Nvidia GPUs, OpenAI AMD Deal, Salesforce Data

The artificial intelligence landscape continues to evolve rapidly, with significant developments across research, investment, and application. MIT and MBZUAI have launched a joint AI research program focusing on areas like healthcare and robotics, while Deloitte and KAUST are partnering to advance AI innovation in Saudi Arabia, aligning with the nation's Vision 2030. In the financial sector, investor Peter Lynch expresses caution, admitting he doesn't invest in AI stocks like Nvidia due to a lack of understanding, emphasizing his philosophy of investing only in what he comprehends. Meanwhile, the AI race intensifies with OpenAI reportedly striking a multi-billion dollar deal with AMD for GPUs, a move Jim Cramer suggests could challenge hyperscalers. The cybersecurity realm is also seeing AI advancements, with Ridge Security introducing RidgeGen for autonomous security validation. The HR Tech sector is experiencing a surge in investment, driven by AI's impact on workplaces and potential contributions to a four-day workweek. However, challenges persist; an AI-generated cover letter, while effective, revealed an alarming flaw, highlighting the difficulties job seekers face with overwhelmed Applicant Tracking Systems and the need for human oversight. The demand for AI infrastructure is evident in Northern Virginia, which has become a global data center hub essential for processing internet traffic and powering AI growth, despite local resource consumption. Amidst these developments, the financial industry's embrace of AI trading tools is drawing comparisons to the speculative excesses of the dot-com era, raising questions about investor behavior.

Key Takeaways

• MIT and MBZUAI have established a joint AI research program focusing on healthcare, robotics, and energy-efficient computing.
• Deloitte and KAUST are collaborating to advance AI in Saudi Arabia, linking research to business applications and focusing on talent development.
• Legendary investor Peter Lynch avoids AI stocks, including Nvidia, due to his lack of understanding of the technology.
• OpenAI is reportedly making a significant multi-billion dollar deal with AMD for 6 gigawatts of GPUs over several years.
• Ridge Security has launched RidgeGen, an agentic AI framework for autonomous security validation.
• Global investment in HR Technology has surged in 2025, largely driven by AI's impact on workplaces and potential for efficiency gains.
• AI-generated cover letters, while effective, can have flaws and highlight challenges with Applicant Tracking Systems and the job market.
• Northern Virginia is the world's data center capital, processing significant global digital traffic and essential for AI growth, though it consumes substantial local resources.
• The adoption of AI trading tools in finance is drawing parallels to the speculation seen during the dot-com bubble.
• Cyberattacks impacted companies like Asahi Beer and Oracle, while Salesforce denied a major breach, and the UK sought user data from Apple.

MIT and MBZUAI launch joint AI research program

MIT and MBZUAI have established a new joint research program focused on artificial intelligence. This initiative will bring together researchers from both institutions to collaborate on multi-year studies. The research will apply AI to areas like healthcare, robotics, and energy-efficient computing. Projects will be co-led by principal investigators from both MIT and MBZUAI, with research taking place in Cambridge and Abu Dhabi.

Deloitte and KAUST partner for AI innovation in Saudi Arabia

Deloitte and King Abdullah University of Science and Technology (KAUST) have signed an agreement to advance artificial intelligence in Saudi Arabia. This collaboration aims to connect AI research breakthroughs with business applications across the Kingdom. They will develop joint projects, focus on training future AI talent through workshops and internships, and explore AI policy and ethics. The partnership aligns with Saudi Vision 2030's goals for economic transformation through technology.

Investor Peter Lynch avoids AI stocks due to lack of tech understanding

Legendary investor Peter Lynch stated he owns no AI stocks, admitting he could barely pronounce Nvidia until recently. Lynch, known for his success managing the Magellan Fund, prefers to invest in companies he fully understands. He advises investors to 'know what you own' and avoid 'playing the market.' Lynch also believes current investors have more safety nets than in the past and that AI will create new jobs even as it automates others.

Peter Lynch explains his absence from AI stock investments

Renowned investor Peter Lynch revealed he has no investments in AI stocks because he doesn't fully understand the technology. He shared on a podcast that he could not even pronounce 'Nvidia' until about eight months ago. Lynch emphasized his investment philosophy of thoroughly understanding companies before investing, cautioning against chasing trends. He also noted that while AI may automate some jobs, new opportunities will emerge.

