Nvidia Acquires SchedMD and Releases New AI Models - Enterprise AI Brief #46
December 19, 2025 -
Enterprise AI Brief
Hi there,
Welcome to this edition of the Enterprise AI Brief dated December 19, 2025. In today's newsletter, we delve into a series of significant developments in the AI industry. Nvidia has made headlines with its acquisition of SchedMD and the release of new AI models, marking a strategic expansion in its AI capabilities. Meanwhile, Prudential has partnered with Cyberport to drive AI innovation, aiming to enhance technological advancements in the financial sector.
In other news, Siemens and GlobalFoundries have joined forces to integrate AI into chip manufacturing, a move that could revolutionize production processes. Additionally, Broadcom has announced a surge in AI sales, attributed to major deals that underscore the growing demand for AI solutions. Stay tuned as we explore these stories and more, providing insights into the ever-evolving landscape of artificial intelligence.
Welcome to this edition of the Enterprise AI Brief dated December 19, 2025. In today's newsletter, we delve into a series of significant developments in the AI industry. Nvidia has made headlines with its acquisition of SchedMD and the release of new AI models, marking a strategic expansion in its AI capabilities. Meanwhile, Prudential has partnered with Cyberport to drive AI innovation, aiming to enhance technological advancements in the financial sector.
In other news, Siemens and GlobalFoundries have joined forces to integrate AI into chip manufacturing, a move that could revolutionize production processes. Additionally, Broadcom has announced a surge in AI sales, attributed to major deals that underscore the growing demand for AI solutions. Stay tuned as we explore these stories and more, providing insights into the ever-evolving landscape of artificial intelligence.
Nvidia Acquires SchedMD and Releases New AI Models
On December 15, 2025, Nvidia announced its acquisition of SchedMD to bolster its open-source AI initiatives. The company also introduced new AI models named Nemotron 3 to enhance AI agent efficiency. Read more
Prudential Partners with Cyberport to Boost AI in Hong Kong
Prudential Hong Kong Limited has signed a Memorandum of Understanding with Hong Kong Cyberport Management Company Limited to enhance AI innovation in the insurance sector. The collaboration aims to strengthen Prudential's AI initiatives and leverage Cyberport's resources to foster talent and identify impactful AI use cases. Read more
Itochu and Castrol Partner for Liquid Cooling in Japan
Japanese conglomerate Itochu Corporation and Castrol have signed a memorandum of understanding to promote liquid cooling solutions for data centers in Japan, addressing rising electricity demands and heat loads. Read more
ASEAN to Gain from AI Investment by Tech Giants
Maybank Investment Bank predicts significant growth in AI investments in ASEAN, fueled by global tech companies' increased spending on chips and data centers. The report notes a rise in U.S. AI-related imports and growth in electronics exports from Vietnam, Thailand, and Malaysia. Read more
SK Group Plans to Sell Stake in AI Data Center
South Korea's SK Group is planning to sell up to a 49% stake in an AI data center, potentially raising $1.4 billion. The sale has attracted interest from private equity firms including KKR. Read more
Workday Partners with U.S. Tech Force for AI Workforce
On December 15, 2025, Workday, Inc. announced its collaboration with the U.S. Tech Force to enhance the federal government's technology workforce, focusing on AI and digital skills. Read more
NTT DATA and OSENSE Launch AI Training Platform
NTT DATA and OSENSE have partnered to create an AI training platform for the Taiwan Institute of Sports Science, focusing on predictive analysis to enhance athlete performance. Read more
NJEDA and CoreWeave Launch $20M AI Fund for Startups
The New Jersey Economic Development Authority and CoreWeave have introduced a $20 million fund to support startups linked to the NJ AI Hub Strategic Innovation Center, aiming to boost AI innovation in New Jersey. Read more
Argyll Infrastructure Holdings Secures Funding for AI Data Center
Argyll Infrastructure Holdings has obtained £15 million in initial funding for an AI data center in Dunoon, Scotland, with plans for an additional £100 million. The project aims to position Scotland as a key hub for AI computing infrastructure. Read more
Summit Acquires HorizonIQ, Expands Data Centers
Managed IT infrastructure provider Summit has acquired HorizonIQ, enhancing its private cloud capabilities and gaining access to nine data centers. Read more
Palantir Launches Chain Reaction OS with Nvidia and CenterPoint Energy
US software developer Palantir has introduced Chain Reaction, an operating system designed to assist power generation and distribution companies in expediting AI data center developments. The platform, created in collaboration with Nvidia and CenterPoint Energy, aims to modernize power plants and stabilize power grids to address energy challenges in AI development. Read more
REI Systems Unveils GovSBIR for Federal Grant Management
REI Systems has launched GovSBIR, an AI-driven platform aimed at improving the management of federal SBIR and STTR programs. The platform offers a low-code solution to streamline grant and contract award processes, enhancing efficiency and transparency. Read more
