The AI supply chain stories of November 9 land on five layers. Five of the seven are completed, yet only three carry a price, and together they add up to $128 million of countable value. The three areThe AI supply chain stories of November 9 land on five layers. Five of the seven are completed, yet only three carry a price, and together they add up to $128 million of countable value. The three are
US Stocks AI Daily on Nov 10, 2026: SolidUltra Raises EUR 3 Million to Wire the Grid Straight Into 800VDC
The AI supply chain stories of November 9 land on five layers. Five of the seven are completed, yet only three carry a price, and together they add up to $128 million of countable value. The three are a seed round, a Series A, and the first round of France-based SolidUltra within five months of incorporation. The largest figure, more than $700 million, cannot be counted at all because the release states it as a floor and names no counterparty. On the same day Google (Ticker: GOOGL) launched its fourth TPU of the year, while Layer 4 Memory is the only layer empty today.
The Six Layers of the AI Supply Chain
Today's AI Briefs
Layer 1 Models & Apps | 2 items
Coframe closes a $25 million Series A, bringing total funding to $35 million
Funding | Completed | Coframe press release (PR Newswire) 2026/11/09
Khosla Ventures and Hanabi Capital co-led the round for this maker of self-optimizing web pages and ads. Coframe is private with no U.S. ticker, and the $35 million total includes earlier rounds that are not counted this issue.
Anthropic is reported to be moving ahead with its IPO as investors push the value down
Funding | Press report, unconfirmed by the party | TechCrunch citing The Wall Street Journal 2026/11/09
The Journal says a price range arrives this week, with some institutions pushing the value below $1.5 trillion. That is a valuation target rather than a transaction, so it sits on neither side.
Layer 2 Chip Design | 1 item
Google adds TPU 8tx and 8i Max, its fourth TPU launch in a year
Launch | Completed | Google official blog 2026/11/09
Google (Ticker: GOOGL) says 8tx pairs with 5th Gen AMD (Ticker: AMD) EPYC hosts and cuts multi-step agent latency by up to half, while 8i Max combines two 8i chips on one package.
Layer 3 Fab & Packaging | 1 item
A glass core substrate line reaches South Asia as SCHMID wins the wet-process order
Contract | Completed | SCHMID Group press release (GlobeNewswire) 2026/11/09
The SCHMID (Ticker: SHMD) customer is a U.S. glass packaging firm. The plant is designed for about 70,000 glass panels a year at full ramp, plus glass interposers and 3D heterogeneous integration modules, and the order price is undisclosed.
Layer 5 Racks & Cooling | 2 items
Edgevana signs more than $700 million in AI compute agreements
Contract | Completed | Edgevana press release (PR Newswire) 2026/11/09
The company calls these fully committed multi-year agreements deploying Nvidia (Ticker: NVDA) B300 and GB300 systems. It describes the buyers only as two very large cloud operators, without naming them, and Edgevana is private with no U.S. ticker.
Mavria closes a $100 million seed round at a $1 billion valuation
Funding | Completed | Kirkland & Ellis press release 2026/11/09
Three former U.S. Department of Energy officials founded the company in June to build 5 MW factory-made data hall blocks, the first of them in Houston. The $130 million cumulative total includes an earlier round, so only the new $100 million is counted.
Layer 6 Power | 1 item
SolidUltra raises EUR 3 million for a solid-state transformer that wires the grid into 800VDC
Funding | Completed | SolidUltra press release (GlobeNewswire) 2026/11/09
The French company connects the grid directly to 800VDC in a single conversion stage, scales past 10 MW per system, targets 98.5% efficiency, aligns with the 800VDC architecture Nvidia (Ticker: NVDA) announced, and aims for commercial launch in 2028.
Today's Takeaway
All five completed deals today are early-stage equity rounds. There was no acquisition and no company published a campus or annual capital budget for the period, so countable value is $128 million with $0 excluded. The real gap is that certainty and size run in opposite directions: none of the biggest numbers can be used, because the more than $700 million at Edgevana is a floor with no named counterparty, the SCHMID (Ticker: SHMD) equipment order discloses no price, and the $1.5 trillion at Anthropic is a valuation target. By the time the money reaches the grid connection the cheque is down to $3.37 million, which means time to power, the hardest bottleneck there is, drew the smallest sum of the day.
How to use this next time: when a large number appears, first check whether the original text says more than, at least, or above, then check whether the counterparty has a name. If either is missing, that number does not belong in any total. Separating floors, undisclosed prices and valuation targets shows that the money that actually landed today is only $128 million, and all of it stopped at seed and Series A without taking a single step toward industrial capex.
Disclaimer: This article was prepared by the MEXC US equities spot team (MEXC RealStocks) for market information and educational reference only. It is not investment advice and contains no buy or sell opinion. All stocks and companies mentioned are publicly discussed names and do not represent a recommendation or view of MEXC. Investing involves risk, so please exercise your own judgement.
Market Opportunity
Solayer Price(LAYER)
$0.05029
$0.05029$0.05029
USD
Solayer (LAYER) Live Price Chart
The articles shared on this page are sourced from public platforms and are provided for reference only. They do not represent the position or views of MEXC. All rights belong to MEXC Editorial Team. If you believe any content infringes upon the rights of a third party, please contact service@support.mexc.com for prompt removal. MEXC does not guarantee the accuracy, completeness, or timeliness of any content and is not responsible for any actions taken based on the information provided. The content does not constitute financial, legal, or other professional advice, nor should it be interpreted as a recommendation or endorsement by MEXC. For expert insights and in-depth analysis, visit MEXC Learn.
Latest Updates on Solayer
View More
Why Is Eli Lilly Stock Surging? The Numbers Behind LLY’s Record High
Eli Lilly stock hit a record high after earnings. See what drove the rally, what the headline numbers hide and what LLY investors should watch.
2026/10/29
Does the Binance Security Incident Put Your Ethereum Wallet at Risk? EIP-7702 and Wallet Delegation Explained
The Binance security incident on October 30, 2026 has pushed a relatively technical Ethereum feature into a much broader security discussion: EIP-7702 wallet delegation.
For ordinary Ethereum users, however, the most important question is not whether EIP-7702 appeared somewhere in the incident timeline. It is whether the same class of authorization risk could affect a personal wallet holding ETH, USDT, USDC or other Ethereum assets
2026/10/30
What Role Did EIP-7702 Authorizations Play in the Binance Hack?
That detail quickly pushed EIP-7702 into the center of the discussion. The Ethereum account-delegation mechanism allows a normal externally owned account, or EOA, to temporarily execute smart contract logic. In the Binance incident, blockchain researchers identified an EIP-7702 delegation shortly before assets were transferred from a Binance-linked hot wallet.
But there is an important distinction
2026/10/30
You May Also Like
HOT
Currently trending cryptocurrencies that are gaining significant market attention
Crypto Prices
The cryptocurrencies with the highest trading volume
Newly Added
Recently listed cryptocurrencies that are available for trading