NVIDIA, Samsung to Build AI Factory in South Korea; NVIDIA to Supply 260,000 AI GPUs
Key Takeaways
- NVIDIA and Samsung will build an AI factory in South Korea with 50,000+ NVIDIA GPUs.
- NVIDIA to supply 260,000 AI GPUs to South Korea, including 50,000 for public AI development.
- OpenAI, Oracle to build 1-gigawatt data center in Michigan, costing potentially $50 billion.
- Apple to integrate ChatGPT, Google Gemini; AI-upgraded Siri expected next year.
- Amazon's AWS revenue jumps 20% to $33 billion, fueled by AI demand.
Top Stories
NVIDIA, Samsung to build AI factory in South Korea.
On October 31, 2025, NVIDIA and Samsung Electronics announced a partnership to build a new AI factory in South Korea, equipped with over 50,000 NVIDIA GPUs. This facility aims to set a new global standard in AI-driven semiconductor manufacturing.
NVIDIA to supply 260,000 AI GPUs to South Korea.
On October 31, 2025, NVIDIA CEO Jensen Huang announced plans to supply 260,000 AI GPUs to the South Korean government and companies like Samsung, SK, Hyundai, and Naver. The government will secure 50,000 GPUs for public sovereign AI development and national AI computing center construction.
OpenAI, Oracle to build 1-gigawatt data center in Michigan.
On October 30, 2025, OpenAI, Oracle, and Related Digital announced they will build a data-center campus of more than 1 gigawatt in Saline Township, Michigan, starting in early 2026. This project, potentially costing around $50 billion, aims to expand U.S. AI infrastructure capacity.
Apple to integrate ChatGPT, Google Gemini; AI-upgraded Siri expected.
On October 30, 2025, Tim Cook announced Apple's plans to integrate more third-party AI tools, including ChatGPT and potentially Google Gemini, into its operating systems. An AI-upgraded Siri is expected next year.
Amazon's Q3 results beat expectations, AWS revenue jumps 20%.
On October 30, 2025, Amazon reported third-quarter results that surpassed Wall Street expectations, with sales reaching $180.2 billion and earnings per share at $1.95. The company's AWS cloud business revenue jumped 20% year-on-year to $33 billion, fueled by AI demand.
AI Breakthroughs
Nvidia plans up to $1B investment in AI startup Poolside.
On October 30, 2025, Bloomberg News reported that Nvidia plans to invest up to $1 billion in AI startup Poolside, potentially quadrupling its valuation to $12 billion.
IBM, AICTE to establish National AI Lab in India.
On October 31, 2025, IBM announced a collaboration with AICTE to establish a National AI Lab at AICTE Headquarters in New Delhi. The lab aims to promote AI research, skilling, and innovation in India.
Google announces Alpha release of ML Kit GenAI Prompt API.
On October 30, 2025, Google announced the Alpha release of the ML Kit GenAI Prompt API. This allows developers to send natural language and multimodal requests to Gemini Nano for custom, app-specific GenAI use cases.
OpenAI launches Aardvark, GPT-5 powered AI security agent.
On October 30, 2025, OpenAI launched Aardvark, a GPT-5 powered AI security agent. The tool is designed to autonomously detect and help fix vulnerabilities in software code.
OpenAI releases Sora app in Japan, featuring video generation AI.
On October 30, 2025, OpenAI released its social app "Sora" in Japan, making it available for download on the iOS App Store. The app features video generation AI "Sora 2".
AI in Action
Canva launches AI design model and marketing platform.
On October 30, 2025, Canva launched its own design model capable of generating editable layered designs and enhanced its AI assistant. The company also introduced Canva Grow, a full-stack marketing platform.
ASUS unveils world’s first AI gaming router.
On October 30, 2025, ASUS Republic of Gamers unveiled the ROG Rapture GT-BE19000AI in TAIPEI, Taiwan, the world’s first AI gaming router. The router features a built-in AI core and supports WiFi 7 with up to 19Gbps wireless speeds.
AWS Transform automates legacy IT modernization for businesses.
On October 30, 2025, AWS Transform, an AI platform, was reported to automate legacy IT modernization for businesses. Toyota Motor North America modernized over 40 million lines of COBOL code to Java using AWS Transform.
DeepRoute.ai to launch robotaxi operations by end of 2025.
On October 31, 2025, DeepRoute.ai announced it will launch robotaxi operations using consumer-grade production vehicles by the end of 2025. This marks a key step in commercializing autonomous driving technology.
BNB Chain integrates AEON's x402 for AI-powered payments.
On October 30, 2025, BNB Chain integrated AEON's x402 Facilitator, enabling secure, autonomous, and programmable AI-powered payments. This integration standardizes automated micropayments via stablecoins for AI agents.
Walmart announces new AI-powered shopping experiences for holidays.
On October 31, 2025, in Bentonville, Arkansas, Walmart announced five new AI-powered shopping experiences for the holidays. This follows recent introductions of a Thanksgiving Meal Basket under $40 and up to 60% off Black Friday deals.
Emerging AI Trends
In-space assembly for orbital data centers planned by Starcloud, Rendezvous.
On October 30, 2025, Starcloud and Rendezvous Robotics announced a partnership to develop autonomous, modular in-space assembly for massive orbital data centers. They aim to build a 5-gigawatt facility with 4-kilometer solar and cooling panels.
Enterprises urged to prepare for post-SaaS era with AI agents.
On October 30, 2025, Ramsey Theory Group CEO Dan Herbatschek urged enterprises to prepare for the post-SaaS era. Autonomous AI agents will replace humans as the primary consumers and operators of enterprise software.
Iozera to acquire, expand Houston data center for AI.
On October 31, 2025, Iozera announced an agreement to acquire a 4.5-megawatt data center in Houston, Texas. The facility will be expanded to 10 megawatts and modernized into an AI-ready multi-tenant hub.
Ethical AI Concerns
Roblox to use AI to estimate user age for safety.
On October 31, 2025, Roblox announced its intention to use AI to estimate the age of its users. CEO David Baszucki believes these AI safety tools will reshape engagement.
Market Watch
Market futures climb amid Big Tech earnings, Trump-Xi meeting.
On October 30, 2025, Dow, S&P 500, and Nasdaq futures rose amid mixed Big Tech earnings and a Trump-Xi meeting in Busan. Nvidia became the first $5 trillion company, and Apple's market cap topped $4 trillion.
Tempus AI stock surges over 150% YTD, driven by AI.
On October 31, 2025, an analysis highlighted that Tempus AI (NASDAQ: TEM) stock had surged over 150% year-to-date. This was driven by strong adoption of its AI-powered precision medicine tools and backing from high-profile investors.
Google Ads to remain despite AI integration, says Google VP.
On October 31, 2025, Robby Stein, VP of Product for Google Search, assured that Google Ads are not going away despite the integration of new AI features. Google is testing ads within AI Mode and sees an expansion in how people use Google Search.
TechCrunch Disrupt discusses potential AI bubble.
On October 31, 2025, the Equity team discussed the potential AI bubble at TechCrunch Disrupt 2025. Topics included soaring valuations, $300M seed rounds, and the AI data center boom.