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Fireworks AI

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Fireworks AI provides infrastructure for enterprises to train, deploy and run customized open-source AI models at scale.

sentiment mix
bull 91%bear 3%neu 6%

funding rounds

private markets
latest round
Series D
Jul 2026 | $1.505B
post-money valuation
$17.5B post-money
+338% vs Series C
total raised
$1.8B+ disclosed
2 disclosed rounds | updated 2026-07-21
round progression
Series C
Oct 2025
$250M
Series D
Jul 2026
$1.505B
lead investors
  • Atreides Managementlead
  • Index Venturesco
  • TCVco
dateroundamountvaluationinvestors
Jul 2026Series D$1.505B$17.5B post-moneyAtreides Management, Index Ventures, TCV
Oct 2025Series C$250M$4B post-moneyLightspeed Venture Partners, Index Ventures, Evantic

signal summary

latest high-conviction thesis
Insight Partners' Murdock backs Fireworks AI over Baseten on capital efficiency▾

Fireworks AI is 10x better business than Baseten due to superior capital efficiency and willingness to generate profits rather than just revenue growth.

jerry murdockT120VC2026-08-22
confidence 88 / 100impact High
key themes
  • AI Infrastructure89%
  • AI Economics & Business Models83%
  • AI Agents61%
  • Open Source AI61%
  • Enterprise AI Adoption56%

bull thesis · 31

89 / 100
  • •Fireworks AI hits $1B+ ARR in 3.5 years with expanding margins, vertical integrating into data centers
  • •Dholakia: Fireworks AI hitting $100M ARR/month with ex-Meta CEO and ex-Salesforce COO
  • •Akhund: Inference providers like Fireworks ($17B) raising billions to optimize open models

bear thesis · 1

30 / 100
  • •Fireworks' xAI exposure is temporary; labs will internalize optimization for new chips

company research · 4 videos

mentions · 34

20VCJulien Bek on Lessons from Don Valentine, Doug Leone & Alfred Lin | What Sequoia Sees in Founders4 mentions · 4▲ 0▼ 0○ · last month
0:0018:0037:0056:001:15:00
20VCThe AI Bubble WILL Burst: Half the Neoclouds WILL Die | Jerry Murdock4 mentions · 4▲ 0▼ 0○ · last month
0:005:0010:0015:0020:00
Sequoia CapitalHow Companies Are Building Their Own Intelligence | Sonya Huang, Sequoia Capital2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:006:0012:0018:0025:00
Invest Like The BestEveryone Is Still Undersizing the AI Market | Eric Vishria3 mentions · 3▲ 0▼ 0○ · 2 months ago
0:002:005:007:0010:00
Sequoia CapitalBuilding Frontier AI at the Application Layer: Harvey's Playbook | Gabe Pereyra2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
20VCOpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:003:007:0011:0015:00
Invest Like The BestWhy the Markets Are Pricing AI Wrong | Gavin Baker2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0017:0035:0052:001:10:00
20VCArena CEO: 70% of Neolabs Will Die | There Will be a $100BN US Open-Source Model1 mentions · 0▲ 0▼ 1○ · 2 months ago
0:0016:0032:0048:001:05:00
20VCFrontier Labs Threatened by Kimi? Should the US Ban Chinese Open-Source Models & Stripe Buys PayPal1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0011:0022:0033:0045:00
SemiAnalysisEp. 020 - Anthropic vs OpenAI Usage, Margins, Meta Compute, Future of MSL (Tokenomics)1 mentions · 0▲ 1▼ 0○ · 2 months ago
0:0011:0022:0033:0045:00
TBPNHackingFace, Science Funding, Travis Kalanick Joins, New Apple Gear1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0018:0037:0056:001:15:00
Bloomberg TechNvidia Ships New AI Chips as Washington Eyes China | Bloomberg Tech 7/21/20262 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0013:0027:0041:0055:00
20VCAre OpenAI & Anthropic Overvalued? The Open-Source AI Reality with Fireworks AI, Lin Qiao2 mentions · 2▲ 0▼ 0○ · 2 months ago
0:0021:0042:001:03:001:25:00
Peter H. DiamandisChina's Kimi K3 Triggers an AI Sputnik Moment, 2.8 Trillion Parameters Go Open Source | Ep. 2723 mentions · 3▲ 0▼ 0○ · 2 months ago
0:0031:001:02:001:33:002:05:00
TBPNTML Inkling, California Forever? TSMC Capex, Tokenomics, Roblox1 mentions · 1▲ 0▼ 0○ · 2 months ago
0:0012:0025:0037:0050:00
Sourcery VCBenchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..1 mentions · 1▲ 0▼ 0○ · 3 months ago
0:003:007:0011:0015:00
TBPNGavin Baker: SpaceX Might Be the Greatest Company of All Time1 mentions · 0▲ 0▼ 1○ · 3 months ago
0:003:007:0011:0015:00
Sequoia CapitalHow Cursor Trained Composer on Fireworks: Distributed Infrastructure for High-Performance RL1 mentions · 1▲ 0▼ 0○ · 4 months ago
0:006:0012:0018:0025:00