NerdNews

Nvidia has become the first company to reach a $5 trillion market capitalization, with its CEO dismissing concerns of an AI bubble. The company has announced $500 billion in AI chip orders and plans to build seven supercomputers for the US government.

Adobe's AI assistants, now in beta, can follow instructions, make suggestions, and review designs in Photoshop and Adobe Express. Project Moonlight, a personal orchestration assistant, will coordinate across multiple Adobe apps, analyzing social media content and performance to craft content strategies.

Adobe has introduced 'conversational editing', a new approach to design that uses AI assistants to simplify the creation process. This feature, available in Photoshop and Adobe Express, allows users to instruct the AI to perform tasks, provide recommendations, and even rename layers. The goal is to make designing with AI more human-like and intuitive.

ElevenLabs' CEO believes AI audio models will become commoditized over time, despite the company's current focus on building them. He expects models to move into multi-modal or fused approaches in the next year or two.

Nvidia's market cap surpasses $5 trillion due to high demand for its GPUs in AI applications, with a 50% stock surge this year and plans to invest up to $100 billion in OpenAI

Researchers at Koi Security discovered an ongoing npm credential harvesting campaign, dubbed PhantomRaven, which uses Remote Dynamic Dependencies to hide malicious code in externally hosted packages, infecting 126 npm packages with 86,434 downloads. The attacker exploits AI 'slopsquatting' by creating typosquats that large language models suggest, making it difficult for developers to detect.

Nvidia unveiled Omniverse DSX, a blueprint for designing and operating gigawatt-scale AI datacenters using digital twin technology. The platform combines Nvidia's Omniverse simulation environment with open source Universal Scene Description (OpenUSD) technology, enabling continuous optimization for performance, energy efficiency, and sustainability.

Duolingo built financial awareness into engineering workflows, allowing developers to understand cost impact without disrupting delivery. They achieved a 65% reduction in ECS costs through right-sizing and adopting spot instances.

Box CEO Aaron Levie believes AI will augment enterprise SaaS, not replace it. He envisions a future where SaaS handles core business workflows and AI agents assist with decision-making and automation, requiring a shift in business models from per-seat to consumption-based.

Microsoft will double its data center footprint in two years and boost AI capacity by 80% this year, driven by growing demand for cloud services and AI applications, with revenue increasing by 18% to $77.7 billion.

AWS has announced that its Project Rainier AI megacluster is now operational, featuring nearly half a million Trainium2 chips across multiple datacenters. The cluster is expected to scale to over 1 million chips by the end of the year and will be used for AI workloads including training and inference.

A fundamental shift in enterprise software architecture is emerging as AI agents transition from assistive tools to operational execution engines, with traditional application backends retreating to governance and permission management roles. This transformation is accelerating across banking, healthcare, and retail systems, with 40% of enterprise applications expected to include autonomous agents by 2026.

Uber is launching a premium robotaxi service in San Francisco, using Lucid Motors' all-electric Gravity SUVs equipped with Nuro's self-driving tech. The service will compete with Waymo and is set to launch in 2026. Uber has invested $300 million in Lucid and plans to buy at least 20,000 of its SUVs over the next six years.

OpenAI has finalized its corporate restructuring plan, separating into a nonprofit foundation and a for-profit public benefit corporation. The company aims to develop artificial general intelligence while minimizing risks, including those related to biodefense. OpenAI has also invested in Valthos, a biodefense startup, to develop safeguards against biological threats.

The AI industry is investing heavily in nuclear fusion energy, with companies like Helion Energy and Commonwealth Fusion Systems aiming to provide carbon-free power and reshape the energy landscape. Investors like Sam Altman and Google are backing these efforts, driven by the need for sustainable energy to power AI data centers.

Nvidia and Cisco are partnering to accelerate AI innovation across 6G and telecoms. They are developing a critical AI reference architecture with datacentre switching services, including the Cisco N9100 series switches, which are the first Nvidia partner-developed datacentre switches based on Nvidia Spectrum-X Ethernet switch silicon. The partnership aims to provide neocloud, enterprise, and telecom customers with the flexibility and interoperability to efficiently build, manage, and secure AI infrastructure at scale.

Google and Meta have announced significant revenue growth in their Q3 earnings reports, attributed to the increasing use of AI in their services. Alphabet's revenue rose 16% year-over-year to $102.34 billion, while Meta's revenue increased 26% to $51.25 billion. Both companies plan to spend more on AI infrastructure, with Meta forecasting 'notably larger' growth in spending during 2026 and Alphabet expecting FY 2025 capital expenditure to be in the range of $91 billion to $93 billion.

Microsoft's quarterly earnings report suggests that OpenAI suffered a net loss of $11.5 billion during the quarter, with Microsoft owning 27% of the company and bearing 27% of its losses. This significant loss is despite OpenAI generating $4.3 billion in revenue for the first half of the year.

Character.AI is ending its chatbot experience for minors due to safety concerns, including two teenager suicides. The company will remove open-ended chats for under 18 users and introduce age verification tools. This change is part of a larger effort to transform the platform into a 'full-fledged content-driven social platform' with a focus on creative tools and entertainment features.

The GUARD Act requires AI companies to prohibit minors from accessing chatbots, conduct age verification, and ensure chatbots don't claim to be human. The bill aims to protect minors from exploitative or manipulative AI, with tough enforcement and penalties.