How Did AI Capital Hit $2.4B Overnight? 💸🤖📈

TL;DR

• Mega-rounds topped $2.4B across AI infra, security
• Disney bet $1B to pipe IP into Sora
• New US order moves to preempt state AI rules
• GPU server revenue jumped 49%+, lifting infra spend

HEADLINES

Amazon Web Services to invest $50B in US gov AI cloud ☁️🔗

Disney committed $1B to OpenAI’s Sora video platform 🎬🔗

Trump Administration ordered DOJ to challenge state AI laws ⚖️🔗

IDC reported server revenue up 61% on AI demand 📊🔗

Oracle, Broadcom stumble cooled overheated AI stock trade 📉🔗

FROM THE BIG PLAYERS

KKR invested $700M in Saviynt’s AI identity platform 🛡️🔗

Goldman Sachs Alternatives invested $200M primary in Harness Series E 🏦🔗

Andreessen Horowitz led $475M seed into Unconventional AI 🔥🔗

Yango Group made strategic AI logistics investment in Gigmile 🚚🔗

RAISES

Harness raised $240M in Series E led by Goldman Sachs 🧱🔗

Unconventional AI raised $475M in seed round from a16z, Lightspeed ⚙️🔗

Saviynt raised $700M in Series B growth equity 🔐🔗

InsightX raised ¥600M Series A for CX AI platform 🤝🔗

RAISING

Unconventional AI targeting up to $1B total for ultra-efficient AI compute 🌱🔗

Yango Group seeking additional capital to scale AI logistics across Africa 🌍🔗

NJ FAST alumni preparing raises after graduating 13 fintech, AI startups 🚀🔗

NEW LAUNCHES

Google Cloud launched GA Gemini Live API on Vertex AI 🎙️🔗

Google Research unveiled BATS and Budget Tracker for AI agents 🧠🔗

Siemens announced AI-driven fab automation solutions with GlobalFoundries 🏭🔗

TRY THESE TOOLS

Gemini Live API real-time multimodal native-audio agents on Vertex 🎧🔗

BATS Agent Framework optimizes agent tool calls, slashing API spend 🛠️🔗

Harness AI DevOps Platform automates testing, deployment, and governance after code ⚙️🔗

Saviynt Identity Cloud governs human, machine, and AI-agent identities 🆔🔗

METRICS

IDC said Q3 server revenue jumped 61% YoY 📈🔗

IDC reported GPU servers now exceed 50% of revenue 🖥️🔗

Harness on track for $250M+ ARR in 2025 📌🔗

Saviynt hit $3B valuation with 600+ enterprises 🧮🔗

Reuters AI basket saw Nasdaq drop 1.4% amid AI jitters 📉🔗

BENCHMARKS

IDC pegged 2025 server market at $314B YTD 📘🔗

IDC said US server revenue grew 79% YoY 🇺🇸🔗

Honeywell survey found 80%+ retailers boosting AI capabilities 🛍️🔗

Temenos banking survey showed 54% of banks deploying generative AI 🏦🔗

INFRA & COSTS

Amazon Web Services committed up to $50B for US gov AI infra ⚡🔗

VoltaGrid, Halliburton secured 400MW power for AI data centers 🔌🔗

Google’s BATS framework cut agent API costs by 30%+ 💾🔗

IDC said accelerated servers drove $76B+ x86 revenue 🧮🔗

VALUATIONS

Harness reached $5.5B valuation after Series E 🏷️🔗

Saviynt priced at approximately $3B post-Series B 💼🔗

Unconventional AI hit $4.5B valuation at seed stage 🚀🔗

AI equity trade showed froth as Oracle CAPEX rose $15B 🎢🔗

POLICY

White House issued executive order for unified national AI framework 🦅🔗

President Trump moved to block state-level AI regulations 📜🔗

Justice Department directed to form AI Litigation Task Force ⚖️🔗

American Hospital Association flagged new order’s impact on healthcare AI governance 🏥🔗

Dentons briefed clients on preemption risks under AI order 📚🔗

SOVEREIGN

Türkiye advanced plans for fully sovereign national AI infrastructure 🏛️🔗

Seoul Government tapped sovereign funds to bankroll AI, next-gen tech 🇰🇷🔗

Middle Eastern SWFs accelerated AI-heavy M&A despite global slowdown 💰🔗

US Federal Agencies secured AWS commitment for classified AI supercomputing 🛰️🔗

SECTORS

Semiconductors deployed AI-driven fab automation to boost chip yields 💾🔗

Banking deployed ChatGPT Enterprise to 120,000 BBVA employees 🏦🔗

Retail / Grocery deployed full Instacart checkout inside ChatGPT 🛒🔗

Defense piloted AI for command-and-control decision support 🪖🔗

COMMUNITY MEMBER SPOTLIGHT

Build With AI: Startup Day @ GWU convened founders, students, investors to prototype new AI ventures 🌐🔗