<?xml version="1.0" encoding="UTF-8"?><rss version="2.0"><channel><title>Alfageme AI Radar</title><link>https://alfageme.eu/radar/</link><description>Scored, segmented AI signals by Alfageme.</description><language>en</language><item><title>60% of Spanish firms that use AI are still testing it; only 6% report relevant use</title><link>https://alfageme.eu/radar/use-cases-tools/#s-s032</link><guid isPermaLink="false">alfageme-radar-s032</guid><pubDate>Sat, 10 Oct 2026 07:00:00 +0000</pubDate><category>Use cases &amp; Tools</category><description>Among Spanish companies with 10+ employees that already use AI, six in ten are still experimenting. The gap between pilots and production is the real opportunity — and the risk of falling behind European peers. (Demócrata: https://www.democrata.es/en/economy/six-out-of-ten-spanish-companies-with-ai-are-still-only-testing-the-technology/)</description></item><item><title>Nvidia-backed Firmus pulls what would have been one of Australia's largest IPOs</title><link>https://alfageme.eu/radar/finance/#s-s014</link><guid isPermaLink="false">alfageme-radar-s014</guid><pubDate>Fri, 09 Oct 2026 07:00:00 +0000</pubDate><category>Finance</category><description>A warning shot for data-centre IPO premiums: investors are getting pickier about AI infrastructure valuations. (Bloomberg: https://www.bloomberg.com/news/newsletters/2026-10-09/firmus-saga-threatens-data-center-ipo-premiums)</description></item><item><title>Xoople raises $130M in a round led by Nazca Capital to expand its AI imaging platform</title><link>https://alfageme.eu/radar/finance/#s-s033</link><guid isPermaLink="false">alfageme-radar-s033</guid><pubDate>Fri, 09 Oct 2026 07:00:00 +0000</pubDate><category>Finance</category><description>It is among the largest AI rounds in Spain this year, alongside Sherpa AI's €11M. Spanish AI capital is growing but still concentrated in a handful of deals. (Tech Funding News: https://techfundingnews.com/top-ai-startups-in-spain-2026-the-companies-attracting-most-investment/)</description></item><item><title>Swedish startups are on track to raise $5B in 2026, up from $3.2B in 2025</title><link>https://alfageme.eu/radar/finance/#s-s047</link><guid isPermaLink="false">alfageme-radar-s047</guid><pubDate>Fri, 09 Oct 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Lovable, Legora and Neko Health drive the jump. Sweden is turning AI-native startups into unicorns faster than any other European country of its size. (Fortune: https://fortune.com/2026/10/09/why-sweden-will-raise-5-billion-venture-capital-secret-sauce)</description></item><item><title>US Senate investigation challenges Big Tech's case for AI data centres</title><link>https://alfageme.eu/radar/policy-regulation/#s-s025</link><guid isPermaLink="false">alfageme-radar-s025</guid><pubDate>Thu, 08 Oct 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>The report argues companies overstate benefits and understate costs to communities. Expect tougher permitting and tax-break debates — on both sides of the Atlantic. (TIME: https://time.com/article/2026/10/08/senate-investigation-ai-data-centers/)</description></item><item><title>Anthropic ships Claude Haiku 5.5: 1M context and effort controls from $0.10 per million tokens</title><link>https://alfageme.eu/radar/models/#s-s001</link><guid isPermaLink="false">alfageme-radar-s001</guid><pubDate>Wed, 07 Oct 2026 07:00:00 +0000</pubDate><category>Models</category><description>The small, fast model closes the 5.5 family. Pricing this low makes high-volume classification and routing almost free — the economics behind news triage, ticket routing and document tagging just changed. (LLM Stats: https://llm-stats.com/models/claude-haiku-5-5)</description></item><item><title>LS Power raises a record $6B fund to buy power assets for data-centre demand</title><link>https://alfageme.eu/radar/infrastructure/#s-s006</link><guid isPermaLink="false">alfageme-radar-s006</guid><pubDate>Wed, 07 Oct 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Power, not chips, is becoming the bottleneck. Infrastructure investors are positioning upstream of AI capacity. (Bisnow: https://www.bisnow.com/news/national/data-center-power/ls-power-raises-6b-to-capitalize-on-data-center-power-demand)</description></item><item><title>US regulator approves construction permit for the first small modular reactor (TVA, 300 MW)</title><link>https://alfageme.eu/radar/infrastructure/#s-s009</link><guid isPermaLink="false">alfageme-radar-s009</guid><pubDate>Wed, 07 Oct 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Nuclear SMRs move from slides to permits — a long-term answer to AI's power hunger, with GE Vernova Hitachi's boiling-water design. (ConstructConnect: https://news.constructconnect.com/nrc-approves-tva-construction-permit-for-first-u.s.