How Will $50B AI Cloud Push Reshape Capital Flows? 💸☁️🤖

TL;DR

• Oracle eyes $50B war chest for AI infrastructure
• India budget boosts MeitY, AI, semiconductors significantly
• EdTech funding backs AI simulations for K–12 classrooms
• Sovereigns sprint toward AI tourism, defence, and inclusion

HEADLINES

Oracle planning $45–$50B AI cloud funding push 💸🔗

India Budget 2026 puts AI at core of growth 📜🔗

Google DeepMind opens Project Genie AI world model testing 🧪🔗

NASA JPL lets Claude plan Mars rover routes 🚀🔗

MegaMinds lands angel round for AI learning simulations 🎮🔗

FROM THE BIG PLAYERS

Oracle planning $45–$50B 2026 AI infra raise 🏦🔗

OpenAI hired Jon Sugihara to lead APAC AI Success Engineering 🌏🔗

Mastercard Center and data.org launched AI2AI Challenge for inclusive AI 🌍🔗

NEW LAUNCHES

Google opened public testing for Project Genie world model 🧬🔗

San Francisco Bay University rolled out ChatGPT Edu across campus 🎓🔗

DingTalk launched first national AI Application Service Center in Suzhou 🏭🔗

Kazakhstan.Travel announced KazTuristBot AI assistant for visitors 🧳🔗

TRY THESE TOOLS

MegaMinds browser-based 3D AI learning simulations for K–12 🎮🔗

Plaud.ai AI note-taker bridging in‑person, phone, online meetings 📝🔗

VIDA unified digital identity, device trust, and liveness checks 🛡️🔗

Claude assists NASA with autonomous Mars rover routing 🤖🔗

METRICS

tridorian surpassed $15.6M ARR after 24 months 📈🔗

Grab reports 98% engineers active on Cursor, 50% suggestion acceptance 🧮🔗

MeitY allocated ₹21,632 crore, up 6.9% year‑on‑year 💰🔗

India tax regime offers 20‑year holiday for offshore AI clouds 🧾🔗

BENCHMARKS

EU Commission hits deadline for high‑risk AI guidance under Article 6 ⚖️🔗

EU AI Act bans emotion‑tracking and manipulative dark‑pattern AI from today 🚫🔗

Commentary flags “AI‑washing” as firms cite AI to justify layoffs 📉🔗

NASA Perseverance completed two AI‑planned drives totaling over 450m 🪐🔗

INFRA & COSTS

Oracle targeting $45–$50B to expand AI‑heavy OCI capacity 🖥️🔗

India offers zero‑tax regime to lure offshore AI workloads 🏗️🔗

AutomatedBuildings opens Vegas forum on AI, cloud, data‑driven buildings 🏢🔗

Kong hosts “Why AI Connectivity Matters” on cost‑aware AI data paths 🌐🔗

POLICY

India Budget 2026 frames AI as core growth pillar 📜🔗

MeitY allocation boosts digital, semiconductor, and AI programs 🏛️🔗

EU AI Act reaches first 2026 implementation milestone on high‑risk systems 📘🔗

Digital Omnibus proposal refines obligations for high‑risk AI categories 📝🔗

EU guidelines restrict AI misuse by employers, websites, and police ⚠️🔗

SOVEREIGN

India deploys 20‑year tax holiday to attract AI data centers 🇮🇳🔗

Victoria, Australia declares mission to become national AI capital 🇦🇺🔗

Kazakhstan launches AI tourism assistant and KazTuristBot service 🇰🇿🔗

Qatar MCIT highlights Sovereign AI and startup deals at Web Summit Qatar 🇶🇦🔗

AI in Defence Summit convenes European defence and deep‑tech leaders in Brussels 🛡️🔗

SECTORS

Education deployed ChatGPT Edu for campus‑wide student access 🎓🔗

Space deployed AI‑planned rover navigation on Mars 🪐🔗

Tourism deployed AI trip‑planning assistant KazTuristBot 🧳🔗

Cybersecurity deployed AI‑aware fraud defense stack for banks 🛡️🔗

Nonprofits deployed AI roundtables to share operational playbooks 🤝🔗

COMMUNITY MEMBER SPOTLIGHT

Eric Tao secured angel backing to scale MegaMinds’ AI learning simulations 🌟🔗