Top AI News for October 30, 2025

Jason+ Wade • October 30, 2025

Top AI News for October 30, 2025


Here's a curated roundup of the most impactful AI developments and announcements from today, drawn from reliable sources across web and X (formerly Twitter). I've focused on fresh stories, investments, market reactions, and emerging tech. Stories are prioritized by recency and significance.


Nvidia Eyes Up to $1B Investment in AI Startup Poolside


  - Nvidia, a key player in AI hardware, is reportedly set to pour up to $1 billion into Poolside, a San Francisco-based AI coding startup. This would quadruple Poolside's valuation from its 2024 Series A round, where Nvidia was an early backer. The move underscores growing competition in AI software tools for developers.


2. Intel in Talks to Acquire AI Chip Startup SambaNova


  - Intel is negotiating a potential acquisition of SambaNova Systems, a maker of specialized AI chips. The deal could bolster Intel's lagging position in the AI hardware race against Nvidia and AMD, amid surging demand for efficient processors. SambaNova's tech focuses on high-performance inference for enterprise AI.


3. Meta and Microsoft Shares Tumble on AI Spending Fears



  - Wall Street hit the brakes on tech stocks after Meta Platforms announced aggressive AI infrastructure investments, sparking worries of an "AI bubble." Meta's shares dropped 11%, while Microsoft's fell over 3% in after-hours trading, despite strong quarterly results. The Dow closed down 109 points, with analysts questioning if massive AI outlays (e.g., Microsoft's $34.9B in Q3) will yield quick returns. Goldman Sachs CEO David Solomon warned of a potential end to the AI stock boom cycle.


#### 4. **Google Partners with Reliance Jio for Free Gemini AI Access in India**

  - Google will provide free access to its Gemini AI model to over 505 million users on India's Reliance Jio network, aiming to accelerate AI adoption in the world's most populous market. This ties into broader efforts like Google's AI Pro plan for students and comes amid Oracle's CEO affirming "real value" in AI despite supply shortages.


#### 5. **Character.AI Bans Users Under 18 Amid Safety Push**

  - In response to growing scrutiny, Character.AI has blocked minors from its chatbot platform, following reports of harmful interactions. This aligns with a bipartisan U.S. Senate bill introduced today by Sens. Josh Hawley (R-MO) and Richard Blumenthal (D-CT) to restrict AI companions for kids and mandate safety measures. California Gov. Gavin Newsom recently signed related state laws on AI transparency.


#### 6. **Related Companies' $7B+ AI Data Center Deal Near Detroit**

  - Developer Related Companies has inked one of the largest AI infrastructure projects yet: a $7 billion+ data center campus on Michigan farmland to power hyperscale AI operations. This highlights the real estate boom for AI, with similar facilities driving U.S. economic growth alongside billions in spending from Google, Meta, and Microsoft.


#### 7. **NTT Data to Train 200K Employees in Generative AI**

  - Japan's NTT Data Group announced plans to upskill its entire 200,000-strong workforce in practical generative AI use, aiming to boost productivity across IT services. This comes as Amazon reported 38% profit growth in Q3, fueled by 20% AWS cloud revenue from AI demand.


#### 8. **Palantir Sues Ex-Employees Over AI Trade Secrets**

  - Palantir Technologies filed a lawsuit against two former staffers, accusing them of stealing proprietary AI tech to launch a rival firm. The case alleges a "prolonged campaign of deception," spotlighting intensifying IP battles in the AI sector.


#### Other Notable Mentions

- **Esri Enhances ArcGIS AI Assistants**: New features for GIS tasks like data labeling and app creation, improving productivity for spatial AI workflows.

- **Google & NextEra Revive Iowa Nuclear Plant**: To meet AI's energy surge, powering data centers with clean nuclear output.

- **EU Tightens Generative AI Rules**: New guidelines emphasize transparency and audits, while Vietnam drafts its first AI law mirroring the EU model.


AI infrastructure and investments dominated headlines today, but regulatory and ethical concerns (e.g., youth safety) are gaining traction. Markets remain volatile—watch for more earnings fallout tomorrow. For deeper dives, check the cited sources inline. What story caught your eye?

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