π Notable Exits (AI x Climate)
Exits in the AI x Climate sector surged, with 136 M&A deals in the past 500 days. Among the most notable:
- Juniper Networks exited via acquisition at a $16.2B valuation.
- Weights & Biases, a leader in MLops, was acquired after raising $1.7B.
- Greenbids and Captiv8, both in AI-driven adtech and influencer analytics, exited between $20Mβ$150M β underscoring mid-market appetite for applied AI verticals.
This continues the pattern where acquirers are seeking productized AI solutions with robust revenue β not just promising models.
π¦ Unicorn + Soonicorn Watch
From the TechPulse MegaMap (Unicorns + Soonicorns):
- Liftoff Mobile and Greenko Group crossed $4.3B and $7.3B valuations respectively.
- Decagon, Thinking Machines Lab, and Harvey remain in the $1B+ club, each working at the frontier of enterprise AI, developer infra, and scientific computing.
- Scale AI remains dominant with a $29B valuation and continued B2G (business-to-government) contract activity.
Several of these players are quietly raising in preparation for IPO-readiness, particularly those showing strong EBITDA growth like Perplexity.ai and Gecko Robotics.
π± Climate + AI β Market Expansion Signals
In the Climate+AI Market Map, 91 companies stood out this week:
- Agreena (soil carbon crediting) and GridBeyond (AI-powered energy optimization) are both in expansion mode, with valuations between $150Mβ$250M.
- Metaβs geothermal partner, XGS Energy, is gaining traction as a key enabler in climate infra portfolios.
- Newer names like Dryad and Blip Energy are being tracked for Series A/B rounds in Europe and the U.S.
These companies represent the convergence of AI operations and climate resilience β a sector likely to benefit from both public incentives and enterprise AI demand.
π Investor Spotlight (FundScreen)
Among the 48 top investors tracked in the U.S. this week:
- Embedding VC led 4 new investments, including a notable deal with FLORA AI.
- KittyHawk and Energy Capital Ventures continue to back clean-tech infrastructure and AI-first tools.
- A100x Ventures, Backswing, and Fitz Gate Ventures each closed early-stage rounds in LLM tooling, logistics AI, and energy analytics.
Common themes among these investors:
- Revenue traction between $0.25M and $5M
- Preference for repeat founders or teams with institutional validation
- Clear alignment to sustainability and infra-AI convergence