EU Mulls Pausing Parts of AI Legislation

By: Reuters | Date: November 7, 2025

The European Commission is reportedly considering pausing certain provisions of its landmark AI Act after major tech companies and the U.S. government raised trade concerns ([www.reuters.com](https://www.reuters.com/business/eu-weighs-pausing-parts-landmark-ai-act-face-us-big-tech-pressure-ft-reports-2025-11-07/#:~:text=The%20European%20Commission%20is%20considering,implementing%20measures%20that%20could%20strain)). The proposed delay would simplify digital regulation in a move expected to be finalized by mid-November 2025.

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EU Delays High-Risk AI Rules to 2027

By: Reuters | Date: November 19, 2025

EU regulators announced they will postpone portions of the AI Act governing “high-risk” applications (like biometrics, health and law enforcement) from 2026 to December 2027 ([www.reuters.com](https://www.reuters.com/sustainability/boards-policy-regulation/eu-delay-high-risk-ai-rules-until-2027-after-big-tech-pushback-2025-11-19/#:~:text=The%20European%20Commission%20announced%20on,to%20AI%20applications%20in%20sensitive)). The delay is part of a broader “Digital Omnibus” effort to lighten the compliance burden while still maintaining oversight.

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EU Proposes “Digital Omnibus” to Ease AI and Privacy Rules

By: Reuters | Date: November 19, 2025

European regulators are drafting a “Digital Omnibus” package aimed at simplifying AI and data regulations ([www.reuters.com](https://www.reuters.com/sustainability/boards-policy-regulation/eu-ease-ai-privacy-rules-critics-warn-caving-big-tech-trump-2025-11-19/#:~:text=The%20European%20Commission%20is%20poised,data%20for%20AI%20training%20under)). Under the plan, companies could use user data for training AI under “legitimate interest” and some AI registration requirements would be eased, moves critics say respond to big-tech and political pressure.

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Industry Urges Pragmatic EU Chips Act 2.0

By: Reuters | Date: November 18, 2025

European chip industry representatives are calling for a more realistic EU Chips Act revision to close the gap with U.S. and Asia ([www.reuters.com](https://www.reuters.com/world/china/industry-urges-pragmatic-eu-chips-act-20-to-close-gap-with-us-china-2025-11-18/#:~:text=SEMI%20Europe%2C%20representing%20numerous%20European,suggests%20shifting%20focus%20from%20solely)). SEMI Europe suggests focusing on existing strengths (like EU equipment makers) and simplifying aid rules, rather than narrowly targeting leading-edge fabs.

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AMD Sees Data Center Revenue Tripling by 2030

By: Reuters | Date: November 11, 2025

AMD projected that annual data-center chip revenue could hit $100 billion by 2030, a more-than-threefold increase ([www.reuters.com](https://www.reuters.com/business/amd-expected-outline-plans-ai-chip-business-analyst-day-2025-11-11/#:~:text=Advanced%20Micro%20Devices%20,increasing%20demand%20for%20artificial%20intelligence)). This forecast aligns with analysts’ view of a $1 trillion data-center chip market, driven largely by surging AI demand.

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AMD Outlines Ambitious AI Growth Targets

By: Reuters | Date: November 12, 2025

AMD announced aggressive long-term growth goals, including $100 billion in annual data-center revenue and a forecast of a $1 trillion AI chip market by 2030 ([www.reuters.com](https://www.reuters.com/business/amd-shares-climb-investors-cheer-long-term-growth-targets-2025-11-12/#:~:text=AMD%20shares%20surged%20nearly%205,market%20by%202030%2C%20citing%20AI)). CEO Lisa Su said new products (like MI400 chips) aim to capture more AI chip market share from Nvidia.

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AMD Hikes Q4 Revenue Forecast on AI Demand

By: Reuters | Date: November 4, 2025

AMD forecast fourth-quarter sales of about $9.6 billion, exceeding estimates thanks to strong customer demand for its AI-focused chips ([www.reuters.com](https://www.reuters.com/business/amd-forecasts-fourth-quarter-revenue-above-estimates-2025-11-04/#:~:text=Advanced%20Micro%20Devices%20,Despite)). The boost reflects investments in data centers (notably by OpenAI and the U.S. DOE) and growing enterprise deployment of AMD’s hardware.

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Nvidia Posts Record Q3 Results on AI Boom

By: Reuters | Date: November 20, 2025

Nvidia reported Q3 revenue of $57 billion (up 62% year-on-year) and $32 billion net profit, both records ([www.reuters.com](https://www.reuters.com/markets/us/nvidia-beat-may-yet-stir-fear-street-2025-11-20/#:~:text=Nvidia%20reported%20a%20record,CEO%20Jensen)). The company’s guidance for roughly $65 billion in Q4 revenue far exceeded expectations, driven by blockbuster demand for its AI GPUs.

