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How Are Trillions In AI Infra Bets Taking Shape? πŸ’ΈπŸ§ πŸŒ

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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 πŸ€–πŸ”—

IBM says APAC AI turns revenue driver πŸ“ˆπŸ”—

Japan METI nearly quadruples chips and AI budget πŸ‡―πŸ‡΅πŸ”—

Straits Times reports US giants’ AI datacentre surge in India πŸ—οΈπŸ”—

Coforge to buy AI firm Encora for nearly $2B βš™οΈπŸ”—

FROM THE BIG PLAYERS

OpenAI megadeals secure multi-year cloud, chips, and up to $500B infra plans πŸ¦πŸ”—

US hyperscalers invest billions in India AI data centres πŸŒπŸ”—

Palantir rides war-driven AI defense contracts as retail investors pour in $8B πŸ›‘οΈπŸ”—

NEW LAUNCHES

Zoom launched AI Companion 3.0 with agentic workflows πŸš€πŸ”—

PaXini Tech unveiled embodied AI tactile-sensing platform ahead of CES 2026 πŸ€–πŸ”—

MemryX announced MX4 roadmap for data centre AI inference πŸ’ΎπŸ”—

TRY THESE TOOLS

Lexi by Ai‑Media offers AI captioning for global broadcasts πŸ“πŸ”—

Purple Fabric AI powers decision-grade BFSI AI agents πŸ¦πŸ”—

Energeiaa Wellness ECG quantifies holistic health using AI insights β€οΈπŸ”—

METRICS

IBM says APAC AI business already $5B revenue line πŸ“ŠπŸ”—

Japan METI lifts chips and AI support to Β₯1.23T πŸ“ˆπŸ”—

Palantir stock up 150% in 2025, nearly 3,000% in three years πŸ’ΉπŸ”—

Ai‑Media delivered 47.86% three‑month share price growth πŸ“‰πŸ”—

SOVEREIGN

Japan nearly quadruples frontier chips and AI subsidies πŸ›οΈπŸ”—

India–US corridor draws multi‑billion US cloud and AI data bets πŸŒπŸ”—

Yotta–GGSIPU MoU channels public–private capital into AI universities πŸŽ“πŸ”—

SECTORS

Education deployed AI delivery model across 350+ courses πŸ“šπŸ”—

Banking & Insurance adopted Purple Fabric AI decision agents πŸ¦πŸ”—

Animal welfare deployed AI pet–owner matchmaking for adoptions πŸΎπŸ”—

Accessibility media scaled AI captioning across education and enterprise πŸŽ§πŸ”—

COMMUNITY MEMBER SPOTLIGHT

Deepak Ambudkar built AI‑driven Wellness ECG for holistic health scoring πŸŒŸπŸ”—

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How Are Trillions In AI Infra Bets Taking Shape? | DeepAI VC | DeepAI VC