Nvidia dominated the week’s deal flow, not by raising capital, but by deploying it. The chipmaker poured $2 billion into Marvell and showed up on SiFive’s cap table the same week. The strategy is no longer subtle: own every layer of the AI supply chain, from custom silicon to optical interconnect. Meanwhile, fiber infrastructure and agentic IT operations also drew serious capital.
1. Nvidia → Marvell Technology — $2 Billion Strategic Investment
Round: Strategic Investment | Sector: Semiconductors / AI Networking
Nvidia invested $2 billion in Marvell Technology as part of a strategic partnership anchored in NVLink Fusion, the rack-scale platform that lets third-party silicon plug into Nvidia’s proprietary interconnect fabric. The deal covers custom XPUs, NVLink-compatible scale-up networking, silicon photonics, and AI-RAN infrastructure for 5G and 6G networks. Add that to the $4 billion Nvidia already committed to optical networking firms Lumentum and Coherent in March, and the playbook writes itself: fund every critical supplier, then make them dependent on your interconnect.
2. SiFive — $400 Million Series G
Round: Series G | Sector: Semiconductors / RISC-V Data Center
SiFive raised $400 million in an oversubscribed Series G led by Atreides Management, with Nvidia, Apollo Global Management, and Point72 among the investors, valuing the company at $3.65 billion. The capital will accelerate SiFive’s high-performance RISC-V CPU and AI IP for data centers, positioning open-standard chip architectures as a credible alternative to proprietary designs. Agentic AI workloads are driving outsized demand for customizable, energy-efficient cores, and SiFive’s 500-plus designs with 10 billion cores shipped give it a production track record most RISC-V competitors can’t touch.
3. LiveOak Fiber — $425 Million Credit Facility
Round: Debt Financing | Sector: Networking / Fiber Infrastructure
LiveOak Fiber secured a $425 million credit facility from Oak Hill Advisors and Palistar Capital to accelerate its fiber-to-the-home buildout across the Southeast. As AI workloads intensify bandwidth demands from core to edge, the last-mile connectivity layer is attracting serious institutional capital. The infrastructure boom clearly extends well beyond the data center walls.
4. Luminai — $38 Million Series B
Round: Series B | Sector: Cloud / Enterprise AI Operations
Luminai raised $38 million led by Peak XV Partners, bringing total funding to $60 million. The company’s AI-native automation platform, already deployed at Cleveland Clinic, turns fragmented, unstructured operational data into end-to-end automated workflows. While purpose-built for healthcare, its architecture illustrates a broader pattern enterprise IT leaders should watch: vertical AIOps platforms that eliminate manual process orchestration across legacy systems.
5. NeuBird AI — $19.3 Million
Round: Growth | Sector: ITSM / AIOps
NeuBird AI raised $19.3 million in an oversubscribed round led by Xora Innovation, with participation from Mayfield, StepStone, Prosperity7, and M12 (Microsoft’s venture fund). The company’s agentic AI platform targets DevOps, SRE, and IT operations teams struggling with multi-cloud complexity, shifting incident management from reactive patching to proactive, autonomous resolution. The category is graduating from nice-to-have to operational necessity, and Microsoft’s venture arm backing the round suggests the hyperscalers see it too.
The Weekly Funding Pulse tracks the most significant IT infrastructure, cloud, semiconductor, networking, and ITSM funding rounds each week. Coverage is curated for enterprise IT professionals and decision-makers.
