The Verge

Thursday 5 November

Big Tech’s big AI buildout will not end until someone stops it

Graphic image of a data center.

AI-generated summary Amazon, Microsoft, Alphabet, and Meta announced plans to spend at least $720 billion on capital expenditures this year alone, with most funds directed toward artificial intelligence infrastructure. The spending plans triggered a sharp selloff in tech stocks as investors question when they might expect to see a return on investment from artificial intelligence.

Also covered by Bloomberg ft.com Tech Policy Press

OpenAI to Change How It Handles Data Center Efforts After Outcry

AI-generated summary OpenAI announced it will avoid nondisclosure agreements during data center negotiations and ensure residents do not pay for project electricity. The company states this framework should be adopted into laws governing the expansion of artificial intelligence following recent voter decisions.

Also covered by CNBC news.bloomberglaw.com datacenterdynamics.com businessinsider.com nytimes.com Decrypt semafor.com The Verge
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Activists across Europe prepare two days of protests against datacentres

AI-generated summary Activists across Europe will hold two days of protests against datacentres this week to call for a halt to major artificial intelligence projects. Owen Espley says communities and civil society are rising up to demand politicians impose moratoria on large-scale datacentre developments.

Also covered by The Verge Kotaku datacenterdynamics.com
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Wednesday 4 November

ChatGPT will now make you animated GIFs

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AI-generated summary OpenAI rolls out an update to ChatGPT that lets users generate animated GIFs directly from a prompt or an uploaded photo. The new update also enables faster image generation across ChatGPT and its API alongside additional tools for developers.

Also covered by XDA The Decoder Android Authority
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Tuesday 3 November

Google will let schools disable its AI tools, but not without sacrificing Search

AI-generated summary Google announced that it plans to disable AI tools for K-12 students next year unless school administrators explicitly turn them on. Google says schools choosing to restrict AI altogether will no longer be able to access Google Search because AI features are integrated into the search engine.

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Gemini 4 Carbon: our next frontier model

AI-generated summary Google previews Gemini 4 Carbon as its strongest frontier model with capabilities for cybersecurity and long-horizon engineering. Google says the model starts testing with a subset of cyber defenders and trusted partners through the Fairwind Program.

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Apple may try to increase revenue by doing...something with third-party AI apps

AI-generated summary Apple is rumored to be exploring ways to boost its services revenue through third-party apps and partnerships, according to comments made during an earnings call. Chief financial officer Kevan Parekh mentioned artificial intelligence as a potential factor for revenue growth over time and noted that the company expects services growth to reach between 8 to 9%.

Also covered by bloomberg.com AppleInsider The Verge
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Monday 2 November

‘A major risk to the global economy’: BofA warns about the risky AI boom the day before a midterm vote framed around data-center backlash

Voters cast ballots at a polling station in Anchorage, Alaska

AI-generated summary BofA Global Research economists warned that a sustained correction in the AI trade is available as a major risk to the global economy. Voters will decide 41 local data-center ballot measures on Tuesday while spending on data-center construction reached $84.95 billion in August.

Also covered by bloomberg.com Business Insider axios.com thehill.com The Verge
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Behind the Curtain: OpenAI's post-election power play

AI-generated summary According to reports, OpenAI is planning a policy and public relations blitz following the midterms to rebrand data centers as AI compute campuses. The effort aims to align the company with Washington changes and frame the artificial intelligence debate for 2028 presidential contenders.

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Sunday 1 November

Amazon Positions Alexa for Shopping to Counter Third-Party Agents

AI-generated summary Amazon released several new capabilities for Alexa for Shopping, allowing the assistant to help with more than 100 new shopping actions. Amazon CEO Andy Jassy says that Alexa for Shopping will be the primary shopping agent that customers use to shop on Amazon.

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