The morning briefing.
While you slept: Alphabet's massive AI infrastructure funding, OpenAI's new career platform, and the rise of advanced robotics mark a busy start to the day.
Capital and compute. Alphabet plans to raise an unprecedented $80 billion in equity to fuel its extensive artificial intelligence infrastructure investments. This includes a significant $10 billion share sale to Warren Buffett's Berkshire Hathaway, underscoring the immense capital demands of the AI boom. Nvidia CEO Jensen Huang also highlighted the growing hardware investment, suggesting Marvell Technology could become the next trillion-dollar company. Meanwhile, Intel and SambaNova are pushing the boundaries of agentic AI hardware, packing over 36,000 CPU cores into a single rack.
Expanding AI applications. OpenAI is broadening its reach by transforming ChatGPT into a career platform, complete with job search capabilities and a CV editor, initially for the US market. Further expanding enterprise access, OpenAI's GPT-5.5, GPT-5.4, and Codex models are now available through Amazon Web Services' Bedrock platform. Startups are also innovating rapidly, with Modelia securing funding for an AI-powered fashion platform and Bayshore raising capital to automate legal and compliance workflows using agentic AI.
Robotics and advanced hardware. The robotics sector continues its growth trajectory, marked by Unitree Robotics' swift IPO approval on China’s STAR Market and JAKA Robotics' introduction of a compact humanoid robot for education and service. In energy, Pacific Fusion demonstrated a sub-scale prototype capable of delivering 440 gigawatts in an 80-nanosecond burst, advancing fusion power. Additionally, SiClink, a brain-computer interface startup, has secured millions to further its visual reconstruction technology.
Regulatory landscape. New draft EU cloud rules are poised to reshape the market, potentially restricting US hyperscalers' access to critical government tenders and favoring European providers. Concurrently, the UK continues to grapple with the controversial role of Palantir in its public sector, with recent disclosures highlighting the company's deep integration into British defense and health tech. These developments reflect increasing scrutiny over data sovereignty and the influence of large tech firms.
Google owner Alphabet to sell $80bn in stock to fund AI spending spree
Google's parent company, Alphabet, plans to raise up to $80 billion in equity to fund its artificial intelligence infrastructure investments. This includes a $10 billion share sale to US investment group Berkshire Hathaway.
OpenAI models now available on Amazon Web Services
OpenAI is making GPT-5.5, GPT-5.4, and Codex available through Amazon Bedrock at the same prices as OpenAI's own platform. The models are available in commercial and government AWS regions, currently limited to the US.
OpenAI turns ChatGPT into a career platform with job search and CV editor
OpenAI has launched a new job search feature within ChatGPT, surfacing personalized listings from Indeed, Upwork, and Appcast, initially in the US. Users can also create and tailor resumes directly in ChatGPT for specific roles.
Intel and partners cram 36,864 CPU cores into a 100kW rack for agentic AI
Intel and SambaNova have unveiled a disaggregated inference blueprint, packing 36,864 CPU cores into a 100kW rack, with its first customer already secured. This initiative aims to accelerate the development of agentic AI.
Oplane raises €4.5M to bring security to AI development teams
Swedish cybersecurity startup Oplane has raised €4.5 million in seed funding to help engineering teams address security risks emerging from AI-assisted software development. The round was led by Seed.
Poindexter Labs raises £2M to improve training data for advanced AI
UK-based Poindexter Labs, an AI data company, has raised £2 million in an oversubscribed seed round to produce expert-level training data for advanced AI models. The funding was led by Episode.
Spanish AI fashion platform Modelia raises €1.03 million
Madrid-based Modelia, an AI platform for generating visual assets for the fashion industry, closed a €1.03 million seed round. The funding will develop its technology and expand across Europe and the U.S.
Munich’s Bayshore exits stealth with €6.9 million to automate legal and compliance workflows with AI
Munich-based Bayshore has exited stealth mode with €6.9 million in seed funding for its agentic AI platform, which automates complex legal and compliance tasks. The round was led by Earlybird Venture Capital.
Unitree IPO approved, Meituan-backed group emerges as top shareholder
Unitree Robotics has cleared the listing committee review for its initial public offering on China’s STAR Market, completing the regulatory process in a record 73 days. A Meituan-backed group is now its top shareholder.
JAKA Robotics unveils compact 1.22m humanoid robot JAKA Pi for education and service
Shanghai-based JAKA Robotics has launched the JAKA Pi, a compact humanoid robot designed for education and service applications. The robot measures 1.22 meters and aims to expand access to advanced robotics.
Brain-Computer Interface startup SiClink raises millions for visual reconstruction technology
SiClink, an invasive brain-computer interface startup, has closed consecutive seed and angel funding rounds worth millions of yuan. The funding, backed by BlueRun Ventures, will advance its visual reconstruction technology.
Nvidia's Jensen Huang says Marvell could be the next trillion-dollar company
Nvidia CEO Jensen Huang hailed Marvell Technology as the next trillion-dollar firm, causing its shares to jump sharply in early market trading. Marvell is a chip designer.
Pacific Fusion’s latest prototype packs 440 gigawatts into an 80-nanosecond burst
Pacific Fusion's sub-scale prototype delivered an enormous 440 gigawatts of power in an 80-nanosecond burst. This achievement sets the company up for its demonstration power plant.
Newly drafted EU cloud rules could stop US hyperscaler access to critical tenders
Upcoming EU rule changes could give European cloud companies a significant advantage over established US hyperscalers in accessing critical tenders. These rules aim to bolster the European cloud market.