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microsoft, google and openai Updates

The artificial intelligence sector continues to see significant investment and strategic shifts, with major players like Microsoft, Google, and OpenAI making headlines. Microsoft and AI cloud startup Lambda have forged a multi-billion dollar partnership to build new AI infrastructure, which will be powered by Nvidia chips, specifically NVIDIA GB300 NVL72 technology. This collaboration aims to address the escalating consumer demand for AI-powered services and bolster Microsoft's Azure cloud offerings. However, the long-term energy needs for this expanding AI infrastructure remain a concern, with Microsoft CEO Satya Nadella and OpenAI CEO Sam Altman both expressing uncertainty about future power demands and the slow pace of building energy infrastructure compared to software development. Altman has even invested in nuclear energy startups like Oklo and Helion to address this challenge. Meanwhile, both Google and OpenAI are exploring new monetization strategies, with Google planning to integrate advertisements into its AI products, including Gemini, and OpenAI considering a similar approach for ChatGPT. Security remains a paramount concern as AI adoption grows. Palo Alto Networks launched its Prisma AIRS 2.0 AI security platform on November 3, 2025, incorporating technology from its July acquisition of Protect AI. This platform features enhanced modules for AI Agent Security, AI Red Teaming, and AI Model Security, and integrates with the TrueFoundry AI Gateway to streamline enterprise AI security by detecting threats like prompt injection and preventing data leaks. An Amazon report from the same date indicates that nearly 40% of surveyed technology and security leaders believe AI-based security frameworks are crucial for reducing cyber risk within the next three years, though almost 90% view security risks as a significant barrier to migrating data to AI-enabled cloud platforms. Beyond corporate strategies, AI's impact is reshaping education and individual engagement. Indiana University's Kelley School of Business is proactively preparing students for an AI-driven economy by integrating AI tools across all business subjects and hiring an in-house AI consultancy. The school emphasizes the importance of human skills like communication and ethical frameworks alongside AI literacy. The broader workforce also faces a growing need for AI literacy, as companies like IBM automate roles and even popular figures like YouTuber PewDiePie (Felix) are engaging directly with AI development. Felix has built a custom web UI, "ChatOS," to self-host open-source AI models like Meta's LLaMA 70B on his home PC, using a powerful setup with 2x RTX 4000 Ada cards and 8x modded RTX 4090s, providing 256 GB of VRAM. He even plans to build his own AI model and donates his computing power to medical research. Furthermore, the environmental impact of AI is gaining attention, with the new Water-AI Nexus Center of Excellence focusing on efficient water use by AI infrastructure and leveraging AI to solve water scarcity and contamination issues, highlighting that an average U.S. data center uses approximately 41 million gallons of water annually.

Key Takeaways

Microsoft and Lambda have entered a multi-billion dollar partnership to build new AI infrastructure powered by Nvidia chips, specifically NVIDIA GB300 NVL72 technology.
Google plans to introduce advertisements into its AI products, including Gemini, while OpenAI is also considering adding ads to its ChatGPT service.
Palo Alto Networks launched its Prisma AIRS 2.0 AI security platform on November 3, 2025, integrating Protect AI technology and partnering with TrueFoundry AI Gateway to enhance enterprise AI security.
AI leaders, including OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella, express uncertainty about future AI power demands, with Altman investing in nuclear energy startups.
An Amazon report from November 3, 2025, indicates nearly 40% of tech and security leaders see AI-based security frameworks as key to reducing cyber risk, but almost 90% view security risks as a barrier to cloud AI adoption.
Indiana University's Kelley School of Business is integrating AI across all business subjects and hiring an in-house AI consultancy to prepare students for an AI-driven economy.
AI literacy is becoming a crucial skill for workers, as AI changes job roles and requires humans to focus on unique skills like judgment and creativity.
YouTuber PewDiePie (Felix) built a custom AI system, "ChatOS," to self-host open-source models like Meta's LLaMA 70B on his home PC using 256 GB of VRAM.
The Water-AI Nexus Center of Excellence was launched to address efficient water use by AI infrastructure and apply AI to solve water problems, noting data centers use significant water.
eToro launched a $4.99 monthly subscription service that includes access to Tori, an AI-powered market analyst, for users in the UK and EU.

Lambda and Microsoft partner for AI infrastructure with Nvidia

AI cloud startup Lambda and Microsoft announced a multibillion-dollar partnership to build new AI infrastructure. This infrastructure will be powered by Nvidia chips. Lambda, which has worked with Microsoft since 2018, provides cloud services and software for training AI models. The deal aims to meet the surging consumer demand for AI-powered services such as chatbots and assistants. The new systems will include NVIDIA GB300 NVL72 technology.

Microsoft and Lambda sign multi-billion AI deal

AI startup Lambda and Microsoft announced a multi-billion dollar agreement on Monday. The two companies will work together to boost AI infrastructure. This partnership shows the growing investment in artificial intelligence.

