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Markets, media, and mobility all shifted this week. AI is shaping where companies place their biggest bets. Oracle is pushing cloud deeper into the AI economy. YouTube is expanding creator reach across languages. Adobe is putting agents into customer workflows. OpenAI is entering Asia with a partner few saw coming. What ties them together is not the technology itself, but the speed at which it becomes infrastructure.
📌 In today’s Generative AI Newsletter:
Oracle is pushing cloud deeper into the AI economy.
OpenAI is entering Asia with a partner few saw coming.
YouTube is expanding creator reach across languages.
Adobe is putting agents into customer workflows.
Special highlight from our network
Inside Mobile Economics: Mode’s Growth Story
With 50M+ users and 32,481% growth, Mode Mobile is shaping a new chapter in consumer tech. Join GenAI Works as we stream @EarnWithMode’s Semi-Annual Earnings Call, a first-hand look at how incentive-driven design is rewriting mobile economics.
What you’ll get:
How users earn up to $1,200/year just by using their phones
What 32,481% growth means in practice
Mode’s pre-IPO offering and road to IPO
Live Q&A
🎙️ Featuring: CEO Dan Novaes & CFO Prakash Ramachandran
🗓️ Sept 16 | ⏰ 2PM ET: Streaming LIVE on X - Broadcasting from Generative AI LinkedIn page
📌 This one is for founders, product and growth leaders, investors, and mobile strategists.
Set a reminder. Bring your questions. Don’t miss it.
💹Oracle’s Cloud Stockpiles Skyrocket on $144B AI Forecast
Image Credits: David Paul Morris / Bloomberg / Getty Images
Oracle stock rose 36% in one day after CEO Safra Catz projected that cloud revenue tied to AI will reach $144B by 2030, up from $18B this year. Math aside, the narrative matters here, and Oracle has claimed the infrastructure high ground.
Inside the power play:
Big bets land big contracts: Four multibillion-dollar Q1 deals. Backlog up 359% to $455B.
GPU arbitrage at scale: Oracle is stockpiling Nvidia GPUs and renting them to those who are (hello, OpenAI, Meta, xAI).
Infra arms race: CapEx is jumping to $35B in 2026, nearly double from 2024.
Earnings: Revenue and EPS slightly missed, but no one cared. The vision won.
Oracle is building oil rigs during this AI boom. While the hyperscalers fight over user-facing agents, Oracle is cornering compute and tying up customers long term.
🌏 Thinking Machines Becomes OpenAI’s First APAC Partner
Image: Getty Images
In a move that flew under the radar but shouldn’t have, OpenAI named Thinking Machines, a Manila-based AI consultancy, its first services partner in the Asia Pacific.
Why it matters:
Not just tech, capability building: Workshops, executive alignment and AI-as-transformation… not just tool adoption.
Enterprise focus: Pilots are easy. Scaling takes process redesign, skill-building and a top-down vision. That’s the pitch.
Agentic AI, governed: Multi-step automation with human-in-command, audit trails and sector-specific controls.
CEO Stephanie Sy calls it “AI-native transformation.” Their work with clients like the Bank of the Philippine Islands shows what that looks like: retrieval-augmented agents trained on Filipino, English, and Taglish, returning answers with citations and policy logic.
This is about making AI stick across culture, compliance, and capability. OpenAI just bet on that model in APAC.
🌍 YouTube Wants to Make Every Creator Multilingual
Image Credits: Euronews
YouTube is reshaping what it means to be a global creator. The platform is now rolling out multi-language dubbing and localized thumbnails, powered by Google’s Gemini. The goal is to make anyone with a camera go worldwide, without starting a second channel or learning a second language.
What’s shipping:
Auto-dubbing with style: AI-generated tracks that preserve tone and style. Creators like MrBeast and Jamie Oliver are already seeing a global lift.
25% of watch time = non-native: This is a baked-in growth strategy.
Localized thumbnails: Now testing with smart image swaps for each market.
Mark Rober has already added 30+ languages to some videos. This opens an entirely new curve for creators already maxing out English-speaking audiences. YouTube is making it clear: if your content isn’t localized, it’s leaving reach (and revenue) on the table.
🧠 Adobe Launches AI Agents for CX Orchestration
Image Credits: Adobe
Adobe just hit publish on its AI agent stack and it means business. This enterprise-grade, goal-oriented orchestration is embedded directly into Adobe’s most powerful marketing tools.
The agent lineup:
Audience Agent: Predictive segmentation, built for scale.
Journey Agent: Goal-based cross-channel campaigns with automated optimization.
Experimentation Agent: Causal testing with lift predictions and optimization hints.
Site Optimization Agent: Monitors engagement issues before humans do.
Support Agent: Case resolution + product guidance, with audit trails.
All coordinated via Agent Orchestrator, Adobe’s new reasoning engine, which determines which agents to activate, when to hand off, and how to align with business goals.
Adobe is quietly baking agentic intelligence into the systems that Fortune 500 companies already use. This is what infrastructure-led AI adoption looks like.
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