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Deploying long-running frontier agents into the enterprise.

Scaling systems and seeking returns - swisscognitive AI investment radar. The last week in AI: multi-billion-dollar cloud deals, geopolitical plays, and sector-specific bets dominated the headlines. The global capital landscape of AI continues to be defined by aggressive infrastructure spending, sovereign-scale initiatives, and deepening questions around return on investment. At the center of attention is the newly announced $38 billion, seven-year cloud services deal between OpenAI and Amazon, marking OpenAI's first major financial move following its structural shift toward greater independence. This agreement will grant OpenAI access to hundreds of thousands of Nvidia processors, underlining the growing demand for compute at scale. Parallel to this, Meta's projected $600 billion AI infrastructure investment over the next three years has triggered concern among investors - even as profits remain strong, the scale of planned expenditure has raised eyebrows. Geopolitical dimensions are becoming more visible. The U.S. granted Microsoft a license to export Nvidia chips to the UAE, facilitating a $15.2 billion AI investment and positioning the Gulf state as a testbed for U.S. AI diplomacy. Meanwhile, Saudi Arabia launched Humain, a new sovereign-backed AI firm pitched to international investors, powered by its nearly $1 trillion sovereign wealth fund. Funding dynamics remain active across verticals. Nvidia is reportedly considering a nearly $1 billion investment in AI startup Poolside, expanding its direct portfolio as demand for generative tools rises. In healthcare, Hippocratic AI closed a $126 million round at a $3.5 billion valuation, while Portugal-based Sword Health committed €250 million by 2028 to develop a global AI hub in digital health. In cybersecurity, Israeli firm Daylight secured $33 million, led by a former U.S. AI policy lead. Supporting the data infrastructure needed for this momentum, Eaton announced a $9.5 billion acquisition of Boyd Corporation's thermal unit, aimed at scaling its data center business to meet AI-related cooling and power needs. Similarly, South Korea's Naver is preparing a $690 million GPU investment, reinforcing its domestic AI infrastructure from next year. Institutional momentum also continues at the public level: the EU launched RAISE, a new virtual institute focused on AI science collaboration and acceleration. In Shenzhen, Pony.ai received a critical permit enabling autonomous taxi deployment, signaling progress in regional AI regulation and commercialization. Despite these capital commitments, questions of impact persist. A report on UK enterprises revealed that many businesses still struggle to see measurable ROI from AI investments, indicating a growing gap between adoption efforts and operational returns. This week's headlines highlight the widening spectrum of AI investment: from cloud compute and regional infrastructure to national strategy and long-term ROI pressure. While the capital inflow is consistent, the challenge of turning investments into scalable value is becoming harder to ignore. Its article does not offer financial advice and should not be considered a recommendation to engage in any securities or products. Investments carry the risk of a decrease in value, and investors may potentially lose a portion or all of their investment. Past performance should not be relied upon as an indicator of future results.

CoreWeave announces partnership with foundation model company Poolside to deliver AI cloud services. CoreWeave partners with Poolside to deliver advanced AI cloud services powered by 40,000+ NVIDIA GPUs, fueling the development of artificial general intelligence Livingston, N.J., October 15, 2025 - CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI, today announced a new partnership with Poolside, a foundation model company, to deliver advanced AI cloud services that support Poolside's mission to build artificial general intelligence and power the deployment of agents across the enterprise. Under the agreement, CoreWeave will provide a state-of-the-art cluster of NVIDIA GB300 NVL72 systems, including more than 40,000 GPUs. Separately, CoreWeave plans to provide Poolside with its market-leading cloud solutions for Project Horizon, Poolside's 2GW AI campus in West Texas. As part of the initiative, CoreWeave plans to serve as the anchor tenant and operational partner for the first phase of the project, which comprises 250MW of gross power and includes an option to further expand capacity by an additional 500MW. "Poolside's approach to foundation models represents exactly the kind of breakthrough work the CoreWeave platform was designed to accelerate," said Michael Intrator, Co-Founder, Chairman and Chief Executive Officer of CoreWeave. "Together, we're building the performance layer that will define how AI research becomes real-world capability." "To compete at the frontier you need to be vertically integrated from dirt to intelligence," said Eiso Kant, co-founder and co-CEO of Poolside. "This partnership with CoreWeave ensures immediate access to next-generation silicon, enabling us to train multi-trillion parameter models with large scale reinforcement learning. With this secured, we can now demonstrate our compounding research, engineering, and data advantages." Today's announcement is part of CoreWeave's commitment to redefining how AI pioneers develop, test, and deploy AI at scale. The company continues to expand its capabilities through organic innovation and with strategic acquisitions including: Monolith AI, which applies machine learning to complex physics and engineering challenges; OpenPipe, advancing reinforcement learning; and Weights & Biases, powering model iteration, experiment tracking, and inference. CoreWeave fosters a diverse and open AI ecosystem, with its technology team consistently setting new standards for performance, including the company's industry-leading MLPerf benchmark for AI workloads. About CoreWeave CoreWeave is The Essential Cloud for AI(TM). Built for pioneers by pioneers, CoreWeave delivers a platform of technology, tools, and teams that enables innovators to move at the pace of innovation, building and scaling AI with confidence. Trusted by leading AI labs, startups, and global enterprises, CoreWeave serves as a force multiplier by combining superior infrastructure performance with deep technical expertise to accelerate breakthroughs. Established in 2017, CoreWeave completed its public listing on Nasdaq (CRWV) in March 2025. Learn more at www.coreweave.com. Founded in 2023, Poolside is a foundation model company bringing intelligence to everywhere work gets done. Poolside's mission is to pursue artificial general intelligence to drive abundance for humanity. Learn more at www.poolside.ai. Media contacts. CoreWeave Media Poolside Press Contact