How Will $1.35T Vanish Yet $100B Flood In? 📉🚀🤖
DEEPAI VC
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TL;DR
- OpenAI targets a $100B raise, $830B valuation
- Anthropic preps $20B+ round at $350B
- AI capex tops $600B, jolting megacaps
- China, Korea ramp sovereign-style AI infrastructure
HEADLINES
OpenAI plots $100B “Stargate” funding super-round 🚀🔗
Anthropic lines up $20B+ raise at $350B 🤖🔗
Nvidia jumps 7% backing $660B AI buildout 📈🔗
Cygnus Semiconductor raises $215M for satellite baseband AI chips 🛰️🔗
Alibaba Qwen crashes after 3B yuan AI promo blitz 🧋🔗
Korea MSS backs robotics startups as “physical AI” growth engine 🤖🔗
NEW LAUNCHES
ai.com unveiled as autonomous AI agent platform 🧠🔗
Genolith announced Universal Data Income Platform 💰🔗
Astravolt unveiled Active Intelligence smart-energy strategy ⚡🔗
Anthropic released Opus 4.6 with 60% agent gain 📊🔗
Insilico Medicine launched MMAI Gym for gene-editing AI training 🧬🔗
TRY THESE TOOLS
Qwen App China-wide consumer AI assistant with vouchers 🧋🔗
Roblox Safety AI detects fake ages via typing and emoji 🕵️🔗
Pcloudy agentic AI testing cloud for apps 🧪🔗
Genolith App lets users monetize data transparently 📱🔗
METRICS
Big Tech shed $1.35T on AI capex fears 📉🔗
AI capex for hyperscalers tops $600–700B in 2026 🏗️🔗
Nvidia rallies 7% defending $660B infra cycle 📈🔗
Alibaba Qwen drives 10M drink orders in nine hours 🥤🔗
ASE Technology sees stock up 7.2% on AI packaging target 💹🔗
BENCHMARKS
CEPR VoxEU surveyed German firms’ generative AI diffusion, costs 📘🔗
Compliance Week reported adoption benchmarks for ethics AI tooling 📊🔗
RSM highlighted middle-market generative AI rollout gaps 📈🔗
Saudi GenAI Survey mapped national adoption and risk perceptions 🕌🔗
Developer Study profiled AI coding tools diffusion patterns 💻🔗
INFRA & COSTS
Amazon AI capex projected at $200B for 2026 🏗️🔗
OpenAI Stargate targets 10GW nuclear-backed compute capacity ⚛️🔗
Nvidia Blackwell overheating issues complicate data-center rollouts 🔥🔗
ASE Technology plans extra $1.5B AI packaging capex 🧱🔗
BBH analysis pegs AI infra at 2.1% US GDP ⚙️🔗
VALUATIONS
OpenAI valued at $830B pre-IPO 🏷️🔗
Anthropic targets raise at $350B valuation 💵🔗
Big Tech AI leaders lose $1.35T market value 📉🔗
Cygnus Semiconductor lifts valuation after ¥1.5B raise 🛰️🔗
POLICY
Korea MSS cracks down on illegal brokers with AI compliance ⚖️🔗
EU AI Act enforcement escalates tensions with US tech giants 🇪🇺🔗
EA Summit Brussels spotlights AI safety in EU policymaking 🏛️🔗
Excite Cyber projects tighter AI governance in cybersecurity regimes 🛡️🔗
SOVEREIGN
China Satellite Internet channels capital to Cygnus AI chips 🌐🔗
Korea MSS positions robotics as “physical AI” export engine 🤖🔗
China Regulators scrutinize AI promo subsidy wars 🏮🔗
Saudi Vision 2030 integrates GenAI into national digitization 🛢️🔗
SECTORS
Finance deployed Claude to automate compliance workflows 🏦🔗
Gaming adopted AI-driven age verification at scale 🎮🔗
Biotech deployed MMAI Gym for gene-editing automation 🧬🔗
Industrial Tech showcased AI at Greater Bay Area summit 🏭🔗
XR & Metaverse leaned into grounded XR–AI deployments 🕶️🔗
COMMUNITY MEMBER SPOTLIGHT
Derik Kaufmann organized billionaire march protesting California AI tax 📣🔗
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