AI Deals: Q4 2025

ByteDance is reportedly budgeting around 100 billion yuan in 2026 to buy Nvidia AI accelerators as part of a 160 billion yuan AI infrastructure expansion.

Insilico Medicine raised roughly HK$2.28 billion (over US$290 million) in a heavily oversubscribed Hong Kong IPO, the largest biotech flotation in the city in 2025.

SoftBank and co-investors fully fund a $41 billion round in OpenAI, giving SoftBank roughly an 11% stake in the company.

Meta is acquiring general-purpose AI agent startup Manus in a deal reported at over $2 billion to integrate autonomous agents across its products.

Nvidia is in advanced talks to acquire Israeli LLM developer AI21 Labs in a prospective $2–3 billion transaction focused largely on acquihiring its AI talent.

SoftBank completes a previously announced $40 billion investment into OpenAI, finalizing one of the largest private AI funding deals to date.

Zhipu AI launched a Hong Kong IPO targeting about HK$4.3 billion (roughly US$555 million) in gross proceeds, backed by HK$3 billion in cornerstone subscriptions.

Meta Platforms agreed to acquire AI agent startup Manus, reportedly valuing the company in the low‑single‑digit billions of dollars.

Meta Platforms agreed to acquire general-purpose AI agent startup Manus in a multibillion‑dollar transaction to integrate autonomous AI agents across its consumer and business products.

Zhipu AI launched a Hong Kong IPO to raise around HK$4.35 billion (US$560 million) to fund large language model development and MaaS platform expansion.

Zhipu AI is launching a Hong Kong H-share IPO expected to raise roughly HK$4.35 billion (~US$559 million) to fund model R&D and business expansion.

Meta is acquiring Manus’s parent company Butterfly Effect to fold its general-purpose AI agent into Meta’s consumer and enterprise AI stack.

Meta Platforms agreed to acquire autonomous AI agent startup Manus to operate its service and integrate the agent into Meta AI products.

Nota AI will co‑develop Samsung’s Exynos AI Studio toolchain and supply its NetsPresso platform to compress and optimize generative models for the Exynos 2600 SoC.([ajupress.com](https://www.ajupress.com/view/20251230084044411))

SoftBank will acquire DigitalBridge for $4 billion in cash to expand its AI-focused digital infrastructure portfolio.

NAVER D2SF made an undisclosed investment in Sorcerics to support development and global rollout of its ambient AI home system.

Chinese media reported an A++ funding round for dexterous-hand startup Lingxin Qiaoshou and a renewed investment by Shoucheng Holdings into a leading humanoid robotics firm, alongside major commercialization moves by Unitree and ByteDance’s Volcengine.

Intel completed a $5 billion private placement of common stock to Nvidia to support its AI-driven strategic reset and foundry ambitions.

Angel round to fund Kunlun Yuan AI’s full-stack AGI infrastructure, proprietary multimodal models and industry solutions.

RKTech made an undisclosed strategic investment in Entropy to expand nearshore engineering capacity for AI and digital projects using Latin American talent.

Faraday Future’s Middle East arm and Ras Al Khaimah Digital Assets Oasis agreed to explore joint AI, Web3 and embodied-intelligence research centres and collaborations in the UAE.([cairoscene.com](https://cairoscene.com/Business/FaFaraday-Future-Signs-MoU-With-RAK-Digital-Assets-Oasis-on-AI-Web3))

San Jose is paying Ladris Technologies $3.5 million over six years for AI-based evacuation modeling software to support disaster response planning.

Coforge will acquire US-based Encora at a $2.35 billion enterprise value to expand its cloud and AI-focused engineering services footprint globally.

Hablla, a Brazilian generative AI conversational marketing startup, secured R$3.1 million (about $0.56M) in funding via Bossa Invest and the Inova 3 program.

Coforge is acquiring 100% of Silicon Valley–based, AI‑native digital engineering firm Encora in an all‑stock deal valued at $2.35 billion to build a $2.5 billion AI‑led engineering, data and cloud services business.

Seed round backing an AI- and semiconductor-based ultrasensitive proteomics platform for drug discovery and diagnostics.

MARBLEX, Netmarble’s blockchain subsidiary, invested in and partnered with OpenLedger to co-develop verifiable, on-chain AI infrastructure for gaming and digital content.

Service partnership in which Windfall Geotek applies its AI-driven mineral targeting system to Gold Hunter’s Great Northern Project for a C$65,000 fee, partly paid in equity.

