AI Deals: Q4 2025

BBVA and OpenAI entered a strategic partnership to expand ChatGPT Enterprise to BBVA’s global workforce and co-develop AI solutions for banking operations and customer experiences.

Microsoft and Wipro signed a three-year partnership to deliver AI transformation tools to enterprise customers.

Meta partners with ElevenLabs to integrate AI voice, dubbing, and audio-generation features across Instagram and Horizon.

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.

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

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

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

The UK government and Google DeepMind signed a partnership to deploy DeepMind’s AI models and a new automated research lab to support UK science, clean energy and more efficient public services.

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.

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.

ARKANCE and BIMLOGIQ formed a strategic partnership to distribute and integrate BIMLOGIQ’s AI automation tools for Autodesk Revit across the Australian and New Zealand AEC markets.

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.

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.

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

MindHYVE.ai and IUCEA agreed to roll out AI literacy curricula and the ArthurAI agentic learning platform across East African universities under a two-year cooperation framework.

Trio AI and AbbyPay agreed to a strategic partnership to integrate Trio AI’s GPU cloud infrastructure and machine learning capabilities into AbbyPay’s payment processing platform.

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

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.

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.

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

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.

The U.S. Department of War chose Google Cloud’s Gemini for Government as the first AI platform on GenAI.mil to provide IL5-secure generative AI tools to about 3 million personnel.

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 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.

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.

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

Accenture and Anthropic entered a multi‑year strategic partnership to co‑invest in a dedicated business group, training 30,000 Accenture staff on Claude and co‑developing AI solutions for regulated industries.

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.

GX Group and Calculus Networks formed a partnership to jointly deliver broadband and photonics-based connectivity solutions to AI- and cloud-focused customers across Latin America.

Cinnamon AI is integrating its Flax Scanner HUB generative-AI OCR platform into Kamigumi’s port logistics operations to automate invoice processing and data entry.

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.

OpenAI and Deutsche Telekom agreed a multi‑year collaboration to co‑develop AI products and deploy ChatGPT Enterprise across the telecom group.

Leidos and CargoSeer will integrate AI-based trade analysis into the Mezzo border‑security platform to enhance customs inspection and risk assessment.

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.

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.

BEN and Skye Inteligencia formed Skye Salud in Mexico to develop a sovereign augmented‑intelligence platform supporting the country’s healthcare modernisation.

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.

Chile and Mexico signed a government-to-government letter of intent to cooperate on responsible AI research, talent development and shared use of high-performance computing such as the Coatlicue supercomputer.

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.

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.

Baidu’s AI chip subsidiary Kunlunxin has completed a new funding round valuing it at about CNY 21 billion (~$3 billion) ahead of a planned Hong Kong IPO.

Moeve and Mistral AI agreed to co‑develop generative‑AI assistants and other digital tools to boost efficiency and sustainability across Moeve’s global industrial energy operations.

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

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.

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.

Cristiano Ronaldo took an undisclosed equity stake in Perplexity AI and entered a global sponsorship that includes a dedicated Ronaldo experience on the platform.

Mantel Group and AWS entered a three‑year strategic collaboration to co‑develop and deploy generative and agentic AI solutions across Australia and New Zealand.

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

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.

Vertex, CPA.com and Kintsugi expanded their partnership to offer an AI-driven sales tax compliance platform to accounting firms in North America.

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.

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.

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

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.

Fujitsu establishes the Frontria consortium, committing resources and coordination to joint research on AI trust, security and disinformation with dozens of international partners.

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.

RapidAI and AWS entered a strengthened strategic partnership to co‑develop and co‑market cloud‑based deep clinical AI imaging solutions, with no public financial terms.

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.

RapidAI and AWS expanded their partnership at RSNA 2025 to co‑develop and scale cloud‑based clinical AI tools for imaging and stroke care.

Deepgram and AWS launched a native SageMaker AI integration that lets enterprises deploy streaming speech and voice agent capabilities within their AWS environments.

SolarWinds and AWS expanded their partnership so SolarWinds can both consume and monitor Amazon Bedrock services for AI‑driven observability and IT service management.

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

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.

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

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

Visa and AWS formed a strategic partnership to provide agentic payment capabilities and open blueprints that let AI agents transact securely across commerce use cases.

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

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

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.

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.

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