
Tech • IA • Crypto
Alphabet announced an $80 billion equity raise to fund data centers, chips, and AI expansion, one of the largest in corporate history. The plan includes $10B from Berkshire Hathaway, plus staged offerings through 2026. Despite the scale, dilution remains under 2% of its roughly $4–4.5T valuation. The move highlights how access to capital is निर्णing the AI race.
Anthropic secured a $65 billion funding round, pushing its valuation to about $965 billion, surpassing OpenAI estimates near $850B. The surge reflects strong revenue growth rather than purely speculative investment. AI firms now dominate the list of highest-valued private companies globally. భారీ infrastructure costs remain a key challenge despite rapid scaling.
DeepSeek unveiled V4 Pro with prices as low as $0.80 per million tokens, up to 40–50× cheaper than rivals. The company cut pricing by 75%, making reductions permanent to drive adoption. Its mixture-of-experts architecture reduces compute by activating only relevant parameters. The move pressures U.S. firms’ margins and valuation models.
Microsoft introduced Scout, an autonomous enterprise agent embedded across Teams, Outlook, OneDrive, and SharePoint. Unlike copilots, Scout operates continuously, executes tasks, and maintains identity via Microsoft Entra. A central Work IQ layer enables shared learning across workflows. The shift signals a move toward always-on “agentic” software.
Microsoft launched in-house models including MAI Code-1 and MAI Thinking-1, targeting cost-efficient enterprise deployment. Executives claim strong performance with up to 10× better cost efficiency versus rivals like GPT-5.5. The models integrate across GitHub, VS Code, and Microsoft 365. This marks a push to reduce reliance on external providers.
Pope Leo XIV released “Magnifica Humanitas,” a 235-page encyclical addressing AI’s societal impact. The document criticizes Big Tech concentration, autonomous weapons, and transhumanism. It frames AI as a shift comparable to the industrial revolution and calls for global ethical standards. Tech lobbying efforts reportedly failed to soften its stance.
99% of HR leaders in a Mercer survey expect AI-driven job cuts in some functions. About one-third of companies plan major organizational redesigns toward skills-based structures. Leaders like Sam Altman and Dario Amodei have recently softened public warnings despite these trends. The shift suggests quieter but widespread workforce transformation.
Kane Parsons’ “Backrooms” grossed $115M worldwide on a $10M budget, while Curry Barker’s “Obsession” topped $104M domestic on ~$1M. Markiplier’s “Iron Lung” added $51M globally on $3M costs. These outsized returns challenge traditional studio economics. Success depends on creative control and audience fit, not just subscriber counts.