AI and Tech News, 3 Oct 2026: FieldAI, Nvidia High, Supabase

Ten stories today. There's a heated physical-AI funding race, a record Nvidia share price, and fresh rounds for Supabase, Armadin, Firecrawl and Volantis.

1. FieldAI closes in on a $700M raise at a $10B valuation

The robotics software startup, which makes a general-purpose "robot brain", is on track to quintuple its valuation in about a year. It's a sign of just how heated the physical-AI funding race has become.

2. Tesla's Q3 deliveries beat Wall Street at 486,532

Deliveries slipped about 2% year over year after last year's tax-credit rush, but still beat consensus by roughly 25,000 units. Energy storage came in below estimates.

3. Nvidia stock sets a fresh all-time high near $238

Shares set a new peak as AI demand, a recent $150B buyback authorization and analyst upgrades kept the chip rally rolling.

4. OpenAI cuts ties with three safety researchers

The company said the researchers mishandled sensitive information outside company procedures, according to WSJ reporting that also points to wider safety and security tensions.

5. Supabase raises $150M and picks up Turso

GIC led the round. The Postgres startup is adding an SQLite-based agent database and launching sandboxes for AI agents that spin up millions of databases.

6. Armadin raises $255.5M at a valuation over $2.5B

Mandiant founder Kevin Mandia's AI security-testing startup closed a $255.5M Series B co-led by a16z and Accel, at a valuation above $2.5B.

7. Runway launches Praxis-1 to control robots

The video-AI company introduced an open-weight world-action model that turns video pretraining into cross-embodiment robot control. Early partners are already testing it.

8. Google gives cyber defenders first access to Gemini 4 Argon

Trusted defenders get early, guardrail-light access via Fairwind, so Google can stress-test vulnerability hunting and patching before a wider release.

9. Firecrawl raises $75M and rolls out Alexandria for agents

The web-data platform's Series B lands alongside a unified knowledge library that it says improved agent answer quality by about 21% across hundreds of tasks.

10. Volantis raises $88M for photonic AI memory

The hardware startup is building a photonic memory layer for more efficient next-gen AI inference, as chipmakers look for ways around conventional memory bottlenecks.