August 15, 2025 · 24-Hour AI Briefing: Cohere Funding, JD Health’s AI Healthcare, Intel Manufacturing Investment, Capital Bets on AI Stocks
Over the past 24 hours, the global AI sector has seen a surge of activity in capital markets, application rollouts, and industrial investment. From Canada’s Cohere securing hundreds of millions in funding, to JD Health making significant strides in AI-powered healthcare, to Intel potentially receiving government capital support, and top investors increasing their stakes in AI stocks—these developments highlight how both technology and capital deployment are driving the AI race forward.
1. Cohere Secures $500M in Funding, Valued at $6.8B
Canadian AI startup Cohere has announced the completion of a $500 million funding round, bringing its valuation to $6.8 billion. The round was led by Radical Ventures and Inovia Capital, with participation from AMD Ventures, NVIDIA, PSP Investments, and Salesforce Ventures.
Cohere focuses on enterprise AI model development, plans global expansion, and has appointed former Meta VP Joelle Pineau as Chief AI Officer and former Uber executive Francois Chadwick as CFO.
Commentary:
Unlike most AI companies such as OpenAI that focus on broad foundational models, Cohere specializes in building AI models tailored for enterprises—giving it a strong competitive edge in this niche. The involvement of industry giants like AMD and NVIDIA underscores the market’s confidence in its long-term potential. AI may be the megatrend, but the question remains: who will emerge as the ultimate leader?
2. JD Health’s H1 Revenue Up 24.5%, AI “JD Doctor” Serves Over 50M Users
JD Health reported 2025 first-half revenue of 35.3 billion yuan, up 24.5% year-on-year; non-IFRS net profit reached 3.57 billion yuan, up 35%.
Its “AI JD Doctor” product series has served over 50 million users, covering the full online healthcare journey from consultations to prescriptions. The company also launched China’s first full-scenario AI product for hospitals—JD Joy Doc—which is already in use in multiple medical institutions.
Commentary:
JD Health has deeply integrated AI into healthcare, launching intelligent agents such as AI doctors, pharmacists, and nutritionists, as well as AI-assisted diagnostic and research tools for physicians. With high concurrency and 24/7 availability, AI makes online healthcare more efficient and personalized—directly contributing to stronger financial performance.
3. Intel May Receive Government Capital Injection to Support Manufacturing Projects
Reports suggest that the U.S. government is considering a financial investment in Intel to support its chip manufacturing project in Ohio. While Intel’s latest earnings were underwhelming and its manufacturing division has suffered billions in cumulative losses against competitors like TSMC, the company still holds a strategic position in the semiconductor industry.
Commentary:
Unless officially confirmed, such reports should be treated as speculation. However, if the capital injection materializes, it could provide short-term relief to Intel’s financial pressure and buy time for strategic restructuring in its manufacturing business.
4. AI Stocks Remain a Magnet for Capital
Bridgewater Associates’ Q2 2025 holdings report shows Alphabet (GOOGL.US) as its fifth-largest position, with 5.6 million shares worth $987 million—3.98% of the portfolio—up 84.08% from the previous quarter.
NVIDIA (NVDA.US) saw a 154.37% increase in holdings, becoming Bridgewater’s third-largest position. Microsoft (MSFT.US) and Meta (META.US) ranked sixth and eighth, while Salesforce (CRM.US) also made the top ten—all heavily tied to AI.
Meanwhile, prominent value investor Duan Yongping increased his holdings by 320,000 shares in NVIDIA and 830,000 shares in Google during Q2, also betting heavily on AI.
Commentary:
The moves by Bridgewater and Duan Yongping reflect top-tier investors’ unwavering confidence in the AI sector. AI has evolved from an emerging concept into a core investment theme in global capital markets, accelerating its transformation of technology and industry landscapes.
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For a recap of other major AI events in the past 72 hours, read:
Tencent’s Strong Earnings, Apple Plans New AI Devices, Cathie Wood Adds to PonyAI