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AI Daily Brief — 25 October 2025

Saturday closed a hot funding week. $3.6B raised across AI infrastructure, wearables and enterprise the week ending Oct 25 — led by Crusoe ($1.38B Series E at $10B for Abilene 1.2 GW + 45 GW global pipeline), Sesame ($250M Series B for AI smart glasses), Fal.ai ($250M at $4B). DeepAgent paper (arXiv:2510.21618) hit indexes — Renmin University end-to-end deep-reasoning agent with autonomous tool discovery via ToolPO RL; accepted to WWW 2026, outperforms baselines on ToolBench, API-Bank, ALFWorld, WebShop, GAIA, HLE. Anthropic-Google TPU deal still being digested — Jefferies’ Blayne Curtis flagged it as a setback for Amazon Trainium; DA Davidson estimated Google TPUs could capture 20% of global AI chip market. Qwen overtakes Llama on Hugging Face cumulative downloads. FLI superintelligence statement kept gathering signatures through the weekend — passed 850 high-profile names (Hinton, Bengio, Wozniak, Branson, Mary Robinson, Meghan Markle, Bannon, ex-JCS chair Mike Mullen, ex-NSA Susan Rice) on the way to 31,000+.

Top stories

  • $3.6B AI funding week. Crusoe $1.38B Series E + Sesame $250M + Fal.ai $250M plus enterprise rounds. via TechStartups
  • Crusoe $1.38B Series E at $10B. Mubadala + Valor Equity Partners lead; NVIDIA, Fidelity, Founders Fund. Funds 1.2 GW Abilene Texas AI DC campus + 45 GW global development pipeline. via Crusoe
  • DeepAgent paper hits arXiv. Renmin University end-to-end deep-reasoning agent with autonomous tool discovery via ToolPO RL. Accepted to WWW 2026. Outperforms baselines on ToolBench, API-Bank, ALFWorld, WebShop, GAIA, HLE. via arXiv
  • Anthropic-Google TPU deal still rippling. Jefferies’ Curtis: setback for Amazon Trainium. DA Davidson: Google TPUs could capture 20% of global AI chip market. via CNBC
  • FLI superintelligence statement passes 850. Hinton, Bengio, Wozniak, Branson, Mary Robinson, Meghan Markle, Bannon, Mullen, Rice — on the way to 31,000+ signatures. via CNBC
  • Sora 2 iOS crosses 1M downloads. Beats ChatGPT debut pace. Continues to top App Store through Oct 25. via OpenAI
  • TC Disrupt 2025 preview cycle in full swing. Opening Mon Oct 27 in San Francisco. AI sessions across creative tools, space-AI (Ursa, Violet Labs, The Aerospace Corp), agentic coding. via TechCrunch

Who shipped

Nobody Saturday. OpenAI, Anthropic, Google, Meta, xAI, DeepSeek, Alibaba dark. Atlas continued rollout.

Open-source pulse

Qwen series passed Meta Llama in cumulative Hugging Face downloads — structural shift in open-weights leadership. Qwen3-VL-8B-Instruct and Qwen3.5-35B-A3B led trending charts.

Money, infra & hardware

Crusoe $10B post-money + Sesame + Fal.ai = $3.6B for the week. Anthropic-Google TPU deal continued reshaping analyst models.

Quiet corners

DeepAgent paper + FLI signature momentum the main signals. No EU AI Act movement.

By the numbers

  • $3.6B — AI funding week ending Oct 25
  • $1.38B / $10B — Crusoe Series E / post-money
  • 1.2 GW / 45 GW — Crusoe Abilene / global pipeline
  • 850+ — FLI superintelligence signers
  • 20% — DA Davidson’s projected Google TPU global share
  • Most-mentioned company: Crusoe
  • Quietest segment: everything except funding

Compiled by AI Feed’s editor from verified web sources for 25 October 2025.