How Are Trillions In AI Infra Bets Taking Shape? πΈπ§ π
DEEPAI VC
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TL;DR
- Big Tech locks in massive AI capacity deals
- New agentic tools push beyond chat-style assistants
- Public markets reward defense-focused AI platforms
- Governments ramp budgets for chips and AI
HEADLINES
Zoom unveiled agentic AI Companion 3.0 π€π
IBM says APAC AI turns revenue driver ππ
Japan METI nearly quadruples chips and AI budget π―π΅π
Straits Times reports US giantsβ AI datacentre surge in India ποΈπ
Coforge to buy AI firm Encora for nearly $2B βοΈπ
FROM THE BIG PLAYERS
OpenAI megadeals secure multi-year cloud, chips, and up to $500B infra plans π¦π
US hyperscalers invest billions in India AI data centres ππ
Palantir rides war-driven AI defense contracts as retail investors pour in $8B π‘οΈπ
NEW LAUNCHES
Zoom launched AI Companion 3.0 with agentic workflows ππ
PaXini Tech unveiled embodied AI tactile-sensing platform ahead of CES 2026 π€π
MemryX announced MX4 roadmap for data centre AI inference πΎπ
TRY THESE TOOLS
Lexi by AiβMedia offers AI captioning for global broadcasts ππ
Purple Fabric AI powers decision-grade BFSI AI agents π¦π
Energeiaa Wellness ECG quantifies holistic health using AI insights β€οΈπ
METRICS
IBM says APAC AI business already $5B revenue line ππ
Japan METI lifts chips and AI support to Β₯1.23T ππ
Palantir stock up 150% in 2025, nearly 3,000% in three years πΉπ
AiβMedia delivered 47.86% threeβmonth share price growth ππ
SOVEREIGN
Japan nearly quadruples frontier chips and AI subsidies ποΈπ
IndiaβUS corridor draws multiβbillion US cloud and AI data bets ππ
YottaβGGSIPU MoU channels publicβprivate capital into AI universities ππ
SECTORS
Education deployed AI delivery model across 350+ courses ππ
Banking & Insurance adopted Purple Fabric AI decision agents π¦π
Animal welfare deployed AI petβowner matchmaking for adoptions πΎπ
Accessibility media scaled AI captioning across education and enterprise π§π
COMMUNITY MEMBER SPOTLIGHT
Deepak Ambudkar built AIβdriven Wellness ECG for holistic health scoring ππ
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