By Tommy Vee

Welcome back to AI Daybreak fellas! Today, we got TensorWave scoring $100M to scale its AMD-powered empire, Google kills the “I’m Feeling Lucky” button for AI Mode, and Amazon drops billions to build a Saudi-backed AI zone. Big money. Bold moves. Let’s get into it.

TensorWave Just Grabbed $100M—And They're All-In on AMD

Picture this: while everyone’s drooling over Nvidia, one crew’s making a backdoor play with AMD and just locked in a $100 million raise to double down.

Meet TensorWave, the Vegas-based data center disruptor that said, “Screw the status quo,” and built their AI muscle on AMD Instinct MI325X GPUs. This ain't your average cloud startup—they’re running at a $100M revenue pace, up 20x from last year. That’s cartel-level growth.

Magnetar and AMD Ventures led the round, with other big-money names like Maverick Silicon and Prosperity7 tagging along. With $146.7M in total war chest cash, TensorWave is gearing up to expand its 8,000-GPU cluster and triple its headcount.

Meanwhile, the rest of the AI world is feeling the heat—tariffs are pushing costs up, and bloated capacity is delaying even OpenAI’s $500B Stargate. But TensorWave? Business is booming.

Google Kills ‘I’m Feeling Lucky’: ‘AI Mode’ In Play

Say goodbye to that old-school “I’m Feeling Lucky” charm—Google’s yanking it from the homepage and slapping on a fresh coat of AI paint.

That’s right. “AI Mode” is taking its place, at least in the experimental Labs sandbox. It’s Google’s latest move in the AI arms race, and it’s dropping just in time to flex at Google I/O.

You know it’s serious when Google messes with the homepage. That page is sacred ground—barely touched in decades. But now? Pressure’s mounting. AI tools like ChatGPT are chewing into their search traffic, and even Apple is saying it out loud: Google Searches on Safari are down for the first time ever.

So what’s “AI Mode” gonna do? Details are light, but expect conversational answers, fewer links, and a whole lot of AI-generated fluff trying to predict what you really meant to ask.

Will this move save Google’s search throne? Or are they just slapping duct tape on a crumbling empire?

Time will tell. But one thing’s clear: the old Google is fading. And "I’m Feeling Lucky" just got whacked.

Amazon and Saudi Arabia Team Up: $5B+ AI Power Play

Amazon’s cutting a massive check—$5 billion-plus—to partner with Humain, Saudi Arabia’s shiny new AI startup backed by Crown Prince Mohammed bin Salman. The goal? Build a full-blown “AI Zone” in the kingdom, powered by AWS.

We're talking servers, networks, training hubs—the works. Humain’s promising to build AI on AWS tech while helping Saudi startups plug into the system.

Saudi’s Public Investment Fund is fueling this fire, already in bed with Nvidia, AMD, and a growing list of U.S. tech titans chasing oil-rich AI dollars. Even Trump showed up at a Saudi investment forum this week, clearing the path for more U.S.-Saudi tech deals.

Local data storage laws are forcing vendors to set up shop in-country—or lose out. Amazon’s already spending $5.3B on a new AWS region in Saudi by 2026. This new AI Zone? It’s on top of that.

No word yet on where the extra billions are coming from—but when Big Tech sees a golden oilfield of AI talent and cash, they don’t ask questions. They build data centers.

The Tommy Vee Take

That’s it for this week’s AI Daybreak. The players are bigger, the bets are bolder, and the AI chessboard just got another layer of power plays.

Stay sharp—next week’s moves might just redraw the map. See you next time, bozo’s! This is Tommy Vee, signing off.