How Did $56B In New AI Bets Land? πππ€
DEEPAI VC
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TL;DR
- Google commits up to $40B to Anthropic, locking in 5 GW of TPU compute
- ComfyUI raises $30M at $500M valuation, cementing open-source creative AI
- Oracle-backed Michigan campus secures $16B financing, over 1 GW for AI workloads
- Apoorva Mehta debuts $100M AI-run hedge fund, fully agentic trading stack
HEADLINES
Alphabet to Invest Up To $40B In Anthropic π€π
ComfyUI Closes $30M Round At $500M Valuation π¨π
Related Digital Secures $16B For Michigan AI Campus ποΈπ
DeepSeek Releases V4 Model With Million-Word Context π§ π
Apoorva Mehta Launches AI-Run Hedge Fund With $100M Seed πΉπ
FROM THE BIG PLAYERS
Alphabet invested $10B now in Anthropic π¦π
Blackstone committed equity into $16B Oracle AI campus πΌπ
PIMCO anchored long-term debt for Michigan data center ποΈπ
RAISES
ComfyUI raised $30M in a Series A led by Craft ππ
Abundance raised $100M in seed funding from institutional allocators π°π
Related Digital raised $16B project financing for Oracle AI campus π¦π
NEW LAUNCHES
DeepSeek launched DeepSeek V4 flagship reasoning model ππ
HKUDS unveiled RAG-Anything retrieval-augmented generation framework ππ
ZillizTech launched claude-context MCP for full-codebase search π§©π
TRY THESE TOOLS
ml-intern automates LLM post-training research workflows π§ͺπ
claude-context gives Claude Code full-repo code search π§ π
RAG-Anything unifies retrieval-augmented generation pipelines ππ
METRICS
Anthropic locked 5 GW of TPU compute from Google ππ
ComfyUI hit 4M users and 150k daily downloads ππ
Michigan AI Campus targeting >1 GW data center capacity β‘π
US Private AI Investment reached $285.9B in 2025 π΅π
INFRA & COSTS
Related Digital financing $16B Saline Township AI data campus ποΈπ
Google Cloud to deliver 5 GW TPU capacity to Anthropic π₯οΈπ
Oracle backs Michigan campus as OpenAI compute hub βοΈπ
VALUATIONS
ComfyUI now valued at $500M post-Series A π·οΈπ
Anthropic priced at $350B for Googleβs cash tranche πΈπ
AI Sector attracted $581.7B global corporate investment in 2025 ππ
POLICY
US State Department warned allies on Chinese AI model distillation risks βοΈπ
White House accused China of large-scale AI technology theft ποΈπ
MeltwaterβYouGov Study found 85% want stronger AI disclosure rules ππ
SOVEREIGN
US Government launched diplomatic campaign on Chinese AI IP theft π°οΈπ
China Regulators moved to restrict U.S. capital in domestic AI ππ
Egypt Government backed Valeoβs Cairo AI mobility R&D center ππ
SECTORS
Healthcare deployed physical AI medical robots in Thai hospitals π₯π
Telecom scaled AI-driven networks and content delivery at Jio π‘π
Streaming Media tested AI-shaped short-form feeds and targeting πΊπ
Social Platforms used Grok AI for custom timelines π²π
COMMUNITY MEMBER SPOTLIGHT
Apoorva Mehta launched Abundance, a fully AI-agent-run hedge fund π€π
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