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Kingy Intelligence · Evidence-led capital tracking

AI Capital Flow Map

See where publicly announced AI capital is moving—by company, stage, investor, AI layer, and geography—with direct source links and totals that expose mega-round distortion.

Company events 68 Verified or corroborated
Disclosed company capital $18.11B Eligible announced amounts
Without mega-rounds $970.4M Excludes rounds ≥$100M
Median disclosed round $30M No undisclosed imputation
Mega-round share 94.6% Share of eligible dollars
Undisclosed events 0 Counted, never treated as $0

Read the distortion

Mega-rounds account for 94.6% of disclosed company capital in this view.

That concentration matters. The headline total can look explosive even when the median company is raising far less. Kingy always shows both the full amount and the total excluding rounds of $100 million or more.

Where the money is going

Capital by AI layer

Dollars use only records eligible for totals. Event count still captures reviewed undisclosed rounds.

Foundation & specialized models$9.13B · 10 events
Energy, chips, compute & data centres$5.76B · 6 events
Horizontal applications$949.7M · 7 events
AI infrastructure, data & devtools$706.1M · 11 events
Safety, security & governance$658M · 6 events
Robotics, autonomy & physical AI$577.5M · 9 events
Vertical applications$297.3M · 17 events
Unclear$30M · 1 event
AI-native services$9.6M · 1 event

Source-linked ledger

Capital events

68 matching reviewed events. Filters update both the ledger and the headline metrics.

Reset

68 matching events

Reviewed AI company financing announcements. Amounts marked eligible meet the public total rule.
CompanyAnnouncedRoundAmountLead investorAI layerHQEvidenceSource
Silicon Datasilicondata.com $30.5M Series ASeries A $30.5MEligible total Not disclosed AI infrastructure, data & devtools US Verified Primary source for Silicon Data
Alloy Roboticsalloyrobotics.com $8M SeedSeed $8MEligible total Not disclosed Robotics, autonomy & physical AI US Verified Primary source for Alloy Robotics
Discovered Materialsdiscoveredmaterials.com $9M SeedSeed $9MEligible total Not disclosed Foundation & specialized models XX Verified Primary source for Discovered Materials
Firmus Technologiesfirmus.co $2B StrategicGrowth $2BEligible totalMega-round Nvidia Energy, chips, compute & data centres AU Verified Primary source for Firmus Technologies
SiteVue AIsitevue.ai $7.5M SeedSeed $7.5MEligible total Not disclosed Vertical applications US Verified Primary source for SiteVue AI
Horizon3horizon3.ai $250M Series ESeries D+ $250MEligible totalMega-round NightDragon, NEA Safety, security & governance US Verified Primary source for Horizon3
DataBahndatabahn.ai $40M Series BSeries B $40MEligible total Insight Partners AI infrastructure, data & devtools US Verified Primary source for DataBahn
Moonshot AImoonshot.cn $3.5B financingUnknown $3.5BEligible totalMega-round Not disclosed Foundation & specialized models XX Corroborated Primary source for Moonshot AI
Onyx Securityonyx.security $113M Series BSeries B $113MEligible totalMega-round Not disclosed Safety, security & governance US Corroborated Primary source for Onyx Security
Eliyaneliyan.com $145M Series CSeries C $145MEligible totalMega-round Seligman Ventures Energy, chips, compute & data centres US Verified Primary source for Eliyan
Freehandfreehand.ai $75M UnknownUnknown $75MEligible total Battery Ventures, NewRoad Capital Partners Vertical applications US Verified Primary source for Freehand
Sigvisigvi.com €1.2M pre-seedPre-seed €1.2M≈ $1,365,600 at 2026-07-29 rateEligible total Superhero Capital Vertical applications LT Verified Primary source for Sigvi
Encore AIencore.ai $30M Series ASeries A $30MEligible total Not disclosed Unclear XX Verified Primary source for Encore AI
Henry AIhenry.ai $16.5M Series ASeries A $16.5MEligible total Not disclosed Vertical applications US Verified Primary source for Henry AI
Pangrampangram.com $9M financingUnknown $9MEligible total Not disclosed Safety, security & governance XX Verified Primary source for Pangram
Polarpolar.sh $5.7M SeedSeed $5.7MEligible total Not disclosed Horizontal applications US Verified Primary source for Polar
5U AI5u.ai $3.2M Pre-seedPre-seed $3.2MEligible total Not disclosed Vertical applications DE Verified Primary source for 5U AI
Enigmaenigma.inc $71M SeedSeed $71MEligible total Index Ventures, Ribbit Capital Robotics, autonomy & physical AI US Verified Primary source for Enigma

ACF-2026-0056

Silicon Data

Verified

$30.5M

Announced
Aug 11, 2026
Round
$30.5M Series A
Lead
Not disclosed
AI layer
AI infrastructure, data & devtools