-small-modular-reactor)</description></item><item><title>Lambda seeks a $4B round ahead of a planned IPO at a $14.5B valuation</title><link>https://alfageme.eu/radar/finance/#s-s013</link><guid isPermaLink="false">alfageme-radar-s013</guid><pubDate>Wed, 07 Oct 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Neoclouds keep raising at scale to buy GPUs before going public — watch how the market prices them after recent IPO jitters. (DCD: https://www.datacenterdynamics.com/en/news/lambda-seeks-4bn-funding-round-ahead-of-planned-ipo-report/)</description></item><item><title>Amazon commits $1B to communities around its data centres amid local backlash</title><link>https://alfageme.eu/radar/infrastructure/#s-s011</link><guid isPermaLink="false">alfageme-radar-s011</guid><pubDate>Wed, 07 Oct 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Education, job training, water and energy conservation: social licence is now part of the cost of AI capacity. (AP: https://apnews.com/article/amazon-data-centers-1-billion-investment-91b65ba1729540c1c0d92e35deef35d8)</description></item><item><title>Mistral opens public preview of Large 4, a ~1-trillion-parameter open-weight model</title><link>https://alfageme.eu/radar/models/#s-s002</link><guid isPermaLink="false">alfageme-radar-s002</guid><pubDate>Tue, 06 Oct 2026 07:00:00 +0000</pubDate><category>Models</category><description>Europe's flagship lab promises downloadable weights by the end of October, a 1M-token context and aggressive API pricing. A credible EU-trained alternative matters for data-sovereignty buyers. (The Next Web: https://thenextweb.com/news/mistral-releases-large-4-a-1-trillion-parameter-open-weight-ai-model)</description></item><item><title>McKinsey: data-centre power demand to grow 24% a year through 2030</title><link>https://alfageme.eu/radar/infrastructure/#s-s007</link><guid isPermaLink="false">alfageme-radar-s007</guid><pubDate>Tue, 06 Oct 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Operators are turning to on-site generation, while uncertainty beyond 2030 makes it hard to size new builds. Expect energy to show up in AI pricing. (Data Center Knowledge: https://www.datacenterknowledge.com/energy-power-supply/data-center-power-demand-to-grow-24-annually-by-2030-mckinsey)</description></item><item><title>AWS plans a 36-building data-centre campus at Pennsylvania's Homer City energy site</title><link>https://alfageme.eu/radar/infrastructure/#s-s008</link><guid isPermaLink="false">alfageme-radar-s008</guid><pubDate>Tue, 06 Oct 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Hyperscalers are co-locating with large power sources, turning former power-plant sites into AI campuses. (DCD: https://www.datacenterdynamics.com/en/news/aws-plans-36-building-data-center-campus-in-indiana-county-pennsylvania/)</description></item><item><title>TeraWulf brings forward its Kentucky campus to 1 GW by 2029</title><link>https://alfageme.eu/radar/infrastructure/#s-s010</link><guid isPermaLink="false">alfageme-radar-s010</guid><pubDate>Tue, 06 Oct 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>A second 500 MW phase arrives a year early: former crypto miners keep pivoting into AI hosting. (DCD: https://www.datacenterdynamics.com/en/news/terawulfs-kentucky-campus-to-reach-1gw-in-2029/)</description></item><item><title>Google's head of data-centre design joins Anthropic to lead EMEA capacity</title><link>https://alfageme.eu/radar/infrastructure/#s-s012</link><guid isPermaLink="false">alfageme-radar-s012</guid><pubDate>Tue, 06 Oct 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Labs are building