How $130B AI Bets Shook Markets And Datacenters Today 💸📉🤖

TL;DR

• Moonshot AI closed $3.5B at $35B valuation
• AI chip mania cooled as July semis sank
• Agentic AI tools pulled fresh early-stage capital
• Datacenter leases signaled long‑duration AI infra spending

HEADLINES

Moonshot AI tripled raise to $3.5B round 🚀🔗

Sandisk AI chips dropped 36% from June peak 📉🔗

ChipAgents raised $60M for agentic chip design 🤖🔗

Fish Audio secured $52M for AI voice models 🎙️🔗

Henry AI landed $16.5M to automate back‑offices 📊🔗

RAISES

ChipAgents raised $60M in a Series A2 from B Capital 🧠🔗

Fish Audio raised $52M in seed funding from Coreline Ventures 🎧🔗

Harmony raised $34M in seed funding led by Lightspeed 💼🔗

Henry AI raised $16.5M in a Series A from FirstMark Capital 📈🔗

Modus raised $10M in seed funding led by Insight Partners 🧩🔗

METRICS

Moonshot AI closed $3.5B at $35B valuation 📊🔗

Nasdaq 100 sits 9.5% below June record 📉🔗

Sandisk AI proxy is down 36% in July 💾🔗

KOSPI dropped 34% over last 25 sessions 🌏🔗

INFRA & COSTS

Alphabet posted $44.9B Q2 AI capex overshoot ⚙️🔗

Hut 8 signed lease worth up to $50B for 1GW AI campus 🏗️🔗

Crusoe Energy Systems raised $3B to expand gas‑powered AI datacenters 🔥🔗

Brookfield AI Infrastructure Fund targets $100B for global AI power buildout ⚡🔗

VALUATIONS

Moonshot AI now valued at $35B post‑round 🏷️🔗

DeepSeek is negotiating funding at $71B pre‑money 📐🔗

Kling AI nears $3B round at $18B valuation 💠🔗

Emergent AI raised at $1.5B valuation this month 🧮🔗

POLICY

Guardrails Alliance launched with $5M to pressure tougher AI rules ⚖️🔗

OpenAI employees donated $215K to regulation‑focused Guardrails Alliance 🛡️🔗

Investor commentary flagged circular AI financing as systemic risk 📚🔗

AI fears raised stakes for this week’s market oversight 🚨🔗

SOVEREIGN

Saudi Humain secured up to $1.2B for AI infrastructure 🏛️🔗

UAE Stargate UAE slated to start with 100,000 Nvidia chips 🛰️🔗

Amazon Canada bonds aim to fund $200B AI datacenter buildout 🇨🇦🔗

Elon Musk xAI energy talks cited as part of U.S. AI power diplomacy ⚡🔗

SECTORS

Semiconductors repriced AI boom as July correction deepened 💽🔗

Logistics adopted Unit AI warehouse automation for fulfillment 📦🔗

Back‑office operations deployed Henry AI agents for real‑estate workflows 🏢🔗

Semiconductor design embraced ChipAgents for automated layout exploration 🧬🔗

COMMUNITY MEMBER SPOTLIGHT

VisualStockResearch unpacked circular AI investment mechanics for retail investors 📈🔗