Cosmos

Infinity raises $15M at a $100M valuation to build a CUDA-style, chip-agnostic kernel software stack for universal AI inference, backed by Touring Capital, Principal VC, and researchers from OpenAI/Anthropic, with 26 employees and a notable customer (D-Matrix).

CAISI leadership turnover and US regulatory moves underscore AI governance risk, while Japan’s massive physical-AI investments and Nvidia-driven infrastructure signal a major, capex-heavy shift in AI deployment.

Nvidia’s Japan push centers on a sovereign AI program (Noetra) built with massive public-private funding, a national AI infrastructure data center, and heavy industrial participation, signaling a shift toward domestically controlled physical-AI capabilities backed by Nvidia hardware.