their own infrastructure teams — and Europe is on Anthropic's capacity map. (DCD: https://www.datacenterdynamics.com/en/news/googles-head-of-data-center-global-design-and-construction-joins-anthropic/)</description></item><item><title>DeepSeek and Huawei open-source Ascend programming tools to cut reliance on Nvidia's CUDA</title><link>https://alfageme.eu/radar/infrastructure/#s-s038</link><guid isPermaLink="false">alfageme-radar-s038</guid><pubDate>Thu, 01 Oct 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>The release includes compute and chip-to-chip communication libraries and Ascend support for TileLang. China's AI stack is closing ranks around domestic chips, which matters for anyone pricing Chinese open models. (TechNode: https://technode.global/2026/10/01/deepseek-huawei-ascend-ai-programming-tools/)</description></item><item><title>Argentina softens its plan for AI-run companies: a human keeps final legal responsibility</title><link>https://alfageme.eu/radar/policy-regulation/#s-s037</link><guid isPermaLink="false">alfageme-radar-s037</guid><pubDate>Thu, 01 Oct 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>An early draft made AI agents responsible for company operations; after objections from experts and the opposition, the text was changed. Argentina is betting on minimal regulation plus tax incentives to attract AI investment. (iProfesional: https://www.iprofesional.com/tecnologia/465727-inteligencia-artificial-milei-puso-alerta-expertos-empresas-sin-humanos.amp)</description></item><item><title>UK tech leaders ask the government for at least £20bn over five years for sovereign compute and models</title><link>https://alfageme.eu/radar/policy-regulation/#s-s040</link><guid isPermaLink="false">alfageme-radar-s040</guid><pubDate>Thu, 01 Oct 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>Executives from BT, Leonardo, Kainos and others want AI treated as strategic national infrastructure. It contrasts with the £500m Sovereign AI Unit and a stalled Stargate UK. (Computing: https://www.computing.co.uk/news/2026/ai/uk-tech-leaders-call-for-20-billion-sovereignty-push)</description></item><item><title>OpenAI DevDay: 'Dots' agents take on ongoing responsibilities across thousands of apps</title><link>https://alfageme.eu/radar/use-cases-tools/#s-s020</link><guid isPermaLink="false">alfageme-radar-s020</guid><pubDate>Tue, 29 Sep 2026 07:00:00 +0000</pubDate><category>Use cases &amp; Tools</category><description>The theme was agents that keep working after the prompt ends, plus ChatGPT as a shared workspace for people and agents. Expect clients to ask for always-on agents, not chatbots. (OpenAI: https://openai.com/index/devday-2026-recap/)</description></item><item><title>Stargate Argentina: a year after the letter of intent, construction of the Patagonia campus has not started</title><link>https://alfageme.eu/radar/infrastructure/#s-s036</link><guid isPermaLink="false">alfageme-radar-s036</guid><pubDate>Wed, 23 Sep 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>OpenAI and Sur Energy announced up to $25B and 500 MW in October 2025; the project is still being defined and later reports cite lower figures. Treat headline AI-campus numbers as options, not capacity. (Diario Nuevo Día: https://www.eldiarionuevodia.com.ar/regionales/que-paso-con-el-mega-data-center-de-ia-que-proyectan-para-la-patagonia-1135/)</description></item><item><title>Claude Opus 5.5 matches Fable 5.1 on most tasks at 40% lower cost than Opus 5</title><link>https://alfageme.eu/radar/models/#s-s003</link><guid isPermaLink="false">alfageme-radar-s003</guid><pubDate>Tue, 22 Sep 2026 07:00:00 +0000</pubDate><category>Models</category><description>Frontier capability keeps getting cheaper: input drops to $4 and output to $20 per million tokens. Projects that were too expensive in spring are worth re-quoting. (DeepLearning.AI — The Batch: https://www.deeplearning.ai/the-batch/claude-opus-5-5-leaps-forward)</description></item><item><title>Chinese open-weight models are winning the Global South; Qwen counts 151,448 derivatives on Hugging Face</title><link>https://alfageme.eu/radar/models/#s-s039</link><guid isPermaLink="false">alfageme-radar-s039</guid><pubDate>Mon, 