Groq granted Nvidia a non-exclusive license to its AI inference technology while Nvidia hires key Groq executives, in a deal some outlets describe as a roughly $20 billion asset transaction.

Disney agrees to invest $1 billion in OpenAI and license 200+ characters for Sora in a three-year content and technology partnership.

Flipkart acquired a majority stake in Minivet AI Labs to embed generative video and visual content tools directly into its ecommerce catalog and discovery systems.

SoftBank is working to deliver a previously agreed $22.5 billion multi-tranche investment into OpenAI to fund large-scale AI data center projects.

Four‑year, $40m partnership between ADQ and the Gates Foundation to fund AI‑enabled education programmes and a dedicated EdTech and AI Fund for sub‑Saharan Africa.

Multi‑year strategic partnership in which Palo Alto Networks migrates core workloads to Google Cloud and the firms co‑develop AI‑powered security services in a deal valued near $10 billion.

AWS and Bahrain’s Information & eGovernment Authority are integrating Amazon Bedrock into the national government cloud to provide secure access to generative AI models for public and private entities.

Lovable raised a $330 million Series B led by CapitalG and Menlo Ventures’ Anthology fund at a $6.6 billion valuation to expand its AI-driven app development platform.

Flipkart is acquiring a majority stake in Minivet AI to integrate its generative video and semantic search technology into Flipkart’s e-commerce stack.

Google Public Sector and Google DeepMind will provide Gemini-based AI platforms and tools to DOE’s Genesis Mission, giving all 17 U.S. national laboratories secure access to frontier models such as Gemini for Government and the AI co-scientist system.

OpenAI is in early-stage talks to raise up to $100 billion in new funding that could lift its valuation to roughly $750–830 billion, according to multiple media reports citing unnamed sources.

DOE signed nonbinding MOUs with 24 AI and compute organizations to apply advanced AI and high-performance computing to Genesis Mission scientific and energy projects.

Preliminary talks for a potential funding round of up to $100 billion that would value OpenAI around $750 billion.

MBZUAI and AWS entered a multi‑year collaboration to fund AI research, skills programs and startup support in the UAE and broader region.

Dell is buying Israeli startup Dataloop for $120 million in cash to integrate its AI data labeling and management platform into Dell’s enterprise AI stack.

Ankar raised a $20 million Series A to expand its AI-driven patent discovery and drafting platform across Europe and the US.

Databricks is raising over $4 billion in a Series L round at a $134 billion valuation to fund AI and data platform expansion.

Coursera agreed to acquire Udemy in an all‑stock merger valued at about $2.5 billion to build a leading AI-focused global skills platform.

Non-exclusive memorandum of understanding for Canada to pilot and deploy Coveo’s AI search and relevance technology to modernize digital government services.

Waymo is reportedly negotiating a funding round exceeding $15 billion at around a $100 billion valuation to expand its robotaxi operations.

Google and Google DeepMind committed roughly $13.05 million in grants to India’s AI centers of excellence, Wadhwani AI and several Indic‑language AI startups to accelerate AI deployment in health, agriculture, education and smart cities.

Synvo AI and Sobat Bisnis Group formed a strategic partnership to deploy Synvo’s context-aware enterprise AI stack for Indonesian and Southeast Asian enterprises.

Disney granted OpenAI’s Sora a one‑year exclusive license to use over 200 Disney, Marvel, Pixar and Star Wars characters for user‑generated AI video content as part of a broader three‑year partnership.

Nvidia acquired SchedMD, developer of the open-source Slurm workload manager, as part of a broader push to expand its open-source AI software and model stack with Nemotron 3.

Runware raised a $50 million Series A round led by Dawn Capital to scale its unified API and custom inference infrastructure for multimodal generative AI.

Amazon and Microsoft together committed over $52 billion to expand AI‑powered infrastructure, tools and workforce programs in India by 2030.

Disney makes a $1B equity investment in OpenAI alongside a multi-year character-licensing partnership for Sora-generated short videos.

Runware raised a $50 million Series A to expand its real-time generative media API platform and underlying AI inference infrastructure.

Cision is acquiring Trajaan to fold its AI‑driven search-intelligence technology into Cision’s media and consumer-intelligence stack.

Disney becomes Sora’s first major content licensing partner and commits a $1B equity investment in OpenAI as part of a three-year AI content and enterprise technology partnership.

Harness secured a $240 million Series E round, led by Goldman Sachs Alternatives, to accelerate development and global expansion of its AI-native software delivery platform.

