Neocloud Together AI raises $800M, leaps to $8.3B valuation
Neocloud Together AI raises $800M, leaps to $8.3B valuation
AI 新云服务商 Together AI 融资 8 亿美元，估值跃升至 83 亿美元
Together AI — an AI neocloud that rents out Nvidia GPU clusters and other AI-specific infrastructure — has raised an $800 million Series C at an $8.3 billion valuation, the company announced on Wednesday. The company was founded in 2022. Together AI 是一家出租英伟达 GPU 集群及其他 AI 专用基础设施的 AI 新云（neocloud）服务商。该公司周三宣布，已完成 8 亿美元的 C 轮融资，估值达到 83 亿美元。该公司成立于 2022 年。
The round was led by Aramco Ventures, with participation from Vista Equity Partners, General Catalyst, Emergence Capital, Nvidia, March Capital, Pegatron, SentinelOne’s S Ventures, and others. Together AI last raised a $305 million Series B at a $3.3 billion valuation about 16 months ago. It actually came out of the gate well-funded, with a $102.5 million Series A funding round led by Kleiner Perkins with participation from Nvidia and Emergence Capital back in 2023. 本轮融资由 Aramco Ventures 领投，Vista Equity Partners、General Catalyst、Emergence Capital、英伟达、March Capital、和硕联合（Pegatron）、SentinelOne 旗下的 S Ventures 等参投。Together AI 上一次融资是在约 16 个月前，当时以 33 亿美元的估值完成了 3.05 亿美元的 B 轮融资。事实上，该公司自创立之初就资金充裕，早在 2023 年就由 Kleiner Perkins 领投，英伟达和 Emergence Capital 参投，完成了 1.025 亿美元的 A 轮融资。
There were whispers of this round back in March, when The Information reported that the company was seeking $1 billion in funding, but at a $7.5 billion valuation. If the numbers in that report were accurate, it means that Together AI took less money but perhaps got a better deal from VCs than it had been pursuing in the spring. 今年 3 月曾有关于本轮融资的传闻，当时《The Information》报道称该公司正寻求 10 亿美元融资，但估值为 75 亿美元。如果该报道中的数字准确，这意味着 Together AI 最终筹集的资金虽少于预期，但从风投机构那里获得的交易条件可能比春季时寻求的更为有利。
The hefty infusion of capital comes as Together AI claims annual bookings of over $1.15 billion as of its last quarter, as companies increasingly adopt competent yet far less expensive open source models via neocloud providers like Together AI. They are increasingly turning to this option rather than pay the premiums on tokens for closed frontier models for all their AI usage. This has tripled usage of open source models across the industry in the past year, Together AI says, pointing to research from another company cashing in on the trend, AI gateway OpenRouter. 这笔巨额资金注入的背景是，Together AI 声称截至上一季度，其年度预订额已超过 11.5 亿美元。随着企业越来越多地通过像 Together AI 这样的新云服务商采用功能强大且成本低廉的开源模型，它们正逐渐转向这一选择，而不是为所有 AI 使用场景支付昂贵的闭源前沿模型 Token 费用。Together AI 表示，过去一年行业内开源模型的使用量增长了两倍，并引用了同样从这一趋势中获益的 AI 网关公司 OpenRouter 的研究数据作为佐证。
Together AI says it has thousands of paying customers, naming Cursor, Cognition, and Decagon among them. Neoclouds have been hot commodities for VC investment more broadly, not just Together AI. Upscale AI raised a Series A plus in an extension totaling $500 million at a $2 billion valuation last month; TensorWave — which focuses on GPU clusters from AMD — raised a $350 million Series B at $1.55 billion valuation last month as well, to name just two recent examples. Together AI 表示其拥有数千家付费客户，其中包括 Cursor、Cognition 和 Decagon。新云服务已成为风投领域的热门投资标的，不仅限于 Together AI。上个月，Upscale AI 完成了总额 5 亿美元的 A+ 轮融资，估值达到 20 亿美元；专注于 AMD GPU 集群的 TensorWave 上个月也完成了 3.5 亿美元的 B 轮融资，估值达 15.5 亿美元，这仅仅是近期两个典型的例子。
Together AI was co-founded by Vipul Ved Prakash (pictured above, middle) after he sold his previous startup, social media search platform Topsy, to Apple in 2013 for a reported $200+ million. His Together AI co-founders are Stanford professor Percy Liang (above, left) and ETH Zürich/University of Chicago associate professor Ce Zhang (above, right). Together AI 由 Vipul Ved Prakash（上图中间）联合创立，他此前曾将自己的初创公司——社交媒体搜索平台 Topsy 以据称超过 2 亿美元的价格卖给苹果公司。他的联合创始人包括斯坦福大学教授 Percy Liang（上图左）以及苏黎世联邦理工学院/芝加哥大学副教授 Ce Zhang（上图右）。