From blockbuster infrastructure moves to new consumer tools, this week’s recap tracks the AI economy shifting into higher gear: AMD inks a tens-of-billions MI450 supply pact with OpenAI, CoreWeave expands into industrial R&D with Monolith, IBM brings Anthropic’s Claude into its enterprise stack, and Perplexity’s Comet browser goes global and free while OpenAI tightens Sora’s copyright rules. We also spotlight fresh research on assistive robotics, mark your calendar for Tech Basel Miami and A3’s robot safety conference, and round up bold funding across the stack—from Factory’s developer “Droids” to Fetcherr, Gelt, Alvys, and Bonsai.
Industry & Enterprise
AMD and OpenAI Announce Landmark Multi-Year AI Chip Deal
AMD signed a multi-year agreement to supply OpenAI with hundreds of thousands of MI450 AI chips starting in 2026, a deal worth tens of billions that includes an option for OpenAI to acquire up to 10% of AMD and positions the company as a formidable rival to Nvidia. The announcement sent AMD shares soaring 34%, adding $80 billion in market value as analysts projected revenue could exceed $100 billion over four years amid surging demand for AI compute. (AI Insider)
Perplexity Expands Global Access to AI-Powered Comet Browser
Perplexity rolled out its Comet AI browser globally for free, adding a sidecar assistant and built-in tools (Discover, Spaces, Shopping, Travel, Finance, Sports) while keeping premium perks—advanced models, email automation, and a new background “mission control” agent—for $200/month Max subscribers. The company also introduced Comet Plus at $5/month for AI-enhanced news (included with Pro and Max), positioning Comet against Chrome and emerging AI browsers as OpenAI readies its own entrant. (AI Insider)
CoreWeave to Acquire Monolith, Expanding AI Cloud Platform into Industrial Innovation
CoreWeave (Nasdaq: CRWV) agreed to acquire Monolith AI to fuse its AI cloud with Monolith’s simulation and test-driven ML, aiming to shorten industrial R&D cycles using anomaly detection, test-plan optimization, and next-test recommendations already deployed at Nissan, BMW, and Honeywell, with McKinsey estimating 20–80% efficiency gains. Terms weren’t disclosed and closing awaits customary conditions; the deal complements CoreWeave’s OpenPipe and Weights & Biases moves and advances its bid to be industry’s default AI cloud, underscored by its Aston Martin F1 partnership. (AI Insider)
OpenAI Shifts Copyright Strategy in Sora Video App
OpenAI’s new Sora video app—now topping the App Store despite being invite-only—lets users create AI videos with “cameos” using uploaded biometric likenesses, and the company is shifting from an opt-out to an opt-in policy that blocks copyrighted characters without explicit permission. OpenAI says studios will get granular IP controls and potential revenue-sharing as it explores monetization to make this “interactive fan fiction” sustainable. (AI Insider)
IBM Partners with Anthropic to Integrate Claude AI into Enterprise Software
IBM partnered with Anthropic to embed Claude models across IBM’s enterprise software, starting with a limited-access integration in its IDE. The companies also released a joint implementation guide for secure, large-scale AI agents, positioning the move alongside Claude Enterprise and Deloitte’s rollout to speed safe, high-performance AI adoption in the enterprise. (AI Insider)
Research & Innovation
How Will AI Help Assistive Robots? Current Applications, Near-Term Challenges and Future Opportunities of Assistive Robotics
AI is turning assistive robotics from mechanical aids into adaptive companions that understand context, learn user habits, and adjust behavior in real time, powered by advances in speech recognition, computer vision, and adaptive control. Yet limited on-device compute, data security risks, and ethical issues—privacy, bias, and user dependency—must be tackled to ensure these systems enhance rather than replace human care. (AI Insider)
Upcoming Conferences & Events
Tech Basel Miami AI Summit To Ignite Next Wave of Innovation
The Tech Basel Miami AI Summit, powered by eMerge Americas and Miami AI Hub, will convene leaders in AI, finance, defense, and healthcare on December 3, 2025 at the Mayfair House Hotel & Garden in Coconut Grove in an application-only format, featuring keynotes from Clem Delangue (Hugging Face), Cathie Wood (ARK Invest), and Rohit Patel (Meta Superintelligence Labs) alongside panels, workshops, and networking. The summit aims to catalyze cross-industry collaboration and innovation while serving as the official kickoff for the 2026 eMerge Americas global tech conference. (AI Insider)