DOE is allocating over $320 million to the Genesis Mission’s AI infrastructure and research programs, including the American Science Cloud, a Transformational AI Models Consortium, robotics initiatives and foundational AI awards.

Equixly raised a €10M Series A led by 33N Ventures to scale its agentic AI-driven API security testing platform and expand internationally.

Saviynt raised a $700M Series B growth equity round led by KKR to scale its AI-driven identity security platform for human, machine and AI agent identities.

Amazon will invest over $35 billion in India by 2030, focusing on AI-driven digitization, exports and data center infrastructure while creating an additional 1 million jobs.

Microsoft will invest $17.5 billion between 2026 and 2029 to build AI-ready cloud infrastructure, data centers and workforce skilling programs across India.

DOE is allocating over $320 million to Genesis Mission AI platforms, robotics and foundational AI research to accelerate scientific discovery and maintain US technological leadership.

Five Sigma led a $7 million round into Uolo to help the edtech startup scale its generative AI-based learning companions and school partnerships.

Microsoft is committing $17.5 billion to build out AI-ready cloud infrastructure, sovereign cloud solutions and large-scale skilling initiatives in India.

The US Navy is funding Palantir’s ShipOS platform to use AI and data integration to accelerate submarine production and maintenance.

OpenAI, Anthropic, Block and major cloud providers are co-founding the Agentic AI Foundation under the Linux Foundation to steward open, interoperable standards for AI agents.

The U.S. Army selected C3 AI to provide an AI-driven contested logistics solution that predicts supply needs and supports resupply decisions for forward-deployed units.

Saviynt secured a $700 million growth equity round led by KKR at a $3 billion valuation to expand its AI-driven identity security platform.

Microsoft pledged $23 billion in new AI investments, led by a $17.5 billion India program and a $5.4 billion Canada program to build data centers, hyperscale cloud and AI skills.

Nextech3D.ai is acquiring AI events platform Krafty Labs for $600,000 in cash to fold its enterprise customer base into a unified AI event solutions stack.

G42’s Khazna unit bought land in Dammam, Saudi Arabia, to build a 200MW AI-ready data center serving regional compute demand.

Accenture and Anthropic formed a new business group and training program around Claude to bring production-grade AI services to tens of thousands of Accenture staff and clients.

Founding members created the Agentic AI Foundation under the Linux Foundation to fund and govern open standards like MCP, goose and AGENTS.md for interoperable agentic AI.

Microsoft will invest US$17.5 billion over four years to expand AI and cloud infrastructure, sovereign cloud solutions and AI skilling programs across India.

Strategic education partnership to roll out ChatGPT Edu at scale and integrate OpenAI’s models into La Trobe University’s teaching, research and new AI‑focused degree programs.

IBM will acquire Confluent in an all‑cash $11 billion deal to provide a unified real‑time data platform underpinning enterprise generative and agentic AI.

Multi‑year strategic partnership in which IBM provides AI platforms and consulting to run Riyadh Air as an AI‑native airline across operations and customer experience.

Dubai-based renovation platform Reno raised $4M in equity and debt to expand its AI-enhanced renovation operating system and roll out an app across GCC markets.

Reno raised $4 million in equity and debt to scale its AI-enhanced renovation platform and expand operations across Gulf markets.

Chile and Mexico signed a bilateral letter of intent to collaborate on responsible AI research, talent development and infrastructure, positioning both countries as regional leaders in ethical AI.

Seed investment to support Recovr’s global expansion of its AI‑powered member engagement and retention platform for gyms and studios.

Meta signed multi‑year AI content licensing agreements with major news publishers so Meta AI can surface real‑time news results with attribution and links.

Sumitomo Mitsui Financial Group plans to boost IT spending by about 25%, investing roughly ¥1 trillion from 2026–2028 to roll out AI agents, upgrade core systems and reinforce cybersecurity.

Harvey secured a US$160 million investment round led by Andreessen Horowitz at an US$8 billion valuation, its third major raise in 2025.

Meta acquired AI wearables startup Limitless, maker of a pendant-style device and the Rewind memory app, to accelerate its roadmap for AI-enabled consumer hardware.

Meta signed multi‑year content licensing agreements with major news publishers so Meta AI can answer news queries with real‑time information and links to their articles.

Phia is raising a US$30 million round led by Notable Capital, with Kleiner Perkins and Khosla Ventures participating, to scale its AI shopping assistant.

OpenAI and NEXTDC entered a multi-year agreement under which OpenAI will anchor a hyperscale AI campus and GPU supercluster at NEXTDC’s S7 facility in Sydney to support large-scale AI inference and enterprise workloads.

