Google $80B, Nvidia's $400M Deal & US AI Review Order | Diffusion by Defined.ai EP.24

This week: Google raises $80B for AI infrastructure, Nvidia acquires Kumo AI for $400M, and Washington starts reviewing frontier AI models. Diffusion by Defined.ai — your espresso shot of AI news that actually matters. Hosted by Ana Palma, SEO & Content Marketing Specialist at Defined.ai. This week: five stories. 🔴 US executive order: voluntary pre-release AI review On June 2nd, Trump signed an executive order on AI and cybersecurity. Companies building the most powerful AI models are now being asked to submit them to the government for review before release — up to 30 days out. It's voluntary, but it's official. The order also sets up an AI cybersecurity clearinghouse for flagging vulnerabilities across government AI infrastructure. Voluntary today doesn't mean voluntary forever. 🔴 Google raises $80 billion for AI infrastructure Alphabet's first equity raise in roughly two decades. $10B from Berkshire Hathaway via private placement, another $30B through an underwritten public offering. A company generating hundreds of billions in revenue a year choosing to dilute its own shareholders to fund AI at scale. The infrastructure race isn't slowing down — and the gap between those who can afford to scale and those who can't is about to matter a lot more. 🔴 Nvidia acquires Kumo AI for $400M+ Kumo builds predictive AI for enterprise structured data — customer databases, transaction records. Clients include DoorDash, Reddit, and Sainsbury's. The three co-founders came from Pinterest, Stanford, and LinkedIn. For Nvidia, this is a move up the stack — from chips to the enterprise software layer running on top of them. Over 100 acquisitions and counting: Nvidia is building toward owning the full AI pipeline. 🔴 AlphaSense raises $350M at a $7.5 billion valuation Nearly double its previous $4B valuation. Led by Vitruvian Partners, Accenture Ventures, and J.P. Morgan Asset Management. AlphaSense crossed $600M in ARR in Q1 2026, up from $500M in October 2025. Accenture joins as its first official channel partner, embedding AI market intelligence into agentic workflows at client organizations. 🔴 Collate raises $95M for life sciences AI The San Francisco startup — founded in 2024 — automates documentation for regulatory filings, clinical trials, and product development in life sciences. 50+ customers including major pharma and medical device manufacturers. Documents that used to take months now take a fraction of the time — up to 90% faster. Building AI for regulated healthcare requires clinical data that is scarce, highly specific, and difficult to source. That's exactly what Defined.ai's Marketplace is built for. 🔗 Explore medical AI datasets → https://defined.ai/datasets --- Subscribe for weekly AI news that cuts through the noise. New episode every week. #AINews #Google #Alphabet #AIInfrastructure #Nvidia #KumoAI #AIAcquisition #USAIPolicy #AIExecutiveOrder #AlphaSense #FinancialAI #CollateAI #LifeSciencesAI #ClinicalAI #AITrainingData #DefinedAI #Diffusion #WeeklyAI #EnterpriseAI #LLM #GenerativeAI