AI News

Impact Score

Are we all living inside an artificial intelligence bubble

23 Nov 2025

Circular deals have turned into a dominant financial pattern in the artificial intelligence boom: investors fund start-ups and then sell them the compute and infrastructure they must buy back. The practice has sped infrastructure build out but also created tightly coupled financial risk.

artificial intelligence, data centres, finance, startups

Impact Score

Foxconn advances $1.4 billion NVIDIA GPU cluster, deepens hardware partnership with OpenAI

23 Nov 2025

Foxconn said its $1.4 billion supercomputing center built with NVIDIA will be ready in the first half of 2026 and become Taiwan's largest advanced GPU cluster. The company also confirmed a partnership with OpenAI to co-develop data center hardware, with OpenAI receiving early access to test components.

infrastructure, nvidia, openai

Impact Score

Dell ships Pro Max 16 Plus with Qualcomm discrete Artificial Intelligence NPU

23 Nov 2025

Dell's Pro Max 16 Plus includes a Qualcomm Artificial Intelligence-100 Ultra discrete NPU delivering 870 INT8 TOPS and 128 GB of LPDDR5X memory, enabling local models up to 120 billion parameters on the NPU alone.

artificial intelligence, dell, hardware, qualcomm

Impact Score

How Artificial Intelligence maps company connections to drive alpha

22 Nov 2025

Using Artificial Intelligence tools to collate company text data enables the construction of networks of nodes and edges that reveal supply chain, technology and peer links. Those network signals can complement quantitative strategies and help reduce momentum crash risk.

factor investing, quantitative, risk management

Impact Score

Artificial Intelligence, the economy, and financial stability

22 Nov 2025

Vice Chair Philip N. Jefferson outlines how Artificial Intelligence could affect employment, inflation, and the conduct of monetary policy, and he assesses risks to the financial system highlighted in the Federal Reserve's Financial Stability Report.

economy, federal reserve, financial stability, technology

Impact Score

Nvidia opens NVLink to Arm Neoverse CPUs for Artificial Intelligence servers

22 Nov 2025

Nvidia is extending NVLink Fusion to Arm-based Neoverse CPUs so licensees can integrate NVLink IP into custom CPU SoCs. The change targets Artificial Intelligence-focused servers and lets hyperscalers pair custom Arm CPUs with Nvidia GPUs without requiring Nvidia CPUs.

arm, artificial intelligence, cloud, nvidia

Impact Score

The rise of Artificial Intelligence identity security: why the next cyber crises starts with a login

22 Nov 2025

Identity has moved to the front line of enterprise security as attackers increasingly 'log in' with stolen credentials and machine identities multiply. Post-login, agentless detection and runtime identity monitoring are emerging as the critical defence led by startups like UnoSecur.

cybersecurity, identity security, unosecur

Impact Score

Gemini 3: model card and safety framework report

22 Nov 2025

Zvi Mowshowitz reviews the Gemini 3 Pro model card and safety framework report, highlighting performance gains and significant disclosure gaps in safety testing for this new Artificial Intelligence release.

alignment, artificial intelligence, google, safety

Impact Score

Artificial intelligence news for the week of November 21, 2025

22 Nov 2025

A curated roundup of notable artificial intelligence announcements for the week of November 21, 2025, including agentic artificial intelligence research, enterprise integrations, model serving, and governance updates.

data management, enterprise ai, news

Impact Score

AMD, Cisco and HUMAIN to build artificial intelligence infrastructure in Saudi Arabia

22 Nov 2025

AMD, Cisco and HUMAIN will form a joint venture to develop up to 1 GW of artificial intelligence infrastructure in Saudi Arabia, starting with a 100 MW first phase. The venture is expected to begin operations in 2026 and will combine HUMAIN data centers with AMD and Cisco technology.

amd, cisco, data-centers, infrastructure

Impact Score

Microsoft puts Artificial Intelligence agents in Windows 11 taskbar

22 Nov 2025

Microsoft has added agentic Artificial Intelligence features to the Windows 11 taskbar so users can summon agents via the Ask Copilot field and see results in the Microsoft 365 Copilot app.

artificial intelligence, microsoft, security, windows

Impact Score

Samsung reallocates NAND production to DRAM as Artificial Intelligence demand rises

22 Nov 2025

Samsung plans to convert NAND capacity in its Pyeongtaek and Hwaseong campuses into DRAM production and will run Pyeongtaek Fab 4 as a DRAM-only 1c line in response to rising Artificial Intelligence-driven DRAM demand.

memory, samsung, semiconductors