openai, nvidia and anthropic Updates

Big Tech companies are significantly ramping up their investments in AI infrastructure, with capital expenditures projected to reach over $405 billion in 2025, a 62% year-over-year increase. This surge includes a 75% year-over-year rise in Q3 spending to $113.4 billion, reflecting strong confidence in AI's future. Experts like McKinsey anticipate AI data center costs could hit $5.5 trillion by 2030, while Goldman Sachs forecasts hyperscaler CapEx to more than double from 2022-2024 to 2025-2027. Cisco President Jeetu Patel echoes this sentiment, stating the AI boom has only just begun and is driving sustainable growth for his company, which provides essential high-speed networking and data center solutions.Amidst this growth, AI insiders surveyed at the Cerebral Valley conference on November 14, 2025, made bold predictions. They estimate OpenAI's 2026 revenue at $30 billion and project Nvidia's valuation to reach $6 trillion. Many believe Artificial General Intelligence (AGI) will be declared by 2030. Interestingly, these insiders favored investing in Anthropic over OpenAI and expect OpenAI to lead the LMArena leaderboard by 2026, with Alibaba's Qwen also making the top five.OpenAI continues to expand its offerings with Sora 2, its video generation tool. It provides limited free access by invitation on iOS and web in the US and Canada for short, low-resolution clips. For professional creators, Sora 2 Pro is available through ChatGPT Pro for $200 per month, offering up to 25-second 1080p videos without watermarks and 10,000 credits, allowing for approximately 38 high-quality videos monthly. While Sora 2 Pro is the most expensive option compared to rivals like Runway Gen-3 and Pika 1.5, it aims to deliver the highest quality and realism in AI-generated videos.On the talent development front, Amazon Web Services (AWS) launched new training solutions on November 14, 2025, to prepare professionals for AI careers. AWS Skill Builder now features over 220 free AI courses, ranging from beginner to advanced generative AI topics. The program includes practical tools like the Meeting Simulator and Cohorts Studio, allowing learners to earn microcredentials by solving real-world problems in AWS environments. Similarly, academic institutions are integrating AI, with Daniel Gillion's course teaching students to apply machine learning to social science issues using the R programming language.However, the AI market isn't without its fluctuations. Asian technology stocks recently experienced a "reality check," with foreign investors selling over $4.6 billion in shares this week. This led to significant drops, including Taiwan's Taiex index falling 3.5% and major chipmakers like Taiwan Semiconductor Manufacturing Co., Samsung Electronics, and SK Hynix losing over 5%.Security remains a critical concern as AI adoption grows. The Health Sector Coordinating Council (HSCC) released early details of its 2026 guidance for managing AI cybersecurity risks in healthcare, developed by an AI Cybersecurity Task Group of 115 organizations. This guidance focuses on education, cyber defense, and creating practical playbooks for AI-related cyber incidents. Furthermore, AI-driven security solutions are proving essential for managing Non-Human Identities (NHIs) in cloud environments, offering faster threat detection, automated responses, and cost savings by bridging the gap between security and R&D teams.For startups navigating this dynamic environment, Forethought AI co-founder Nicholas shared his "7-Failure Rule," emphasizing iteration and expecting multiple misses before achieving product-market fit. He advises founders to prioritize solving real customer problems and listening to early users for long-term survival in a maturing AI market.

Key Takeaways

• Big Tech companies are projected to invest over $405 billion in AI-related capital expenditures in 2025, a 62% year-over-year increase.
• AI insiders predict OpenAI's 2026 revenue will reach $30 billion and Nvidia's valuation will hit $6 trillion.
• OpenAI's Sora 2 video generation tool offers a premium Pro version via ChatGPT Pro for $200 per month, providing high-quality 25-second 1080p videos.
• Amazon Web Services (AWS) launched over 220 free AI courses and new microcredentials on November 14, 2025, to boost AI career development.
• The Health Sector Coordinating Council (HSCC) is developing 2026 guidance for managing AI cybersecurity risks in healthcare, involving 115 organizations.
• AI-driven security solutions are crucial for managing Non-Human Identities (NHIs) in cloud environments, enhancing threat detection and automation.
• Asian technology stocks saw a market correction, with foreign investors selling over $4.6 billion in shares, causing indices like Taiwan's Taiex to drop 3.5%.
• AI insiders at the Cerebral Valley conference favored investing in Anthropic over OpenAI and expect OpenAI to lead the LMArena leaderboard by 2026.
• Cisco President Jeetu Patel believes the AI boom has just begun, driving sustainable growth for companies providing essential infrastructure.
• Forethought AI co-founder Nicholas introduced the "7-Failure Rule," advising startups to embrace iteration and focus on solving customer problems for product-market fit.

