IBM Ventures is doubling down on artificial intelligence while seeding long-term bets in quantum, backing startups such as Not Diamond in AI and Strangeworks in quantum, alongside others. Microsoft’s Mustafa Suleyman warns of rising “AI psychosis” from chatbot overreliance, while OpenAI’s Sam Altman flags a potential market bubble even as his firm readies a $6 billion share sale.
Meta reorganized into Meta Superintelligence Labs under Alexandr Wang to sharpen its AI push, while China is testing orbital AI for satellites. Other moves include Rebl signing global RaaS deals with H&M and IKEA, South Korea rolling out a sweeping AI-led economic plan, and major capital raises from Databricks, FieldAI, Endless Web3 Genesis Cloud, IVIX, and BinSentry.
Industry & Enterprise
IBM Ventures Balances AI Push With Rising Quantum Bets
IBM Ventures is pursuing a dual-track strategy, prioritizing artificial intelligence today while elevating quantum computing as an equal long-term focus. The unit is backing enterprise AI startups such as Not Diamond and quantum firms including Qedma, QunaSys, and Strangeworks, aligning investments with its Watsonx AI suite and its 2029 quantum computing roadmap. (AI Insider)
Microsoft’s Mustafa Suleyman Warns of Rising “AI Psychosis” as Chatbot Reliance Grows
Microsoft AI chief and DeepMind co-founder Mustafa Suleyman has warned of “AI psychosis,” where people begin believing chatbots like ChatGPT, Claude, and Grok are conscious, fostering unhealthy dependence. Medical experts compare the trend to the early days of social media, with reported cases including breakdowns and delusions linked to excessive AI use. (AI Insider)
Sam Altman Alerts to Potential AI Market Bubble as Sector Growth Accelerates
OpenAI CEO Sam Altman warned that the AI market is showing signs of a bubble, comparing investor enthusiasm to the dot-com era and noting inflated valuations across the sector. Despite such concerns, OpenAI is preparing a $6 billion secondary share sale valuing the company at $500 billion, following a $40 billion funding round. (AI Insider)
Meta Launches Meta Superintelligence Labs Under New AI Chief Alexandr Wang
Meta has reorganized its AI division into Meta Superintelligence Labs (MSL), led by Alexandr Wang, with four groups focused on foundation models, research, product integration, and infrastructure. The move comes amid rising competition with OpenAI, Anthropic, and Google DeepMind, with CEO Mark Zuckerberg personally involved in recruitment to strengthen Meta’s AI push. (AI Insider)
China Pushes Artificial Intelligence Into Orbit
China is developing orbital edge computing by equipping satellites with onboard AI to process data in space rather than relying on ground stations. A study in the Chinese Journal of Aeronautics says the approach could improve disaster response, climate monitoring, digital services, and defense, but faces hurdles in hardware resilience, power use, communications, and global coordination. (AI Insider)
Swedish Robotics Firm Rebl Signs RaaS Deals With H&M, IKEA
Rebl Industries, a Swedish robotics firm, signed framework agreements with H&M and IKEA to roll out its robots-as-a-service model globally, expanding automation in retail supply chains. Its AI-powered robots, already in use at H&M’s Nordic warehouse, handle sorting and stacking tasks, operate on a pay-per-performance basis, and are built for simple human interaction. (AI Insider)
Research & Innovation
MetaMo-tivated: Study Proposes New Framework for Safer, More Adaptable AGI Motivation
Researchers at AGI-25 introduced MetaMo, a motivational framework aimed at making artificial general intelligence systems more stable, adaptable, and safe. The study details five principles to prevent unsafe behavior and links the framework to platforms like OpenCog Hyperon for testing in real systems. (AI Insider)
Policy & Governance
South Korea Makes AI investment a Top Policy Priority to Stimulate Economy
South Korea unveiled a national economic strategy centered on artificial intelligence and deep tech, pledging major fiscal and regulatory support to drive 30 innovation projects, The Korea Herald reports. The plan projects AI adoption could lift productivity by 3.2% and GDP by 12.6%, with initiatives spanning humanoid robots, autonomous vehicles, AI factories, semiconductors, and expanded education and research programs. (The Korea Herald)
Startups & Capital
Databricks Signs Term Sheet for Series K at $100 Billion-Plus Valuation to Accelerate AI Growth
Databricks has signed a term sheet for its Series K round, expected to value the company at over $100 billion with support from existing investors. The funding will expand its AI agent platform Agent Bricks, new open-source database Lakebase, and accelerate global growth, acquisitions, and partnerships with firms including Microsoft, Google Cloud, Anthropic, SAP, and Palantir. (AI Insider)
Endless Web3 Genesis Cloud Raises $110 Million to Advance AI-Web3 Integration
Endless Web3 Genesis Cloud closed a $110 million round at a $1 billion valuation, backed by Foresight Ventures and others. The company plans to expand its AI-powered component development platform, AI Agent toolchain, and global ecosystem while positioning itself as a bridge between Web2 and Web3. (AI Insider)
IVIX Raises $60 Million Series B to Fight Financial Crime with AI
IVIX closed a $60 million Series B round led by O.G. Venture Partners, bringing total funding to $85 million, to expand its AI platform for governments fighting financial crime. Founded in 2020, the company uses language models, graph analytics, and public data to expose hidden networks in the $20 trillion shadow economy, uncovering billions in illicit assets worldwide. (AI Insider)
BinSentry Announces $50 Million in Funding to Modernize Animal Feed Supply Chains with AI-Powered Sensor Technology
BinSentry raised $50 million in a Series C round led by Lead Edge Capital to expand globally, after achieving 0% churn and monitoring over 40,000 bins across North America and Brazil. Its AI-powered, solar-enabled sensors deliver 99% accurate feed inventory tracking, with major partners including Cargill, Wayne-Sanderson Farms, and Hanor, positioning it as a leader in agtech supply chain innovation. (AI Insider)
FieldAI Raises $405 Million to Scale Advanced Robotics Foundation Models
FieldAI raised $405 million in oversubscribed funding rounds backed by major investors including Bezos Expeditions, Intel Capital, NVIDIA’s NVentures, Temasek, and Khosla Ventures, with earlier support from Gates Frontier and Samsung. The California firm develops Field Foundation Models, a hardware-agnostic AI “software brain” for robots, and will use the capital to expand globally, advance development, and double its workforce by year-end. (AI Insider)
Check out AI Insider every day for the latest in AI and Robotics developments.
