📈 NVIDIA Smashes Q3 Estimates Amid Surging AI Demand
NVIDIA posted $57B in Q3 revenue and $31.9B in profit, beating expectations as demand for its Blackwell chips ran “off the charts.” The company forecast $65B in Q4 sales, topping Wall Street estimates. Huang said cloud GPUs are sold out and compute needs keep accelerating. Shares jumped more than 6% after hours.

🔓 Meta Unveils Open-Source SAM 3 Models
Meta released and open-sourced Segment Anything 3, a new state-of-the-art system for image and video segmentation. The model will soon support Edits, Meta AI and Facebook Marketplace. Meta also introduced SAM 3D, enabling single-image 3D reconstruction for objects and human bodies.

🫧 Hugging Face CEO Predicts LLM Bubble
Delangue says the hype is around LLMs, not AI, and expects an LLM bubble to burst in 2026. He argues smaller specialized models will gain adoption as companies seek cheaper, faster options. He says any correction won’t derail AI overall. Hugging Face remains cautious, holding about half its $400M funding.

🏗️ AMD, Cisco, Humain Launch Middle East AI Venture
AMD, Cisco and Saudi AI startup Humain are creating a joint venture to build data centers, starting with a 100 MW site in Saudi Arabia. Humain says Luma AI has contracted the facility’s entire capacity. Backed by Saudi funding, the venture plans up to 1 GW of data centers by 2030. AMD will supply MI450 chips, with construction slated for 2026.

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A report from analytics firm Graphika concludes that nine major state-linked influence operations — including networks tied to China and Russia — are now heavily using generative AI to create text, images, videos, and fake personas. Researchers say the shift has made propaganda production cheaper and more automated, but the resulting output is mostly low-quality “AI slop” that receives little engagement.

Examples include poorly translated posts, synthetic news anchors, fake news sites with visible AI prompts, and unconvincing deepfakes of celebrities and political figures. The findings contrast with fears that authoritarian governments would deploy highly sophisticated AI deception at scale. Graphika says the real risk is volume: flooding the internet with junk that may later contaminate AI training data. → Read the full article here.

Britain cannot outspend the US — which is investing $320 billion this year — or match China’s vast AI ecosystem. However, it can compete by focusing on AI safety, security, and regulation instead of raw computing power. Letters highlight Britain’s diplomatic role (the 2023 Bletchley Park summit), the state-backed AI Security Institute, and opportunities to pivot toward novel semiconductors and leaner model architectures. The implication: Britain’s winning strategy is rule-shaping, auditing and niche hardware/software innovation — though success depends on converting credibility into exportable standards and industrial policy.

Highlights:

Forward Future Takeaways:
Britain should stop chasing parity in compute and instead institutionalize its comparative advantage: export credible safety frameworks, scale independent auditing and certify secure deployment. Pair that diplomatic and regulatory leadership with targeted industrial policy — small, sustained investments in semiconductor R&D, model efficiency, and edge-compute startups — so standards translate into tradeable services and products. → Read the full article here. (Paywall)

👋 Summers Quits OpenAI Board (Paywall): Larry Summers resigns on after emails reveal his ties to Jeffrey Epstein, widening fallout across the financier’s network.

💸 xAI Seeks $15B (Paywall): Elon Musk’s AI startup is negotiating a $15 billion equity round at a potential $230 billion valuation as it races to fund ‘Grok’ and the massive computing infrastructure it requires.

▶️ Prime Video Adds AI Recaps: Amazon is rolling out generative-AI video summaries for series like Fallout and Jack Ryan, stitching narration, dialogue, and music to help viewers catch up.

🎚️ TikTok Lets Users Dial Down AI: The app is testing a tool to reduce AI-made videos amid 1.3 billion labeled clips, adding watermarks and funding $2 million for AI-literacy efforts.

🛒 Adobe Buys Semrush for $1.9B: Adobe is acquiring Semrush at $12 a share to boost AI-era marketing tools as brands shift toward optimizing content for generative-AI discovery.

💰 Brookfield, NVIDIA Launch $100B AI Buildout: Brookfield is creating a $10B fund to acquire $100B in energy, land, and data-center assets as AI infrastructure demand surges.

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