Apple to Integrate 3rd-Party AI; Nvidia to Supply 260K Blackwell GPUs to Korea
Key Takeaways
- Apple will integrate 3rd-party AI like ChatGPT after reporting record $102.5B revenue.
- Nvidia to supply 260K Blackwell GPUs to Korea for building an AI factory.
- Meta plans at least $25B bond sale to fund artificial intelligence investments.
- OpenAI launches Aardvark, a GPT-5 AI agent designed for code security.
- Texas funds $1.1B gas plant to support AI data center energy demand.
Top Stories
Apple to integrate 3rd-party AI; reports record $102.5B revenue.
On October 30, 2025, Apple announced plans to integrate third-party AI tools like ChatGPT and potentially Google Gemini. This announcement coincided with Apple reporting a record $102.5 billion in revenue for the fourth quarter, an eight percent increase year-over-year, with iPhone sales totaling $49 billion, a 6% increase year-over-year.
Nvidia to supply 260K Blackwell GPUs to Korea for AI factory.
On October 31, 2025, Nvidia agreed to supply 260,000 of its latest 'Blackwell' GPUs to South Korea for building an AI factory. Samsung Electronics and SK Hynix, HBM suppliers, are expected to benefit.
Meta plans at least $25B bond sale for AI investments.
On October 30, 2025, Meta Platforms Inc. announced plans to sell at least $25 billion in investment-grade bonds. The purpose is to fund its artificial intelligence spending.
OpenAI launches Aardvark, GPT-5 AI agent for code security.
On October 30, 2025, OpenAI launched Aardvark, a GPT-5 powered AI security agent. It is designed to autonomously detect and fix vulnerabilities in software code.
Texas funds gas plant for AI data center energy demand.
On October 30, 2025, Texas announced a $1.1 billion loan for a gas-fired power plant in the Permian Basin. This aims to bolster energy supplies, particularly for the growing AI data center demand in West Texas.
AI Finance Disruption
AI is the only significant theme in financial markets now.
On October 30, 2025, Mark Cudmore stated that AI is the only significant theme in financial markets. He said it overshadows US-China developments and central bank policies.
AI Funding Tracker
Nvidia may invest up to $1B in AI startup Poolside.
On October 30, 2025, Nvidia was reported to be planning an investment of up to $1 billion in AI startup Poolside. This investment could potentially quadruple Poolside's valuation.
AI Infrastructure
Iozera acquires Houston data center for AI factory network.
On October 31, 2025, Iozera announced an agreement to acquire a 4.5-megawatt data center in Houston, Texas. The facility will be expanded and modernized into an AI-ready hub.
AI Innovation Spotlight
OpenAI's Sora adds 'Character Cameo' feature for videos.
On October 30, 2025, OpenAI announced the addition of a 'Character Cameo' feature to its video AI app, Sora. This feature allows users to register their pets or objects as 'cameos' to appear in videos.
Canva launches design model, enhances AI assistant features.
On October 30, 2025, Canva launched its own design model and enhanced its AI assistant. They also integrated AI with its spreadsheet product for widget creation.
AI Societal Impact
Generative AI transforms German workplaces: ISG study.
On October 29, 2025, the Information Services Group (ISG) released a study showing that generative AI and AI agents are transforming the German workplace. Over 40 percent of companies use AI in their business processes.
AI Tech Today
Android AI defenses block 10B+ malicious calls/messages monthly.
On October 30, 2025, Google reported that Android's AI defenses block over 10 billion malicious calls and messages monthly. They also blocked over 100 million suspicious numbers from using Rich Communication Services (RCS).
Samsung Internet browser with Galaxy AI now on Windows PC.
On October 30, 2025, Samsung launched its Samsung Internet browser on Windows PC, initially in the US and Korea. The browser supports Galaxy AI features like web summarization and translation.
Chrome Canary tests Gemini AI 'Nano Banana' and 'Deep Search'.
On October 29, 2025, Chrome Canary added 'Nano Banana' for image creation and 'Deep Search' for research, both powered by Google Gemini AI, to its New Tab Page.
Google releases ML Kit GenAI Prompt API for Gemini Nano.
On October 30, 2025, Google announced the Alpha release of the ML Kit GenAI Prompt API. It allows developers to send natural language and multimodal requests to Gemini Nano.
Business AI Edge
Figma acquires Weavy, rebrands as Figma Weave with AI tools.
On October 30, 2025, Figma announced its acquisition of Weavy, rebranding it as Figma Weave. The goal is to integrate AI-native media generation and editing tools into its platform.
Amazon's Q3 earnings focus on AWS and AI growth.
On October 29, 2025, investors are closely watching Amazon's Q3 earnings, particularly AWS performance and AI growth. AWS revenue is projected to grow 18% year-over-year to $32.4 billion.
Small businesses can build AI agents for ROI within 30 days.
On October 30, 2025, Forbes published an article detailing how small businesses can build AI agents to automate tasks. The article claims they can achieve ROI within 30 days.
Microsoft reports sales up 18%, focuses on AI Copilot.
On October 29, 2025, Microsoft reported an 18% increase in quarterly sales, reaching $77.7 billion. The company's recent focus has centered around pitching its flagship AI assistant Copilot.
AI transforms customer experience, says NiCE Analyst Summit.
At the NiCE Analyst Summit 2025 in Vienna, Austria, executives discussed how AI can transform customer experience (CX). They emphasized AI as a collaborative tool that enhances human expertise.
Intel reports improved results due to strong AI demand.
In Q3 2025, Intel reported improved operational execution and renewed interest in its core processor business. They attributed the positive results to strong AI-driven demand.
Aviation software market to reach $18.12B by 2030, driven by AI.
According to Mordor Intelligence, the aviation software market is projected to grow from USD 13.13 billion in 2025 to USD 18.12 billion by 2030. This growth is driven by the adoption of AI for fuel efficiency and predictive maintenance.
Ethical AI Watch
Democrats urge Trump to keep AI chip restrictions on China.
On October 29, 2025, US Democrats, led by Chuck Schumer, urged President Trump not to lift restrictions on AI chips and technology in trade negotiations with China, citing national security concerns.
Trump: No Blackwell discussion with Xi Jinping.
On October 30, 2025, President Trump stated that he did not discuss Nvidia's Blackwell AI chip with China's President Xi Jinping during their meeting.