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Infra2026-07-26 · source-backed
July 24 Series D co-led by Dell Technologies Capital and Intel Capital with a16z, EQT, Geodesic, and YC participating; Martin Casado and Daniel Docter join the board, Scott Johnston joins as CEO (GlobeNewswire). The bet: agents need durable disk, secure connectivity to other systems, and scale to millions of instances, not the ephemeral execution sandboxes that defined the first wave. That's the second infra vendor this month arguing statelessness is the wrong default for agent runtimes, and having run agents on Fly myself, the durable-disk argument matches my experience. Ephemeral is fine until your agent needs to remember what it did yesterday.
Each link below shares sources, entities, or timing with this story.
MCP uses Docker / Shared entities / Earlier coverage
Linked by a graph relationship (MCP uses Docker); both cover Infrastructure, Next; earlier Infrastructure coverage from 2026-06-17.
MCP uses Docker / Shared entity: July / Earlier coverage / Tension
Linked by a graph relationship (MCP uses Docker); both cover July; earlier July coverage from 2026-07-23.
MCP uses Docker / Shared entity: July / Earlier coverage
Linked by a graph relationship (MCP uses Docker); both cover July; earlier July coverage from 2026-07-24.
Docker supports Claude Code / Shared entity: July / Earlier coverage
Linked by a graph relationship (Docker supports Claude Code); both cover July; earlier July coverage from 2026-07-23.
MCP uses Docker / Shared entity: July / Earlier coverage
Linked by a graph relationship (MCP uses Docker); both cover July; earlier July coverage from 2026-07-22.
Docker supports Claude Code / Shared entity: July / Earlier coverage
Linked by a graph relationship (Docker supports Claude Code); both cover July; earlier July coverage from 2026-07-20.
Linked by a graph relationship (Docker supports Claude Code); both cover July; earlier July coverage from 2026-07-16.
MCP uses Docker / Shared entity: Down / Earlier coverage
Linked by a graph relationship (MCP uses Docker); both cover Down; earlier Down coverage from 2026-03-11.