Flex raised a $60 million Series B round led by Portage to expand its AI-native private banking and credit platform for high-net-worth mid-market business owners.

Series B funding to grow Flex’s AI-powered finance platform for mid-sized business owners and launch its invite-only Flex Elite card.

Amazon plans to invest $12.7 billion in cloud and AI infrastructure in India by 2030 to support small businesses and AI education.

Qingwei Intelligent raised over ¥2 billion in Series C funding led by Beijing state‑owned Jingneng Group to accelerate its non‑GPU reconfigurable AI chip roadmap and prepare for a stock market listing.

Snowflake and Anthropic signed a multi-year strategic partnership expansion valued at $200 million to integrate Claude-powered AI agents into Snowflake’s Cortex AI data cloud for enterprise customers.

OpenAI agreed to acquire neptune.ai to integrate its experiment‑tracking and training‑monitoring tools into OpenAI’s frontier model training stack.

LogicMonitor, backed by Vista Equity Partners, is acquiring internet performance monitoring firm Catchpoint for more than $250 million in cash to merge its data into the Edwin AI–driven observability platform.

Vinci raised $46 million in seed and Series A funding to commercialize its physics‑driven AI platform for ultra‑fast, high‑accuracy semiconductor design and simulation.

OpenAI provides custom holiday tools built on ChatGPT to enhance NORAD’s annual Santa‑tracking program as a public‑facing AI partnership.

OpenAI acquires an equity stake in Thrive Holdings in exchange for dedicated AI research and integration support to modernize Thrive’s accounting and IT services portfolio.

OpenAI is acquiring an equity stake in Thrive Holdings and embedding its teams to deploy AI across Thrive’s accounting and IT services portfolio companies.

Articul8 AI was awarded AWS’s Agentic AI Specialization, formalizing collaboration on deploying autonomous GenAI agents for complex, regulated enterprise environments.

AWS granted Glean its Agentic AI Specialization, formalizing a partnership around deploying autonomous work AI agents on AWS infrastructure.

HSBC will self‑host and integrate Mistral AI’s generative models under a multi‑year strategic partnership to automate and augment core banking workflows.

S&P Global and AWS formed a partnership to integrate S&P’s MCP servers into Amazon Quick Suite so AI agents can access S&P financial and energy intelligence directly inside AWS-based workflows.

Mixx Technologies raised a $33M Series A round to scale its HBxIO silicon‑integrated optical interconnect platform for next‑generation AI data center infrastructure.

Ukraine’s Ministry of Digital Transformation and Kyivstar partnered with Google’s Gemma and Vertex AI infrastructure to develop a national large language model for government and commercial use.

Nvidia bought $2 billion of Synopsys stock in a strategic move to secure advanced EDA software capabilities for AI chip design.

Two-year Strategic Collaboration Agreement under which AWS and Comprinno will jointly accelerate generative AI adoption and cloud modernization for enterprises across India.

AMD, Inspur Cloud and Digital China joined the openEuler community to collaborate on a SuperPoD-ready operating system and confidential computing solutions for AI workloads.

Joint study agreement between PLN Indonesia Power and Huawei to develop AI‑based digitalisation solutions for Indonesian power plants, starting with PLTU Banten 3 Lontar.

Series C investment to scale d-Matrix’s AI inference hardware and software platform for large language model serving in data centers.

DOE signed collaboration agreements with 24 major technology and AI organizations to provide compute, models, and tools for the Genesis Mission AI discovery platform.

Salesforce acquires Informatica for $8B to enhance AI data management capabilities

Andreessen Horowitz participates in Cursor's $2.3B Series D round

Google participates in Cursor's $2.3B Series D round

Nvidia participates in Cursor's $2.3B Series D round

Accel, Thrive, a16z, Nvidia, and Google invest $2.3B in Cursor at $29.3B valuation

Nvidia leading Poolside's $1B funding round to advance AI code generation

Databricks Ventures participates in LangChain's Series B as strategic investor

CapitalG participates in LangChain's $125M Series B round

IVP leads LangChain's $125M Series B at $1.25B valuation (unicorn status)

Nvidia commits up to $10B to Anthropic as part of AI investment strategy

OpenAI to deploy 6GW of AMD GPUs, AMD issues warrant for up to 160M shares (10% stake)

Thrive Capital leads $6.6B secondary share sale at $500B valuation

Lease-to-own deal for AI chips, deploying 300,000-550,000 NVIDIA GB200/GB300 chips for Colossus 2 data center