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Welcome to today’s edition of AI Business Weekly. From Nvidia and Fujitsu’s new partnership on AI robots to Apple’s pivot toward smart glasses, and from massive funding for AI “scientists” to Uber’s push into data labeling, today’s stories highlight both the bold ambitions and the growing infrastructure shaping the global AI economy.

Let’s dive in.

Nvidia and Fujitsu team up on AI robots

Nvidia and Fujitsu announced a partnership to develop AI-powered robots and other innovations built on Nvidia’s chip technology. The collaboration underscores how chipmakers and telecom giants are joining forces to accelerate robotics and AI adoption across industries.
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Apple pivots from Vision Pro to AI smart glasses

Apple is shifting focus away from building a cheaper follow-up to its Vision Pro headset. Instead, the company is now prioritizing the development of AI-powered smart glasses, marking a major change in its mixed-reality strategy. The move reflects Apple’s bet that wearable AI will become a bigger growth driver than expensive headsets.
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Periodic Labs raises $300M to build “AI scientists”

AI startup Periodic Labs has secured $300 million in seed funding to create an “AI scientist.” Led by Andreessen Horowitz with participation from Nvidia, Accel, DST, Jeff Bezos, and Eric Schmidt, the round values the company at $1 billion pre-money. The funding highlights investor enthusiasm for AI systems that can push the boundaries of scientific discovery.
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OpenAI’s funding deal lifts U.S. markets

OpenAI’s latest funding round and soaring valuation boosted confidence in the broader AI economy, helping lift U.S. stock markets to another record high. The deal underscores how AI’s rapid growth is increasingly shaping investor sentiment and driving market momentum.
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Uber acquires Segments.ai to expand data labeling

Uber has acquired Segments.ai, a multi-sensor data labeling platform used in robotics and autonomous driving. The deal signals Uber’s push to strengthen its AI infrastructure by integrating advanced labeling capabilities to support its self-driving and automation initiatives.
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📢 AI Market Trends

Today’s developments reflect the twin forces of AI’s evolution: massive capital fueling ambitious moonshots, and major companies reshaping their strategies to capture the next wave of growth. Nvidia and Fujitsu’s robotics partnership and Uber’s Segments.ai acquisition highlight how infrastructure and labeling are critical to scaling AI. Meanwhile, Apple’s pivot toward smart glasses suggests wearables may become the next mass-market interface for AI. With Periodic Labs’ $300M raise and OpenAI’s continued financial momentum, the AI economy is both accelerating innovation and influencing global markets more directly than ever before.