Fireworks official blog (Jul 15, 2026):

  • 17.5B valuation
  • Led by Atreides Management, Index Ventures, TCV; Nvidia, Evantic, Lightspeed, Bessemer, Menlo, others
  • Claims >$1B annualized revenue run rate; >40T tokens/day
  • 95% tokens from specialized/custom models on proprietary data

  • Thesis: specialized intelligence vs renting general frontier APIs
  • Mentions Cursor coding models and Harvey legal AI as customer examples