November 2025 sees a surge in AI infrastructure development and widespread adoption across various industries, alongside growing economic discussions about its impact. HUMAIN stands out with an expanded partnership with NVIDIA, planning to deploy up to 600,000 NVIDIA AI technologies over three years. This initiative includes building NVIDIA-powered data centers in both Saudi Arabia and the United States, with specific collaborations like Global AI for US facilities and xAI for a large Saudi Arabian center housing 18,000 NVIDIA GB300 GPUs. Additionally, HUMAIN is working with Amazon Web Services (AWS) to establish an AI Zone in Riyadh, which will feature up to 150,000 NVIDIA GPUs. Further expanding its reach, HUMAIN has partnered with Adobe to develop AI models and applications tailored for the Arab world, focusing on Middle Eastern culture and heritage. This collaboration leverages HUMAIN's Arabic-first large language model, ALLAM, alongside Adobe's creative tools like Firefly Foundry and Creative Cloud, with Qualcomm providing advanced AI solutions for image and video processing. Adobe also plans to utilize HUMAIN's data centers for its Firefly Foundry inference. Meanwhile, the demand for AI power is driving a data center boom in Michigan. DTE Energy sought quick approval to power a massive 1.4-gigawatt data center in Saline Township for Oracle, OpenAI, and Related Digital, though the Michigan Public Service Commission denied the request to bypass public hearings. In enterprise adoption, Microsoft highlights how century-old brands such as The Kraft Heinz Company, Levi Strauss & Co., Wells Fargo, and Land O’Lakes are using AI, with Kraft Heinz employing 'The Cookbook,' powered by Microsoft Azure OpenAI Service, for product development and marketing. Separately, Scania is accelerating AI adoption across its global workforce by implementing ChatGPT Enterprise, making licenses widely available and focusing on team-based training to boost productivity. Cisco Investments made a significant strategic investment in World Labs Technologies, an AI startup founded by Dr. Fei-Fei Li, which is developing Large World Models to enable AI systems to understand and interact with the physical world in 3D. On the economic front, a report indicates that companies investing over 0.5% of their revenue in AI between 2022 and 2025 saw their total shareholder return beat their sector by 21% and achieved 3% higher revenue growth. However, software stocks, including Adobe, which is down 27% in 2025, are struggling due to investor concerns that AI might reduce licensing revenue. Economist David McWilliams predicts the current AI boom will 'undoubtedly crash,' likening investments in GPUs to 'digital lettuce' due to their rapid obsolescence. Furthermore, a report reveals that AI and rising wages are threatening Poland's job market, with 32 companies in Krakow planning to lay off 4,195 people by the end of October, a 70% increase from 2024. Amidst these developments, Ipsos launched Product View AI, a new solution using consumer videos, Vision AI, and AI agents to enhance product testing, and Thumbprint announced a new focus on AI by hiring Mark Hendrickson as its Director of Technology to create advanced merchandise automation and AI-powered customer experiences.
Key Takeaways
- HUMAIN is expanding its partnership with NVIDIA to deploy up to 600,000 NVIDIA AI technologies over three years, building data centers in Saudi Arabia and the US.
- HUMAIN, in collaboration with AWS, is creating an AI Zone in Riyadh with up to 150,000 NVIDIA GPUs.
- HUMAIN and Adobe are partnering to develop Arabic-first generative AI models and applications, combining HUMAIN's ALLAM with Adobe's creative tools, supported by Qualcomm's AI solutions.
- A massive 1.4-gigawatt data center for Oracle, OpenAI, and Related Digital is planned for Saline Township, Michigan, highlighting growing AI power demands.
- Microsoft is enabling AI innovation for established brands like The Kraft Heinz Company, Levi Strauss & Co., and Wells Fargo, using services like Azure OpenAI.
- Scania is accelerating AI adoption globally by deploying ChatGPT Enterprise across its workforce to enhance productivity and innovation.
- Cisco Investments made a significant strategic investment in World Labs Technologies, an AI startup developing Large World Models for 3D AI interaction.