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Nvidia Calms AI Bubble Fears with Strong Forecast

By: Reuters | Date: November 19, 2025

After its Q3 earnings, Nvidia assured investors that AI demand is broad and healthy ([www.reuters.com](https://www.reuters.com/world/china/ai-leader-nvidia-forecasts-fourth-quarter-revenue-above-estimates-2025-11-19/#:~:text=Nvidia%20has%20reassured%20investors%20concerned,integral%20across%20cloud%20providers%2C%20on)). CEO Jensen Huang noted that AI growth is “real and widespread,” citing robust year-on-year revenue and strong bookings, helping ease concerns about an AI hype bubble.

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Alphabet Nears $4 Trillion Market Value on AI Rally

By: Reuters | Date: November 25, 2025

Google’s parent, Alphabet, has rocketed toward a $4 trillion market cap amid enthusiasm for its AI initiatives ([www.reuters.com](https://www.reuters.com/business/alphabet-pace-hit-4-trillion-market-value-ai-gains-momentum-2025-11-25/#:~:text=Alphabet%20is%20on%20track%20to,to%20surpass%20this%20major%20milestone)). Strong performance in AI projects drove a 4% stock jump as investors priced in the company surpassing this valuation milestone soon.

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Meta in Talks to Buy Google’s AI Chips

By: Reuters | Date: November 25, 2025

Meta Platforms is reported to be negotiating a deal to purchase Google’s AI tensor processing units (TPUs) worth billions for its data centers ([www.reuters.com](https://www.reuters.com/business/meta-talks-spend-billions-googles-chips-information-reports-2025-11-25/#:~:text=Meta%20Platforms%20is%20reportedly%20in,significant%20expansion%20of%20Google%27s%20chip)). The move would mark a strategic shift for Google, making its chips available to other companies and directly challenging Nvidia’s dominance.

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Google DeepMind to Open AI Lab in Singapore

By: Reuters | Date: November 19, 2025

Google’s DeepMind announced a new AI research lab in Singapore to collaborate with regional partners in government, business and academia ([www.reuters.com](https://www.reuters.com/world/asia-pacific/google-deepmind-open-new-ai-research-lab-singapore-2025-11-19/#:~:text=Google%20DeepMind%20announced%20it%20is,is%20still%20being%20finalized%2C%20DeepMind%E2%80%99s)). The lab will focus on applications in education, healthcare and science, reflecting Southeast Asia’s growing AI ecosystem.

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Schaeffler Partners on Humanoid Robots

By: Reuters | Date: November 4, 2025

German industrial firm Schaeffler announced a collaboration with robotics startup Neura to develop humanoid robots for manufacturing ([www.reuters.com](https://www.reuters.com/world/china/schaeffler-partners-with-neura-robotics-develop-supply-humanoids-2025-11-04/#:~:text=German%20automotive%20and%20industrial%20supplier,diversify%20amidst%20challenges%20facing%20the)). Schaeffler plans to use thousands of these robots on its production lines by 2035, seeking to diversify amid industry challenges.

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Cisco Raises Forecast on AI-Induced Demand

By: Reuters | Date: November 12, 2025

Cisco Systems boosted its profit and revenue outlook, citing skyrocketing demand for networking gear driven by the AI data center build-out ([www.reuters.com](https://www.reuters.com/business/media-telecom/cisco-raises-annual-revenue-forecast-2025-11-12/#:~:text=Cisco%20Systems%20raised%20its%20full,billion%20in%20AI%20orders%20during)). The CEO highlighted a pipeline of AI-related orders, reflecting a multibillion-dollar tailwind for its switches and routers.

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IBM and Cisco to Develop Quantum Networks

By: Reuters | Date: November 20, 2025

IBM and Cisco revealed plans to build long-distance quantum computing networks, aiming to demonstrate entangled links by 2030 ([www.reuters.com](https://www.reuters.com/business/media-telecom/ibm-cisco-outline-plans-networks-quantum-computers-by-early-2030s-2025-11-20/#:~:text=IBM%20and%20Cisco%20have%20announced,be%20developed%20in%20collaboration%20with)). The initiative envisions a future “quantum internet,” though both firms acknowledge that key technologies still need development.