21 Sep 2026 07:00:00 +0000</pubDate><category>Models</category><description>Foreign Policy argues that free, adaptable Chinese models are becoming the default in emerging markets. For companies, open weights mean cheaper customisation — with licence and export-control checks. (Foreign Policy: https://foreignpolicy.com/2026/09/21/china-ai-winning-global-south-qwen-open-weight-models/)</description></item><item><title>Temporal raises $550M at a $12.55B valuation to run long-lived AI agents</title><link>https://alfageme.eu/radar/finance/#s-s015</link><guid isPermaLink="false">alfageme-radar-s015</guid><pubDate>Fri, 18 Sep 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Reliability infrastructure for agents is now a multi-billion category: making agents finish the job matters as much as the model. (Crunchbase News: https://news.crunchbase.com/venture/biggest-funding-rounds-ai-space-fintech-temporal/)</description></item><item><title>Profound raises $180M at $1.8B to help brands show up in AI answers</title><link>https://alfageme.eu/radar/finance/#s-s016</link><guid isPermaLink="false">alfageme-radar-s016</guid><pubDate>Fri, 18 Sep 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Generative Engine Optimisation is officially a market. If customers ask ChatGPT before Google, your visibility there needs measuring. (Crunchbase News: https://news.crunchbase.com/venture/biggest-funding-rounds-ai-space-fintech-temporal/)</description></item><item><title>Factory raises $200M at a $5B valuation for AI software development agents</title><link>https://alfageme.eu/radar/finance/#s-s019</link><guid isPermaLink="false">alfageme-radar-s019</guid><pubDate>Fri, 18 Sep 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Coding agents remain the hottest enterprise AI category after chat assistants. (Crunchbase News: https://news.crunchbase.com/venture/biggest-funding-rounds-ai-space-fintech-temporal/)</description></item><item><title>Mapfre developed 150+ AI use cases in 2025, 60+ already in production in Spain</title><link>https://alfageme.eu/radar/use-cases-tools/#s-s029</link><guid isPermaLink="false">alfageme-radar-s029</guid><pubDate>Tue, 15 Sep 2026 07:00:00 +0000</pubDate><category>Use cases &amp; Tools</category><description>About a third are generative AI, coordinated by a group-wide AI Centre — proof that portfolio discipline beats one-off pilots. (Interempresas: https://www.interempresas.net/TIC/664331-Mapfre-desarrolla-mas-de-150-casos-de-uso-de-IA-durante-2025.html)</description></item><item><title>Mistral raises €3B at a €21B valuation as sovereign AI becomes big business</title><link>https://alfageme.eu/radar/finance/#s-s041</link><guid isPermaLink="false">alfageme-radar-s041</guid><pubDate>Tue, 08 Sep 2026 07:00:00 +0000</pubDate><category>Finance</category><description>The Series D, with Samsung among the leads, nearly doubles last year's €11.7B valuation. Europe now has a funded frontier lab with its own data centres — a real option for data-residency-sensitive buyers. (TechCrunch: https://techcrunch.com/2026/09/08/mistral-raises-e3b-as-sovereign-ai-becomes-big-business/)</description></item><item><title>OpenAI rolls out GPT-6 'Astra' with built-in cyber guardrails</title><link>https://alfageme.eu/radar/models/#s-s004</link><guid isPermaLink="false">alfageme-radar-s004</guid><pubDate>Thu, 03 Sep 2026 07:00:00 +0000</pubDate><category>Models</category><description>Released first to vetted business users, then to paid ChatGPT plans and the API. OpenAI positions it as able to operate a whole computer autonomously, with limits on its most advanced cyber capabilities. (Bloomberg Government: https://news.bgov.com/artificial-intelligence/openai-rolls-out-gpt-6-astra-model-with-cyber-guardrails-1)</description></item><item><title>Nvidia posts $96.2B quarterly revenue (+106%), $89.0B from data centres, and guides to $108B</title><link>https://alfageme.eu/radar/finance/#s-s049</link><guid isPermaLink="false">alfageme-radar-s049</guid><pubDate>Wed, 26 Aug 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Data-centre revenue rose 117% year on year and management called next year's outlook supply-constrained. AI infrastructure demand