Accenture Acquires Majority Stake in DLB Associates
Accenture has agreed to acquire a 65% stake in DLB Associates, a US-based AI data center engineering firm. This move is intended to boost Accenture's capabilities in AI-driven data center development. Read more
Mistral AI Partners with Tesco for AI Retail Solutions
Tesco has partnered with French start-up Mistral AI in a three-year agreement to develop AI solutions for retail innovation. The collaboration includes creating a joint AI lab to enhance customer and colleague experiences and improve data analysis. Read more
Google Promotes Amin Vahdat to AI Infrastructure Chief Technologist
Google has appointed Amin Vahdat as the chief technologist for AI infrastructure, a new role that underscores the company's focus on AI infrastructure investments. Vahdat will report directly to CEO Sundar Pichai. Read more
Cognizant Opens AI Lab and Studio in Bengaluru
Cognizant has announced the launch of its Artificial Intelligence Lab and Cognizant Moment Studio in Bengaluru, India. This is part of a $1 billion investment to advance AI capabilities and improve customer experiences over the next three years. Read more
PubMatic and Kontext Partner for AI Chatbot Ads
PubMatic has partnered with startup Kontext to allow advertisers to place ads in AI chat interfaces through programmatic auctions, offering new monetization opportunities. Read more
Pega and AWS Partnership Reaches $1.56 Billion in Contracts
In 2025, Pega announced a total contract value of $1.56 billion, attributed to its collaboration with AWS and new features for Pega Blueprint. The partnership focuses on modernizing legacy systems with AI workflows. Read more
MyDello Raises €3.1 Million for AI Freight Automation
Estonian startup MyDello has secured €3.1 million in funding to enhance its digital freight forwarding platform and expand internationally, starting with the UK. Read more
Gram Car Carriers Adopts Orca AI Safety Platform
Gram Car Carriers has entered a multi-year agreement with Orca AI to implement its operational platform across its fleet, aiming to improve navigational safety and operational consistency. Read more
UPS Invests $120 Million in Robot Technology
UPS is investing $120 million in 400 truck-unloading robots from Pickle Robot Co. to improve delivery efficiency and reduce bottlenecks as part of a larger automation strategy. Read more
MapLight and SandboxAQ Partner for AI-Driven CNS Therapies
MapLight Therapeutics has partnered with SandboxAQ in a $200 million deal to develop AI-driven therapies for central nervous system diseases, focusing on a novel GPCR target. Read more
TAE Technologies and UKAEA Form TAE Beam UK
TAE Technologies and the UK Atomic Energy Authority have launched a joint venture called TAE Beam UK to advance fusion technology and develop neutral beams for various applications. Read more
Cognizant Expands Synapse Initiative to Upskill Millions
Cognizant has announced an expansion of its Synapse initiative, with a goal to upskill two million individuals by 2030. The program aims to prepare the workforce for the digital age, focusing on the impact of AI on jobs. Read more
Blue Owl Capital Withdraws from Oracle's Data Center Project
Blue Owl Capital has decided not to provide financial backing for Oracle's $10 billion data center project in Saline Township, Michigan. The project is still expected to proceed with Blackstone in talks to take over the funding. Read more
Google and Meta Team Up to Improve AI Chips for PyTorch
Google is collaborating with Meta to enhance its AI chips' compatibility with PyTorch through a new initiative called 'TorchTPU'. This effort aims to challenge Nvidia's market dominance by making Google's TPUs more accessible to PyTorch users. Read more
PayPal Utilizes PYUSD for AI Infrastructure
PayPal is using its PYUSD stablecoin to finance AI infrastructure through the USD.AI protocol, supporting onchain funding for GPUs and data centers. Read more
Mistral AI Launches Mistral OCR 3 with Enhanced Capabilities
Mistral AI has released Mistral OCR 3, an upgraded version of its document processing tool, featuring improved accuracy and a cost-effective pricing model. Read more
Yann LeCun and Alexandre LeBrun Plan New AI Startup
Yann LeCun, former chief AI scientist at Meta, is collaborating with Alexandre LeBrun to establish a new AI startup, aiming for a €3 billion valuation and focusing on AI systems for robotics and transport. Read more
Vantage Data Centers Begins Texas Campus for OpenAI
Vantage Data Centers has started construction on a new data center campus in Shackelford County, Texas, to support OpenAI. The project will include 10 data centers and create over 5,000 jobs. Read more
FedEx and Accenture Launch AI Training for Employees
FedEx has partnered with Accenture to launch an AI education program for its 500,000 employees, aiming to enhance AI skills across the company using Accenture's LearnVantage platform. Read more
Siemens and GlobalFoundries Collaborate on AI in Chip Manufacturing
Siemens and GlobalFoundries have announced a strategic partnership to incorporate AI into semiconductor manufacturing, aiming to improve efficiency and reliability in chip production. Read more
Broadcom Announces AI Sales Surge with Major Deals
Broadcom has reported a significant increase in AI-related sales, including a $10 billion custom-chip deal with Anthropic and an additional $11 billion order. The company also disclosed a $1 billion order from a fifth unnamed customer, contributing to a $73 billion backlog in AI-related orders. Read more
