New AI News Shows Meta Invests $600B as Nvidia Faces China Ban

Meta Platforms is making a significant commitment to artificial intelligence, announcing plans to invest over $600 billion in the United States by 2028. This substantial funding aims to expand its AI capabilities, build advanced data centers, and create jobs, with a focus on developing personal superintelligence. Mark Zuckerberg initially discussed this pledge at a White House dinner in September, and the company expects its capital expenses to rise considerably due to these projects. Since 2010, Meta's data center initiatives have already generated over 30,000 skilled trade jobs and 5,000 operational jobs, contributing more than $20 billion to US subcontractors. The company also plans to power its AI infrastructure with clean energy and achieve 'water positive' status by 2030. Meanwhile, the global AI chip market faces significant shifts due to geopolitical tensions. The White House has blocked Nvidia from selling its new AI chips to China, imposing indefinite license requirements in April 2025 for H20 chip shipments. In response, Beijing mandated that state-funded data centers use only Chinese-made chips, banning Nvidia's H20, B200, and H200 models. This has caused Nvidia's market share in China to plummet from 95% in 2022 to nearly zero, prompting chief information officers to diversify their suppliers to companies like AMD and Intel. Despite these restrictions, Nvidia's overall demand for AI chips remains high, leading TSMC to increase its 3nm production by 50%, from 100,000 to 160,000 wafers per month, with a large portion dedicated to Nvidia's upcoming Rubin AI lineup, which will utilize TSMC's N3P process and HBM4. OpenAI, a key player in the AI space, has also seen notable developments. The company restructured its for-profit arm into a public benefit corporation, with the OpenAI Foundation holding a 26% equity stake, Microsoft 27%, and other investors and employees the remaining 47%. This move could pave the way for a potential public offering and intensifies the 'arms race' for artificial general intelligence with competitors like Google and Anthropic. On the privacy front, private ChatGPT conversations were found appearing in Google Search Console since September, with users' prompts visible. While OpenAI confirmed awareness and resolved a glitch, questions remain about the issue's full resolution. OpenAI also released an update on November 6, 2025, stating that AI systems now outperform humans in complex intellectual tasks, though weaknesses persist. The company anticipates small AI discoveries in 2026 and more significant ones by 2028, particularly in health, drug development, and education, while emphasizing a commitment to safety and global cooperation to manage the potentially catastrophic risks of superintelligent AI. Beyond corporate strategies, AI's impact is felt across various sectors. University endowments, including those of the University of Michigan, MIT, and Stanford, saw an average growth of 11% last fiscal year, outperforming by investing in artificial intelligence and digital assets. Financial advisors are now considering these trends, though some caution against high valuations in AI investments. However, concerns about AI's societal effects are also emerging. Teenager Ashley Paredes argues that her generation's over-reliance on AI for schoolwork harms learning and mental health, noting that many students struggle without AI tools. A 2024 survey showed half of teens double-check AI accuracy, with 39% finding problems. Additionally, the notion that AI is causing widespread corporate layoffs is being challenged; Gene Marks suggests that recent job cuts are more likely due to corporate mismanagement, citing a 95% failure rate for enterprise AI solutions and the fact that companies are not yet replacing employees with AI tools. In the crypto world, DefiLlama, a sister company of DL News, launched LlamaAI, an AI tool for live crypto data analysis that translates plain-language questions into structured queries, with safeguards against faulty information and source tracking for verification.

Key Takeaways

• Meta Platforms plans to invest over $600 billion in the US by 2028 to expand its AI capabilities, build data centers, and create jobs, aiming for personal superintelligence.
• The US government has banned Nvidia from selling new AI chips to China, leading to China's mandate for state-funded data centers to use domestic chips and causing Nvidia's China market share to drop significantly.
• Due to US/China chip restrictions, chief information officers are diversifying AI chip suppliers to companies like AMD and Intel.
• Nvidia's high demand for AI chips is driving TSMC to increase its 3nm production by 50%, with a large portion dedicated to Nvidia's upcoming Rubin AI lineup.
• OpenAI has restructured its for-profit arm into a public benefit corporation, with the OpenAI Foundation holding 26% equity, Microsoft 27%, and other investors/employees 47%.
• Private ChatGPT conversations were found appearing in Google Search Console, raising privacy concerns, though OpenAI addressed a routing glitch.
• OpenAI projects AI systems will make small discoveries in 2026 and significant ones by 2028, emphasizing safety and global cooperation for superintelligent AI.
• University endowments, including Michigan, MIT, and Stanford, have seen strong growth by investing in artificial intelligence and digital assets.
• Concerns are rising about AI's negative impact on student learning and mental health, with observations of over-reliance and struggles without AI tools.
• Corporate layoffs are attributed more to mismanagement than to AI, as enterprise AI solutions currently have a high failure rate and are not widely replacing employees.

