How Did $180M Spark AI Jitters Across Markets Today? 📉🤖💸
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TL;DR
- MoEngage added $180M Series F, signaling strong AI marketing demand
- Amazon–OpenAI talks near $10B investment, reshaping GPU supply dynamics
- Enterprise AI spend hits $1.5B at TCS, with 16.3% annualised growth
- AI funding bubble fears hit Nasdaq, dragging major chip and cloud stocks
HEADLINES
MoEngage added $180M to fuel AI growth 💰 🔗
Amazon weighs $10B+ OpenAI Trainium deal 🧠 🔗
Wall Street slides as AI funding jitters flare 📉 🔗
Bupa Hong Kong taps Cognizant for AI claims BPaaS 🏥 🔗
CYFIRMA unveils DeCYFIR 4.0 cyber‑threat AI suite 🛡️ 🔗
TCS confirms $1.5B annualised AI services revenue 📊 🔗
NEW LAUNCHES
Cognizant launched AI-driven BPaaS for Bupa Hong Kong 🏥 🔗
CYFIRMA launched DeCYFIR 4.0 preemptive AI threat platform 🛡️ 🔗
United Airlines rolled out gen‑AI powered travel app upgrades ✈️ 🔗
TRY THESE TOOLS
MoEngage AI engagement platform for consumer growth teams 📨 🔗
[DeCYFIR 4.0](https://www.cyfirma.com/dec yfir/) external‑threat intelligence with predictive AI defense 🛡️ 🔗
MadhuNetrAI web AI for diabetic‑retinopathy screening in communities 👁️ 🔗
United Mobile App uses gen AI for trip guidance 📱 🔗
METRICS
TCS hits $1.5B annualised AI services revenue 📊 🔗
Nasdaq sinks to three‑week low on AI doubts 📉 🔗
Deepfake Cases show over 50% under‑18 victims know offenders ⚠️ 🔗
Vietnam Internet reaches 59% population 5G coverage 🌐 🔗
AI Trade drives S&P, Nasdaq to three‑week lows 📉 🔗
BENCHMARKS
Vietnam Internet Day ranks fixed broadband 10th, mobile 15th globally 📶 🔗
TCS reports 16.3% growth in AI services 📈 🔗
Diabetic Retinopathy Program validates MadhuNetrAI on 3–4k images, 95%+ accuracy 👁️ 🔗
United App becomes first U.S. airline with gen‑AI trip messaging ✈️ 🔗
INFRA & COSTS
Amazon–OpenAI Talks could shift workloads to Trainium GPUs 🔌 🔗
Oracle–Blue Owl faces setback on $10B AI data‑centre financing 🏗️ 🔗
US Stocks wobble on fears over AI capex cycle 💾 🔗
US–India partnership framed as critical for AI supply chains ⚙️ 🔗
POLICY
White House issues EO for unified national AI policy ⚖️ 🔗
US Official calls India “highly strategic” AI partner 🤝 🔗
Vietnam Internet Day positions trust, safety as digital‑AI foundation 📜 🔗
Commentary warns AI policy over‑indexes on productivity 🗳️ 🔗
SOVEREIGN
US Consul General backs Andhra’s Quantum Valley, AI investments 🏛️ 🔗
CSIRO Funding gets $233M Australian boost for deep‑tech R&D 🧪 🔗
Vietnam IP Law makes AI‑heavy IP bankable collateral 🏦 🔗
Saudi‑Backed Events spotlight embodied AI for industrial upgrading 🤖 🔗
SECTORS
Health Insurance deployed AI BPaaS to automate claims 🏥 🔗
Aviation deployed gen‑AI messaging for passenger journey updates ✈️ 🔗
Public Health deployed AI eye‑screening across seven Indian sites 🧑⚕️ 🔗
Cybersecurity deployed multi‑pillar AI for threat prediction 🛡️ 🔗
Digital Media reassessed AI‑driven capex under market pressure 📺 🔗
COMMUNITY MEMBER SPOTLIGHT
Shreesh Tiwari convened investor dinner to showcase healthcare N‑21.ai 🍽️ 🔗
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