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Berkshire Warns of AI Deepfakes of Buffett

By: Reuters | Date: November 7, 2025

Berkshire Hathaway cautioned investors about AI-generated deepfake videos impersonating its CEO, Warren Buffett ([www.reuters.com](https://www.reuters.com/business/finance/berkshire-warns-ai-deepfakes-impersonating-warren-buffett-2025-11-07/#:~:text=Berkshire%20Hathaway%20has%20issued%20a,MUST)). These misleading YouTube videos mimic Buffett’s image and voice, spurring alerts even though the voice audio is clearly fabricated.

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Amazon Pledges $50B for Gov’t AI & Supercomputing

By: Reuters | Date: November 24, 2025

Amazon announced up to $50 billion in investment to build AI and supercomputing infrastructure for U.S. federal customers ([www.reuters.com](https://www.reuters.com/business/retail-consumer/amazon-invest-up-50-billion-ai-supercomputing-us-government-customers-2025-11-24/#:~:text=Amazon%20announced%20a%20commitment%20of,performance)). The plan includes constructing data centers from 2026 onward, adding about 1.3 gigawatts of power capacity for government cloud services.

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OpenAI Signs $38B Cloud Deal with Amazon

By: Reuters | Date: November 3, 2025

OpenAI has entered a 7-year, $38 billion agreement with Amazon Web Services (AWS) ([www.reuters.com](https://www.reuters.com/business/retail-consumer/openai-amazon-strike-38-billion-agreement-chatgpt-maker-use-aws-2025-11-03/#:~:text=OpenAI%20has%20signed%20a%20seven,This%20move)). The deal secures OpenAI access to hundreds of thousands of Nvidia GPUs on AWS for training its AI models, following recent corporate restructuring.

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Microsoft and Nvidia Invest $15B in Anthropic

By: Reuters | Date: November 18, 2025

Microsoft and Nvidia agreed to invest a combined $15 billion in AI startup Anthropic ([www.reuters.com](https://www.reuters.com/technology/anthropic-commits-30-billion-microsoft-azure-compute-2025-11-18/#:~:text=Microsoft%20and%20Nvidia%20are%20set,reinforcing%20the%20growing%20competition%20and)). In return, Anthropic committed $30 billion to use Microsoft’s Azure cloud services, underlining intensifying competition among major AI players.

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Apple to Use Google’s AI for New Siri

By: Reuters | Date: November 5, 2025

According to Bloomberg News, Apple is set to revamp Siri by integrating Google’s latest Gemini AI model ([www.reuters.com](https://www.reuters.com/business/apple-use-googles-ai-model-run-new-siri-bloomberg-news-reports-2025-11-05/#:~:text=Apple%20plans%20to%20use%20Google%27s,to%20finalizing%20a%20deal%20worth)). The deal (worth about $1 billion per year) would significantly boost Siri’s intelligence, closing the gap with rival assistants.

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Judge Allows Musk’s Antitrust Suit vs Apple, OpenAI

By: Reuters | Date: November 13, 2025

A U.S. judge ruled that a lawsuit by Elon Musk’s X Corp can proceed against Apple and OpenAI ([www.reuters.com](https://www.reuters.com/world/apple-openai-must-face-x-corps-lawsuit-now-us-judge-rules-2025-11-13/#:~:text=A%20U,Musk%27s%20AI%20startup%20xAI%20to)). The case alleges collusion to edge out competitors in phone and AI markets, and the judge refused to dismiss the claims at this stage.

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AI-Generated Country Song Sparks Copyright Debate

By: AP News | Date: November 28, 2025

An AI-generated song credited to a fictional artist topped the charts, but its vocal style closely mimicked real singer Blanco Brown, igniting questions about attribution and ethics ([apnews.com](https://apnews.com/article/2c9bbde6e88434365640c50e2998cfe2#:~:text=In%20November%202025%2C%20an%20AI,The%20track%20was%20produced%20using)). Brown only learned of the song after fans alerted him, highlighting legal uncertainties around AI music.

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Judge Warns on ICE’s Use of ChatGPT in Reports

By: AP News | Date: November 26, 2025

A U.S. federal judge expressed concern over immigration agents using ChatGPT to write reports ([apnews.com](https://apnews.com/article/3b7aeb65c982842ce0b6b94436fbff30#:~:text=A%20recent%20court%20opinion%20by,page%20opinion%2C%20Ellis%20noted)). In a footnote, she noted mismatches between AI-generated accounts and bodycam footage, raising accuracy and privacy issues with reliance on AI.

