What Happens After A $100B AI Deal Stalls? 🤖💰⚖️

TL;DR

• Robotics foundation models pull in over $2B this week
• AI infra stakes surge, India nears $70B mark
• Policy money arrives with $125M AI super PAC
• Consumer AI launches hit homes, toys, and phones

HEADLINES

Physical Intelligence raised $1B for robot brains 🦾🔗

Peloton cut 11% staff after AI hardware flop 🚴🔗

Samsung India launched 23-model Bespoke AI WindFree AC range ❄️🔗

India Electronics Ministry said AI infra already draws $70B investment 🇮🇳🔗

Tuya Smart showcased AI-powered toys at Spielwarenmesse 2026 🧸🔗

FROM THE BIG PLAYERS

Nvidia halted proposed $100B OpenAI investment plan 🧠🔗

Meta guided at least $115B 2026 spending, AI-heavy 🕶️🔗

Apple posted record quarter as AI strategy rebounds 📱🔗

SpaceX explored merger talks with xAI ahead of IPO 🚀🔗

NTT DOCOMO partnered with Aduna for global network APIs 📡🔗

RAISES

Physical Intelligence raised $1B at $5.6B valuation for robot foundation models 🦾🔗

Waabi raised $750M Series C plus $250M from Uber 🚗🔗

Leading The Future raised $125M to back pro-AI-regulation candidates 🏛️🔗

NEW LAUNCHES

Samsung launched Bespoke AI WindFree AC lineup in India 🏠🔗

Tuya Smart unveiled AI-enabled toy ecosystem at Spielwarenmesse 2026 🧠🔗

Photo Dance announced major upgrade to its AI dance app 💃🔗

TRY THESE TOOLS

Tuya AI Toy Platform connects smart toys to Tuya’s AI cloud 🧸🔗

Peloton IQ powers AI coaching on Bike, Tread, and Row devices 🏋️🔗

Waabi Physical AI Platform runs shared brain for trucks and robotaxis 🚚🔗

METRICS

India AI sector has attracted nearly $70B in investment 📊🔗

Indian startups raised $777.2M in January, down 14% YoY 📉🔗

SK Hynix posted 47.2T won profit, beating Samsung’s 43.6T on AI memory 💾🔗

Alethea ALI token forecast sees price down 13.22% today 🪙🔗

INFRA & COSTS

Meta expects Reality Labs AI hardware losses to peak in 2026 🖥️🔗

NTT DOCOMO–Aduna deal targets monetization of network APIs for AI 📡🔗

SK Hynix secures over two-thirds of Nvidia Vera Rubin HBM orders 💽🔗

China accelerates optical chip R&D to bypass AI chip curbs 🔌🔗

VALUATIONS

Physical Intelligence hit $5.6B valuation with no revenue timeline 🏷️🔗

OpenAI eyed for potential $1T IPO in new report 📈🔗

SK Hynix framed as Asia’s standout “AI winner” by analysts 💹🔗

Waabi joins $1B+ AV funding club without disclosing valuation 🚕🔗

POLICY

Leading The Future PAC amassed $125M to push single federal AI framework ⚖️🔗

Pakistan IT Ministry detailed AI Policy 2025 shift toward commercialization 📜🔗

EU AI Act critics warned regulation may stifle smaller AI innovators 🇪🇺🔗

Romesh Wadhwani argued AI policy choices will define global power 🌍🔗

SOVEREIGN

India Government positioned AI Impact Summit as Global South showcase 🇮🇳🔗

India–France framed AI Impact Summit as governance turning point 🤝🔗

Pakistan IT Ministry uses Ignite fund to finance local AI startups 🏛️🔗

China channels state backing into optical AI chip research 🇨🇳🔗

SECTORS

Consumer Fitness struggles as Peloton AI hardware underperforms in market 🏋️🔗

Home Appliances deploy AI climate control in mid-market ACs 🛋️🔗

Toys & Family Entertainment rolled out AI-connected toys on Tuya cloud 🧸🔗

Autonomous Transport advanced robotaxis and trucking via Waabi–Uber deal 🚚🔗

COMMUNITY MEMBER SPOTLIGHT

Daryn Nakhuda celebrated Waabi’s $1B raise powering Physical AI 🌐🔗