Daytona, which is building cloud infrastructure for AI agents, raised a $60M Series B led by FirstMark at a $1B valuation, bringing its total funding to $91M

The cloud environment for AI agents is now configurable in milliseconds, enabling faster AI workflows.

Daytona, a startup focused on building cloud infrastructure specifically for AI agents, announced a $60 million Series B funding round, valuing the company at $1 billion. The round was led by FirstMark, with participation from prominent tech founders and strategic investors including Qualcomm Ventures, Samsung Next, and Okta Ventures. This brings Daytona's total funding to approximately $91 million since its founding in 2023. Daytona's offering is a specialized cloud environment, referred to as an 'agentic cloud,' designed to rapidly provision and manage virtual machines, or 'sandboxes,' for AI agents. The company claims its platform can configure a new sandbox in 60 milliseconds, significantly faster than traditional cloud providers. Daytona's customers, which include leading AI companies like Anthropic, OpenAI, and Nvidia, use these sandboxes for training, testing, and running AI models and agents. Daytona's CEO, Ivan Burazin, stated that the company experienced a 25-fold increase in revenue run rate between January and September, with a monthly growth rate of 50.9%.

The rapid provisioning capability of Daytona's 'agentic cloud' signals a departure from traditional, human-centric cloud infrastructure, suggesting a market shift towards agent-native primitives. This specialized infrastructure is critical as AI agents increasingly require dedicated, secure, and efficiently managed computing resources to perform tasks, potentially leading to a future where agent operations drive significant demand for CPU resources, possibly surpassing GPU demand.

This development highlights a growing ecosystem of companies building foundational infrastructure tailored for AI, rather than relying on general-purpose cloud services. As AI agents become more sophisticated and widely deployed, the demand for such specialized cloud solutions will likely intensify, potentially creating a bottleneck for AI development and deployment if not addressed by new infrastructure providers like Daytona.