delivery — not another wrapper.
ai-infrastructure - VC Tracker Resources
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Related Articles (15 articles)
Modal Labs' $355M Series C: NYC AI Infrastructure Just Became a $4.65B Category
Modal Labs raised $355M at a reported $4.65B valuation as enterprise AI coding drove ARR from ~$60M to $300M in months — here's what that means for builders.
Unframe's $50M: Enterprise AI Delivery Is the Boring Business That Prints
Cupertino-based Unframe raised $50M led by Highland Europe for managed AI delivery to global enterprises — implementation beats demos.
Hark's $700M Series A at $6B: The Wildest AI Lab Check of May 2026
San Jose-based Hark raised $700M+ Series A at $6B post-money for personalized intelligence — a reminder that frontier AI capital has no ceiling.
Primer's $100M Series C: London Payments Infra Bets the US Wants Autonomous AI Checkout
Primer raised $100M Series C from Sofina and Peak XV to scale AI-native payments — US ARR doubling YoY as autonomous finance ops go mainstream.
Catena Labs' $30M: Circle Co-Founder Bets on an AI-Native Bank From Day One
Catena Labs raised $30M Series A led by Acrew and a16z crypto — Sean Neville's play to build financial infrastructure for AI agents.