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Key PlayersNVIDIA, AWS, CoreWeave

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X launches hosted MCP server to connect AI tools directly to its platform API

X introduced a hosted Model Context Protocol server that allows AI tools like Claude, Cursor, and Grok Build to connect directly to its API using user permissions. The move eliminates integration overhead for developers and positions X as a real-time data source for AI agents, though concerns about automated spam remain despite pricing changes designed to curb misuse.

Technology2 sources

X launches hosted MCP server to connect AI tools directly to its platform API

Technology2 sources

Etched raises $800M, hits $5B valuation with $1B in sales for AI inference chips

AI chip startup Etched has raised $800 million and secured $1 billion in sales contracts for its specialized inference chips, positioning itself as a serious Nvidia competitor. The company successfully manufactured its first silicon with TSMC and plans to start shipping frontier inference clusters this summer, backed by AI luminaries including Geoffrey Hinton and Peter Thiel.

Startups4 sources

Etched raises $800M, hits $5B valuation with $1B in sales for AI inference chips

Startups4 sources

Digital India targets trillion-dollar growth with AI, semiconductors and quantum technologies

India marks 11 years of Digital India with ambitious plans to drive economic growth through artificial intelligence, semiconductor manufacturing, and quantum technologies. MeitY announces over Rs 10,000 crore IndiaAI Mission and 12 approved semiconductor projects worth Rs 1.65 lakh crore as the nation aims for developed economy status by 2047.

Policy3 sources

Digital India targets trillion-dollar growth with AI, semiconductors and quantum technologies

Policy3 sources

OKX Launches AI Marketplace Where AI Agents Hire and Pay Each Other Autonomously

Cryptocurrency exchange OKX unveiled OKX AI, a marketplace where AI agents can autonomously find work, hire one another, and settle payments using stablecoins. With 150 million users globally, OKX is betting on an emerging autonomous agent economy that could become a trillion-dollar market within five years, driven by micropayments and machine-to-machine transactions.

Technology3 sources

OKX Launches AI Marketplace Where AI Agents Hire and Pay Each Other Autonomously

Technology3 sources

SharonAI Holdings secures $1.6B financing as former OpenAI researcher increases stake to 19.9%

SharonAI Holdings closed a $1.6 billion strategic financing round anchored by former OpenAI researcher Leopold Aschenbrenner's fund, which now holds 19.9% of the company. The AI infrastructure provider plans to deploy up to 40,000 NVIDIA Grace Blackwell GB300 GPUs across Australia and Asia-Pacific. But traders are watching Meta's potential entry into selling compute capacity, which could pressure pricing for smaller neocloud providers.

Business3 sources

SharonAI Holdings secures $1.6B financing as former OpenAI researcher increases stake to 19.9%

Business3 sources

Dell Technologies launches PowerStore Elite in India as majority of servers shift to local production

Dell Technologies has launched PowerStore Elite in India while significantly expanding domestic manufacturing, with most servers now produced locally. The move addresses growing demand for data sovereignty and AI integration as Indian enterprises shift to hybrid cloud strategies for sensitive workloads. Dell's new platform supports complex AI workloads while keeping data secure within India's borders.

Technology4 sources

Dell Technologies launches PowerStore Elite in India as majority of servers shift to local production

Technology4 sources

AI Agents Are Reshaping Enterprise Workflows as $234 Billion in SaaS Revenue Faces Disruption

Agentic AI is transforming how enterprises operate, with AI agents now handling complex workflows from data monitoring to vendor management. But Gartner warns this shift puts $234 billion in traditional software spending at risk through 2030 as autonomous systems bypass conventional user interfaces. While early adopters report 40% cost reductions, over 40% of agentic projects may fail without proper governance and human oversight.

Business5 sources

AI Agents Are Reshaping Enterprise Workflows as $234 Billion in SaaS Revenue Faces Disruption

Business5 sources

Google Cloud partners with SandboxAQ to bring specialist AI models built for scientific research

Google Cloud is adding SandboxAQ's large quantitative models to its marketplace, offering AI trained on scientific equations and lab data rather than text. The partnership targets drug discovery, materials science, and semiconductor manufacturing, addressing the gap where language models struggle with numerical precision.

