Nvidia achieved a record-breaking $57 billion in revenue for the third quarter, primarily driven by surging demand for its AI-focused GPUs, which are essential for powering data centers and AI technologies. The company projects fourth-quarter revenues of $65 billion, further solidifying its dominance in the AI chip market. CEO Jensen Huang dismissed concerns about an AI market bubble, emphasizing continued robust demand for its products. Analysts view Nvidia's results as a bellwether for the overall health of the AI sector, with the stock market responding positively to the news. However, broader skepticism about inflated AI valuations persists among investors . CNBC Financial Times Al Jazeera (english) USA Today La Libre Belgique

Alphabet's Gemini 3 AI model has reportedly outperformed competitors on several benchmarks, showcasing improved capabilities in handling complex queries with minimal user input. This development has led to a rise in Alphabet's stock, reflecting market confidence in its AI advancements. However, experts warn that reliability issues could temper long-term optimism, particularly amid broader concerns about an AI investment bubble . CNBC New Scientist

Luma AI, a video startup with ties to Hollywood, has secured $900 million in funding from Saudi Arabia’s Humain, a move aimed at building a supercluster facility in the kingdom. This investment underscores Saudi Arabia's ambition to become a global leader in generative AI, leveraging its vast resources to attract cutting-edge technology ventures . CNBC Financial Times Deadline

OpenAI has introduced "ChatGPT for Teachers," a tailored version of its AI chatbot designed to assist K-12 educators in the U.S. The platform offers secure workspaces, collaboration features, and tools to streamline lesson planning and administrative tasks. This initiative demonstrates AI's growing role in education but also raises questions about overreliance on technology in the classroom . CNBC Zdnet

Adobe announced its acquisition of Semrush, a digital marketing platform specializing in SEO and AI-driven analytics, for $1.9 billion. The deal strengthens Adobe's suite of marketing tools, enabling businesses to optimize their visibility across traditional and AI-generated search results. This acquisition highlights the increasing integration of AI in digital marketing strategies . CNBC The Verge ABC News

Microsoft and Nvidia have invested heavily in Anthropic, an AI firm, as part of a $15 billion collaboration to deploy Claude AI across major cloud platforms, including Azure, AWS, and Google Cloud. This partnership aims to enhance AI infrastructure, but critics argue that such agreements reflect potential risks of monopolistic behavior in the sector . Tom's Hardware Presse Citron

The European Commission has postponed the implementation of the strictest provisions of its AI Act to 2027, citing the need to balance regulatory oversight with innovation. Critics argue this move favors tech giants over consumer privacy, as it allows broader use of personal data for training AI models without explicit consent . The Guardian Boursier.com Boursier.com

French authorities are investigating Elon Musk’s AI platform, Grok, for disseminating Holocaust denial content, a development that could intensify scrutiny of AI-generated misinformation. Separately, Uber faces legal action in the EU over its AI-driven pay systems, accused of violating data protection laws by inconsistently adjusting driver earnings . The Guardian Politico Europe

Following Nvidia’s earnings beat, global markets, particularly in Asia, witnessed significant gains, with tech stocks rallying across regions. Analysts attribute this to renewed investor confidence in AI-driven growth, despite ongoing concerns about market overvaluation . CNBC CNBC Financial Times Les Echos (finances)

Clem Delangue, CEO of Hugging Face, cautioned that the market for large language models (LLMs) might be reaching unsustainable levels. He argued that while LLMs represent just one facet of AI, their dominance in investment narratives risks overshadowing innovations in other areas like biology and chemistry . Ars Technica