shows no sign of slowing, which keeps GPU prices — and AI costs — firm. (Hargreaves Lansdown: https://www.hl.co.uk/shares/share-research/202608/nvidia-q2-results-broad-beat)</description></item><item><title>Mimer AI Factory becomes Sweden AI Factory, with a dedicated supercomputer due in Linköping</title><link>https://alfageme.eu/radar/infrastructure/#s-s046</link><guid isPermaLink="false">alfageme-radar-s046</guid><pubDate>Mon, 24 Aug 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Hosted by NAISS with RISE, it is one of 31 EuroHPC AI Factory sites. Startups and SMEs can apply for subsidised compute — worth knowing if you build models in Europe. (NAISS: https://www.naiss.se/news/2026/08/mimer-ai-factory-becomes-sweden-ai-factory/)</description></item><item><title>Milan's Domyn raises about $1.1bn — roughly 90% debt — to expand its Colosseum supercomputer</title><link>https://alfageme.eu/radar/finance/#s-s043</link><guid isPermaLink="false">alfageme-radar-s043</guid><pubDate>Thu, 20 Aug 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Colosseum, built with Nvidia and Vertiv in southern Italy, has close to 6,000 Grace Blackwell chips and draws about 7 MW. Debt-financed compute is becoming Europe's route to sovereign capacity. (The Next Web: https://thenextweb.com/news/domyn-raises-1bn-debt-colosseum-italy)</description></item><item><title>Iberdrola accelerates agentic AI to support its professionals</title><link>https://alfageme.eu/radar/use-cases-tools/#s-s028</link><guid isPermaLink="false">alfageme-radar-s028</guid><pubDate>Mon, 17 Aug 2026 07:00:00 +0000</pubDate><category>Use cases &amp; Tools</category><description>From grid incidents restored in minutes to voicebots for complaints and paperwork, Spain's largest utility is moving from 150+ use cases to agents. (Iberdrola: https://www.iberdrola.com/sala-comunicacion/noticias/detalle/iberdrola-acelera-adopcion-ia-agentica-apoyar-talento-profesionales)</description></item><item><title>Lovable raises $400M at a $13.3B valuation, doubling in eight months</title><link>https://alfageme.eu/radar/finance/#s-s045</link><guid isPermaLink="false">alfageme-radar-s045</guid><pubDate>Wed, 12 Aug 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Menlo Ventures and EQT's Scaleup Europe Fund led the Swedish vibe-coding company's Series C. Building software by describing it is now a multi-billion category — and a tool your team can already use. (Lovable: https://lovable.dev/blog/series-c)</description></item><item><title>HappyRobot raises $150M Series C and becomes a unicorn</title><link>https://alfageme.eu/radar/finance/#s-s017</link><guid isPermaLink="false">alfageme-radar-s017</guid><pubDate>Wed, 12 Aug 2026 07:00:00 +0000</pubDate><category>Finance</category><description>The AI-agent platform behind deployments at DHL, Kuehne+Nagel, Naturgy and Repsol says it has grown 5× since its Series B. Agents for operations are a real business. (FinTech Global: https://fintech.global/2026/08/12/happyrobot-lands-150m-as-agentic-ai-hits-enterprise-scale/)</description></item><item><title>Amazon lifts its 2026 capex plan to about $220B; Jassy says capacity will still fall short of demand</title><link>https://alfageme.eu/radar/infrastructure/#s-s050</link><guid isPermaLink="false">alfageme-radar-s050</guid><pubDate>Thu, 30 Jul 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Higher memory costs pushed the figure up from about $200B; AWS revenue grew 37% to $42.2B. Cloud AI capacity stays tight into 2027. (Fortune: https://fortune.com/2026/07/30/andy-jassy-amazon-capex-demand-aws-pga-tour/)</description></item><item><title>Alphabet raises its 2026 capex guidance to $195–205B after a $44.9B quarter</title><link>https://alfageme.eu/radar/infrastructure/#s-s051</link><guid isPermaLink="false">alfageme-radar-s051</guid><pubDate>Wed, 22 Jul 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>The range was $180–190B before. Together with Amazon and Meta, Big Tech's AI build-out is running well above $500B this year. (Nasdaq: https://www.nasdaq.com/articles/alphabet-heavy-etfs-consider-capex-woes-offset-cloud-strength)</description></item><item><title>Spain's PM calls for a public-private partnership to land