How Will AI Capex Rocket To $1.7 Trillion? 🤖📈🌐

TL;DR

• Hyperscale AI capex projected to hit $1.7T by 2030
• Healthcare AI agents pull in fresh Series A capital
• New AI infra launches span data centers, servers, tools
• Sovereign AI moves reshape hardware, cloud, and policy

HEADLINES

Mistral AI committed $1.43B to Swedish AI data centers 🏗️🔗

Take2 raised $14M Series A for AI healthcare recruiting 🩺🔗

Apptronik secured $520M to scale humanoid robots 🤖🔗

z.ai unveiled GLM-5 frontier open model with fewer hallucinations 🧠🔗

FROM THE BIG PLAYERS

Hartamodal invested in NEUON AI to scale Malaysian AI solutions 🌏🔗

Founders Fund led over $35M into Monaco’s AI-native sales platform 💼🔗

Human Capital led $14M Series A into Take2 🧑‍⚕️🔗

RAISES

Take2 raised $14M in a Series A led by Human Capital 📞🔗

Secai raised $6.2M in a Series A from undisclosed investors 🗣️🔗

Hubbl Technologies raised $6M in a Series A led by Salesforce Ventures 🧩🔗

Complyance raised $20M in a Series A from GV and others 📜🔗

NEW LAUNCHES

Monaco launched AI-Native Sales Platform for startups 🚀🔗

z.ai unveiled GLM-5 open-source LLM with “slime” RL 🧬🔗

SageX launched Unstructured Data Platform for AI transformation 🗄️🔗

OpenAI launched AI Safety Framework for Indian teens 🛡️🔗

TRY THESE TOOLS

Coinbase Agent Wallet enables sandboxed transactions for AI agents 🪙🔗

Security 2.0 SAM Layer powers AI security-intel search for professionals 🕵️🔗

Rezolve Ai Brain Suite offers AI-driven retail engagement platform 🛍️🔗

Take2 AI Interviewer automates first-round healthcare candidate screening 📋🔗

METRICS

Dell’Oro Group projects AI data center capex at $1.7T by 2030 📊🔗

Top 4 US hyperscalers lifted combined data center capex near $600B 🏢🔗

Cisco raised 2026 revenue outlook to $61.2–$61.7B on AI networking demand 📡🔗

Kakao reported profit jump of 48%, plans major AI push 💹🔗

BENCHMARKS

ET Enterprise AI Agentic Summit showcased shift from copilots to AI co-workers 📘🔗

AWWA Roundtable framed AI and data centers as core water-utility capabilities 🚰🔗

Think!AI Summit gathered 300+ leaders on real-world AI impact 🏛️🔗

Retail AI Briefing highlighted in-store AI as baseline competitive capability 🛒🔗

INFRA & COSTS

Mistral AI investing €1.2B in Swedish AI data centers ⚙️🔗

Fujitsu began manufacturing sovereign AI servers in Japan 🖥️🔗

Microsoft Brazil activated first AI data halls in R$14.7B program 🇧🇷🔗

Bridge Data Centres detailed high-density, liquid-cooled designs for AI workloads ❄️🔗

VALUATIONS

Apptronik Series A extension valued humanoid startup near $5B 🏷️🔗

OpenAI and Anthropic reportedly closing two of largest AI rounds ever ⚔️🔗

Inference Research announced $20M seed to build AI-native quant franchise 📈🔗

Complyance $20M Series A underscores AI compliance deal momentum 📑🔗

POLICY

OpenAI released teen-focused AI Safety Framework with education partners ⚖️🔗

Utility Analytics Institute examined how US federal courts shape AI regulation 📚🔗

The Korea Times warned Europe’s AI rules risk strategic stagnation 🇪🇺🔗

SOVEREIGN

Fujitsu Japan launched “Made in Japan” sovereign AI servers 🏯🔗

Brazil advanced national AI capacity via Microsoft’s new data halls 🇧🇷🔗

Global sovereign initiatives flagged as key contributors to $1.7T AI capex 🌍🔗

SECTORS

Retail deployed AI for in-store operations optimization 🛍️🔗

Water Utilities explored AI-driven data centers and demand forecasting 🚰🔗

Cross-Industry Enterprises scaled AI for operations and risk management 🏭🔗

Indian Enterprises piloted agentic AI copilots and co-workers 🇮🇳🔗

COMMUNITY MEMBER SPOTLIGHT

Sam Blond launched Monaco to automate startup revenue growth 🚀🔗