How Are Trillion-Dollar AI Bets Repricing Overnight? 📈🤖💸

TL;DR

• NVIDIA shed nearly $200B in value this week
• Meta’s AI capex hits $70–72B guidance range
• Adani targets up to $5B for Google AI hub
• Canada backs sovereign AI compute with $42.5M boost

HEADLINES

DeepSeek released gold‑medal open math model 🧠🔗

Huawei Cloud formed Singapore AI Pioneer industry alliance 🌏🔗

NVIDIA slid to $177 after $200B selloff 💹🔗

Meta Platforms stock rebounded despite record AI spend 📊🔗

China CNIPA tightened ethical review for AI patents ⚖️🔗

OpenAI partners piled up nearly $100bn in debt 🏦🔗

FROM THE BIG PLAYERS

IBM Ventures is deploying $500M into AI startups 🤝🔗

Kakao Ventures invested in SemiAI semiconductor yield platform 💾🔗

Elevating Capital led €2.3M round into Healthplus.ai 🩺🔗

RAISES

Healthplus.ai raised €2.3M late seed led by Elevating Capital 🧬🔗

SemiAI raised an undisclosed seed from Kakao Ventures ⚙️🔗

NEW LAUNCHES

DeepSeek launched Math‑V2 gold‑medal math model 📐🔗

X‑Design launched AI Agent for creative automation 🎨🔗

AINTUITION launched AI Ntuition (AIN) predictive AI token 🪙🔗

eMazzanti Technologies launched eBot AI IT support assistant 💼🔗

Huawei Cloud unveiled AI Pioneer Partner ecosystem alliance ☁️🔗

TRY THESE TOOLS

DeepSeek Math‑V2 open‑source IMO‑level reasoning model 🧮🔗

TxtCart powers two‑way AI ecommerce SMS 💬🔗

eBot automates IT support via Microsoft Copilot 🛠️🔗

SPOT‑MAS offers AI multi‑cancer early detection 🩻🔗

METRICS

NVIDIA market cap sits near $4.3T after pullback 📉🔗

Meta Platforms closed near $647.95, about $1.6T value 📈🔗

Meta boosted 2025 AI capex to $70–72B 💾🔗

OpenAI ecosystem partners carry nearly $100bn AI infra debt 🏗️🔗

Huawei Cloud reports 70% of Singapore companies now adopting AI 📊🔗

BENCHMARKS

Huawei Cloud benchmarked Singapore AI adoption at 70% of firms 📘🔗

IBM Ventures disclosed 23 AI and quantum portfolio investments 📚🔗

NVIDIA posted $57B quarterly revenue, $51.2B from data center 🧮🔗

Meta reported $51.24B Q3 revenue, 26% YoY growth 📑🔗

INFRA & COSTS

Adani Group plans up to $5B for Google AI hub 🏗️🔗

Google AI hub India earmarked $15B for data‑center campus ⚡🔗

Canada Sovereign AI Compute Strategy granted $42.5M to U of T infrastructure 🇨🇦🔗

OpenAI partners incurred nearly $100bn debt financing AI data centers 💸🔗

VALUATIONS

NVIDIA still valued around $4.3T after correction 🏷️🔗

Meta Platforms trades near $1.6T amid AI capex debate 💹🔗

OpenAI ecosystem shows leveraged infra bets reshaping AI deal risk 📉🔗

NVIDIA erased about $200B in value this week ⚠️🔗

POLICY

China CNIPA issued AI patent ethics rules effective 2026 ⚖️🔗

Russia watchdog warned WhatsApp over compliance, mulls full block 🚫🔗

EU AI Act enforcement proceeds without moratorium, fines up to 7% turnover 🏛️🔗

China “AI Plus” initiative aligned IP rules with social‑ethics safeguards 📜🔗

SOVEREIGN

Adani–Google India hub underscores India’s race for AI data centers 🏗️🔗

Canadian government funded $42.5M sovereign AI compute at U of T 🍁🔗

China IP plan 2026–2030 ties AI patents to national interests 🏮🔗

SECTORS

Healthcare deployed AI risk scoring for post‑op infections 🩺🔗

Precision medicine deployed AI multi‑cancer early detection 🧬🔗

Creative industries deployed AI agents for design automation 🎥🔗

IT services deployed AI copilots for support tickets 💻🔗

Ecommerce deployed AI conversational SMS sales agents 🛒🔗

COMMUNITY MEMBER SPOTLIGHT

Kyle Bigley bootstrapped TxtCart to $3M ARR with AI SMS 🚀🔗