Top 10 Tech & AI News This Week (October 2025): Global Shifts in Infrastructure, Enterprise AI, and Regulation
The mid-October 2025 tech landscape has been nothing short of transformative. From massive infrastructure investments to bold AI experiments and regulatory challenges, this week’s stories show that AI is no longer just a tool — it’s the foundation of a new digital economy.
1. Google to invest $24 billion in AI infrastructure across the U.S. & India
Google announced $15B for data centers in India and $9B in South Carolina, aiming to expand AI compute globally. This reflects growing competition in AI-cloud infrastructure and regional capacity building.
2. Salesforce commits $15 billion to AI hub in San Francisco
Salesforce’s long-term investment marks the enterprise shift from AI pilots to scaled deployments. It underscores how corporate AI strategies are becoming deeply embedded into workflows.
3. Oracle & AMD announce partnership for 50,000+ AI GPUs
This partnership reinforces the hardware backbone of AI training and inference. With demand surging, cloud providers and chipmakers are consolidating to secure resources for future AI clusters.
4. Broadcom secures multi-year AI deal with OpenAI
Broadcom will supply AI accelerators and networking chips to OpenAI, showing that the hardware ecosystem — not just GPUs — is vital to scaling generative AI performance.
5. DeepMind CEO warns of “jagged intelligence”
Demis Hassabis highlighted inconsistencies in current AI models: great at complex reasoning, yet weak in simple logic. This serves as a cautionary note against overconfidence in AGI readiness.
6. Italian news publishers file complaint against Google’s AI Overviews
FIEG (Federation of Italian Publishers) accused Google of diverting traffic via AI summaries, pushing for EU regulatory scrutiny. This represents the growing friction between AI aggregators and media houses.
7. GITEX Global 2025 concludes in Dubai
With over 6,800 exhibitors and 2,000 startups, GITEX solidified Dubai’s role as a regional AI innovation hub. The event showcased advancements in AI, cybersecurity, biotech, and quantum computing.
8. Samsung unveils “Project Moohan” mixed-reality headset
In partnership with Google and Qualcomm, Samsung’s upcoming MR headset signals a new phase in immersive AI and extended reality hardware integration.
9. Dubai reveals AI-powered trackless tram and smart mobility projects
Dubai’s RTA introduced a groundbreaking autonomous tram system and other AI-driven mobility projects, marking a leap in smart-city infrastructure.
10. NVIDIA’s Jensen Huang to attend APEC CEO Summit in Korea
Huang’s participation emphasizes the geopolitical dimension of AI — where chip manufacturing, trade, and innovation intersect on a global scale.
Overarching Themes & Insights
- Infrastructure Arms Race: AI investment now rivals traditional energy or industrial sectors in capital intensity.
- Enterprise AI Adoption: Corporates are scaling AI from test cases to mission-critical operations.
- Regulatory Tensions: Content ownership, summarization, and fairness remain unresolved globally.
- Global Hubs Emerging: The Middle East, India, and Korea are rising as AI power centers.
- Hardware & Devices: AI is moving from cloud models to real-world interfaces and immersive systems.
As the AI world scales, the next wave of competition will hinge on compute access, policy alignment, and the balance between innovation and ethics.
Written by Amin Forouzesh, Digital Transformation Consultant — aminforouzesh.ir
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