- Companies investing over 0.5% of revenue in AI between 2022-2025 outperformed their sectors in total shareholder return by 21% and revenue growth by 3%.
- Software stocks, including Adobe (down 27% in 2025), are struggling due to investor concerns about AI's potential impact on licensing revenue.
- AI and rising wages are contributing to job cuts in Poland, with 4,195 layoffs planned by 32 companies in Krakow by October, a 70% increase from 2024.
HUMAIN and NVIDIA boost global AI with major expansion
HUMAIN announced an expanded partnership with NVIDIA on November 19, 2025, to deploy up to 600,000 NVIDIA AI technologies over three years. This includes building NVIDIA-powered data centers in both Saudi Arabia and the United States. HUMAIN also formed new partnerships with Global AI for US data centers and xAI for a large facility in Saudi Arabia, which will house 18,000 NVIDIA GB300 GPUs. Additionally, HUMAIN is working with AWS to create an AI Zone in Riyadh with up to 150,000 NVIDIA GPUs. These collaborations aim to accelerate global AI infrastructure and innovation.
HUMAIN and Adobe partner for Arab world AI tools
HUMAIN and Adobe announced a global partnership on November 19, 2025, at the U.S.-Saudi Investment Forum. They will build AI models and applications specifically for the Arab world, focusing on Middle Eastern culture and heritage. This collaboration involves HUMAIN's ALLAM, an Arabic-first large language model, and Adobe's creative tools like Firefly Foundry and Creative Cloud. Qualcomm will also provide advanced AI solutions for image and video. The goal is to create culturally relevant generative AI content for over 400 million Arabic speakers.
Adobe and HUMAIN team up for Arabic AI models
HUMAIN and Adobe announced a global partnership on November 20, 2025, at the U.S.-Saudi Investment Forum. They will create Arabic-first generative AI models and applications, combining HUMAIN's ALLAM language model with Adobe's creative and marketing tools. This collaboration aims to develop culturally relevant AI for over 400 million Arabic speakers. Qualcomm will provide AI solutions for image and video processing. Adobe plans to use HUMAIN's data centers for its Firefly Foundry inference.
Cisco invests in World Labs for 3D AI technology
On November 20, 2025, Cisco Investments announced a major investment in World Labs Technologies, an AI startup. Dr. Fei-Fei Li, a renowned AI pioneer, founded World Labs to develop Large World Models. These models will allow AI systems to understand and interact with the physical world in 3D, much like humans do. This investment is World Labs' largest strategic one and shows Cisco's commitment to providing key infrastructure for the AI era. The partnership aims to transform industries such as gaming and robotics.
AI studio model boosts company growth and profits
A November 2025 report highlights that embedding AI into business transformation, rather than adding it later, drives significant growth and profit. Companies investing more than 0.5% of their revenue in AI between 2022 and 2025 saw their total shareholder return beat their sector by 21%. These companies also achieved 3% higher revenue growth compared to their sector. An AI studio model helps scale AI across different business functions. Key areas for AI value include predicting demand, personalizing customer experiences, and designing smart products.
Old brands lead AI innovation with Microsoft help
On November 20, 2025, Microsoft highlighted how century-old brands like The Kraft Heinz Company, Levi Strauss & Co., Wells Fargo, and Land O’Lakes are leading AI innovation. These companies are using AI to transform their operations and speed up new developments. For example, The Kraft Heinz Company uses "The Cookbook," powered by Microsoft Azure OpenAI Service, to access old data for new products and marketing. They also use AI to improve marketing, production, and supply chains, reducing waste and creating brand assets faster.
Scania boosts global workforce with ChatGPT Enterprise
On November 19, 2025, Scania announced it is speeding up AI adoption across its global workforce by using ChatGPT Enterprise. This tool helps teams learn, build, and innovate more effectively. Scania made licenses widely available and focused on team-based training, not just individual learning. This approach led to quick improvements in productivity and quality, with AI now part of their ongoing improvement processes. Scania plans to explore more advanced AI capabilities and integrate them further into their workflows.
