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This week in AI: $15.8B across 12 deals

Monday, September 28, 2026 · 2 min read

12 deals worth $15.8B, 0 stories, 0 new members and what's coming up.

Deals this week
12
$15.8B · 2 M&A
Members
0
0 new this week
AI Lounge Index
-4.7%
this week · equal-weight

Deals of the week

All deals →
World Labs Acquisition · acquired by AMD · pre-revenue
$8.2B
Nscale Convertible note
$3.36B
Instinct Series C · led by Sequoia Capital · val. $10B
$1B
TEKEVER Series D
$580M
RealSense Acquisition · acquired by Cognex · est. $10M to $50M
$500M
Island Series F
$400M
Cyera Series G extension · led by Goldman Sachs · val. $12B · $150M+ ARR
$400M
Snorkel AI Series E · led by S32 · val. $3.2B · $375M run-rate
$350M
Heidi Health Equity + debt · led by Blackbird
$340M
Enveda Series E
$311M
Verda Growth · led by Emergence Capital · val. $1B
$189M
Biossil Venture round
$153M

Newsletters & podcasts this week

All newsletters →
Muse manifesto 📜, OpenAI training pause 🚨, trading compute 🤝 — TLDR AI 09/28
NewsletterTLDR AI
Muse manifesto 📜, OpenAI training pause 🚨, trading compute 🤝
Microsoft Copilot gets its biggest overhaul yet
NewsletterSuperhuman AI
ALSO: How to create an interview kit from a job description with Claude
😸 Did OpenAI lose control? 🚨
NewsletterThe Neuron
PLUS: OpenAI paused training again. Here's what broke.
TR
OpenAI's agents went rogue on Washington
NewsletterThe Rundown AI
PLUS: How to get started with Jev, TypeSafe's new AI
😺 Tens of Thousands of AI Incidents
NewsletterThe Neuron
PLUS: Microsoft rebuilt Copilot around persistent agents.
Sunday Special: Joby claims first fully autonomous flight across the US
NewsletterSuperhuman AI
Keep up with the latest AI news, trends, and tools in just 3 minutes a day. Join 1,500,000+ professionals.
The Sequence Radar - Issue 940: Last Week in AI: Opus 5.5 Gets Leaner, Meta Goes Wearable, Washington Talks to Beijing, and Claude Explores DNA
NewsletterTheSequence
Smarter models, wearable agents, scientific discoveries, and superpower diplomacy reveal how quickly AI is moving into the world.
😸 DEEP DIVE: An AI Agent Lied to a Person to Get Its Way
NewsletterThe Neuron
PLUS: What two real hacks this year mean for your company's data, explained without the jargon
8 Open-Source Video Generation Models for 2026
NewsletterTuring Post
Compare Wan2.2, Wan2.1, HunyuanVideo 1.5, LTX-2, CogVideoX, Mochi 1, Kandinsky 5.0, and Stable Video Diffusion.
Robotics Special: Amazon invests $100M in robot manufacturing
NewsletterSuperhuman AI
Keep up with the latest AI news, trends, and tools in just 3 minutes a day. Join 1,500,000+ professionals.
Jev for beginners: how to use it and what to build
PodcastHow I AI · 26 min
Jev is TypeSafe AI’s new decision model. It returns type-safe structured values (a choice, a score, a probability) instead of generated text, at 4 cents per million input tokens wi
The Rise of the AI Moderates
PodcastThe AI Daily Brief · 33 min
As the AI debate grows more polarized, a growing chorus is rejecting the choice between unchecked optimism and inevitable doom. NLW explores arguments from Francis Fukuyama, AI res
AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2%
PodcastThe Cognitive Revolution · 107 min
Nathan Labenz and Prakash Narayanan revisit interviews with five experts to analyze emerging challenges across agent coordination, safety funding, GPU markets, and physical-world A
What is Utopia? Presenting The Receipt Horizon, by Joel Borgen – Chapters 1–4
PodcastThe Cognitive Revolution · 172 min
This episode presents the first four chapters of The Receipt Horizon, a debut novel by Joel Borgen co-written with ChatGPT and Claude and narrated entirely by synthetic voices. Set
OpenRouter: from Seed to Stripe — with OpenRouter’s Alex Atallah & AMP’s Anjney Midha
PodcastLatent Space: The AI Engineer Podcast · 81 min
From the earliest days of open-weight models to becoming the neutral routing layer for more than 10 million developers , OpenRouter is one of the clearest bets that the future of A
Zero to One in AI Safety: Halcyon's Mike McCormick on Launching 30 New Orgs & the Founder Bottleneck
PodcastThe Cognitive Revolution · 110 min
Mike McCormick, founder and CEO of Halcyon, discusses why the primary bottleneck in AI safety, biosecurity, and cybersecurity is a shortage of experienced founders rather than a la

Research & videos

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This week's events

Calendar →
3 in-person AI meetups this week in 3 cities, find yours.

AI stocks this week

Stocks →
Swarmer -22.5%Zhipu AI (Z.ai) -21.7%Arrive AI -20.8%
Member perk of the week
Nebius · Nebius AI Lift: up to $150,000 in GPU cloud credits + $10,000 inference credits for Inception members ($150,000 value)
Nebius is a large NVIDIA GPU cloud (Hopper and Blackwell) with managed clusters and an inference service. Through AI Lift, NVIDIA Inception members can receive
Claim this perk →

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