How Is $100B AI Debt Rewriting Startup Gravity? 💸🤖📈

TL;DR

• Big Tech taps debt to supercharge AI infrastructure
• Fresh AI rounds target finance, insurance, mortgages
• New launches push frontier agentic and coding models
• Governments commit billions to AI infrastructure globally

HEADLINES

Tech Giants raise $100B to fund AI infrastructure 🏗️🔗

Model ML secures $75M for AI deal workflows 📊🔗

APAC Executives say 6-in-7 plan to hike AI 🌏🔗

Samsung debuts Galaxy AI ‘One Shot’ creator challenge 📱🔗

FROM THE BIG PLAYERS

Goldman Sachs Alternatives invested $100M in Federato Series D 🏦🔗

Thrive Capital invested $20M in Modern Life Series A 🩺🔗

FT Partners invested $75M in Model ML Series A 💼🔗

RAISES

BKN301 Group raised €32M including €21M Series B growth financing 💳🔗

Genspark raised $275M in Series B from Lanchi-backed investors ⚙️🔗

Tidalwave raised $22M in Series A for agentic mortgage automation 🏠🔗

RAISING

xAI is looking to raise $20B mixed equity-and-debt for frontier models 🚀🔗

Luma is looking to raise $1.1B in a growth round for AI video 🎬🔗

Runway is looking to raise $500M in a new round for generative video 📹🔗

Crusoe Energy is looking to raise $1B to scale AI-powered data centers ⚡🔗

NEW LAUNCHES

Anthropic launched Claude Opus 4.5 frontier coding model 🧠🔗

Google Cloud unveiled Claude Opus 4.5 on Vertex AI ☁️🔗

Samsung announced One Shot Challenge powered by Galaxy AI 📷🔗

Surgent CPE launched Agentic AI CPE Series for accountants 📚🔗

Worldpay launched open protocol to connect AI agents to payments 💳🔗

TRY THESE TOOLS

Appy Pie AI Website Builder lets Turkish users build sites with AI 🛠️🔗

Base44, Bubble, Glide power no-code AI automation for small businesses ⚙️🔗

CLAPP offers pair-programming AI assistant for cosmology code 💻🔗

METRICS

APAC Executives report 86% plan to increase AI investment 📈🔗

Deutsche Bank projects $4T annual AI investment by 2030 📊🔗

Salesforce India reports FY25 revenue up 47% on AI demand 💹🔗

Agentic AI Startups attracted $2.8B in H1 2025 VC 🤖🔗

BENCHMARKS

Accenture Survey finds 92% APAC execs see change intensifying 📘🔗

Prosus Report highlights workplace agentic AI past tipping point 📑🔗

Irish Medtech Survey shows 54% AI adoption vs 39% national average 🏥🔗

IndexBox Analysis shows AI data center spend hitting $400B 🏭🔗

INFRA & COSTS

Tech Giants raise nearly $100B in bonds for AI 🏗️🔗

Economic Times warns Big Tech AI debts risk swamping credit markets ⚠️🔗

CoreWeave Analysis highlights AI cloud growth but profit squeezed by financing 💾🔗

Vertex AI offers Claude Opus 4.5 at one-third prior model cost 💡🔗

VALUATIONS

PitchBook Data shows AI startups took 57.9% of Q1 VC 🏷️🔗

Mistral AI valuation exceeds $14B after recent funding 🇫🇷🔗

Lovable hit $1.8B valuation with $200M Series A 🧩🔗

Cohere reached roughly $7B valuation after $600M+ round 🧠🔗

POLICY

Draft US Executive Order aims to preempt state-level AI regulation ⚖️🔗

Australian Government announces new AI Safety Institute for systemic risk monitoring 🦺🔗

Major Insurers move to ring-fence liability from AI lawsuits 🛡️🔗

Financial Regulators urged to adopt “learning” approach to AI oversight 🏛️🔗

SOVEREIGN

Amazon commits $50B to AI infrastructure for US government agencies 🗽🔗

UAE Government pledges $1B for African AI infrastructure 🌍🔗

Thailand Cabinet brands 2026 “year of investment” in AI, data centers 🏯🔗

SECTORS

Public Health deployed drones and AI for malaria surveillance 🦟🔗

Banking experimenting with radically new AI-native architectures 🏦🔗

Marketing adopted AI-driven CX stack for global brand growth 📣🔗

Enterprise Software scaled AI features driving double-digit revenue growth 🧾🔗

Maritime Security sought AI-driven procurement and acquisition analytics 🛥️🔗

COMMUNITY MEMBER SPOTLIGHT

Michael Burry launched blog dissecting AI bubble and Nvidia 😬🔗