China's AI Industry to Surpass 1.2 Trillion Yuan by 2025
The China Academy of Information and Communications Technology predicts that China's core AI industry will exceed 1.2 trillion yuan by 2025, driven by advancements in AI technology and its applications in sectors like manufacturing and robotics. Read more
Oracle Expands AI with gpt-oss Models and Import Features
Oracle Cloud Infrastructure has launched OpenAI gpt-oss models and a Model Import feature, enhancing its Generative AI capabilities. These models offer enterprise-grade reliability, and the new feature allows users to import models from Hugging Face or OCI Object Storage. Read more
Amazon Appoints New AI Organization Leader
Amazon has appointed Peter DeSantis to lead a new AI-focused organization. This team will manage Amazon's AI models, silicon development, and quantum computing. Read more
S&P Global Launches $10 Million AI Education Initiative
On December 17, 2025, S&P Global announced StepForward, a $10 million initiative to prepare youth for AI-driven careers, supporting nonprofits and expanding employee volunteering. Read more
Amazon AI Chief Rohit Prasad Resigns Amid Restructuring
Rohit Prasad, head of artificial general intelligence at Amazon, will resign by the end of the year as the company restructures its AGI unit. Amazon CEO Andy Jassy announced a new focus on AI models, custom chips, and quantum computing. Read more
Kolon Benit Launches AI Platform with Red Hat
On December 15, 2025, Kolon Benit announced a new AI platform developed with Red Hat and Rebellions, designed to improve AI inference using heterogeneous semiconductors. The platform includes a safety system for construction sites to enhance hazard detection. Read more
Nissan and Sonatus Use AI for Vehicle Development
Nissan Technical Centre Europe is partnering with US-based Sonatus to enhance vehicle development using AI tools. The collaboration aims to reduce fault-finding cycles and improve data-driven validation for future electric vehicle models. Read more
Pure Data Centres to Build Major AI-Ready Data Center in Amsterdam
Pure Data Centres is investing over €1 billion in a new hyperscale data center in Amsterdam, named AMS01. The project will include three towers and is anticipated to generate over 1,000 jobs, enhancing digital infrastructure and energy resilience in the area. Read more
X8 Cloud to Invest $50 Billion in Paraguay AI Data Center
U.S.-based X8 Cloud plans a significant investment in Paraguay to construct the largest AI data center in South America, starting in 2026. The project will leverage local dam power and aims to generate thousands of jobs, though it faces scrutiny over energy supply and regulations. Read more
LG U+ and Google Launch 'Google AI Pro' in South Korea
On December 14, 2025, LG U+ announced a partnership with Google to launch 'Google AI Pro', offering access to Google's AI service Gemini 3 and 2TB of cloud storage in South Korea. Read more
Aderant and Harvey Partner for AI Legal Solutions
On December 15, 2025, Aderant and Harvey announced a partnership to integrate AI-driven legal workflows with business management solutions for law firms, aiming to enhance transparency, accuracy, and productivity. Read more
Cognizant Signs IT Service Agreement with ERIKS
Cognizant has entered a five-year agreement with ERIKS to manage IT services and modernize infrastructure. The partnership aims to boost operational efficiency and support strategic IT goals. Read more
ACT Bar Association Partners with AI Legal Assistant for Barristers' Training
The ACT Bar Association has announced a partnership with AI Legal Assistant to offer AI training for barristers from January 2026 to June 2027, including hands-on training and technical updates. Read more
AZIO AI Valued at $480 Million
AZIO AI Corporation has been independently valued at approximately $480 million, highlighting its growth in AI infrastructure. The valuation is driven by increased revenue, GPU capabilities, and strategic transactions. Read more
ServiceNow Acquires Moveworks to Boost AI Platform
ServiceNow has completed its acquisition of Moveworks, an AI workplace assistant specialist. This integration aims to streamline employee interactions and enhance workflow automation through a unified interface. Read more
Blackstone Invests $400 Million in Cyera
Investment firm Blackstone leads a $400 million funding round for cybersecurity startup Cyera, boosting its valuation to $9 billion. Read more
Pickle Robot Appoints Former Tesla Exec as CFO
Pickle Robot has appointed Jeff Evanson, a former Tesla executive, as its first chief financial officer. The company is expanding its partnership with UPS, which plans to invest $120 million in purchasing 400 autonomous robots. Read more
Anthropic Introduces Open Agent Skills Standard
Anthropic has launched its Agent Skills as an open standard, enabling the development and deployment of reusable AI skills for enterprise use. The update features a directory of partner-built skills and new management tools for enterprise customers. Read more
Amazon Introduces AI 'Greetings' for Ring Doorbells
Amazon has launched a new feature called 'Greetings' for its Alexa+ service, integrating conversational AI into Ring doorbells. This feature helps users manage deliveries and interact with visitors using video descriptions. Read more
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