an EU AI gigafactory</title><link>https://alfageme.eu/radar/infrastructure/#s-s034</link><guid isPermaLink="false">alfageme-radar-s034</guid><pubDate>Wed, 01 Jul 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Spain is preparing its bid for the European Commission's AI gigafactory call, with candidate sites such as Móra la Nova and San Fernando de Henares. Winning one would put frontier-scale compute in Spain. (La Moncloa: https://www.lamoncloa.gob.es/lang/en/presidente/news/paginas/2026/20260701-spain-ai-gigafactory.aspx)</description></item><item><title>EU delays AI Act high-risk rules: stand-alone systems to Dec 2027, embedded AI to Aug 2028</title><link>https://alfageme.eu/radar/policy-regulation/#s-s026</link><guid isPermaLink="false">alfageme-radar-s026</guid><pubDate>Mon, 22 Jun 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>The Digital Omnibus deal also adds a ban on AI 'nudifiers'. Transparency duties (chatbot disclosure, labelling) largely keep their dates — don't relax on those. (Sidley — Data Matters: https://datamatters.sidley.com/2026/06/22/eu-lawmakers-reach-provisional-agreement-to-delay-key-eu-ai-act-obligations/)</description></item><item><title>Italy pre-approves the decrees implementing its national AI law (authorities, training, biometrics, liability)</title><link>https://alfageme.eu/radar/policy-regulation/#s-s044</link><guid isPermaLink="false">alfageme-radar-s044</guid><pubDate>Wed, 10 Jun 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>The decrees designate AgID and ACN as national authorities and add mandatory AI training and civil-liability rules; final adoption was expected by October 2026. Italy is the first EU country with a national AI law on top of the AI Act. (noze: https://www.noze.it/en/insights/ai-law-implementing-decrees/)</description></item><item><title>Shell takes predictive maintenance on 13,000+ assets into agentic root-cause analysis</title><link>https://alfageme.eu/radar/use-cases-tools/#s-s021</link><guid isPermaLink="false">alfageme-radar-s021</guid><pubDate>Thu, 04 Jun 2026 07:00:00 +0000</pubDate><category>Use cases &amp; Tools</category><description>After years of anomaly detection with C3 AI, agents now investigate causes and propose fixes — the natural next step for any company with sensor data. (C3 AI: https://c3.ai/news/c3-ai-and-shell-expand-collaboration-scaling-reliability-ai-deployment-across-global-asset-operations)</description></item><item><title>Anthropic raises $65B at a $965B valuation and overtakes OpenAI as the most valuable AI startup</title><link>https://alfageme.eu/radar/finance/#s-s052</link><guid isPermaLink="false">alfageme-radar-s052</guid><pubDate>Thu, 28 May 2026 07:00:00 +0000</pubDate><category>Finance</category><description>The Series H nearly triples February's $380B mark. Capital is concentrating in two or three frontier labs — expect their platforms to set the price and pace for everyone else. (CNBC: https://www.cnbc.com/2026/05/28/anthropic-open-ai-startup-value.html)</description></item><item><title>Brazil's AI bill (PL 2338) still waits in the Chamber's special committee</title><link>https://alfageme.eu/radar/policy-regulation/#s-s030</link><guid isPermaLink="false">alfageme-radar-s030</guid><pubDate>Wed, 27 May 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>Approved by the Senate in December 2024, the text faces an uncertain calendar ahead of federal elections. Companies operating in Brazil should plan for EU-style risk tiers. (Demarest: https://www.demarest.com.br/inteligencia-artificial-reacende-debates-na-camara-dos-deputados/)</description></item><item><title>Spain approves its draft Organic Law on AI governance, with fines up to €35M or 7% of turnover</title><link>https://alfageme.eu/radar/policy-regulation/#s-s027</link><guid isPermaLink="false">alfageme-radar-s027</guid><pubDate>Tue, 26 May 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>AESIA, the AEPD and the judiciary council share supervision depending on the area. The parliamentary process has started. (Osborne Clarke: https://www.osborneclarke.com/insights/spain-makes-progress-ai-regulation-key-points-new-organic-law-governance)</description></item><item><title>DeepSeek