How Will $5.6B In New AI Funds Rewire Power? 💸🧠🌍

TL;DR

• Korea Development Bank launches $5.6B AI growth fund
• OpenAI tests ads as infra costs soar
• Hardware & memory stocks spike on AI demand
• Sovereigns and regulators tighten AI governance levers

HEADLINES

OpenAI starts testing ads in ChatGPT 💰🔗

Microsoft sees OpenAI stake worth $203B 📈🔗

Netweb Technologies Q3 profit surges on AI demand 📊🔗

Winbond Electronics stock jumps on AI-memory squeeze talk 🎛️🔗

Walmart & Google pitch “era of A.I.” to retailers 🛒🔗

FROM THE BIG PLAYERS

(Section omitted: no qualifying new VC-style checks disclosed today.)

RAISES

(Section omitted: no AI-specific rounds announced today.)

RAISING

(Section omitted: no AI-specific active raises reported today.)

NEW LAUNCHES

(Section omitted: no major net-new AI products launched today.)

TRY THESE TOOLS

ChatGPT Go lower-cost tier at US$8/month 💬🔗

Samagra Plus AI learning platform for Kerala schools 📚🔗

Zero Knowledge Proof (ZKP) hybrid blockchain powering private AI workloads 🛡️🔗

METRICS

OpenAI targeting US$1 trillion infra spend by 2030 📡🔗

ChatGPT now at 800M weekly active users 🌐🔗

TrendForce sees Q4 DRAM prices up 45–55% 💾🔗

Netweb Technologies Q3 PAT hits Rs 733.1 crore 🏭🔗

Azure revenue up 40% YoY, outpacing AWS, Google Cloud ☁️🔗

BENCHMARKS

EAIDB VC Explorer shows 2025 responsible-AI funding $1.63B, 61 rounds 📘🔗

Moody’s 2026 Outlook pegs 2024 energy-transition spend above $2T ⚡🔗

Global energy finance still faces $2.7T annual investment gap 🌍🔗

AI professionals command 25–70% pay hikes in India 💼🔗

India’s top IT firms add 2,505 staff in 2025, skewed to niche AI skills 👩‍💻🔗

INFRA & COSTS

Nvidia H200 exports to China allowed with 25% US revenue share 🖥️🔗

Winbond rallies 7.4% as AI DRAM pricing seen up 50–55% 💽🔗

US utilities plan extra gas plants to meet AI data-centre demand ⚙️🔗

Global energy transition investment must rise >35% to close financing gap 💡🔗

Zero Knowledge Proof chain ties AI compute to consensus via Proof of Intelligence 🧮🔗

VALUATIONS

Nvidia hits $4T market cap amid AI chip boom 🏷️🔗

OpenAI reportedly targeting $750B valuation; Microsoft’s 27% stake worth $203B 💹🔗

Taiwan’s benchmark index closes at record high on AI-focused US tariff deal 🧾🔗

Winbond trades near 52-week peak after AI-driven surge 📈🔗

Arm-linked AI rally rides Goldman’s forecast of 12% S&P 500 gain on AI infra spending 📊🔗

POLICY

California AG orders xAI to stop sexual deepfake generation ⚖️🔗

Taipei Times warns Grok case is test of global AI governance 🛑🔗

US Commerce Department shifts from blanket AI-chip denials to case-by-case H200 reviews 📜🔗

FDA FIRE RFI explores VC-mediated contracts for AI, medtech startups 🏛️🔗

EU climate policy recalibrates disclosures, carbon border levy as AI power demand climbs 🌱🔗

SOVEREIGN

Korea Development Bank launches ₩7.45T (~$5.6B) National Growth Fund for AI and deep tech 🏛️🔗

Taiwan–US tariff deal channels $250B Taiwan investment plus $250B credit guarantees into US semis and AI 🤝🔗

Japan–India AI Cooperation Initiative to bring 500 AI experts from India by 2030 🌏🔗

Telangana government readies Telangana AI Innovation Hub as “Global AI Proving Ground” 🏙️🔗

Global energy policymakers warned AI-driven power demand could force politically painful rate hikes ⚡🔗

SECTORS

Retail deployed agentic shopping assistants like Sparky and Rufus 🛍️🔗

Education scaled Samagra Plus AI platform for personalized learning 🏫🔗

Cloud & software used multi-model Azure AI Factory to offer OpenAI, Grok, Llama, Claude ☁️🔗

Insurance & utilities adopted AI-driven risk analytics as climate losses hit $135B H1 2025 📉🔗

High-performance computing delivered Rs 4,503.9M AI order for Netweb 🧮🔗

COMMUNITY MEMBER SPOTLIGHT

K Anvar Sadath led Samagra Plus to another national AI-edtech award 🏅🔗