November 1, 2025

analysis  
Nvidia, Google, Meta AI Race Intensifies

The artificial intelligence landscape is rapidly evolving, with significant developments across education, business, and infrastructure. In education, school districts like Greenville County and Hazleton Area are forming committees and approving policies to guide the safe and effective use of AI tools in classrooms, focusing on critical thinking, data privacy, and avoiding bias. Meanwhile, the broader internet faces challenges as AI crawlers strain resources by scraping content, potentially undermining the web's economic model and hindering user access. Businesses are also navigating AI's impact, with UK retailers reportedly losing billions due to customer frustration with AI features like chatbots, highlighting the need for improved AI experiences. ImmuniWeb is addressing security concerns with its continuous AI-powered testing for web applications, offering constant vigilance against vulnerabilities. Beyond large tech firms, investment opportunities in AI are being identified in foundational technologies and infrastructure, with companies like Broadcom and Fujikura noted as undervalued. Nvidia CEO Jensen Huang stresses the critical need for his company to lead in the AI race, acknowledging the intense competition and the substantial energy demands of future AI innovation. Google is making substantial investments in AI infrastructure and tools like Pomelli, aiming to become a dominant AI operating system for businesses, a strategy that may pay off despite heavy competition from Meta and Microsoft. Cloud platform Vultr has achieved FedRAMP compliance, expanding its AI capabilities with fractionalized Nvidia GPUs and aiming for global reach within milliseconds to support a multicloud future. The article "Use AI as a Decision Maker, Not Just a Tool" suggests a more strategic approach to AI, encouraging its use beyond routine tasks.

Key Takeaways

  • School districts are establishing policies and committees to manage AI use in classrooms, prioritizing student safety and data privacy.
  • AI crawlers are straining internet infrastructure and potentially harming user access by scraping content without reciprocal benefits.
  • UK retailers are losing billions in sales due to customer frustration with AI chatbots, indicating a need for better AI customer service integration.
  • ImmuniWeb has launched a continuous, AI-powered security testing solution for web applications to detect vulnerabilities.
  • Investment opportunities in AI are emerging beyond major tech companies, with potential in foundational AI technologies and infrastructure.
  • Nvidia CEO Jensen Huang emphasizes the critical importance of leading the AI race amidst global competition and growing energy demands.
  • Google is investing heavily in AI infrastructure and tools like Pomelli, positioning itself as a potential dominant AI operating system for businesses.
  • Vultr has achieved FedRAMP compliance, enhancing its AI cloud infrastructure with Nvidia GPUs and aiming for rapid global accessibility.
  • A shift in perspective is suggested, encouraging the use of AI as a decision-maker rather than just a task-completion tool.
  • Hazleton Area School District approved an AI policy focusing on critical thinking and safety, piloting an AI math tutor called Goblins.

Greenville Schools Form Committee to Review AI Use

The Greenville County School District has formed a special committee to examine how artificial intelligence is used in classrooms. The district has been piloting an AI tool called Magic School, which teachers designed for educational purposes. Board Chair Dr. Carolyn Styles noted that the tool helps bridge learning gaps and personalize education for students. The committee will review current policies and gather input from various stakeholders to develop guidelines for safe and effective AI technology use.

Hazleton Area Schools Approve AI Policy with Safety Focus

Hazleton Area School District has approved a new policy for artificial intelligence use, drafted by Technology Director Ken Briggs. The policy emphasizes critical thinking and student safety, requiring training for staff and students before using AI tools. Only reviewed AI tools that protect data privacy and avoid bias are permitted. The district has approved an AI math tutor called Goblins as a pilot program, aiming to enhance learning without providing direct answers.

AI Crawlers Strain Internet, Harm Information Access

Artificial intelligence crawlers are making the internet harder for people to use by slowing down websites and scraping content. These bots systematically collect information, reducing the need for users to visit original sources and straining internet infrastructure. This practice undermines the web's original economic model, where crawlers drove traffic back to websites. The extensive harvesting of content by AI crawlers without providing reciprocal benefits creates a significant strain on the internet's resources.

Use AI as a Decision Maker, Not Just a Tool

Many people use generative AI for routine tasks like writing emails or scheduling meetings, finding it a time-saving solution. However, this article suggests a shift in perspective. Instead of simply using AI as a tool, individuals should approach it as a decision-maker. This approach encourages a more strategic and impactful use of AI technologies in professional settings.

UK Retailers Lose Billions Due to AI Frustration

Shoppers' frustration with AI features like chatbots is costing UK retailers billions of pounds in lost sales, according to a study by the Centre for Economics and Business Research. An estimated £4.9 billion in sales were lost due to negative online experiences in the past year. Many customers feel chatbots hinder access to human help, leading to dissatisfaction. Retailers are urged to improve AI experiences to avoid alienating customers.

ImmuniWeb Offers Continuous AI-Powered Security Testing

ImmuniWeb has launched ImmuniWeb Continuous, a new solution for always-on, AI-powered security testing of web applications. This service is ideal for organizations with multiple applications across different environments. It allows for continuous scanning by AI technology while offering the option to select specific applications for manual testing by experts. The solution aims to provide comprehensive visibility and manage application security centrally, ensuring timely detection and prioritization of vulnerabilities.

Beyond Big Tech: Finding AI Investment Opportunities

Daniel Kim, Portfolio Manager of the Saturna International Fund, suggests that the most promising AI investment opportunities lie beyond the 'Magnificent 7' tech giants. He argues that the intense focus on these mega-cap stocks creates mispriced opportunities elsewhere in the AI ecosystem. Kim highlights companies like Broadcom and Fujikura as examples of undervalued firms with significant growth potential in foundational AI technologies and infrastructure.

Nvidia CEO Stresses Need to Lead in AI Race

Nvidia CEO Jensen Huang emphasized the critical need for the company to maintain its leading position in the artificial intelligence race. He discussed the competitive landscape, particularly concerning the U.S. and China, and the significant energy demands driving future AI innovation. Huang's comments highlight the ongoing efforts and strategic importance of staying ahead in AI development and deployment.

Vultr Achieves FedRAMP Compliance for AI Cloud

Cloud platform Vultr has achieved FedRAMP compliance, a key milestone for its secure cloud infrastructure. Vultr has been expanding its AI capabilities, being among the first to offer fractionalized Nvidia A100 and H100 GPUs. The company's platform now reaches 90% of the world's population within 2 milliseconds, offering resilient and compliant AI infrastructure. Vultr aims to support a multicloud and hybrid-cloud future, integrating various platforms and technologies.

Google's AI Strategy: Will Pomelli and Infrastructure Pay Off?

Google is investing heavily in AI infrastructure and tools like Pomelli, designed to help small businesses create social media content. This strategy positions Google to potentially become the dominant AI operating system for businesses. While rivals like Meta and Microsoft also invest heavily, Google's integrated approach and clear monetization strategy offer a competitive edge. The success of this ambitious AI bet will depend on execution and investor patience.

Sources

AI in Education AI Policy Classroom Technology Personalized Learning Student Safety Data Privacy AI Bias AI Crawlers Internet Infrastructure Information Access AI Decision Making Generative AI AI Tools AI in Retail Customer Experience Chatbots AI Security Testing Web Application Security Vulnerability Management AI Investment Tech Stocks AI Infrastructure AI Race Nvidia AI Cloud FedRAMP Compliance GPU Cloud Computing Google AI Small Business AI