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Race to AGI Daily Digest - Monday, December 22, 2025
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TLDR
Meta lines up Mango and Avocado to challenge Sora and Gemini in the next phase of the model race.
MiniMax clears a Hong Kong IPO hearing, formalizing China’s AGI push in public markets.
Google Cloud locks in AI security and media beachheads with Palo Alto’s nearly $10B pact and Al Jazeera’s ‘The Core’ newsroom.
AI infra trade heats up as Oracle, AMD, C3.ai, Palantir, and NVIDIA all post strong gains.
The Full Story
Last week was all about Europe finally waking up to the GPU race. Deutsche Telekom, the EIB, and OpenAI set the tone, and that push is now captured in the still‑dominant 'Europe's AI Infrastructure Awakens' narrative ->. The call that Europe’s infra moment was more than a one‑off is holding.
Now the story widens. In China, MiniMax just cleared a Hong Kong IPO hearing, positioning itself as a public‑markets AGI frontrunner and a counterweight to Western giants. That’s not just a funding move; it’s a signal that China wants homegrown, globally credible AGI brands. Full MiniMax brief ->
On the model front, Meta is loading the launchpad with Mango and Avocado, meant to go head‑to‑head with OpenAI’s Sora and Google’s Gemini in rich, generative media. The model war is shifting from “who has the biggest LLM” to “who owns video, multimodal reasoning, and creator workflows.” More on Mango and Avocado ->
Google, meanwhile, is trying to own where AI actually runs. A nearly $10B AI security pact with Palo Alto Networks turns Google Cloud into an opinionated home for safe enterprise AI. Deal details -> In media, Al Jazeera’s ‘The Core’ AI newsroom with Google Cloud is a clean example of AI‑native news production rather than bolt‑on tools. How 'The Core' works ->
Underneath all this, the market is clearly buying the infra story: Oracle, AMD, C3.ai, Palantir, and NVIDIA all popped between roughly 4–7% today. These are the shovels in the current AI gold rush, from chips to data platforms to enterprise stacks. Track the AI infra trade here ->
So as we start the week, three threads stand out: model wars moving into video and domain‑specific systems, cloud plus security defining where serious AI runs, and newsrooms starting to rebuild their workflows around AI from the ground up.
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