How Did Alphabet Outrun OpenAI By 72% In 2025? 🤖📉🚀

TL;DR

• ChemLex closed $45M to build AI self-driving lab
• PowerCubeSemi raised $4.4M for gallium-oxide AI chips
• OpenAI for Australia backs sovereign GPUs and startups
• Markets rotate from OpenAI to Alphabet-led AI basket

HEADLINES

OpenAI faces market backlash as GPT-5 underwhelms 📉🔗

ChemLex unveils AI self-driving drug lab 🧪🔗

PowerCubeSemi secures pre-IPO cash for AI chips 💾🔗

OpenAI for Australia announces sovereign AI campus plans 🏗️🔗

Upstage wins Korea’s first gov generative AI mandate 🏛️🔗

FROM THE BIG PLAYERS

KDB Capital invested ₩6B (~$4.4M) in PowerCubeSemi 💡🔗

KB Securities backed gallium-oxide AI power-chip producer 📈🔗

Kakao Pay Securities joined PowerCubeSemi’s deep-tech pre-IPO syndicate 🤝🔗

Sopoong Ventures doubled down on compound-semiconductor AI bets 🔋🔗

RAISES

ChemLex raised $45M in a growth round led by Granite Asia 🧬🔗

PowerCubeSemi raised ₩6B (~$4.4M) pre-IPO funding from Korean investors 💹🔗

Upstage advanced toward AI IPO after landmark public-sector contract 📊🔗

NEW LAUNCHES

Google Android expanded AI Notification Summaries beyond Pixel phones 📱🔗

Android 16 rolled out expressive AI captioning for livestreams 🎥🔗

Android 16 added AI-powered accessibility and fraud detection features 🛡️🔗

TRY THESE TOOLS

Android AI Notification Summaries condense noisy chats into glanceable digests 📲🔗

Expressive Captions add real-time emotion labels to livestream speech 🎙️🔗

Microsoft Copilot Chat Workshop shows instructors co-authoring rubrics with GenAI 📚🔗

METRICS

OpenAI-linked basket gained 74% year-to-date in 2025 📊🔗

Alphabet-exposed AI basket surged 146%, doubling OpenAI-adjacent peers 🚀🔗

Nasdaq 100 lagged behind AI mania at 22% 📉🔗

OpenAI faces $207B funding gap to 2033 💸🔗

BENCHMARKS

ANU National Security College found 75% of Australians see AI threats 📘🔗

ISG AI Impact Summit tracks how enterprises are embedding AI at scale 🏢🔗

WVU Copilot Workshop benchmarks GenAI adoption in course design workflows 📝🔗

INFRA & COSTS

OpenAI for Australia plans GPU supercluster at NEXTDC’s S7 campus 🖥️🔗

NEXTDC S7 expected to create thousands of AI infra jobs 🏗️🔗

OpenAI faces heavy compute costs pressuring Oracle, AMD revenues ⚙️🔗

VALUATIONS

ChemLex taps booming AI drug discovery market projected near $50B 🏷️🔗

Philippine AI market projected to reach $3.4–4.2B by 2030 💰🔗

Alphabet-aligned AI suppliers like Celestica gained 252%, repricing AI hardware bets 💹🔗

POLICY

BusinessMirror warns Philippine AI rules trail EU-style frameworks ⚖️🔗

Sonar’s APJ outlook says sandboxes, governance drive regional AI gains 🧭🔗

Brookings event links internet policy lessons to AI governance 🕊️🔗

SOVEREIGN

Global AI Show Abu Dhabi convenes 5,000+ stakeholders on AI 2030 agenda 🏛️🔗

OpenAI for Australia backs sovereign AI compute with NEXTDC partnership 🇦🇺🔗

Upstage’s government deal advances Korea’s AI-sovereignty and AX program goals 🇰🇷🔗

SECTORS

Payments deployed agentic AI for routing, fraud detection 💳🔗

Government adopted generative AI workspaces for civil servants 🏢🔗

Healthcare deployed AI deterioration detection via Respiree’s 1BIO™AI 🏥🔗

Education highlighted AI during Computer Science Education Week kickoff 🎓🔗

COMMUNITY MEMBER SPOTLIGHT

Jad Al Masri built MuseAI, a “second brain” workspace for music creators 🎻🔗