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Key PlayersNVIDIA, AWS, CoreWeave

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Visa and AWS launch partnership to build infrastructure for agentic commerce with secure payments

Visa is listing its Intelligent Commerce platform on AWS Marketplace, giving developers access to tools for building AI agents that can shop and pay autonomously. The partnership includes blueprints for travel booking agents and retail shopping agents, developed with Expedia Group and Intuit. The move addresses fragmentation in agentic commerce by providing standardized infrastructure for secure, tokenized transactions.

Technology4 sources

Visa and AWS launch partnership to build infrastructure for agentic commerce with secure payments

Technology4 sources

OpenAI Takes Strategic Stake in Thrive Holdings in Latest Circular Investment Deal

OpenAI has acquired an ownership stake in Thrive Holdings, a private equity firm owned by one of its major investors, Thrive Capital. The deal involves embedding OpenAI teams within Thrive's portfolio companies to accelerate AI adoption in accounting and IT services sectors.

Business12 sources

OpenAI Takes Strategic Stake in Thrive Holdings in Latest Circular Investment Deal

Business12 sources

LTTS Partners with NVIDIA to Develop AI-Powered Digital Twin Platform for Respiratory Diagnostics

L&T Technology Services collaborates with NVIDIA to create an advanced AI-powered digital twin platform for respiratory diagnostics and lung navigation, utilizing deep learning models to generate 3D representations of lung anatomy for improved clinical precision.

Health2 sources

LTTS Partners with NVIDIA to Develop AI-Powered Digital Twin Platform for Respiratory Diagnostics

Health2 sources

Databricks Seeks $5 Billion Funding Round at $134 Billion Valuation Amid AI Boom

Data analytics giant Databricks is reportedly in talks to raise $5 billion at a $134 billion valuation, marking a 34% increase from its August funding round. The company's explosive growth is driven by enterprise AI adoption.

Business3 sources

Databricks Seeks $5 Billion Funding Round at $134 Billion Valuation Amid AI Boom

Business3 sources

Micron Announces $9.6 Billion Investment in Japan AI Memory Chip Plant

US memory chip giant Micron Technology plans to invest $9.6 billion in building a new high-bandwidth memory (HBM) chip plant in Hiroshima, Japan, targeting the growing AI market with Japanese government subsidies supporting the project.

Business2 sources

Micron Announces $9.6 Billion Investment in Japan AI Memory Chip Plant

Business2 sources

Adani Group Plans $5 Billion Investment in Google's India AI Data Center Hub

Indian conglomerate Adani Group is planning to invest up to $5 billion in Google's upcoming AI infrastructure hub in southern India, marking a significant commitment to the country's rapidly expanding data center sector and AI infrastructure development.

Business5 sources

Adani Group Plans $5 Billion Investment in Google's India AI Data Center Hub

Business5 sources

Google's custom AI chips draw billions from Meta and Anthropic, challenging Nvidia's dominance

Google's tensor processing units are emerging as a credible alternative to Nvidia's GPUs, with Meta reportedly negotiating a multibillion-dollar deal to rent and purchase TPUs. The shift could unlock a $900 billion revenue opportunity for Alphabet Inc. while reshaping the AI hardware supply landscape and forcing the industry to reconsider its dependence on a single chip supplier.

Technology10 sources

Google's custom AI chips draw billions from Meta and Anthropic, challenging Nvidia's dominance

Technology10 sources

Baidu Emerges as China's Leading AI Chip Player with $28 Billion Kunlunxin Unit

Chinese tech giant Baidu is positioning itself as a major AI chip manufacturer through its Kunlunxin subsidiary, unveiling a five-year roadmap to challenge Huawei and fill the gap left by Nvidia's restricted access to the Chinese market.

Business3 sources

Baidu Emerges as China's Leading AI Chip Player with $28 Billion Kunlunxin Unit

Business3 sources

AI Giants Slash Free Usage Limits as Holiday Demand Overwhelms GPU Infrastructure

OpenAI and Google reduce free access to Sora video generation and Gemini image creation tools due to overwhelming demand during Thanksgiving weekend, highlighting infrastructure challenges facing AI companies.

Technology12 sources

AI Giants Slash Free Usage Limits as Holiday Demand Overwhelms GPU Infrastructure

Technology12 sources

xAI Plans 30MW Solar Farm for Memphis Data Center Amid Environmental Controversy

Elon Musk's xAI announces plans for a solar farm adjacent to its Colossus AI training facility in Memphis, while facing criticism over unpermitted gas turbines causing air quality concerns in nearby communities.

Policy2 sources

xAI Plans 30MW Solar Farm for Memphis Data Center Amid Environmental Controversy

Policy2 sources

Wipro Partners with Indian Institute of Science for Advanced AI and Quantum Research Initiative

IT services giant Wipro has announced a strategic partnership with the Indian Institute of Science (IISc) to advance research in frontier technologies including agentic AI, embodied AI, quantum computing, and quantum-safe solutions. The collaboration aims to accelerate enterprise transformation across multiple sectors.

Science2 sources

Wipro Partners with Indian Institute of Science for Advanced AI and Quantum Research Initiative

Science2 sources

South Korea Receives First Nvidia GPUs in Massive 260,000-Unit AI Infrastructure Initiative

South Korea has received its first batch of 13,000 Nvidia GPUs worth $952.7 million as part of a landmark plan to deploy 260,000 units nationwide. The government has established a working group with major conglomerates to build large-scale AI infrastructure.

Business3 sources

South Korea Receives First Nvidia GPUs in Massive 260,000-Unit AI Infrastructure Initiative

Business3 sources

Mexico Announces Plans for 'Coatlicue' Supercomputer to Lead Latin America's AI Revolution

Mexico unveils ambitious plans to build Latin America's most powerful supercomputer, named after the Mexica earth goddess, with 314 petaflops capacity to boost the country's AI capabilities and data processing infrastructure.

Technology2 sources

Mexico Announces Plans for 'Coatlicue' Supercomputer to Lead Latin America's AI Revolution

Technology2 sources

AI Boom Triggers Memory Crisis: Black Friday May Be Last Chance for Affordable PC Components

The AI industry's massive demand for memory chips is creating severe shortages and price spikes for consumer PC components. DRAM prices have doubled in a month, with experts warning 2026 could bring dramatic price increases for laptops, GPUs, and desktop PCs.

Business2 sources

AI Boom Triggers Memory Crisis: Black Friday May Be Last Chance for Affordable PC Components

Business2 sources

Chinese Regulators Block ByteDance from Using Nvidia Chips in New Data Centers

Chinese authorities have prohibited ByteDance from deploying Nvidia chips in new data centers, marking a significant escalation in Beijing's campaign to reduce dependence on US technology. This move comes despite ByteDance being the largest Chinese purchaser of Nvidia chips in 2025.

Policy3 sources

Chinese Regulators Block ByteDance from Using Nvidia Chips in New Data Centers

Policy3 sources

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