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3个月估值暴涨170亿,这家AI基础设施公司成“Sora背后赢家”
Sou Hu Cai Jing· 2025-10-23 03:56
Group 1 - Fal.ai, a multimodal AI model hosting platform, recently completed a funding round, achieving a valuation of over $4 billion (approximately 284.9 billion RMB) [2] - The latest funding round raised approximately $250 million (around 17.8 billion RMB), led by Kleiner Perkins and Sequoia Capital, occurring less than three months after a previous funding round [2] - In August, Fal.ai announced a $125 million (about 8.9 billion RMB) Series C funding round, with a valuation of $1.5 billion (approximately 106.8 billion RMB) at that time [2] Group 2 - The number of developers on the Fal platform has surpassed 2 million, with annual recurring revenue (ARR) growing to $95 million (approximately 6.7 billion RMB) [2] - A year prior, the platform had only 500,000 developers and an ARR of $10 million (around 0.7 billion RMB), indicating significant growth [2] - Fal.ai was founded in 2021 by Burkay Gur and Gorkem Yurtseven, both of whom have prior experience in major tech companies [3] Group 3 - The platform specializes in providing infrastructure hosting services for multimodal models, including images, videos, audio, and 3D [3] - Currently, Fal.ai supports over 600 models and offers API calls, serverless architecture deployment, and enterprise-level cluster access [3] - The underlying infrastructure utilizes a significant number of Nvidia H100 and H200 GPUs, focusing on inference speed and customization capabilities [3]