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Karen Hao calls AGI a belief system driving today’s AI “empire,” warning that speed-obsessed growth has sidelined safety, equity, and scientific rigor in favor of growth.
OpenAI board chair Bret Taylor says AI is in a bubble, echoing Sam Altman, but believes such cycles—like the dot-com boom—often spark breakthrough innovation despite big failures.
MarqVision closed a $48 million Series B led by Peak XV to expand AI-driven brand protection, global enterprise tooling, and regional expansion—especially in Japan.
CoreWeave and Nvidia struck a $6.3 billion agreement—Nvidia will buy any unsold cloud compute capacity from CoreWeave through April 2032, helping stabilize demand for AI infrastructure.
Canadian AI firm Cohere—valued at $6.8B—opened a Paris hub to boost European growth and lean into data sovereignty. CEO Aidan Gomez says Europe is showing fresh revenue momentum.
The surprise $300B, five-year deal with Oracle revealed OpenAI’s massive compute appetite—and reignited investor interest in Oracle—despite lingering questions around cost, power, and infrastructure.
Micro1, a Scale AI rival, closed a $35 million Series A round at a $500 million valuation. It’s seeing ARR jump to $50M as AI labs shift away from Scale.
Lower hardware costs, better software tooling, and seasoned engineering founders are driving a boom in robotics investments — with $6B already invested in 2025 and more to come.
OpenAI and Microsoft reached a nonbinding MOU that would let OpenAI’s for-profit arm become a PBC, with its nonprofit parent keeping control and gaining a $100B+ stake.
Perplexity, the AI search startup, raised $200 million at a $20 billion valuation. Its annual recurring revenue is now approaching $200 million.
