Nvidia Tops $40B in AI Infrastructure Investments
Nvidia is now funding the entire AI supply chain — from foundation models to data centers. This year alone: $30B into OpenAI, plus billions into Anthropic, xAI, CoreWeave, IREN, and Corning. Critics call it "circular investment" (funding customers who buy your chips), but Nvidia sees it as building a competitive moat. Either way, the scale of capital deployment is reshaping enterprise AI economics.
Read on CNBC →China's Moonshot AI Closes $2B at $20B Valuation
Meituan, Alibaba, and Tencent just backed Moonshot's Kimi open-weight model to the tune of $2B. The bigger story: China's BAT consortium is funding an open-weight challenger to OpenAI and Anthropic. With ARR crossing $200M and valuation jumping from $4.3B to $20B in months, this signals real price pressure coming for enterprise AI buyers locked into US closed models.
Read on Asanify →Forbes: "The Rise of the Super CMO"
After spending three days with 36 CMOs, Ellie Victor makes a counterintuitive argument: as AI automates more of marketing, the CMO role is becoming more important, not less. The new "Super CMO" drives revenue across the entire journey, shapes strategy through positioning, and builds customer-led organizations. The key insight: AI-powered "superhumans" are handling work that used to require sales, but someone still needs to orchestrate it all.
Read on Forbes →Stockholm's Pit Raises $16M from a16z for AI-Native Enterprise Software
The Voi e-scooter founders are back with Pit — building custom AI-native software that replaces the tangle of spreadsheets, email chains, and rigid SaaS tools enterprises run on. a16z led the round, with angels from OpenAI, Anthropic, Google, and Klarna. The thesis: AI has changed software economics so dramatically that companies can now afford systems built around how they work, not the other way around.
Read on KiteChase →Enterprise AI Token Costs Drop 67% Year-Over-Year
New analysis of 2.4B API calls across 8,000+ developers reveals the definitive shift in production AI: multi-model adoption is at record highs, and token costs have dropped 67% in 12 months. For enterprise buyers, this means AI-powered tools are becoming dramatically more accessible — and the "we can't afford to experiment" excuse is officially dead.
Read on AICC Report →💡 My Take
Read this one: The Forbes piece on the "Super CMO." It nails the paradox of this moment: AI is automating more marketing tasks than ever, yet the CMO role is expanding, not shrinking. The leaders who thrive will be the ones who stop defending their territory and start orchestrating the entire revenue journey — humans and AI working together.