How Did AI Capex Leap To $185B Overnight? 💸🤖📉
DEEPAI VC
Unlock the live feed
TL;DR
- Alphabet commits up to $185B AI capex, unsettling investors
- ElevenLabs lands $500M Series D, hits $11B valuation
- New deep tech megafund targets quantum, defense, spacetech scaleups
- Anthropic’s Claude Cowork launch erases hundreds billions software value
HEADLINES
Alphabet plans up to $185B AI capex 🖥️🔗
ElevenLabs secures $500M, valuation triples to $11B 🎙️🔗
Duna raises €30M for AI KYB network 🏦🔗
Anthropic launch sparks global software sector selloff ⚠️🔗
Mundi Ventures closes €750M deep tech fund 🌍🔗
FROM THE BIG PLAYERS
Sequoia Capital invested $500M in ElevenLabs 🎧🔗
CapitalG invested €30M in Duna 📑🔗
Alphabet invested $16B in Waymo 🚘🔗
RAISES
Duna raised €30M in a Series A led by CapitalG 🏗️🔗
ElevenLabs raised $500M in a Series D led by Sequoia Capital 🎤🔗
Waymo raised $16B in a late-stage round majority-backed by Alphabet 🚗🔗
NEW LAUNCHES
Anthropic launched Claude Cowork enterprise plugins 🧩🔗
Amazon expanded Alexa+ AI assistant to all U.S. users 🗣️🔗
Fitbit Co‑founders’ New Startup unveiled an AI family health tracking tool 💓🔗
TRY THESE TOOLS
Claude Cowork collaborative AI workspace for multi-user enterprise workflows 🧠🔗
Alexa+ Prime-bundled AI assistant across Echo ecosystem 🔊🔗
Fibr AI autonomous marketing agents personalizing enterprise websites 📈🔗
METRICS
Alphabet annual revenue topped $400B for first time 💰🔗
Google Cloud backlog hit $240B, revenue up 48% YoY ☁️🔗
Gemini surpassed 750M monthly active users 📊🔗
Software Sector Index lost about $830B market value since Jan 28 📉🔗
BENCHMARKS
Alphabet counts 325M paid subscriptions across consumer services 📈🔗
Waymo delivered 15M rides in 2025, 400k weekly currently 🚕🔗
Anthropic says Claude Code and Cowork generated $1B+ revenue 📘🔗
Avnet Survey finds APAC engineers rapidly accelerating AI adoption 📐🔗
INFRA & COSTS
Alphabet forecasts $175–$185B 2026 AI-heavy capex 🏗️🔗
Nvidia–ByteDance Deal for H200 chips hinges on U.S. export conditions 💾🔗
Amazon MGM Studios trials AI tools to cut VFX production costs 🎬🔗
Ronin Ethereum Migration unlocks grants and retroactive AI-dev incentives 🧮🔗
VALUATIONS
ElevenLabs valuation jumps to $11B post-round 🏷️🔗
Waymo valued at $126B after $16B raise 🚦🔗
Global Software Stocks lose nearly $1T amid AI fears 💣🔗
Lovable previously hit $6.6B valuation on $330M round 📌🔗
POLICY
UN Secretary‑General submitted roster for global AI scientific panel 🌐🔗
Sen. Elizabeth Warren urged probes into Big Tech AI “acquihire” deals ⚖️🔗
Cybereco hosted forum on AI regulation, privacy, and trust 🛡️🔗
SOVEREIGN
U.S. Administration set conditions on Nvidia H200 exports to ByteDance 🏛️🔗
Jordan Education Ministry rolled out national AI-supported literacy program 📚🔗
Israel Government launched AI-driven pilgrimage campaign to revive tourism ✡️🔗
Singapore MND & SUTD launched S$30M Built Environment AI Centre 🏙️🔗
SECTORS
Construction deployed AI blueprint playbooks via NECA education series 🏗️🔗
Media & Entertainment adopted AI tools to speed TV and film production 🎥🔗
Dating Apps deployed AI to combat swipe fatigue 💘🔗
Education rolled out AI-supported literacy across primary schools 🏫🔗
Tourism deployed AI pilgrimage planners for faith-based travel 🧳🔗
COMMUNITY MEMBER SPOTLIGHT
Kyle Samani shifted from crypto VC to building AI and robotics ventures 🤝🔗
LEARN AI TODAY
Hi there, we’re AI School, an AI literacy platform for the modern workforce. We mainly:
- Help teams assess their real AI skill level with role based diagnostics
- Train employees through interactive learn by doing lessons tied to real work scenarios
We’re happy to announce that AI School is building Advanced Applications of AI for C Suite Leaders. It’s a practical high impact and hyper specific program designed for leaders looking to 10 to 50x their capabilities with AI.
If you’re a CXO or part of the leadership team looking to apply AI in your work, contact us. We’d love to talk to you!
Best,
Team AI School