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Trump Stresses AI in Economy as Saudis Pledge $1T

By: AP News | Date: November 19, 2025

At a Washington investment forum, President Trump highlighted artificial intelligence as central to economic growth. Saudi Crown Prince Mohammed bin Salman announced up to $1 trillion in U.S. AI and technology investments, aiming to turn Saudi Arabia into an AI hub ([apnews.com](https://apnews.com/article/a36f65bd1c524b2e7ce456e63adaa696#:~:text=In%20a%20high,Trump%2C%20asserting%20credit%20for)).

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Musk and Nvidia CEO Discuss AI at US-Saudi Forum

By: Reuters | Date: November 19, 2025

Tesla’s Elon Musk and Nvidia’s Jensen Huang took part in a high-profile panel on the future of artificial intelligence at a U.S.-Saudi investment forum ([www.reuters.com](https://www.reuters.com/world/middle-east/elon-musk-jensen-huang-talk-ai-us-saudi-investment-forum-2025-11-19/#:~:text=At%20a%20U.S.,Abdullah%20Alswaha%2C%20Saudi%20Arabia%27s%20Minister)). The session, moderated by Saudi officials, underscored AI’s role in global tech strategy.

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Google in Early Talks to Boost Investment in Anthropic

By: Reuters | Date: November 6, 2025

Reports indicate Google is discussing increasing its investment in AI startup Anthropic ([www.reuters.com](https://www.reuters.com/business/google-early-talks-boost-investment-anthropic-business-insider-reports-2025-11-06/#:~:text=Google%20is%20reportedly%20in%20early,Insider%20report%20that%20cites%20sources)). The talks suggest Anthropic’s valuation could surpass $350 billion, reflecting its growing prominence in the AI industry.

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Musk Plans Tesla “Terafab” for Next-Gen AI Chips

By: Reuters | Date: November 7, 2025

Elon Musk told investors Tesla may need a massive new “terafab” foundry to produce its upcoming fifth-generation AI chips for autonomous vehicles ([www.reuters.com](https://www.reuters.com/business/autos-transportation/musk-plans-tesla-mega-ai-chip-fab-mulls-potential-intel-partnership-2025-11-07/#:~:text=At%20Tesla%27s%20annual%20meeting%2C%20CEO,generation%20AI%20chip%2C%20with%20limited)). The announcement suggests Tesla is serious about developing more in-house chip manufacturing.

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Nvidia, Foxconn Partner to Bring AI into Factories

By: Reuters | Date: November 21, 2025

Nvidia and Taiwanese electronics maker Foxconn are collaborating to integrate AI and robotics into manufacturing lines ([www.reuters.com](https://www.reuters.com/world/asia-pacific/foxconn-showcases-model-a-electric-vehicle-tech-day-event-2025-11-21/#:~:text=Nvidia%20is%20collaborating%20with%20Taiwanese,Nvidia%27s%20advanced%20robotics%20and%20AI)). The partnership, announced at Foxconn’s tech event, aims to automate factories with Nvidia’s AI hardware and software.

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White House Pauses Order to Override State AI Laws

By: Reuters | Date: November 21, 2025

The Biden administration put on hold a draft executive order that would have allowed federal challenge to state AI regulations ([www.reuters.com](https://www.reuters.com/world/white-house-pauses-executive-order-that-would-seek-preempt-state-laws-ai-sources-2025-11-21/#:~:text=The%20White%20House%20has%20paused,through%20lawsuits%20and%20instructed%20the)). Sources say the pause reflects concerns about federal preemption and pushback from states.

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Google CEO Warns No Company Is Immune from AI Bubble

By: Reuters | Date: November 18, 2025

Alphabet’s Sundar Pichai told the BBC that if the current AI boom were to reverse, “no company, including Google, would be spared” ([www.reuters.com](https://www.reuters.com/sustainability/climate-energy/no-firm-is-immune-if-ai-bubble-bursts-google-ceo-tells-bbc-2025-11-18/#:~:text=Alphabet%20CEO%20Sundar%20Pichai%2C%20in,AI%20sector%20is%20experiencing%20an)). He acknowledged technology is in an “extraordinary moment” but advised caution amid rapid growth.

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IBM to Cut Thousands of Jobs Amid Software Shift

By: Reuters | Date: November 4, 2025

IBM announced plans to cut thousands of jobs in Q4 2025 as it refocuses on higher-margin software, including AI-related products ([www.reuters.com](https://www.reuters.com/business/world-at-work/ibm-cut-thousands-roles-focus-software-growth-bloomberg-news-reports-2025-11-04/#:~:text=IBM%20announced%20plans%20to%20cut,of%20a%20strategic%20shift%20to)). The restructuring is intended to boost efficiency and prioritize growth areas amid sluggish hardware markets.

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