How Did AI Burn **$10B** Yet Boost Deal Flow? 💸🤖📈
DEEPAI VC
Unlock the live feed
TL;DR
- Disney bets $1B on OpenAI’s Sora
- Retailers lean on AI, driving $263B holiday sales
- Oracle’s AI capex surges toward $50B FY26
- Vietnam VC into AI jumps 8x to $80M
HEADLINES
Disney partners with OpenAI Sora 🎬🔗
Nvidia weighs boosting H200 AI chip output 🖥️🔗
Dell Technologies forecasts sovereign AI boom across APJ 🌏🔗
Vertical software hailed as “AI‑proof” as investors rotate 📈🔗
NEW LAUNCHES
Amazon launched Ask This Book Kindle AI assistant 📚🔗
Amazon Devices unveiled AI‑powered Colorsoft Kindle Scribe 🖊️🔗
Thomas Cook India launched TACY AI holiday avatar assistant 🧳🔗
Google began testing Gemini image‑markup tools 🖼️🔗
METRICS
Vietnam AI startups drew $80M, up 8x year‑on‑year 📊🔗
Vietnam VC+PE fell 35% to $2.3B in 2024 💹🔗
Oracle burned ~$10B in one quarter on AI data centers 🔥🔗
Salesforce projects AI will drive $263B holiday orders 🛍️🔗
BENCHMARKS
Dell Technologies reports factory partners running 95% lights‑out with AI 🏭🔗
Technobezz analysis says vertical SaaS hits 98–99% gross retention 📘🔗
McKinsey‑cited research pegs developer productivity up 50% with AI 💻🔗
Vietnam 2025 TechFest targets 60,000+ participants, 50 funds in Hanoi 🎪🔗
INFRA & COSTS
Nvidia considers expanding H200 GPU output for China 💽🔗
Oracle lifts AI data‑center capex outlook to $50B 🏗️🔗
Fermi data‑center REIT plunges 40%+ after AI tenant exits ⚡🔗
VALUATIONS
Disney–OpenAI deal makes $1B Disney stake largest studio AI bet 🏷️🔗
Technobezz notes AI‑native SaaS could see 4–6x revenue multiples 💸🔗
China’s government VC deployed $912B, 23% into AI firms 🏦🔗
POLICY
South Korea readies national AI law rollout next month ⚖️🔗
Pax Silica declaration aligns US, Korea, partners on trusted AI chips 🤝🔗
Vietnam PM decision 2629 makes data “strategic resource” for e‑government 📜🔗
SOVEREIGN
Dell’s Roese predicts sovereign AI ecosystems will “grow far larger” 🏛️🔗
Pax Silica partners coordinate semiconductor, AI supply amid China race 🪙🔗
India now ranked #3 in global AI power 🇮🇳🔗
Vietnam’s Digital Government Programme centers citizens in state AI services 🌐🔗
SECTORS
Healthcare (India) deployed AI X‑rays for rural TB screening 🩻🔗
Law Enforcement (India) rolled out MahaCrimeOS AI investigation platform statewide 👮🔗
Vietnam scaled AI across green growth and startups 🌱🔗
Humanoid robotics re‑enter investor focus for logistics, manufacturing 🤖🔗
Media & Arts (US) showcased DeepMind Veo art on Times Square 🎨🔗
COMMUNITY MEMBER SPOTLIGHT
Umesh Sachdev detailed $2.5B Uniphore enterprise AI playbook 🌐🔗
LEARN AI TODAY
Hi there, we’re AI School, an AI literacy platform for the modern workforce. We mainly:
- Help teams assess their real AI skill level with role based diagnostics
- Train employees through interactive learn by doing lessons tied to real work scenarios
We’re happy to announce that AI School is building Advanced Applications of AI for C Suite Leaders. It’s a practical high impact and hyper specific program designed for leaders looking to 10 to 50x their capabilities with AI.
If you’re a CXO or part of the leadership team looking to apply AI in your work, contact us. We’d love to talk to you!
Best,
Team AI School