AI Strategy Shift: Google Appoints Infrastructure Chief, Amazon Invests $35B & Palantir Wins Navy Contract | December 11, 2025

📋 Quick Takeaways

Google elevates Amin Vahdat to Chief Technologist for AI Infrastructure, reporting directly to CEO Sundar Pichai.
Amazon commits $35 billion+ to India, focusing on AI infrastructure and export growth.
Palantir shares rally after securing a critical U.S. Navy submarine maintenance contract.
Adobe raises 2026 guidance, citing surging demand for its AI-powered creative tools.
New “Orbital Data Centers” planned by Blue Origin to handle AI processing in space.
$340M in fresh capital for DevOps AI startups Port ($100M) and Harness ($240M).

🏢 Big Tech Strategy & Leadership

Google Appoints Amin Vahdat to Lead AI Infrastructure Wars

Strategic Shift: In a move to unify its hardware and software efforts, Google has promoted Amin Vahdat to the newly created role of Chief Technologist for AI Infrastructure. He will report directly to CEO Sundar Pichai.

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AI Pioneer Yann LeCun Exits Meta, Tesla AI5 Chip & $350M+ in AI Funding | November 24, 2025

📋 Quick Takeaways

AI Pioneer Yann LeCun departs Meta after 12 years to launch Advanced Machine Intelligence startup
Tesla announces AI5 chip near tape-out and begins AI6 development with accelerated timeline
Russia declares AI will create new “Nuclear Club” of global superpowers with geopolitical implications
Healthcare AI dominates startup funding with $4 billion of $6.4 billion raised in 2025
AI agents projected to influence $73 billion in Cyber Week sales (22% of global online purchases)
$350M+ in major AI funding rounds including Genspark ($275M) and Model ML ($75M)
AWS expands multi-chip AI infrastructure with NVIDIA, AMD, and proprietary silicon support
IBM announces semiconductor research facility opening 2027 for AI-optimized chip development
Mental health AI safety study raises critical questions about chatbot evaluation standards

🧠 AI Leadership & Research Transformation

Turing Award Winner Yann LeCun Exits Meta to Launch Independent AI Venture

Historic Departure: Yann LeCun, Meta [finance:Meta Platforms, Inc.]’s Chief AI Scientist and Turing Award laureate, announced November 19-20 his departure at year-end to establish an independent company focused on Advanced Machine Intelligence (AMI).