ACF-2026-0138

Alloy Robotics

Verified

$8M

Announced
Aug 11, 2026
Round
$8M Seed
Lead
Not disclosed
AI layer
Robotics, autonomy & physical AI

ACF-2026-0137

Discovered Materials

Verified

$9M

Announced
Aug 10, 2026
Round
$9M Seed
Lead
Not disclosed
AI layer
Foundation & specialized models

ACF-2026-0053

Firmus Technologies

Verified

$2B

Announced
Aug 7, 2026
Round
$2B Strategic
Lead
Nvidia
AI layer
Energy, chips, compute & data centres

ACF-2026-0136

SiteVue AI

Verified

$7.5M

Announced
Aug 5, 2026
Round
$7.5M Seed
Lead
Not disclosed
AI layer
Vertical applications

ACF-2026-0052

Horizon3

Verified

$250M

Announced
Aug 3, 2026
Round
$250M Series E
Lead
NightDragon, NEA
AI layer
Safety, security & governance

ACF-2026-0051

DataBahn

Verified

$40M

Announced
Jul 30, 2026
Round
$40M Series B
Lead
Insight Partners
AI layer
AI infrastructure, data & devtools

ACF-2026-0134

Moonshot AI

Corroborated

$3.5B

Announced
Jul 30, 2026
Round
$3.5B financing
Lead
Not disclosed
AI layer
Foundation & specialized models

ACF-2026-0135

Onyx Security

Corroborated

$113M

Announced
Jul 30, 2026
Round
$113M Series B
Lead
Not disclosed
AI layer
Safety, security & governance

ACF-2026-0048

Eliyan

Verified

$145M

Announced
Jul 29, 2026
Round
$145M Series C
Lead
Seligman Ventures
AI layer
Energy, chips, compute & data centres

ACF-2026-0049

Freehand

Verified

$75M

Announced
Jul 29, 2026
Round
$75M Unknown
Lead
Battery Ventures, NewRoad Capital Partners
AI layer
Vertical applications

ACF-2026-0050

Sigvi

Verified

€1.2M

Announced
Jul 29, 2026
Round
€1.2M pre-seed
Lead
Superhero Capital
AI layer
Vertical applications

ACF-2026-0130

Encore AI

Verified

$30M

Announced
Jul 29, 2026
Round
$30M Series A
Lead
Not disclosed
AI layer
Unclear

ACF-2026-0131

Henry AI

Verified

$16.5M

Announced
Jul 29, 2026
Round
$16.5M Series A
Lead
Not disclosed
AI layer
Vertical applications

ACF-2026-0132

Pangram

Verified

$9M

Announced
Jul 29, 2026
Round
$9M financing
Lead
Not disclosed
AI layer
Safety, security & governance

ACF-2026-0133

Polar

Verified

$5.7M

Announced
Jul 29, 2026
Round
$5.7M Seed
Lead
Not disclosed
AI layer
Horizontal applications

ACF-2026-0047

5U AI

Verified

$3.2M

Announced
Jul 28, 2026
Round
$3.2M Pre-seed
Lead
Not disclosed
AI layer
Vertical applications

ACF-2026-0046

Enigma

Verified

$71M

Announced
Jul 27, 2026
Round
$71M Seed
Lead
Index Ventures, Ribbit Capital
AI layer
Robotics, autonomy & physical AI

Methodology before marketing

What counts—and what does not

Version 2026-08-31 · Every public row links to its primary evidence.

01

AI must be core

AI must be necessary to the product, service, or investment mandate—not merely used internally or mentioned in marketing.

02

Dollars need a defensible basis

Only published or corrected, AI-core-included, verified or corroborated events with disclosed amounts and an amount basis of new capital or confirmed total round enter dollar totals.

03

Fund formation stays separate

Qualifying AI-mandated fund closes have their own ledger and never inflate company-financing totals.

04

Distortion is visible

Every view reports capital with and without rounds of at least $100 million.

Included

  • Priced or unpriced equity
  • Debt financing
  • Grants
  • Qualifying AI-mandated fund closes

Excluded

  • Rumours
  • M&A
  • IPOs
  • Secondary transactions
  • General capex
  • Compute credits or in-kind support
  • Partnerships without financing
  • Nonbinding commitments
  • General investment funds

Known limitations

Announcements can be delayed, incomplete, ambiguous, or absent. Public English-language discovery creates geographic and source bias. Announced capital is not the same as cash received, revenue, adoption, or product quality.

Follow the flow

A dataset is useful. Interpretation makes it actionable.

Kingy’s weekly brief will call out category concentration, unusually large rounds, and what capital movement may mean for builders and operators.

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