
Cassava and AXON Forge Platform to Virtualize Africa's Connectivity for AI Era
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Alphabet accelerates India connectivity with new transoceanic fiber plans
Alphabet announced new undersea fiber routes to deepen links between India and overseas markets and framed the move as part of a broader push to support AI and cloud growth in India. CEO Sundar Pichai endorsed India’s AI ambitions at a high-profile summit where government leaders and industry chiefs convened to highlight the country’s digital infrastructure needs.

Infosys unveils AI-first value framework to target a $300–400B services opportunity
Infosys introduced an AI-first value framework and the Topaz agentic platform to industrialize enterprise AI across six value pools and says it can address a $300–400 billion incremental services opportunity by 2030. The company is also integrating Anthropic’s Claude family (including Claude Code) into Topaz to accelerate agent orchestration, developer productivity and packaged tooling for regulated industries—while commercial and operational terms remain undisclosed.

Vention secures $110M to scale Physical AI and push enterprise automation into Europe
Vention closed a $110 million financing round backed by institutional investors to accelerate development of its Physical AI stack and expand operations in North America and Europe. The capital is aimed at speeding product development, enlarging a library of pre-built automation applications, and supporting multi-site enterprise rollouts.

Major AI labs unite to launch European accelerator at Station F
Leading AI developers and cloud providers have partnered with Paris incubator Station F to create F/ai, an accelerator aimed at speeding commercialization for European startups building on large models. The program offers technical credits, mentorship and investor access across two annual cohorts to help companies reach revenue milestones and scale internationally.
Cisco launches Silicon One G300 and liquid-cooled N9000/8000 systems to accelerate AI data centers
Cisco introduced the Silicon One G300 switching silicon and high‑density N9000/8000 platforms — with liquid‑cooled options, denser optics and unified fabric management — and paired the hardware roadmap with expanded AI governance, observability and automation capabilities to make large AI deployments more efficient and secure. The combined hardware and software push targets higher GPU utilization, shorter job times, energy savings and operational controls for AI agent and model risk in production.

G42 and Cerebras to deliver 8 exaflops of AI compute infrastructure in India
Abu Dhabi’s G42 and U.S. chipmaker Cerebras will install an on‑shore supercomputing system in India providing roughly 8 exaflops of AI processing capacity under Indian hosting and data‑sovereignty rules. The announcement, made at a high‑profile Delhi AI summit that also lifted related infrastructure stocks (an estimated ~$4 billion combined market‑cap gain for listed suppliers), signals strong political and commercial momentum — but delivery hinges on signed supply, land and power agreements, permitting and constrained accelerator allocations.

Adaptive6 debuts code‑centric platform to detect and auto‑remediate hidden cloud waste, raising $44M
A startup called Adaptive6 announced a $44 million funding haul and launched a platform that traces inefficient cloud resources back to the code that created them, then delivers automated fixes to engineers’ workflows. The company positions cloud cost waste as an engineering vulnerability, claiming 15–35% customer savings by preventing and repairing inefficiencies across multi‑cloud and AI workloads.

Nvidia’s $2B Stake Propels CoreWeave Toward a Five‑Gigawatt AI Build-Out
Nvidia has taken a $2 billion equity position in CoreWeave and purchased shares at $87.20, a move meant to speed the provider’s plan to add roughly five gigawatts of AI compute capacity by 2030 while lowering short‑term execution risk. The deal also tightens Nvidia’s influence across the AI hardware-to-infrastructure supply chain — a dynamic that echoes its outsized role in foundry demand and raises concentration and execution questions around power, permitting and follow‑on financing.