How Did AI Hit $700B Capex And 38,000 GPUs? ๐ธ๐ง ๐
DEEPAI VC
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TL;DR
- Sovereign AI push funds 38,000 GPUs deployment
- Hyperscalers rent GPUs at eye-watering monthly rates
- New AI tools target support, hiring, investing workflows
- AI security, exams, finance see fresh deployments
HEADLINES
Google & SpaceX sign $920Mโperโmonth GPU pact ๐ฐ๏ธ๐
IndiaAI Mission powers 38,000โGPU national buildout ๐ฎ๐ณ๐
Weaviate debuts Engram managed agent memory ๐ง ๐
Helptal launches allโinโone AI helpdesk suite ๐ผ๐
Pepeto AI token presale surpasses $10M raised ๐ช๐
NEW LAUNCHES
Weaviate launched Engram managed memory service ๐ง ๐
Helptal unveiled AI Helpdesk with chatbots, ticketing ๐จ๐
Kula launched AIโnative ATS for hiring workflows ๐งโ๐ป๐
IUX24 launched AI investment intelligence platform ๐๐
NICE Actimize added AI agents to AML platform ๐ต๏ธ๐
TRY THESE TOOLS
Helptal powers unified AI helpdesk workflows ๐ฌ๐
IUX24 surfaces AIโdriven trading desk signals ๐๐
TickerScores.ai offers AIโscored public equities research ๐๐
CoinStats AI analyzes crypto tokens like JST daily ๐ช๐
BuildFastWithAI News aggregates top AI funding stories ๐ฐ๐
METRICS
Global AI Capex exceeds $700B announced for 2025โ27 ๐๐
IndiaAI Mission allocates โน10,372 crore and 38,000 GPUs ๐ฆ๐
GoogleโSpaceX Deal commits $920M/month for ~110,000 GPUs ๐๐
Pepeto Presale has raised $10M+ amid market fear ๐ฅ๐
Fake AI Apps drove 92,000+ malware attacks YTD โ ๏ธ๐
BENCHMARKS
IndiaAI approved 190 projects under sovereign AI mission ๐๐
OECD TALIS Data shows oneโthird of teachers using AI ๐ซ๐
F4 Fund Study tracks 1,355+ VC firms backing AI ๐๐
ChatGPT Deployment reaches ~900M weekly active users ๐๐
INFRA & COSTS
GoogleโSpaceX GPUs highlight hyperscalers renting thirdโparty compute ๐ฅ๏ธ๐
AnthropicโSpaceX Colossus pays $1.25B/month for capacity โ๏ธ๐
Ciena posts 40% YoY revenue on AI bandwidth ๐ก๐
IndiaAI Hardware underpins domestic AI data centers ๐ญ๐
VALUATIONS
Anthropic implied at $965B after latest raises ๐ท๏ธ๐
SpaceX/xAI IPO targets $1.75T valuation and $75B raise ๐๐
Pepeto presale pitches 150x upside from $0.0000001874 ๐น๐
JUST (JST) trades at $714M fully diluted valuation ๐๐
POLICY
NTA India explores AIโgenerated exam question papers โ๏ธ๐
IEEE AI Ethics WG convenes oversight meetings week of June 7 ๐๐
Sandersโ AI Fund Proposal advances American AI Sovereign Wealth Fund Act ๐๏ธ๐
White House Adviser on AI, Sriram Krishnan, steps down ๐ฐ๐
SOVEREIGN
India Government backs โน10,372 crore national AI stack ๐ฎ๐ณ๐
American AI Fund Act would channel upside into public wealth ๐ฐ๐
EuroโOffice Suite positions EU for sovereign AI productivity ๐ช๐บ๐
SECTORS
Banking deployed AI agents for fraud, AML monitoring ๐ฆ๐
Education piloted AI questionโpaper generation for exams ๐๐
Broadcast Media deployed AIโassisted education series production ๐บ๐
Customer Support adopted AI helpdesk for tickets, chat ๐ค๐
Crypto Markets leveraged AI analytics for token insights ๐น๐
COMMUNITY MEMBER SPOTLIGHT
Eze Vidra mapped 342 Israeli GenAI startups, $20B+ raised ๐๐
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