Lambda secures multi-billion AI infrastructure deal with Microsoft

Lambda, a provider of cloud computing services for AI development, announced a multi-billion dollar deal with Microsoft. Under this agreement, Lambda will supply AI infrastructure to Microsoft. This partnership highlights the increasing demand for specialized hardware and cloud services in the rapidly growing AI sector. Microsoft aims to strengthen its AI infrastructure, supporting its Azure cloud services and other AI initiatives. Lambda's GPU-accelerated cloud computing and AI-focused hardware are crucial for training complex AI models.

Palo Alto Networks launches Prisma AIRS 2.0 AI security platform

Palo Alto Networks launched its new Prisma AIRS 2.0 AI security platform on November 3, 2025. This platform now includes technology from Protect AI, which the company acquired in July. Prisma AIRS 2.0 connects AI agent and model inspection during development with real-time defense during production. It features three enhanced security modules: AI Agent Security, AI Red Teaming, and AI Model Security. Palo Alto Networks also unveiled the Cortex AgentiX platform for managing AI agent workforces and Cortex Cloud 2.0 for stronger cloud security.

Prisma AIRS and TrueFoundry enhance enterprise AI security

Palo Alto Networks announced an integration of its Prisma AIRS platform with the TrueFoundry AI Gateway on November 3, 2025. This partnership aims to simplify and strengthen enterprise AI security. The TrueFoundry AI Gateway helps manage, monitor, and scale AI applications. Prisma AIRS acts as a secure layer, detecting threats like prompt injection and preventing data leaks. This combined solution makes it easier to embed security directly into AI workflows, ensuring protection from the moment of deployment.

eToro offers premium features for five dollars monthly

eToro launched a new subscription service for $4.99 monthly or $49.99 annually. This service gives traders access to premium features without needing a $25,000 account balance. Subscribers receive Platinum tier benefits, including a debit card with 4% cashback and access to Tori, an AI-powered market analyst. Other perks include higher crypto staking rewards up to 75% and a dedicated account manager. The service is now available for users in the UK and EU, with additional regions planned.

Google plans to add advertisements to Gemini AI

Google plans to introduce ads into its AI products, including Gemini. Jerry Dischler, Google Ads VP and GM, confirmed that the company is experimenting with new ad formats within these systems. This move is part of Google's strategy to make money from its advanced technologies beyond just subscriptions. OpenAI is also considering adding ads to its ChatGPT service.

Kelley School prepares students for AI economy

Patrick Hopkins, Dean of Indiana University’s Kelley School of Business, is rethinking education to prepare students and faculty for an AI-driven economy. He believes AI is now a basic skill, much like Excel once was. To achieve this, Kelley is hiring a five-person in-house AI consultancy to help faculty integrate AI tools into courses and teaching methods. The school will also focus on human skills like selling, teaming, communication, and ethical frameworks. AI will be embedded across all business subjects rather than becoming a separate major.

AI literacy is key for future job success

AI is changing jobs, making AI literacy crucial for workers. Companies like IBM have automated roles, while Klarna found that AI agents, though faster, sometimes offered lower quality service than humans. AI literacy helps workers use AI tools effectively, improving job performance and allowing them to focus on unique human skills like judgment and creativity. Training programs should cover how AI works, its risks, and how to manage them. Staying adaptable and continuously learning new tools is the best way to future-proof a career.

PewDiePie builds custom AI system at home

YouTuber PewDiePie, also known as Felix, built a custom web UI called "ChatOS" to self-host AI models on his home PC. His powerful computer uses 2x RTX 4000 Ada cards and 8x modded RTX 4090s, providing 256 GB of VRAM. He runs various open-source models like Meta's LLaMA 70B and Baidu's Qwen 2.5-235B. Felix also created a "council" of bots to vote on the best AI responses and "The Swarm" for data collection, planning to build his own AI model next month. He also donates his computer's power to Folding@home for medical research.

New center links AI and water solutions

A new partnership, the Water-AI Nexus Center of Excellence, was unveiled in late September during Climate Week NYC. This center focuses on how artificial intelligence and water interact. Its main goals are to ensure AI infrastructure uses water efficiently and to use AI technologies to solve water problems like scarcity and chemical contamination. Data centers, which cool AI models, use a lot of water, with an average U.S. center using about 41 million gallons yearly. Howard Neukrug, former Commissioner and CEO of Philadelphia Water, is involved in this initiative.

AI boosts cybersecurity say security leaders

A report from Amazon, published November 3, 2025, surveyed 2,800 technology and security leaders about AI's role in cybersecurity. Nearly 40% of respondents believe AI-based security frameworks are their best hope for reducing cyber risk in the next three years. About a third of organizations already use AI agents for tasks like identity management and threat monitoring. However, almost 90% of respondents view security risks as a major barrier to moving data to cloud platforms that use AI.

AI leaders unsure of future power needs

OpenAI CEO Sam Altman and Microsoft CEO Satya Nadella are unsure how much power AI will need in the future. Predicting the demand and supply cycles for AI infrastructure is difficult. Nadella mentioned a problem with having "warm shells" or buildings ready to house new chips. Building energy infrastructure like power plants takes years, which is much slower than developing software or silicon. Altman believes that if compute costs drop significantly, AI usage will increase dramatically. He has invested in nuclear energy startups like Oklo and Helion.