Alphabet's $85B AI Bet

Plus: Meta Business Agent Goes Global

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AI's capital supercycle shows no signs of slowing. Today's headlines span a record-setting equity raise from Alphabet, a new open-source powerhouse from NVIDIA, and a string of product launches pushing AI deeper into everyday work. The through-line: enterprises are moving fast, and the infrastructure race is accelerating.


Today's Top Stories

Alphabet Raises $85 Billion to Bet Everything on AI Infrastructure

Alphabet priced an equity raise expected to total approximately $85 billion — including a $30B public offering (oversubscribed), a $40B at-the-market program, and a $10B private placement to Berkshire Hathaway. The capital funds a 2026 CapEx target of $180–190 billion, roughly six times its 2022 spend, to scale AI compute, data centers, and cloud infrastructure. CEO Sundar Pichai called demand for AI solutions "materially exceeding available supply." Source →

NVIDIA Releases Nemotron 3 Ultra: 550B-Parameter Open Model for Agents

NVIDIA launched Nemotron 3 Ultra, a 550B-parameter Mixture-of-Experts model with 55B active parameters, designed specifically for long-running agentic workflows. The model delivers 5x higher throughput than comparable open models and cuts agentic task costs by up to 30%. It ships fully open — weights, data, and training recipes included — and runs across Hopper, Blackwell, and Ampere GPUs. Available now on Hugging Face, NVIDIA NIM, and major cloud providers. Source →

Meta Business Agent Expands Globally to All Business Sizes

Meta is rolling out its Business Agent to businesses of all sizes worldwide via WhatsApp, Messenger, and Instagram — with setup in minutes and support for local languages. More than one million businesses already use it, and Meta is also launching a Business Agent Platform that connects to hundreds of enterprise systems like Shopify and Zendesk. The agent handles customer conversations, provides morning briefings, and offers thread insights. Paid tiers are coming in future months. htmlSource →

Helion Raises $465M to Build a Fusion Power Plant for Microsoft

Helion, the Sam Altman-backed fusion startup, closed a $465M Series G led by Thrive Capital, valuing the company at $15.5 billion and bringing total funding to $1.5 billion. The capital funds Orion, Helion's first commercial power plant, which is targeting grid delivery to Microsoft as early as 2028. The raise comes amid a broader fusion funding surge — Focused Energy ($240M) and Thea Energy ($100M) also announced rounds last week. Source →

Asana Launches "Agentic Work Management" — An OS for Human-Agent Teams

At its Work Innovation Summit in London, Asana unveiled a new product suite it's calling an operating system for human-agent teams. The package includes Dash (an AI coordinator agent that understands goals and routes work), a next-generation AI Teammates system with 10+ new integrations (Gmail, Slack, HubSpot, Figma), and three vertical solutions for service management, product development, and client management. The launch positions Asana directly in the enterprise agentic workflow market. Source →


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