International Robot Safety Conference to be Held in Houston November 3-5
The Association for Advancing Automation (A3) will host the International Robot Safety Conference (IRSC) on November 3–5, 2025 at The Westin Houston, Memorial City, extending a 35+ year tradition of advancing robot safety and risk assessment. While program specifics weren’t disclosed, A3 is positioning the in-person event amid record robotics demand and heightened attention to safety standards. (AI Insider)
Startups & Capital
Wave Function Ventures Closes $15 Million Fund to Back Robotics And Deep Tech
Wave Function Ventures closed its $15 million Fund I to back early-stage hardware startups in robotics, aerospace, defense, energy, and infrastructure, led by solo GP Jamie Gull, a former SpaceX engineer and Talyn Air cofounder. The fund has already made nine investments—including in robotics—with several portfolio companies securing follow-on capital from top-tier investors. (AI Insider)
Fetcherr Raises $42M in Series C Funding Led by Salesforce Ventures
Fetcherr raised $42M in Series C funding led by Salesforce Ventures, alongside Battery Ventures, Left Lane Capital, and M-Fund, to expand its generative AI platform beyond aviation; its Large Market Model powers real-time pricing, forecasting, and resource optimization for customers including Delta, Virgin Atlantic, WestJet, Viva Aerobus, and Azul. The capital will accelerate global growth and adoption as Fetcherr positions itself as a next-generation AI leader modernizing enterprise infrastructure and legacy industries with data-driven decision-making. (AI Insider)
Factory Unleashes the Droids, Raises $50M Series B from NEA, Sequoia Capital, NVIDIA, and J.P. Morgan
Factory launched Droids, AI developer agents that reached #1 on Terminal Bench, alongside a $50M Series B led by NEA with participation from Sequoia, NVIDIA, J.P. Morgan, and notable angels. The LLM/IDE/interface-agnostic platform runs from Terminal, IDE, Slack, Linear, and the browser, integrates with GitHub, Slack, Jira, Datadog, Sentry, and Google Drive to build a human-like “mental model” of codebases, and early enterprise users (EY, NVIDIA, MongoDB, Zapier, Bayer, Clari) report up to 31× faster feature delivery, 96.1% shorter migrations, and 95.8% faster on-call resolution as funds fuel product expansion and adoption.. (AI Insider)
Gelt Announces $13M Series A to Expand AI-Powered Tax Solutions for Healthcare Practices and Physicians
Gelt raised $13M in Series A funding led by Zvi Limon, Vintage Investment Partners, and TLV Partners—bringing total funding to $21.2M—and appointed former EY managing partner Yoram Tietz as chairman. The AI-native tax firm is expanding healthcare-focused services with AI-driven tax optimization, entity structuring, and retirement planning via dedicated healthcare CPAs, reporting major savings (e.g., $450K for a physician group) as it modernizes tax and wealth management for high-earning professionals. (AI Insider)
Alvys Closes $40M Series B to Enhance AI-Driven Freight Operations for Carriers and Brokers
Alvys raised $40M in Series B funding led by RTP Global with participation from Alpha Square Group and others, bringing total funding to $77M to expand its AI-powered TMS with deeper automation, enterprise integrations, analytics, and compliance for carriers and brokers. Customers report 28% more monthly loads, 9% revenue growth, and 90% faster accounting as Alvys positions itself as the operating system for modern logistics with real-time decision-making at scale. (AI Insider)
Bonsai Health Closes $7M in Seed Funding to Transform Healthcare With Agentic AI
Bonsai Health raised $7M in seed funding led by Bonfire Ventures and Wonder Ventures to scale its agentic AI platform that automates front-office workflows for healthcare practices. Since launch, the system has engaged 235,000+ patients, scheduled 36,000+ appointments, and reduced admin load by running in the background, as the 2024-founded company (by PatientPop co-founders Travis Schneider and Luke Kervin) targets better outcomes and predictable growth for providers. (AI Insider)
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