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Welcome to today's edition of AI Business Weekly. Meta's staggering $600 billion infrastructure commitment collides with growing regulatory uncertainty and market anxiety in today's stories. While Zuckerberg doubles down on the race to superintelligence, the EU appears ready to bow to pressure from Trump and Big Tech to water down its AI Act. Meanwhile, Wall Street is having second thoughts—the Nasdaq heads toward its worst week since April as AI bubble fears resurface. Yet not everyone agrees the party's over: Japan's largest tech fund insists we're only in the "second act" of AI's market run. And in healthcare AI, Hippocratic AI's $126 million raise at a $3.5 billion valuation shows that specialized AI applications continue attracting substantial capital even as broader market sentiment wavers. Let's dive in.

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Meta Platforms announces $600 billion US infrastructure investment over three years

Meta Platforms unveiled plans to invest $600 billion in U.S. infrastructure and jobs over the next three years, with artificial intelligence data centers at the core of the spending commitment. The announcement comes as Meta doubles down on its AI strategy, with CEO Mark Zuckerberg targeting superintelligence—the theoretical milestone where machines outthink humans. The massive commitment represents one of the largest infrastructure investments in tech history and signals that Big Tech remains committed to the AI buildout regardless of near-term costs. Read more →

EU considers delaying AI Act implementation amid pressure from Trump administration and industry

The European Commission is weighing plans to delay portions of the EU's Artificial Intelligence Act following intense pressure from businesses and Donald Trump's administration. Officials confirmed that "a reflection" is "still ongoing" about postponing aspects of the regulation to ease compliance demands on major technology companies. If the EU waters down its AI Act, it would mark a victory for the tech industry's sustained campaign against comprehensive AI regulation. Read more →

Nasdaq heads for worst week since April as AI bubble concerns resurface

The tech-heavy Nasdaq Composite fell 1.6% on Friday and is on track for its worst week since early April as investors grow nervous about potential overvaluation in AI stocks. The timing is notable—coming the same week Meta announced its $600 billion spending plan, suggesting the scale of capital deployment may be increasing concerns rather than reassuring investors. Read more →

Japan's largest tech fund says AI stocks not at bubble stage, have room to rise

Japan's largest technology fund is pushing back against bubble concerns, with Yasuyuki Fukuda of Nomura Asset Management stating that the AI market is "just entering its second act" and is "not at the bubble stage." The optimistic assessment stands in stark contrast to this week's Nasdaq sell-off, capturing the deep uncertainty about AI valuations as Wall Street sells while sophisticated Asian investors continue buying. Read more →

Hippocratic AI raises $126M Series C at $3.5B valuation for healthcare AI expansion

Hippocratic AI secured $126 million in Series C funding at a $3.5 billion valuation, bringing total capital raised to $404 million. The round was led by Avenir Growth with participation from CapitalG, General Catalyst, Andreessen Horowitz, and strategic investments from healthcare providers including Universal Health Services and Cincinnati Children's Hospital. The successful raise demonstrates that vertical-specific AI applications in healthcare continue attracting strong investor interest even as broader market sentiment wavers. Read more →

📢 AI Market Trends

Today's developments capture the AI industry at a moment of maximum contradiction. Meta's $600 billion infrastructure commitment and Hippocratic AI's $126 million raise show capital continuing to pour into AI at unprecedented scale. Yet the Nasdaq's worst week since April and the EU's apparent willingness to water down its landmark AI Act under industry pressure reveal growing uncertainty about both market valuations and the regulatory landscape.

The most telling divergence may be between American and Japanese investors' views on AI stock valuations. While Wall Street sells on bubble fears, Japan's largest tech fund insists we're only entering the "second act" of AI's market run. This split captures the fundamental challenge investors face: AI is clearly transformative, but the path from transformation to returns remains unclear, and the massive capital requirements create substantial execution risk even for well-funded players.