V4 lands as open weights and runs on Huawei Ascend chips</title><link>https://alfageme.eu/radar/models/#s-s005</link><guid isPermaLink="false">alfageme-radar-s005</guid><pubDate>Fri, 24 Apr 2026 07:00:00 +0000</pubDate><category>Models</category><description>Two versions (Pro and Flash) with 1M context. China's open models keep closing the gap while reducing dependence on Nvidia — a structural shift in the model race. (The Register: https://www.theregister.com/2026/04/24/deepseek_v4/)</description></item><item><title>ElevenLabs share sale reportedly doubles its valuation to $22B</title><link>https://alfageme.eu/radar/finance/#s-s018</link><guid isPermaLink="false">alfageme-radar-s018</guid><pubDate>Mon, 20 Apr 2026 07:00:00 +0000</pubDate><category>Finance</category><description>Two months after an $11B Series D led by Sequoia, the voice-AI leader's value doubled again on reported secondary demand. Voice is becoming a core AI interface. (L'Orient Today: https://today.lorientlejour.com/article/1549236/elevenlabs-the-start-up-specializing-in-ai-generated-voices-doubles-its-valuation-to-22-billion.html)</description></item><item><title>AESIA launches its Ideas Lab in A Coruña</title><link>https://alfageme.eu/radar/policy-regulation/#s-s031</link><guid isPermaLink="false">alfageme-radar-s031</guid><pubDate>Thu, 09 Apr 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>Spain's AI supervisor is building its advisory ecosystem ahead of the national AI law. Useful for SMEs looking for guidance and sandboxes. (Ministerio para la Transformación Digital: https://digital.gob.es/content/dam/portal-mtdfp/comunicacion/comunicacion_ministro/2026/04/2026-04-09/090426NdP.LaboratorioIdeasAESIA.pdf)</description></item><item><title>Mistral raises $830M in debt to buy GPUs for its own data centre south of Paris</title><link>https://alfageme.eu/radar/infrastructure/#s-s042</link><guid isPermaLink="false">alfageme-radar-s042</guid><pubDate>Mon, 30 Mar 2026 07:00:00 +0000</pubDate><category>Infrastructure</category><description>Its first debt financing pays for hardware at Bruyères-le-Châtel, run by Eclairion. Mistral aims for 200 MW of capacity across Europe by the end of 2027. (DCD: https://www.datacenterdynamics.com/en/news/mistral-ai-raises-830m-in-debt-financing-for-data-center-in-paris-france/)</description></item><item><title>Legora raises $550M Series D led by Accel, tripling its valuation to $5.55B</title><link>https://alfageme.eu/radar/finance/#s-s048</link><guid isPermaLink="false">alfageme-radar-s048</guid><pubDate>Tue, 10 Mar 2026 07:00:00 +0000</pubDate><category>Finance</category><description>The Stockholm legal-AI company is expanding in the US. Vertical AI for professional services is where the biggest application-layer rounds are going. (Bloomberg Law: https://news.bloomberglaw.com/antitrust/legal-ai-startup-legora-raises-550-million-for-us-expansion)</description></item><item><title>Brazil's Redata: tax suspensions for clean-energy data centres that reserve 10% of capacity for local firms</title><link>https://alfageme.eu/radar/policy-regulation/#s-s035</link><guid isPermaLink="false">alfageme-radar-s035</guid><pubDate>Thu, 26 Feb 2026 07:00:00 +0000</pubDate><category>Policy &amp; Regulation</category><description>The scheme offers about R$7B in exemptions over three years on equipment taxes, conditional on renewable power, water efficiency and 2% R&amp;D spend. Brazil already takes about 40% of LatAm data-centre investment. (Capacity: https://capacityglobal.com/news/redata-brazil-data-centres/)</description></item><item><title>Airbnb's AI agent now handles about a third of North American support conversations</title><link>https://alfageme.eu/radar/use-cases-tools/#s-s022</link><guid isPermaLink="false">alfageme-radar-s022</guid><pubDate>Sun, 15 Feb 2026 07:00:00 +0000</pubDate><category>Use cases &amp; Tools</category><description>Reported on the Q4 earnings call, with a goal above 30% of tickets worldwide within a year. Customer service is where agent ROI is easiest to prove. (CXM World: https://cxm.world/customer-experience/airbnbs-ai-speeds-customer-service-boosts-profits-plans-for-real-world-impact/)</description></item></channel></rss>