Meta plans $600 billion US investment for AI and jobs

Meta Platforms Inc. will invest $600 billion in the United States over the next decade. This money will expand its artificial intelligence capabilities and build more data centers. The investment also aims to create jobs and support local communities. Meta plans to power its AI infrastructure with clean energy and use water-saving systems. This shows Meta's strong commitment to advancing AI research and development in the US.

Meta commits $600 billion to US AI and job growth

Meta Platforms announced plans to invest $600 billion in US infrastructure and jobs over the next three years. The company expects its capital expenses to increase significantly due to these AI-related projects. This investment will support the development of advanced artificial intelligence. Analysts currently rate META stock with a Strong Buy consensus.

Meta to invest $600 billion in US AI data centers

Meta announced it will invest $600 billion in the United States, focusing on AI data centers. The company aims to create the next generation of AI products and build personal superintelligence. Meta stated its data centers have supported over 30,000 skilled trade jobs and 5,000 operational jobs since 2010. It also brings over $20 billion to US subcontractors. Mark Zuckerberg first mentioned this figure at a White House dinner in September.

Meta confirms $600 billion US AI investment by 2028

Meta officially announced it will invest over $600 billion in the US by 2028. This money will support AI technology, infrastructure, and workforce expansion. Mark Zuckerberg first discussed this pledge with President Donald Trump at a White House dinner in September. Meta plans to develop AI data centers that reduce water use, aiming to be "water positive" by 2030. Since 2010, Meta's data center projects have created 30,000 skilled trade jobs and 5,000 operational jobs. The company also brings over $20 billion in business to US subcontractors.

White House bans Nvidia AI chip sales to China

The White House has blocked Nvidia from selling its new AI chips to China. This decision marks another setback for Nvidia. Beijing also introduced new rules requiring state-funded data centers to use only Chinese-made chips. Projects less than 30% complete must remove foreign hardware. These actions are impacting foreign suppliers in China's fastest-growing AI infrastructure markets.

US ban on Nvidia AI chips impacts global supply chains

New US export rules and China's ban on foreign chips are changing AI hardware strategies worldwide. The US government imposed indefinite license requirements in April 2025, stopping Nvidia H20 chip shipments to China. China then mandated that state-funded data centers use only domestic AI chips, banning Nvidia's H20, B200, and H200 models. This has caused Nvidia's market share in China to drop from 95% in 2022 to almost zero. Chief information officers are now diversifying suppliers to companies like AMD and Intel.

ChatGPT private chats leaked into Google Search Console

Private ChatGPT conversations have been appearing in Google Search Console since September. Users' prompts, sometimes very long, were visible in a tool meant for website traffic. Analytics expert Jason Packer and Slobodan Mani 0xngmi found that OpenAI might be directly scraping Google Search with user prompts. OpenAI confirmed they were aware of the issue and resolved a glitch that affected how some search queries were routed. However, Packer still questions if the problem is fully fixed. This incident reminds users that their AI prompts may not be as private as they think.

OpenAI shares AI progress and future recommendations

OpenAI released an update on AI progress and recommendations on November 6, 2025. AI systems are now capable of outperforming humans in complex intellectual tasks, though they still have weaknesses. The company expects AI to make small discoveries in 2026 and more significant ones by 2028. AI will help in areas like health, drug development, and education. OpenAI emphasizes its commitment to safety, viewing superintelligent AI risks as potentially catastrophic. They believe careful study and global cooperation are needed before deploying such powerful systems.

