Daytona Reaches $1B Valuation as FirstMark Leads $60M Round for Secure Computers Built for AI Agents

Daytona began by building development environments for human programmers before moving to infrastructure for agents. Its platform now covers training, evaluation and production workloads for AI labs and enterprises.

Daytona says its customers include organisations developing foundation models, coding agents and enterprise software, as well as groups that train and evaluate AI systems. Dealroom lists Anthropic, OpenAI, Nvidia, Cursor, Cognition, Meta and Cohere among them. The company reports 25‑fold growth in its revenue run rate ahead of the Series B.

Daytona has 35 employees and plans to hire across San Francisco, Croatia and Singapore. Its founders are Croatian, and the company says it was a few people three years ago.

Daytona raised a pre‑seed round of about $2 million in 2023, a $5 million seed round led by Upfront Ventures in 2024 and a $24 million Series A led by FirstMark in February 2026. The Series B lifts the valuation to $1 billion.

Matt Turck, a partner at FirstMark who joined Daytona's board with the Series A, said the firm believes the next infrastructure shift is from human‑centric cloud primitives to agent‑native ones. FirstMark's announcement said the breakthrough is making a computer for every agent practical, with instant startup, persistent state and the tooling agents need to write code, use Git and execute safely at scale.

Daytona plans to use the funds to expand the Agent Cloud beyond its initial sandbox product, scale its compute infrastructure and grow its global team. In February, announcing the Series A, the company said it was constrained by hardware.

Burazin has said investors repeatedly asked why the market needed Daytona when large cloud providers such as AWS can run similar workloads. The company's answer is that agent workloads need a different kind of infrastructure from the one built for human‑operated software.

Investors have been funding the layer beneath AI agents throughout the year. Modal raised $355 million at a $4.65 billion valuation in May, and Sail Research raised $80 million in June. Both are betting that running agents safely and at scale becomes a substantial cloud market.

Gartner forecasts that spending on enterprise cross‑functional AI agents and assistants will exceed $23 billion in 2030, a compound annual growth rate of 59 percent. That figure covers the agents themselves, not the infrastructure beneath them, so it measures demand for agents rather than the size of Daytona's own market.

The $1 billion valuation sits in the top 8 percent of US enterprise software Series B rounds, according to Dealroom. Daytona's founders say that long‑running agents went mainstream this year and that agent‑specific infrastructure became consensus, which is the premise behind the round.