28th July 2025, Kathmandu
The landscape of artificial intelligence is undergoing a seismic shift, with key players making monumental moves that are reshaping the cloud economy, redefining search, and transforming enterprise compliance. The race to own the AI stack is intensifying, and the future of technology is being forged right now.
OpenAI’s Historic $30B Oracle Deal
OpenAI has just fired the starting gun on a new era of AI infrastructure with an unprecedented $30 billion annual deal with Oracle for data center capacity. This landmark agreement secures an astonishing 4.5 gigawatts of power, sufficient to operate two million AI chips and illuminate four million homes. This single contract dwarfs Oracle’s entire cloud revenue from last year and has significantly boosted Larry Ellison’s net worth.
This infrastructure deal is the backbone of OpenAI’s ambitious Stargate initiative, a $500 billion vision aimed at building national-scale AI infrastructure, with a site already in motion in Abilene, Texas. Sam Altman’s move signifies OpenAI’s transition from merely training models to controlling the foundational compute bedrock of the future economy. This level of investment, triple the company’s annual revenue, underscores that compute power, not just financial might, is becoming the ultimate differentiator in the AI era.
Perplexity AI Challenges Google with $100M Funding and India Expansion
Perplexity AI is rapidly emerging as a formidable challenger to Google’s search dominance, having recently secured $100 million in new funding at an $18 billion valuation. Backed by major investors including NVIDIA, SoftBank’s Vision Fund 2, NEA, and IVP, Perplexity is building a radically different search experience: no endless blue links, just direct, AI-generated answers with citations.
Since its founding in 2022, Perplexity has seen explosive growth, increasing its annualized revenue from $35 million to $150 million in under two years. Its core product seamlessly blends AI responses with source previews and follow-ups. A strategic telecom partnership with Bharti Airtel, one of India’s largest mobile providers serving over 360 million users, gives all Airtel customers a free year of Perplexity Pro, instantly propelling the app to the #1 spot on India’s App Store and providing a torrent of user data from a crucial market. Perplexity has also launched Comet, its own AI-powered web browser, further solidifying its aim to own the crucial “first moment of curiosity” in online information seeking.
Google’s $3 Billion Hydropower Bet Fuels AI Growth
Google is making a strategic long-term play for sustainable AI growth, signing its largest clean energy deal to date: a $3 billion, 20-year agreement with Brookfield to secure hydroelectric power in the US. The initial phase locks in 670 megawatts of capacity from Brookfield’s Holtwood and Safe Harbour plants in Pennsylvania, with potential to scale to 3 gigawatts – enough to power millions of homes. This focus on consistent, base-load clean energy is critical for Google’s ambitious goal of running its operations 24/7 carbon-free by 2030.
This investment is directly tied to Google’s $25 billion investment in new data centers and AI infrastructure in the same PJM region. By securing local, clean power for its expanding AI footprint, Google is meticulously shrinking its carbon footprint. This pioneering move into existing hydropower could inspire other hyperscalers as they navigate permitting delays and land constraints in the race for renewable energy.
Delve: MIT Dropouts Turn Compliance into a $300M AI Business
From MIT sophomores to founders of a rapidly rising enterprise AI startup, Karun Kaushik and Selin Kocalar of Delve have proven that bureaucracy can indeed be a goldmine. Their company recently closed a $32 million Series A funding round at a $300 million valuation, led by Insight Partners.
Delve builds powerful AI agents that automate complex regulatory workflows like HIPAA, SOC 2, GDPR, and ISO. By integrating across company systems, these agents quietly handle the tedious paperwork that often stalls product launches and sales cycles. The inspiration struck when the founders encountered the labyrinthine requirements of HIPAA compliance while building a medical scribe AI tool. They pivoted to solve the pain point directly. Delve’s customer base has grown several-fold, with traction among AI unicorns signaling the product’s resonance within risk-averse large enterprises. Delve aims to expand its AI agents into broader risk, cybersecurity, and governance areas, demonstrating the power of deeply solving a real-world problem with AI.
Innovating Research and Security: Bright Data’s Deep Lookup & Tumeryk’s AI Trust Score
Beyond these major shifts, innovation continues across the AI ecosystem. Deep Lookup from Bright Data is revolutionizing complex research, offering precise, real-time answers for sourcing leads, tracking markets, and analyzing trends without manual digging. Its robust infrastructure handles layered queries that challenge other AI tools, making it ideal for sales, marketing, finance, and research teams.
Meanwhile, Tumeryk’s AI Trust Score™ is making waves in GenAI security. Featured by Dark Reading, their LLM Security Studio scores the trustworthiness of leading GenAI models, from GPT-4o Mini to Gemini Pro 2.5, across security, compliance, and real-world behavior. With pervasive risks like prompt injection, jailbreaks, hallucinations, and data leakage, enterprises urgently need real-time scoring, middleware guardrails, and a comprehensive way to assess their GenAI stack’s security. Tumeryk’s solution provides the critical insights to compare LLMs across trust, compliance, and risk, and detect issues in both development and production workflows, securing agents, policies, and outputs end-to-end.
The generative AI market is not just expanding; it’s fundamentally restructuring core industries, driven by unprecedented investments and groundbreaking technological advancements.
For more: OpenAI’s Historic $30B Oracle Deal