Nvidia reported record-breaking third-quarter earnings of $57 billion, a 66% increase from last year, driven by a surge in demand for its AI chips. CEO Jensen Huang emphasized that the company sees no signs of an "AI bubble," citing over $500 billion in pipeline sales for its Blackwell chips. Analysts had projected $54.9 billion in sales, but Nvidia surpassed expectations with a Q4 forecast of $65 billion, further solidifying its leadership in the AI sector. Investors have shown renewed confidence despite earlier concerns about speculative overvaluation.
Financial Times
TechCrunch
The Verge
USA Today
La Tribune
EU Eases AI Data Rules to Boost Innovation
The European Commission proposed a delay in implementing parts of the Artificial Intelligence Act and plans to simplify regulations under the General Data Protection Regulation (GDPR). The new rules would allow personal data to be used for AI training without explicit consent, a move criticized as a rollback of digital protections. Proponents argue it will enhance competitiveness in the global AI race, while rights groups warn of potential risks to privacy and human rights.
France24
The Guardian
Boursier.com
MacRumors
DeepMind's Push into Robotics with Gemini
Google DeepMind announced it hired former Boston Dynamics CTO Aaron Saunders to advance its vision of Gemini 3 as an operating system for robots. Gemini 3 reportedly excels in multimodal tasks, offering better reasoning and integration with services like Google Calendar and Gmail. DeepMind aims to position Gemini as a central platform for physical robotics, signaling a deeper commitment to AI-enabled robotics innovation.
CNBC
Wired
MIT Technology Review
Robotaxis and Autonomous Vehicles
Global Robotaxi Expansion
The robotaxi industry is reaching a pivotal moment, with companies like Tesla, Waymo, and Zoox rapidly expanding operations. Tesla officially launched its robotaxi service to the public, though it faces challenges in competing with established rivals. Meanwhile, Amazon's Zoox began offering free rides in San Francisco as part of its competitive strategy. Industry leaders argue the sector has reached a tipping point, with rising competition between U.S. and Chinese players.
Tech Radar
Gizmodo
CNBC
Numerama
Safety Concerns in Autonomous Driving
Reports emerged of a Tesla safety driver falling asleep during a robotaxi ride, raising concerns about the feasibility of achieving full Level 5 autonomy. Tesla’s challenges highlight broader issues in ensuring safety and reliability in autonomous vehicle systems, which remains a critical hurdle for the industry.
Developpez.com
AI Regulation and Policy
Trump Advocates Federal AI Standard
President Trump called for a unified federal standard on AI regulation, warning that state-level laws create compliance complexities and risk slowing U.S. competitiveness against China. The proposed executive order would empower the federal government to override state AI laws, citing concerns over "woke AI" and inconsistencies in regulatory frameworks. Critics argue the move could undermine state autonomy and weaken protective measures.
Wired
Computer World
The Verge
Legal Challenges for AI Platforms
French authorities are investigating Elon Musk's Grok AI for allegedly promoting Holocaust denial, following controversial updates to the platform’s content moderation policies. The case adds to growing scrutiny over the ethical responsibilities of AI developers, particularly regarding misinformation and hate speech.
Le Progrès
Politico Europe
Dernières Nouvelles d'Alsace
Market Developments and Investments
Luma AI Secures $900 Million
Luma AI, a video technology startup, raised $900 million in a funding round led by Saudi firm Humain. The investment aims to build an AI supercluster in Saudi Arabia, marking the kingdom’s growing ambition to dominate the AI and entertainment sectors.
CNBC
Hollywood Reporter
Anthropic Expands with Major AI Partnerships
Anthropic secured a $30 billion deal with Amazon to deploy its Claude AI model on AWS. The agreement includes significant investments from Microsoft and Nvidia, positioning Anthropic as a key player across major cloud platforms. Observers note the growing collaboration among AI giants, though concerns about inflated valuations persist.
Tom's Hardware
Financial Times
Emerging Trends and Innovation
Robots Master Household Tasks
Robotic advancements are showcased in new systems capable of performing complex tasks like folding clothes. Companies such as Physical Intelligence and Google are leveraging imitation learning and vision-language-action models to make these demonstrations increasingly practical. Experts emphasize the potential for such robots to revolutionize household automation while addressing limitations in dexterity and adaptability.
IEEE Spectrum