The AI boom is delaying US municipal projects, as ~$4T in AI infra spending through 2030 shifts skilled construction workers to AI data centers (Brooke Sutherland/Bloomberg)

Despite the ongoing narrative of a US-China AI race, recent analysis indicates that China is prioritizing investments in sectors beyond AI, such as electric vehicles (EVs) and robotics. Major Chinese companies and the state are channeling resources into these domains, suggesting a strategic shift in focus.

AI leaders are increasingly focusing on continual learning, a method that mimics human learning over time, to develop more powerful artificial intelligence systems. This approach aims to enhance the adaptability and efficiency of AI models, potentially leading to significant advancements in the field.

Intel Corp. is reportedly in advanced negotiations to acquire SambaNova Systems Inc., an artificial intelligence chip startup, for approximately $1.6 billion, including debt. This acquisition could be finalized as soon as next month, reflecting Intel's strategic focus on enhancing its capabilities in the AI sector.

Stephanie Guild, Chief Investment Officer at Robinhood Markets, discussed recent retail trading trends on Bloomberg's 'Businessweek Daily,' highlighting the growing interest in AI-related investments and broad-based ETFs. This conversation reflects the evolving landscape of retail trading, where technology and artificial intelligence are increasingly influencing investor behavior.

Ulrike Hoffmann-Burchardi, Global Head of Equities and CIO Americas at UBS Wealth Management, indicated that supportive policies and a shift in the artificial intelligence narrative from capital expenditure to cash flow are expected to drive a broader and higher equity market in 2026 during her discussion with Bloomberg's Matt Miller.

X, the social media platform owned by Elon Musk, reported a revenue of $752 million for Q3 2025, marking a 17% increase year-over-year, despite incurring a net loss of $577.4 million and an EBITDA of approximately $454 million, which is up 16%. The total revenue for the first nine months of 2025 exceeded $2 billion.

In 2025, the United States experienced a significant surge in demand for electricity driven by advancements in artificial intelligence (AI) and electric vehicles (EVs). This insatiable hunger for power has raised concerns about the capacity of the aging power grid to meet the increasing energy needs of these technologies.

In 2025, seed funding reached unprecedented levels, particularly in large investment rounds, with the U.S. leading the charge in artificial intelligence (AI) dealmaking. This surge reflects a growing confidence in the potential of AI technologies and their applications across various sectors.