NeoSpace豪赌“大数据模型”胜过聊天机器人；以12.5亿美元估值洽谈融资

做的是什么生意

Builds 'large data models' — foundation models trained on enterprises' structured and unstructured data — to anticipate customer needs, personalize service and inform credit decisions; targets finance, oil and gas, aerospace and telecom

启动资金：US$18M pre-seed led by Itaú Unibanco (US$15M from the bank, January 2025), with angels Martín Escobari, Micky Malka, Nigel Morris and Hans Morris; a US$250M seed at US$1.25B post-money was under negotiation as of August 2026

起因

Bruno Pierobon and his co-founders had built Zup, the software and IT-services company Itaú acquired in 2020 for more than R$500 million, and stayed on to run it inside the bank. In late 2023 they founded NeoSpace in Uberlândia on a contrarian read: the generative-AI boom was producing chatbots, while the structured data that actually runs a business — transactions, service history, credit records — had no foundation model of its own.

经过

In January 2025 Itaú led a US$18M pre-seed, putting in US$15 million for a minority stake and gaining 12-month exclusivity on NeoSpace's conversational model plus perpetual exclusivity on jointly developed products. NeoSpace works with the bank on three models — customer-service language, anticipating what a client needs next from their data, and credit — and is building models for other sectors such as telecom while training in English and Spanish from the start. By 2026 it projected about R$300 million (US$55 million) in revenue, appeared in Nvidia CEO Jensen Huang's presentation, and was one of Brazil's biggest buyers of Nvidia's B200 GPUs.

可借鉴之处

一个可信的内部客户可以为新品类提供资金和训练：用数据交换独家权利，在那里验证模型，然后逐行业扩展