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Applied AI·July 3, 2026·1 min read

Google DeepMind and A24 announce first-of-its-kind research partnership

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DeepMind partnering with A24 formalizes AI labs working directly with top-tier storytellers — not just tooling them, but co‑researching new formats. For media operators, assume the frontier of “AI + film/TV” will be defined by a few deep lab–studio alliances, and plan your own partnerships or differentiation accordingly.

Applied AI

AI infrastructure stocks have overtaken the tech hyperscalers in a shift UBS calls ‘extraordinary’

Public markets are repricing from “own the platform” to “own the picks-and-shovels”—UBS is calling for 600% value creation in AI infra vs 100% for hyperscalers over four years. If you’re an operator, this means more aggressive infra vendors, richer financing options for hardware-heavy plays, and potentially tougher pricing from suppliers who now see themselves as the growth story.