How Did AI IPOs Add $800M Today? 📈🤖💸

TL;DR

• SoftBank finalized $40B bet on OpenAI
• Two AI IPOs raised nearly $500M
• States and ministries funded core AI infrastructure
• India, Taiwan moves signal sovereign AI acceleration

HEADLINES

SoftBank Group completed $40B investment in OpenAI 🤝🔗

Insilico Medicine surged in Hong Kong’s largest 2025 biotech IPO 🧬🔗

OneRobotics raised $206M in AI home-robot IPO 🏠🔗

Meta Platforms agreed $2B+ deal for AI agent startup Manus 🧠🔗

Nvidia reportedly in talks to buy AI21 Labs for up to $3B ⚙️🔗

FROM THE BIG PLAYERS

SoftBank Group invested $40B in OpenAI 🤖🔗

SoftBank Group moved to acquire DigitalBridge in $4B AI data-center deal 🏗️🔗

Meta Platforms invested over $2B acquiring AI agent startup Manus 📲🔗

Taiwan MOEA granted NT$4.7bn to Micron Memory Taiwan for AI chips 💾🔗

Gujarat Government & India Centre committed Rs 300 crore to Indian AI Research Organisation 🏛️🔗

RAISES

Insilico Medicine raised US$293M in Hong Kong biotech IPO 📊🔗

Insilico Medicine IPO oversubscribed 1,427x, locking HK$328B subscriptions 🔥🔗

OneRobotics raised $206M in Hong Kong listing 🏦🔗

NEW LAUNCHES

TCL unveiled Note A1 NXTPAPER, an AI-powered e-note device 📓🔗

Sancheti Hospital opened an AI Innovation Lab for orthocare 🏥🔗

Vidya Pratishthan / Adani Group launched Sharadchandra Pawar Centre of Excellence in AI 🎓🔗

TRY THESE TOOLS

Manus AI Agent consumer-facing assistant Meta is acquiring 🗣️🔗

Pharma.AI Insilico’s platform for AI-driven drug discovery 🧪🔗

Note A1 NXTPAPER AI-powered e-note for handwriting and study ✍️🔗

METRICS

Insilico Medicine IPO oversubscribed 1,427x, HK public tranche demand 📈🔗

Insilico Medicine raised roughly HKD 2.28B (~US$293M) 💹🔗

Kioxia Holdings stock up 540% in 2025 on AI demand 🚀🔗

Micron Memory Taiwan project expected to add NT$800bn output 📊🔗

BENCHMARKS

Indian Government projects AI adding $1.7T to GDP by 2035 📘🔗

India IT Ministry says AI talent base to double by 2028 📊🔗

BST Global AI+Data Survey tracks AI adoption and budgets across global AEC firms 📙🔗

EducationHQ Report cites teachers saving 9.3 hours/week via GenAI ⏱️🔗

INFRA & COSTS

SoftBank–DigitalBridge $4B deal expands global AI data-center footprint 🏗️🔗

Micron Memory Taiwan subsidy targets high-bandwidth memory for AI compute 💽🔗

Nvidia–AI21 talks aim to deepen full-stack AI software platform 🧮🔗

Teradyne reports AI test systems driving 78.8% of semiconductor test revenue 🖥️🔗

VALUATIONS

OpenAI implied valuation approaches $500B after SoftBank funding 🏷️🔗

Insilico Medicine debuted with HK$19.5B market capitalization 💰🔗

MiniMax Group targets $538.5M raise at $4B valuation 📈🔗

Manus sale to Meta valued above $2B 💵🔗

POLICY

Florida Senate advanced “Artificial Intelligence Bill of Rights” proposal ⚖️🔗

Ohio Education Department set Dec 31, 2025 AI policy deadline 🏫🔗

Markets on Kalshi price only 6% odds of US AI law by today 📉🔗

Lawctopus Call highlights academic push on legal governance of agentic AI 📚🔗

SOVEREIGN

India RDIF Fund deploying $11B toward deeptech and AI R&D 🏛️🔗

Gujarat & India Governments backing IAIRO as national AI research hub 🧪🔗

Taiwan MOEA using subsidies to anchor AI memory ecosystem 🇹🇼🔗

Indian President’s Office launching SOAR – Skilling for AI Readiness challenge 🎖️🔗

SECTORS

Banking & Finance scouting AI agents and analytics at CES 2026 🏦🔗

Healthcare & Biotech deploying generative AI for drug discovery 🧬🔗

Smart Home & Consumer Robotics deploying AI bots for home automation 🤖🔗

Education & Skills adopted GenAI training modules for teachers 📚🔗

Semiconductors scaling NAND and HBM for AI workloads 💾🔗

COMMUNITY MEMBER SPOTLIGHT

Alex Zhavoronkov led Insilico’s AI biotech IPO breakthrough 🌐🔗