Hey, {{first_name}}
This week, Microsoft is scaling strong with Azure and enterprise AI demand but facing heavy compute costs, while Broadcom is seeing direct upside from rising AI chip demand.
Also inside today’s edition:
• AI infrastructure faces public resistance
• Samsung enters AI smart glasses race
• Enterprise AI strategies are shifting
• Funding race intensifies globally
Let’s break it down.
TODAY’S SPOTLIGHT
Microsoft vs Broadcom
Microsoft is growing quickly through Azure and enterprise AI demand, but it is also spending heavily on data centers and compute infrastructure.
At the same time, Broadcom is seeing strong gains from rising demand for AI chips, benefiting more directly from hardware growth.
It shows a bigger shift in how value is distributed across the AI ecosystem.
Why it matters:
AI is no longer just about software
Value is spreading across chips, infrastructure, and cloud platforms
Different companies are winning at different layers of the AI stack
The “AI boom” is creating multiple winners, not just one type of company
BREAKING NEWS
1🏢 Meta & Microsoft Meta is cutting ~10% of its workforce while increasing AI spending, and Microsoft is offering buyouts to ~7% of US employees, signaling a shift from human roles to AI-driven operations.
2🔎 Palantir Technologies & Peter Thiel A new manifesto pushes for stronger military use of AI, raising concerns about Big Tech control over powerful systems.
3🤖 AI-driven job cuts rising Around 5,000–10,000 monthly job losses in exposed industries, with ~7% of layoffs linked to automation, as companies shift capital toward AI.
4🛩️ Sarvam Building lightweight edge AI models for feature phones, cars, and smart glasses that run offline on low-end devices, expanding AI access beyond smartphones across India.
5🧠 Sam Altman AI should be widely accessible, not controlled by a few companies, focusing on empowerment, safety, and shared prosperity.
Noreja raised €1.1M to bring AI into process mining, helping companies analyze workflows, identify inefficiencies, and automate operational improvements.
Skild AI raised $1.4B, tripling valuation to $14B, to build a unified “robot brain” that can control multiple robot types across warehouses, delivery, and manufacturing, with plans to expand into homes.
Cursor is reportedly raising over $2B at a ~$50B valuation, driven by strong enterprise adoption and rapid revenue growth, as it builds its own AI models to reduce dependence on external providers and strengthen its position in the coding stack.
OPEN SOURCE FINDS
AutoGen Lets you build multiple AI agents that collaborate on tasks like research, coding, and decision-making.
LangGraph Designed for advanced AI workflows with memory, branching logic, and multi-step execution.
vLLM Makes large models faster and significantly cheaper to run in real-world applications.
TOOLS TO EXPLORE
1.🏢 Adobe Customer Experience AI agents for enterprise marketing that automate customer journeys end-to-end and enable real-time personalization across channels, built on multi-model AI systems including OpenAI and Anthropic.
2.🧠 Claude Multi-step autonomous AI agents that go beyond chat, designed to run long tasks with “task budgets” across research, coding, and operations, now available on desktop.
3.🧑💻 Cursor An AI-native development environment rebuilt around parallel AI agents that write and understand code, rapidly becoming the default for startups with strong momentum.
4.🧠 Microsoft 365 Copilot AI agents embedded inside business workflows, acting as a control layer across Excel, Word, and PowerPoint, signaling the rise of a new category: agent operating systems.
AI.neverStops();
Neither.doWe();
Until next issue,
Emergingtech.ai