We can’t cover everything. So I picked the stories that actually move markets: enterprise procurement, regulated industries, geopolitics, hardware roadmaps, capital flows, and the next research frontier.

1) Infosys × Cognition: Devin Goes Enterprise

Infosys (massive IT services giant) partners with Cognition to deploy Devin inside enterprises.
This is huge because IT services companies were supposed to be the “AI losers” — they sell developer hours. Infosys isn’t running from the threat. They’re integrating it.

The real advantage here is enterprise trust: clients don’t just want the coolest tool — they want someone accountable when things break. This is agentic AI moving from hype → procurement.

2) OpenAI Health in ChatGPT: Big Bet, Big Questions

OpenAI is rolling out a dedicated Health space where users can connect health data and ask medical questions. It’s reported that 230M people already ask ChatGPT health questions weekly.

Key tension: consumer health isn’t HIPAA-compliant — clinical products are.
I get why OpenAI is doing it: healthcare is a moat. But we need to watch hallucination risk and liability closely.

3) Meta–Manus: China Reviews the Deal

Financial Times reports China is reviewing whether Meta’s Manus purchase should have required an export license — essentially a “Singapore washing” warning shot.
This is what AI M&A looks like now: not just corporate strategy, but geopolitics.

4) Nvidia at CES: Vera Rubin + Alpamayo

Nvidia announces the next platform beyond Blackwell: Vera Rubin.
And Alpamayo, an AI model aimed at autonomous driving.
The key signal: the hardware roadmap isn’t slowing down — and Nvidia is pushing further into vertical solutions, not just chips.

5) Anthropic Raises Again

Anthropic is planning another major funding round. This is the AI arms race: compute is the weapon, and frontier training costs can hit hundreds of millions to billions.

6) DeepSeek: Welcome to the Age of R&D

DeepSeek publishes training improvements focused on internal information sharing.
With scaling showing diminishing returns, we’re entering what Ilya Sutskever calls the age of R&D: smarter algorithms, better architectures, more capability per compute.

THE TAKEAWAY

This week wasn’t about flashy demos. It was about the infrastructure of the next decade:

• agentic AI procurement
• regulated AI expansion
• geopolitics shaping AI deals
• hardware acceleration
• capital as a weapon
• research as the new edge

See you next week.