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Welcome to today's AI Business Weekly. You're part of a community that values clarity over hype and business impact over benchmark theater. Let's get to it.
SoftBank Races to Meet $22.5B OpenAI Funding Deadline as AI Infrastructure Costs Surge
SoftBank CEO Masayoshi Son has sold his entire Nvidia stake, dumped billions in T-Mobile shares, and may tap Arm-backed loans to deliver $22.5 billion to OpenAI by December 31—exposing how capital access now defines AI competitive advantage. Read more
AI Chatbots Successfully Persuade Voters to Switch Candidates, Cornell Study Reveals
Cornell research shows AI chatbots convinced one in nine Canadians to change their vote through brief conversations—more effective than traditional ads while regulations remain nonexistent. Read more
Alphabet Acquires Clean Energy Developer Intersect for $4.75B to Power AI Infrastructure
Google's parent company is buying power generation capacity outright as US grids buckle under AI data center demand—electricity availability now as critical as computational breakthroughs. Read more
French AI Video Startup Arcads.ai Raises $16M Seed Round to Expand US Operations
Paris-based Arcads.ai hit profitability within months while generating 100,000 marketing videos monthly for 6,000+ clients—now doubling down on US expansion with Eurazeo-led funding. Read more
Amazon Expands AI Education Program to Nearly 500,000 Students Across 18 US Partners
Amazon doubled its investment to $800K after overwhelming demand from school districts, reaching half a million students with hands-on AI curriculum through PlayLab partnership. Read more
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📊 POLL QUESTION
Which AI infrastructure challenge matters most for your business in 2025?
📢 The Signal Behind the Noise
SoftBank liquidates holdings to meet OpenAI deadlines. Alphabet buys power plants. AI chatbots persuade voters while regulators scramble. A French startup reaches profitability in months.
The pattern isn't any single story—it's their juxtaposition. AI has moved from prototype to production infrastructure, triggering system-wide adjustments across capital markets, energy grids, and regulatory frameworks simultaneously. Winners aren't just building better models—they're securing the capital, electricity, and market position to operate at scale while regulations catch up. The technology works. The question now is who can afford to deploy it.
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