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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.