How Did AI Funding Hit **$141B** Amid Power Crunch? ๐ธโก๐ค
DEEPAI VC
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TL;DR
- Mega-rounds push frontier labs to sky valuations
- World-model bets attract billion-dollar seed checks
- Infra squeeze as AI data centers chase power
- Sovereign funds ramp up multiโGW AI capacity
HEADLINES
OpenAI closes $110B round, hits $840B valuation ๐คฏ๐
Anthropic raises $30B Series G, doubles to $380B ๐ง ๐
Yann LeCunโs AMI Labs debuts with $1.03B seed war chest ๐๐
SoftBank plans 10GW Ohio AI campus, $70B price tag ๐๏ธ๐
Nvidia hints $30B OpenAI stake may be last ๐ผ๐
FROM THE BIG PLAYERS
Amazon, Nvidia, SoftBank invested $110B in OpenAI ๐ค๐
GIC, Coatue invested $30B in Anthropic ๐๐
Bezos Expeditions, Nvidia, Samsung invested $1.03B in AMI Labs ๐๐
Saudi PIF backed 6.6GW sovereign AI compute buildout ๐ฆ๐
RAISES
AMI Labs raised $1.03B seed led by deep-tech investors ๐งฌ๐
Anthropic raised $30B Series G from global sovereign capital ๐ค๐
OpenAI raised $110B late-stage round from strategic partners ๐ฐ๐
Harvey raised $160M Series F for legal AI expansion โ๏ธ๐
NEW LAUNCHES
Sarvam AI launched Sarvam Startup Program with API credits ๐๐
Grok Imagine unveiled new Chibi image templates update ๐จ๐
HiTHIUM announced AI data center storage product suite ๐๐
TRY THESE TOOLS
Sarvam Models offer multilingual LLMs for India ๐ฃ๏ธ๐
Grok Imagine generates short chibi-style AI videos ๐น๐
Harvey powers AI-native legal workflows ๐๐
METRICS
Anthropic hit $14B annual run-rate revenue ๐๐
OpenAI now valued around $840B post-money ๐ฆ๐
AI data centers projected to reach 1,000 TWh power use by 2026 โก๐
Goldman Sachs sees data center power demand up 175% by 2030 ๐๐
BENCHMARKS
Rothschild & Co flagged two $1B+ European AI rounds ๐๐
Alger estimates AI investment near 6% of US capex ๐๏ธ๐
Calamos highlights AI as cross-sector thematic core ๐งญ๐
Goldman Sachs projects sustained peak occupancy in AI data centers ๐๐
INFRA & COSTS
SoftBank planning 10GW Ohio AI campus, $33B gas plant ๐ญ๐
Oracle, OpenAI scrapped extra 0.8GW Stargate expansion in Texas ๐ง๐
Taiwan grid expects extra 5GW demand from AI by 2030 โ๏ธ๐
Axios counts 11GW 2026 AI capacity still โannounced onlyโ ๐ก๐
VALUATIONS
OpenAI implied valuation around $730B pre-money ๐ท๏ธ๐
Anthropic doubled valuation to roughly $380B ๐น๐
AMI Labs seeded at $3.5B preโproduct valuation ๐งฑ๐
Harvey climbed toward $11B valuation in late-stage talks ๐๐
POLICY
US White House flagged 550% AI power surge by 2026 โ๏ธ๐
Trump administration pushed โratepayer protectionโ pledge for AI data centers ๐๏ธ๐
AP report highlights transmission buildโout for AI-heavy grids โก๐
NBER study notes modest 1.4% projected productivity lift ๐๐
SOVEREIGN
Saudi PIF targeting 6.6GW sovereign AI compute capacity ๐๏ธ๐
PIF-backed Humain awarded major AI data center contract to MIS ๐๏ธ๐
Gulf SWFs pivot toward AI as diversification pillar ๐๐
India AI Impact Summit cemented state-backed BharatGen Param2 model strategy ๐ฎ๐ณ๐
SECTORS
Defense adopted Palantir AI as core intel system ๐ฐ๏ธ๐
Healthcare scaled AI diagnostics toward multiโhundredโbillion market ๐ฉบ๐
Energy deployed AI-optimized storage for data center loads ๐๐
Legal services integrated Harvey for enterprise-scale case research ๐๐
COMMUNITY MEMBER SPOTLIGHT
Etienne Noumen (AI Unraveled) curated daily briefings on OpenAIโs $110B war chest ๐ฃ๐
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