Technology2 sources

Google Cloud partners with SandboxAQ to bring specialist AI models built for scientific research

Technology2 sources

Neocloud providers set to claim $53 billion slice of AI cloud market by 2030, Gartner predicts

Gartner forecasts neocloud providers will capture 20% of the $267 billion AI cloud market by 2030, driven by surging demand for GPU-intensive computing and stricter data sovereignty requirements. These specialized cloud services are challenging hyperscalers with AI-optimized infrastructure, flexible deployment models, and sovereign cloud capabilities that keep data within specific jurisdictions.

Business2 sources

Neocloud providers set to claim $53 billion slice of AI cloud market by 2030, Gartner predicts

Business2 sources

BT and Verizon form $4 billion joint venture to deliver AI-ready connectivity across 180 countries

BT and Verizon are combining their international enterprise operations into a 50:50 joint venture targeting $4 billion in annual revenue. The new international networking business will serve more than 3,000 multinational enterprises across 180+ countries, focusing on AI-ready connectivity and cloud-first infrastructure designed for data sovereignty and regulatory compliance.

Business2 sources

BT and Verizon form $4 billion joint venture to deliver AI-ready connectivity across 180 countries

Business2 sources

Universities Turn to AI After Missing Early Warning Signs: Adoption Jumps from 49% to 66%

AI adoption in higher education surged from 49% to 66% in just one year, marking a critical tipping point. Universities now deploy AI across enrollment management, student retention tracking, and administrative operations—not just chatbots. While students embraced AI tools rapidly, with 94% now using them, institutions are racing to catch up and close a widening governance gap.

Technology2 sources

Universities Turn to AI After Missing Early Warning Signs: Adoption Jumps from 49% to 66%

Technology2 sources

Anthropic Claude launches on Microsoft Azure with NVIDIA GB300 Blackwell Ultra GPUs

Anthropic's Claude AI models are now generally available in Microsoft Foundry on Azure, powered by NVIDIA GB300 Blackwell Ultra GPUs. This marks Anthropic's first NVIDIA deployment, enabling Azure customers to build autonomous and domain-specific AI agents with enhanced inference performance and reduced costs.

Technology4 sources

Anthropic Claude launches on Microsoft Azure with NVIDIA GB300 Blackwell Ultra GPUs

Technology4 sources

Mirendil raises $200 million to build self-improving AI that accelerates scientific discovery

Former Anthropic researchers Behnam Neyshabur and Harsh Mehta have launched Mirendil with $200 million in seed funding at a $1 billion valuation. The startup aims to democratize access to AI that improves AI—technology that major labs currently keep proprietary. Backed by Andreessen Horowitz, Kleiner Perkins, and Nvidia, Mirendil wants to put recursively self-improving AI systems into the hands of independent researchers to accelerate scientific discovery.

Startups2 sources

Mirendil raises $200 million to build self-improving AI that accelerates scientific discovery

Startups2 sources

AI Regulation Gains Strong Bipartisan Support as 68% of Voters Demand Safety Reviews

A new AI Policy Institute poll reveals overwhelming bipartisan support for tighter AI regulation, with 68% of likely U.S. voters favoring mandatory formal safety reviews for advanced AI systems before public release. The survey shows Republicans are more enthusiastic than Democrats about government-led safety testing, marking a shift in attitudes as concerns mount over AI data centers and infrastructure.

Policy3 sources

AI Regulation Gains Strong Bipartisan Support as 68% of Voters Demand Safety Reviews

Policy3 sources

Omen AI raises $31M to solve bacterial contamination problem in data center cooling systems

Omen AI secured $31 million in Series A funding to address a critical issue in AI infrastructure: bacterial growth in liquid cooling systems. The startup's real-time monitoring technology helps data centers avoid millions in downtime costs by detecting contamination before it clogs chip cooling systems. Led by Nava Ventures, the round signals growing investor interest in solutions that optimize the efficiency of liquid cooling as AI compute demands surge.

Startups3 sources

Omen AI raises $31M to solve bacterial contamination problem in data center cooling systems

Startups3 sources

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