On October 29, 2025, Nvidia's market capitalization surpassed $5 trillion for the first time, closing at $207.04. Jensen Huang, CEO, dismissed AI bubble concerns, and the stock price was influenced by chip supply deals with Samsung Electronics and Hyundai Motor Group.

Lasertec Corp. shares increased by 21% due to Nvidia's $5 trillion market capitalization and expectations of increased AI chip spending. The surge was also influenced by potential discussions of Nvidia's advanced AI chips in US-China trade talks.

Microsoft reported nearly $35 billion in capital spending on AI for its fiscal first quarter on October 29, 2025, surpassing market expectations but overshadowing a 40% growth in its Azure cloud business. The high spending caused a 3% dip in shares due to AI bubble concerns.

Google partnered with Reliance Intelligence to provide its AI Pro plan, including the latest Gemini version, to Jio Unlimited 5G users in India on October 30, 2025. This offer, valued at ₹35,100, includes increased access to AI models and expanded cloud storage.

Meta Platforms Inc. projected increased expenses for 2026 due to AI infrastructure investments and plans to sell at least $25 billion in bonds to fund AI spending. The company reported a third-quarter net income of $2.71 billion, including a $15.9 billion tax charge.

Nvidia researchers announced NVFP4 on October 29, 2025, a 4-bit LLM training technique that matches 8-bit FP8 performance while using less memory and compute. This breakthrough addresses quantization challenges, enabling more efficient training and inference.

Universal Music Group (UMG) and Udio announced strategic agreements on October 29, 2025, to settle copyright infringement litigation and collaborate on a new commercial music creation platform. UMG partners with Udio, an AI-powered music creation platform, for this venture.

OpenAI released two AI models on October 29, 2025, designed for content moderation, gpt-oss-safeguard-120b and gpt-oss-safeguard-20b. These open-weight models aim to help developers identify inappropriate content on platforms and have completed capital restructuring, with Microsoft holding approximately 27% of the equity.

AI pioneer Stuart Russell warned on October 29, 2025, that Big Tech companies are risking humanity by investing in superintelligent AI without fully understanding it. He called for a global pause until the technology can be proven safe.

On October 29, 2025, Anastasia Berg wrote an opinion piece discussing how AI threatens students' ability to understand the world. She observed widespread AI cheating among her students and fears a decline in cognitive fluency and critical thinking.

By October 2025, the Greenhouse Gas Protocol (GHGP) is navigating a conflict over carbon accounting standards for tech giants, particularly regarding AI data center emissions. The GHGP has advanced both the hourly accounting method and a diluted version of the 'emissions-first' approach to public comment.

WIRED published an investigation on October 29, 2025, into AI-generated videos appearing on Donald Trump's social media accounts, exploring the implications of AI in political messaging.

YouTube announced five new features on October 29, 2025, to enhance the TV viewing experience, including AI-powered upscaling. These updates aim to help creators increase conversion rates and build their brands on the largest screen.

Grammarly Inc. announced its rebrand to Superhuman on October 29, 2025, an AI-native productivity platform integrating Grammarly, Coda, and Superhuman Mail with AI assistance. Superhuman is launching Superhuman Go, an AI assistant connecting over 100 apps.

OpenAI announced the addition of a "character cameo" feature to its video AI app, Sora, on October 30, 2025. This feature allows users to register their pets or objects as "cameos" to appear in videos.

On October 29, 2025, Google and Magic Leap unveiled their first AR connected glasses prototype. This Android XR reference model, integrating microLED technology from Raxium and AI, aims to set a standard for the emerging connected glasses market, as part of a three-year partnership.

On October 29, 2025, Matthew Miller detailed seven underutilized Google Pixel Watch 4 features, including on-device generative AI replies in Messages and customizable notifications. These features enhance user efficiency and experience on Wear OS devices.

On October 30, 2025, President Trump stated he did not discuss approving sales of Nvidia's Blackwell chips to China with President Xi Jinping, but they did discuss Nvidia's general access to the Chinese market. Trump indicated that Beijing should continue conversations with Nvidia about chip acquisitions.

NTT Data Group announced on October 29, 2025, the expansion of its AI personnel training to 200,000 global employees. The company aims to strengthen collaboration with key technology partners and has already achieved over 2,000 orders for AI-related businesses.

Figma announced its acquisition of Weavy on October 30, 2025, rebranding it as Figma Weave to integrate AI-native media generation and editing tools. The acquisition aims to enhance creative expression by combining human craft with AI.

NRI (Nomura Research Institute) announced on October 29, 2025, the expansion of its "AI co-creation model" to Google Cloud to enhance its multi-cloud service provision. This model aims to accelerate AI utilization by businesses by leveraging Google Cloud's Vertex AI and Gemini Enterprise.

PwC Japan Group launched the "AI Factory" on October 30, 2025, a development organization specializing in rapid prototyping of AI agents. This organization aims to enhance its proposal capabilities for new business models and rapidly transform existing professional services into AI agents.

Broadcom (VMware) and NEC announced a strengthened strategic partnership on October 29, 2025, with NEC starting sales of "NEC Private Cloud Infrastructure powered by VMware" in October 2025. This managed service leverages NEC's VCF operational experience and is optimized for AI infrastructure.

On October 29, 2025, Alphabet exceeded quarterly revenue estimates, reporting $102.35 billion against an expected $99.89 billion, driven by strong advertising and cloud demand. The company also raised its annual capital expenditure forecast to $91-$93 billion.