Michigan sees data center boom for AI power
On November 19, 2025, DTE Energy CEO Joi Harris stated that AI, competition, and speed are driving a data center boom in Michigan. DTE sought quick approval to power a massive 1.4-gigawatt data center in Saline Township for Oracle, OpenAI, and Related Digital. However, the Michigan Public Service Commission denied DTE's request to skip public hearings after pressure from environmental groups like the Sierra Club. This facility would be DTE's largest single customer, highlighting the growing demand for power from AI operations.
AI and wages threaten Poland's job market
On November 20, 2025, a report revealed that AI and rising wages are threatening Poland's strong economy, especially in Krakow. International companies like Shell, Heineken, HSBC, and UBS are cutting jobs in areas like data processing and accounting. By the end of October, 32 companies in Krakow planned to lay off 4,195 people, a 70% increase from 2024. Companies are moving simpler jobs to lower-cost regions, such as Heineken shifting positions to India, and replacing some roles with more specialized AI-driven tasks.
Software stocks struggle despite AI boom
A November 2025 report shows that software stocks are performing poorly, unlike other tech stocks benefiting from the AI boom. Companies like Adobe and Salesforce have seen significant losses, with Adobe down 27% in 2025. Investors worry that AI could reduce software licensing revenue or make existing applications unnecessary. Software firms are currently earning little from AI, and broader economic factors like interest rate changes also play a role. Despite these fears, Morningstar analysts believe many software companies have strong fundamentals and are undervalued.
Economist predicts AI boom will crash soon
On November 20, 2025, economist David McWilliams predicted that the current AI boom will "undoubtedly crash." He argues that AI does not create jobs and that the massive investments in graphics processing units, or GPUs, are like "digital lettuce" because they quickly become old and useless. McWilliams believes these technologies are perishable goods, making the investments risky. However, he also stated that the United States will recover well due to its strong culture of innovation and focus on money.
Thumbprint invests in AI with new tech director
In November 2025, Thumbprint announced a new focus on AI by hiring Mark Hendrickson as its Director of Technology. This move is part of a larger plan to create advanced merchandise automation and AI-powered customer experiences. Trevor Woodman, the lead software developer, will also take on a bigger role in tech development. Thumbprint's CEO, Tom Rector, stated that the company aims to build a technology engine that anticipates customer needs and makes branded merchandise intelligent and easy to use.
Ipsos launches AI tool for better product testing
On November 21, 2025, Ipsos launched Product View AI, a new solution to improve product testing. This tool uses consumer videos, observational methods, Vision AI, and AI agents to uncover hidden details about how people use products. Unlike traditional surveys, Product View AI can reveal unspoken habits and problems, helping companies understand the full product experience. Vision AI quickly analyzes videos, and a team of AI agents provides deeper insights. This aims to give businesses clear recommendations for developing better products and marketing strategies.
Sources
- HUMAIN Expands Strategic Partnership with NVIDIA, Advancing Global AI Infrastructure with xAI, Global AI, and AWS at the U.S.-Saudi Investment Forum
- HUMAIN and Adobe Announce Global Strategic Partnership to Build AI Models and Ai-Powered Applications Tuned for the Arab World at the U.S.-Saudi Investment Forum
- Adobe (Nasdaq: ADBE) and HUMAIN launch Arab generative AI models partnership
- Cisco Invests in Spatial Intelligence Pioneer World Labs
- An AI studio model creates scale and drives ROI across functions
- From legacy to Frontier: How 100-year brands are leading AI innovation | The Microsoft Cloud Blog
- How Scania is accelerating work with AI across its global workforce
- Howes: AI, competition, speed drive Michigan's data center boom, DTE CEO says
- AI Threatens to Spoil Poland’s $1 Trillion Economic Party
- For Software Stocks, It’s Been an AI Bust, Not a Boom
- One of the world's most popular economists on why AI is 'undoubtedly going to crash:' It's built on 'digital lettuce'—and the U.S. will be just fine anyway
- Thumbprint Signals Growing Investment in AI With Appointment of Director of Tech
- See the Unseen with Product View AI
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