Cybersecurity and AI news update for the week of September 29, 2025

This week saw significant developments in both cybersecurity and AI. Cyberattacks impacted companies like Asahi Beer and Oracle, while Salesforce denied a major breach. The UK sought user data from Apple, and OpenAI announced new chip deals and its Sora AI video app. The EU pushed for AI-driven cars, and Taiwan addressed semiconductor tariffs. DeepL hired a new Chief Product Officer, and various companies launched AI initiatives for businesses and data integrity.

Ridge Security launches RidgeGen AI framework for autonomous security validation

Ridge Security has introduced RidgeGen, an agentic AI framework designed to advance autonomous security validation. This new technology aims to identify and address security weaknesses with greater speed and accuracy by mimicking attacker behavior. RidgeGen uses intelligent agents that learn and adapt to perform complex security assessments. The framework provides autonomous discovery, intelligent analysis, adaptive validation, and actionable insights to improve an organization's security posture.

AI trading tools echo dot-com era speculation dangers

The financial industry's adoption of AI trading tools is drawing parallels to the speculation seen during the dot-com bubble. Companies like BlackRock and eToro are promoting advanced algorithms. However, the article suggests that retail investors might still make emotional decisions, similar to past market mistakes. This highlights a potential risk where advanced tools could amplify rather than correct common investor behaviors.

AI drives surge in HR Tech investment in 2025

Global investment in HR technology has significantly increased in 2025, largely fueled by artificial intelligence. AI is already impacting workplaces and will continue to shape the labor market and human resources. Experts predict that AI's efficiency gains could contribute to the adoption of a four-day workweek. The demand for workers skilled in managing AI systems is growing, emphasizing the need for continuous learning and adaptation.

AI-generated cover letter helps job seeker but reveals alarming flaw

After being laid off, a job seeker used ChatGPT to write cover letters, finding the AI-generated text surprisingly effective but with a significant error. The current job market is described as broken, with Applicant Tracking Systems (ATS) overwhelmed by AI-generated applications. While AI tools can assist, the author warns against outsourcing critical thinking. The article highlights the difficulty job seekers face in navigating the system and the need for human connection.

Jim Cramer: OpenAI's AMD deal gives it an AI advantage

CNBC's Jim Cramer believes OpenAI's new deal with chipmaker AMD strengthens its position in the artificial intelligence race. OpenAI will reportedly use 6 gigawatts of AMD's GPUs over several years, a deal worth billions. Cramer suggests this move makes hyperscalers vulnerable, as OpenAI could challenge their businesses. He sees the AI boom as legitimate, with major players investing heavily to keep pace with demand.

Northern Virginia: The heart of the internet's data centers

Northern Virginia has become the world's data center capital, processing about 70 percent of global digital traffic. These massive warehouses, often built near homes and historic sites, are essential for powering the internet and the growing demand for AI. The region attracts companies due to its energy costs and infrastructure, contributing billions to Virginia's economy. However, data centers also consume significant local resources and can impact nearby communities with noise and higher energy bills.

Sources

• MIT and MBZUAI set up joint research program on AI for health, robotics, and computing
• Deloitte and KAUST Partner to Advance Artificial Intelligence Innovation in Saudi Arabia
• Peter Lynch on why he isn't in the AI trade: 'I literally couldn't pronounce Nvidia until about 8 months ago'
• Legendary US market investor Peter Lynch reveals why he doesn't invest in AI stocks. Hint: ‘I couldn’t pronounce Nvidia’
• Security and AI news from the week beginning 29th September 2025
• Ridge Security Announces RidgeGen, the Company’s Agentic AI Framework Driving the Next Evolution in Autonomous Security Validation
• The Dangerous Parallel Between AI Trading Tools and Dot-Com Era Speculation
• Global HR Tech Investment Surges in 2025
• I Got Laid Off. A.I. Wrote My New Cover Letter. It Was Surprisingly Good—Except for One Alarming Mistake.
• Jim Cramer says OpenAI might be developing an edge after inking deal with AMD
• Opinion | The data center capital