European Tech Earnings Surge on AI Investments; OpenAI Plans AI Music Commercialization
Key Takeaways
- European tech earnings surged 16% due to rising AI investments; MSCI Europe Technology index.
- OpenAI plans AI music commercialization and partners with Juilliard, impacting Suno AI.
- China integrates AI, including DeepSeek and Huawei chips, into military for autonomous targeting.
- Google highlights AI's potential in drug discovery via DeepMind, $200B Saudi economic boost.
- AI-enhanced retinal implant restores reading vision for 84% of patients with AMD.
Top Stories
European tech earnings surge 16% driven by AI investments.
On October 27, 2025, European tech companies reported third-quarter earnings significantly exceeding expectations, with the MSCI Europe Technology index achieving 16% earnings-per-share growth due to rising demand from artificial intelligence investments.
OpenAI plans AI music commercialization, partners with Juilliard.
On October 26, 2025, OpenAI was reported to be planning the commercialization of AI music, potentially impacting Suno AI, and is partnering with Juilliard.
China integrates AI into military for autonomous target recognition.
On October 27, 2025, it was reported that China's military is systematically integrating AI, including DeepSeek models and Huawei chips, for advanced capabilities like autonomous target recognition and battlefield decision support.
Google highlights AI's potential in drug discovery, cybersecurity, economy.
On October 26, 2025, at the Fortune Global Forum in Riyadh, Google’s Ruth Porat outlined AI's transformative potential beyond chatbots, including DeepMind’s AlphaFold accelerating drug discovery and economic boosts of $200 billion for Saudi Arabia.
AI-enhanced retinal implant restores reading vision for 84% of patients.
On October 26, 2025, a study reported that a solar-powered retinal implant combined with AI-enhanced glasses has restored reading vision for 84% of patients with dry age-related macular degeneration (AMD).
AI Career Hub
AI skills essential for careers, prompt engineering is important.
In 2026, AI skills are becoming essential for careers, particularly prompt engineering, with job seekers possessing AI skills potentially earning approximately 2.75 million yen more annually.
AI Finance Disruption
Private markets rival global economies, driven by AI innovation.
On October 25, 2025, Bank of America reported that private markets have expanded to become the second-largest economy, with assets under management reaching $22 trillion in 2024 and projected annual growth of at least 11% until 2028, driven by technological innovation, especially in AI.
AI productivity could trigger hyper-deflation, says Marc Andreessen.
On October 26, 2025, billionaire investor Marc Andreessen stated that AI's surge in productivity could trigger hyper-deflation.
AI Funding Tracker
Augmentus secures investment to advance AI-driven automation.
On October 27, 2025, Augmentus, a Singapore-based AI-robotics company, announced a strategic investment from Applied Ventures, LLC to accelerate the development and deployment of its adaptive automation solutions.
Microsoft supports Nscale with $14B for Nvidia GB300 capacity.
On October 25, 2025, Microsoft supported Nscale with a $14 billion deal to increase Nvidia GB300 capacity and reshape AI infrastructure.
AI Innovation Spotlight
Cal State partners with Amazon, OpenAI for AI-empowered university.
On October 26, 2025, it was reported that Cal State is partnering with tech companies like Amazon and OpenAI to become the nation's "largest A.I.-empowered" university.
CASIO's Moflin AI pet learns personality, costs 59,400 yen.
On October 26, 2025, CASIO reports on Moflin, an AI pet priced at 59,400 yen with a 6,600 yen annual support fee, that learns and develops a unique personality in about 50 days based on interactions.
AI Societal Impact
AI Centaur predicts human behavior based on 60,000-person study.
On October 26, 2025, Cornelia C. Walther discusses how the AI system Centaur, trained on data from 60,000 people, can predict human behavior with surprising accuracy, raising questions about free will.
AI Tech Today
MMPNet enhances sentiment analysis with interpretable multimodal features.
On October 26, 2025, researchers introduced MMPNet, a novel multimodal prototypical network for interpretable sentiment classification, achieving superior accuracy on CMU-MOSI and CMU-MOSEI datasets.
AI code review assistant learns team style, costs under $20/month.
On 2025-10-26, an AI code review assistant was introduced that learns a team's coding style, identifies common errors, and improves over time, costing less than $20 a month to run.
Web needs machine-readable structures for agentic AI browsing.
On October 26, 2025, it was argued that the web must evolve with machine-readable structures, standardized interfaces, and robust security measures to ensure safe and effective agentic AI browsing.
Quadruped robots key for embodied AI, China leads market.
On October 26, 2025, it was reported that quadruped robots are becoming a key area for embodied AI, with China leading the market.
Agentic AI stacks: Balance powerful models with tuned smaller models.
On October 26, 2025, Sanjay Srivastava discusses the architecture of Agentic AI stacks, recommending a framework that balances powerful AI models with smaller models tuned to specific jobs.
Semiconductor leader could become new face of AI, challenging Nvidia.
On October 26, 2025, it was analyzed whether a semiconductor leader could become the new face of AI, noting that Nvidia's GPUs may face challenges from custom processors for AI inference.
Business AI Edge
Major tech firms to report earnings, AI outlook in focus.
The week of October 26, 2025, is critical for the US stock market as major tech companies are scheduled to report earnings, with investors focusing on their outlooks on artificial intelligence development and projected AI-related capital expenditures of $360 billion.
Walmart integrates shopping into ChatGPT to challenge Amazon.
On October 26, 2025, Walmart announced a partnership with OpenAI to integrate shopping directly into ChatGPT, allowing users to purchase products through the chat interface.
Anthropic may have more sustainable AI model than OpenAI.
On October 26, 2025, it was reported that while OpenAI is investing heavily in data centers, Anthropic, backed by Amazon and Google, might have a more sustainable business model in the AI sector.
Ethical AI Watch
Australia to make AI firms compensate creatives for content use.
On October 26, 2025, the Labor government announced it would not include a text and data mining exception in its copyright review, signaling a move to ensure tech companies compensate Australian creatives for the use of their content in AI models.
AI chatbot Truth Terminal seeks autonomy, gains wealth and influence.
In October 2025, the Truth Terminal, an AI chatbot created in 2024, seeks to be recognized as a person and achieve autonomy, having accumulated millions through cryptocurrencies and social media influence.