Replit triples valuation, Nvidia GPU & more (September 11, 2025)

Good morning,

Replit just raised $250M and unveiled its most autonomous coding agent yet, while Nvidia continues to push GPU boundaries and Absci teams with Oracle and AMD. These stories spotlight how funding, hardware, and cross-industry collaborations are shaping the next wave of AI.

Let's dig in👇

💰 Money Moves

🤖 Replit Triples Valuation, Launches Agent 3

AI coding platform Replit raised $250M at a $3B valuation, while releasing Agent 3, its most autonomous agent yet. The system can now run for 200 minutes straight, generating agents, testing apps, and automating workflows. CEO Amjad Masad called it the “Full Self-Driving moment of software” as coding agents heat up

🚀 Nvidia unveils new GPU designed for long-context inference

Nvidia unveiled a new GPU designed for long-context inference, targeting one of AI’s biggest bottlenecks: memory limits. The chip allows models to process much longer inputs, unlocking more complex applications. This cements Nvidia’s dominance as workloads grow in scale and sophistication.

🤝 Absci joins Oracle and AMD for AI-led drug discovery (ABSI)

Biotech firm Absci teamed up with Oracle and AMD to drive AI-led drug discovery. The collaboration strengthens Absci’s capabilities in accelerating therapeutic design. It highlights how cross-industry partnerships are reshaping healthcare innovation with powerful computational tools.

🚀 New Launches

📢 Nvidia AI Development

Profusa announced it is adopting Nvidia-powered technology to build an AI-driven biomarker monitoring portal. This enables continuous health tracking with enterprise-level performance. The launch showcases Nvidia’s expanding influence beyond cloud and into healthcare applications.

🎯 Together AI launches self-service AI clusters

Together AI introduced self-service AI clusters for enterprises looking to train and deploy models more flexibly. The offering lowers barriers for companies that want customized infrastructure without vendor lock-in. It signals growing momentum toward modular, user-controlled AI ecosystems.

🤝 Major Tech Alliance

A group of U.S. and Indian investors formed a $1B alliance to fund deep-tech startups. This boosts capital for emerging AI ventures and strengthens cross-border collaboration. It reflects how AI investment is shifting toward global partnerships and next-gen infrastructure.

📈 Still Trending from Yesterday

Microsoft to lessen reliance on Open AI by buying AI from rival Anthropic

Microsoft is exploring AI purchases from Anthropic as it diversifies away from OpenAI, a move that could reshape cloud partnerships.

Nvidia unveils new GPU designed for long-context inference

Nvidia launched a GPU for long-context inference, keeping it at the center of the AI hardware race.

🧰 Tools of the Day

→ Stable Audio 2.5 - Enterprise-grade sound production
→ Kiara - Your AI Voicemail Assistant
→ Corgi AI - Turn your saved content into your second brain

✍️ Prompt of the Day

"You're my competitive intelligence analyst. Summarize this rival’s press release [paste it] into 5 key takeaways. Highlight risks, potential opportunities, and market implications. Conclude with a recommended response strategy in bullet form."

⚡ Quick Hits

→ Smarter, faster, more personal AI delivered with Arm’s Lumex CSS platform
→ Q&a: transparency in medical AI systems is vital, researchers say
→ Open AI and Oracle ink $300B cloud pact to power AI expansion
→ Rezolve ai launches visual search for conversational commerce
→ Alibaba stock rises after multi-billion AI push and analyst upgrade

🧾 TLDR

Replit’s $250M raise and Agent 3 release signal the rise of autonomous coding platforms, while Nvidia keeps hardware dominance with a long-context GPU. Absci’s alliance with Oracle and AMD highlights biotech’s AI pivot, and new launches show AI embedding itself across healthcare and infrastructure. The through-line: AI is scaling from labs to global systems at record pace.

Cheers,
David