As leaks of GPT-5 continue to slip through the cracks, investor money pours in en masse as numerous firms raise billions in total this week.
Here are our main takeaways in more detail:
Meta's AI infrastructure investment plan has set aside up to $72 billion for 2025
"Stargate Norway" breaks ground as OpenAI announces its first AI data center in Europe
Anthropic closes in securing $5 billion in fresh funding at a colossal $170 billion valuation
Join us at AI Tangle as we untangle this week's happenings in AI!
AI LIGHTNING ROUND
⏫ A Ramp-up To $500M - The financial automation sector secures $500 million as Ramp becomes an AI finance management startup worth $22.5 billion.
💰 Nvidia's Competitors Grow - Similarly, fierce Nvidia competitor Groq is nearing a valuation of $6 billion with a fresh fundraiser expected to bring $600 million.
⛔ New Age Verification - Amid sweeping age checks in the West, Google and YouTube have both begun rolling out AI features to estimate the age of US users.
💻 Quora's Poe Dev Channel - Quora launches a developer API on its Poe AI platform to give devs access to a plethora of leading text and multimodal AI models.
5 QUICK HITS
Meta has announced plans to spend $66-72 billion on AI infrastructure in 2025, doubling its investment to accelerate development of data centers and AI "titan clusters" like Prometheus and Hyperion. The news broke ground during the company's Q2 earnings call, where its revenue hit $47.5 billion. On top of infrastructure, Meta has also been investing heavily in AI talent via its recent Superintelligence Labs team. Meta's interest in AI won't be slowing down anytime soon, either, as CFO Susan Li has stated that investments are only expected to ramp up further in 2026.
OpenAI is making its first AI data center move in Europe under its "OpenAI for Countries" program with the launch of Stargate Norway. Together with Nscale and Norwegian enermy firm Aker, the 2026 site located in Kvandal in northern Norway will house 100,000 unspecified Nvidia GPUs and run entirely on clean, renewable energy. The center is part of Europe's push for "sovereign AI" as it aims to address the fragmented state of the continent's compute infrastructure. OpenAI will serve as a so-called "off-taker" as part of the project, buying capacity to expand services across Europe.
In other fundraiser news, Anthropic is also close to securing roughly $3-5 billion in new funding that could potentially value it at $170 billion, which would nearly triple its worth since March, reports Bloomberg. The report states that Iconiq Capital leads the round, with the Qatar Investment Authority and Singapore's GIC in talks to get on board. Although CEO Dario Amodei has previously stated that he is "not thrilled" about sovereign wealth funding from dictatorships, he admitted in a leaked memo that such compromises are necessary to stay in the AI race.
San Francisco-based Fable has debuted Showrunner, an AI-driven platform that it is touting as the "Netflix of AI," backed by Amazon's Alexa Fund. The platform allows users to generate and direct animated TV scenes or even entire episodes via natural language prompts using Fable's proprietary SHOW-2 AI model. Although the platform is effectively user-run, Showrunner does offer two original story worlds - "Exit Valley" and "Everything is Fine." Showrunner is initially free in open beta, though Fable has already announced plans for a $10-20/mo creator plan.
A report from Reuters claims that Nvidia has placed orders for a whopping 300,000 H20 AI chips with semiconductor giant TSMC after reports of massive demand in China, according to several sources. The H20 chip is a Chinese-specific version that Nvidia developed to comply with US export controls, having to offer less compute power than its H100 and renowned Blackwell series. While Nvidia's inventory of 700,000 units sit idly by as it waits for approval, once Nvidia does receive the green light, its chips may face much more scrutiny from Beijing.
3 PRODUCTIVITY TOOLS
Mixus - Mixus is a collaborative AI platform that connects AI and people together for real-time discussions, be it for brainstorming ideas or sharing insights across fields like engineering and marketing.
Rask - Rask brings language localization at scale to your fingertips - engage with new audiences in over 130 languages with live dubbing and translation of audio and video content, from podcasts to online lectures.
HATCH - Combine natural interaction with a chatbot and an infinite canvas for co-creation in Hatch, a collaborative canvas powered by AI tools that work together and work with you.
AI EXTRA READ
The Vision for "Personal Superintelligence" (3-min read)
With Meta claiming to have witnessed the first sparks of self-improving AI, Mark Zuckerberg has declared that "superintelligence is now in sight" in a letter where he shares his vision for "personal superintelligence" and what it means for the future.
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Your AI Sherpa,
Mark R. Hinkle
Publisher, The Artificially Intelligent
Enterprise (TheAIE) Network
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