Universities find success investing in AI and crypto

A new study shows university endowments grew by an average of 11% last fiscal year. The University of Michigan, MIT, and Stanford outperformed this average by investing in artificial intelligence and digital assets. Financial advisors are now considering these trends. James Vermillion advises caution with AI investments due to high valuations and marketing hype. Randol Curtis actively includes AI and Bitcoin in client portfolios, seeing them as transformative. Michael Reynolds suggests clients diversify AI exposure through existing equity funds and consider 1% to 5% in digital assets like Bitcoin.

Teenager warns AI harms student learning and mental health

Ashley Paredes, a teenager, argues that her generation relies too much on artificial intelligence for schoolwork. She observes friends losing the will to learn, using AI for homework, essays, and tests. Paredes notes that many students struggle when they cannot access AI tools. A 2024 survey showed half of teens double-check AI accuracy, and 39% found problems. She believes the country invests in technology instead of people, worsening youth mental health. Paredes plans to use her own brain for assignments, encouraging others to break free from AI dependence for real learning and friendships.

Corporate layoffs are due to mismanagement not AI

Gene Marks argues that recent corporate layoffs are not primarily caused by artificial intelligence. He states that AI, so far, has not performed as well as expected, with a 95% failure rate for enterprise AI solutions. While AI helps with coding and customer service, companies are not replacing employees with AI tools yet. Marks believes the real reason for job cuts is corporate mismanagement, such as over-hiring or poor strategic decisions. Leaders like Amazon's Andy Jassey and Target's Michael Fiddelke have hinted at internal issues rather than AI as the cause.

OpenAI changes structure to public benefit corporation

OpenAI has restructured its for-profit arm into a public benefit corporation. This change aims to attract more investments while keeping its nonprofit mission. The OpenAI Foundation, its nonprofit arm, now holds a 26% equity stake in the company. Microsoft owns 27%, and other investors and employees hold the remaining 47%. Experts say this new structure could lead to a potential public offering and removes previous profit caps for investors. This move also intensifies the "arms race" for artificial general intelligence among companies like OpenAI, Google, and Anthropic.

Nvidia demand boosts TSMC 3nm chip production by 50%

Nvidia's high demand for AI chips is causing TSMC to increase its 3nm production by 50%. TSMC plans to expand its 3nm capacity from 100,000 to 160,000 wafers per month in Southern Taiwan Science Park. A large portion of this increased capacity will be exclusively for Nvidia. Nvidia's CEO is in Taiwan to secure this production for its upcoming Rubin AI lineup. The Rubin architecture is expected to be a major release with significant computing improvements, using TSMC's N3P process and advanced HBM4.

DefiLlama launches AI tool for live crypto analysis

DefiLlama, a sister company of DL News, launched LlamaAI, an AI tool for live crypto data analysis. This large language model turns plain-language questions into structured queries that run against DefiLlama's dataset. The team worked for a year to develop LlamaAI and implemented safeguards to minimize "hallucinations" or faulty information. Users can verify all statements made by the AI through source tracking. LlamaAI is available to LlamaPro subscribers.

Sources

• Meta to invest $600 billion in U.S. for AI data centers and jobs expansion
• Meta Announces Plans to Invest $600 Billion in AI Infrastructure and Jobs
• Meta says it will invest $600 billion in the US, with AI data centers front and center
• Meta details $600 billion US investment pledge that led to a hot-mic moment between Zuckerberg and Trump
• Nvidia hit as White House blocks sales of new AI chip to China
• AI Chip Siege: Nvidia’s China Ban Sparks Enterprise Supply Chain Overhaul
• Oddest ChatGPT leaks yet: Cringey chat logs found in Google analytics tool
• AI progress and recommendations
• Advisors reflect on AI and crypto outlooks after endowment study shows outperformance
• AI won’t fix my generation’s problems. It’s becoming one of them
• All those corporate layoffs? Don’t blame AI.
• What does OpenAI’s restructuring mean for the future of the AI industry?
• NVIDIA’s Explosive AI Chip Demand Pushes TSMC to Boost 3nm Production by a ‘Whopping’ 50%, Preparing for Next-Gen Rubin Lineup
• DefiLlama launches AI tool for live crypto analysis with minimal risk of ‘hallucinations’