Healthcare Council Shares 2026 AI Security Plan

The Health Sector Coordinating Council (HSCC) released early details of its 2026 guidance for managing AI cybersecurity risks in healthcare. This guidance, developed by an AI Cybersecurity Task Group of 115 organizations, aims to help the sector use AI safely. It includes resources like 'AI in Healthcare: 10 Terms You Need to Know' and focuses on education and cyber defense. Subgroups are creating common terms, training programs, and practical playbooks for responding to AI-related cyber incidents. The goal is to improve awareness, understanding of risks, and control measures for AI in clinical, administrative, and financial health applications.

AI Security Stays Ahead with Non-Human Identity Tools

AI-driven security solutions are crucial for staying ahead of new cyber threats, especially in cloud environments. A key part of this is managing Non-Human Identities (NHIs), which are machine identities controlling how different systems interact. AI improves NHI management by offering better insights and predictive abilities. Benefits include faster threat detection, quicker responses through automation, and cost savings from automating tasks like secrets rotation. These solutions also help bridge the gap between security and R&D teams, ensuring better security without slowing down innovation. Context-aware AI security examines NHI behavior for accurate threat detection and helps maintain regulatory compliance.

Big Tech Spends $405 Billion on AI for Strong 2026

Big Tech companies are investing heavily in AI infrastructure, with capital expenditures driving the growth of AI stocks. Lead Tech Analyst Beth Kindig notes that 2025 AI-related CapEx forecasts have risen from $250 billion to over $405 billion, showing a 62% year-over-year growth. This massive spending, including a 75% year-over-year increase in Q3 to $113.4 billion, indicates strong confidence in AI's future. Experts like McKinsey predict huge growth in AI data centers, with costs potentially reaching $5.5 trillion by 2030. Goldman Sachs also forecasts hyperscaler CapEx to more than double from 2022-2024 to 2025-2027.

AI Insiders Share Predictions on Tech Giants and Startups

An anonymous survey at the Cerebral Valley conference on November 14, 2025, revealed AI insiders' predictions for the industry. Attendees, including founders and investors, estimated OpenAI's 2026 revenue at $30 billion and Nvidia's value at $6 trillion. They largely believe Artificial General Intelligence (AGI) will be declared in 2030. Many favored investing in Anthropic over OpenAI and predicted OpenAI would lead the LMArena leaderboard by 2026, with Alibaba's Qwen also making the top five. Perplexity was the top startup insiders would short. The survey also highlighted that big tech companies are acquiring smaller AI firms to gain talent and move faster.

Sora 2 Offers Free Trial and Premium Video Creation

OpenAI's Sora 2 video generation tool offers both limited free access and a premium Pro version through ChatGPT Pro. The free version, available by invitation on iOS and web in the US and Canada, allows short, low-resolution clips for testing. For serious creators, Sora 2 Pro, costing $200 per month via ChatGPT Pro, provides up to 25-second 1080p videos without watermarks and 10,000 credits. This allows for about 38 high-quality 25-second videos monthly. While Sora 2 Pro is the most expensive option compared to rivals like Runway Gen-3 and Pika 1.5, it offers the highest quality and realism for AI-generated videos.

AWS Boosts AI Careers with New Training and Certifications

On November 14, 2025, Amazon Web Services (AWS) launched new training solutions to help professionals enter AI careers. AWS Skill Builder now offers over 220 free AI courses, from beginner to advanced generative AI topics. The new program emphasizes practical experience through tools like the Meeting Simulator, which helps users explain AI concepts, and Cohorts Studio for team-based learning. Learners can also earn new microcredentials by solving problems and implementing solutions in real AWS environments. These credentials prove both understanding and practical skills, providing a clear path for career growth in AI.

Cisco President Says AI Boom Just Began

Cisco President Jeetu Patel believes the AI boom has only just begun, driving four consecutive quarters of growth for the company. He acknowledges concerns about an "AI bubble" but stresses that the technology creates real value, making this growth sustainable. Patel sees the next wave of AI growth in efficient data processing and more advanced AI models requiring significant computing power. Cisco is well-positioned to benefit by providing essential infrastructure like high-speed networking and strong data center solutions. He advises investors to focus on AI's long-term potential and companies solving real-world problems.

Asian AI Stocks Drop $4.6 Billion in Market Correction

Asian technology stocks experienced a significant downturn as foreign investors sold over $4.6 billion in shares this week. This marks the first major "wobble" for the region's AI market, which saw the MSCI Asia Pacific Index climb 40% to a record high in May. Taiwan's Taiex index fell 3.5%, its largest single-day drop since March 2020, impacting major chipmakers like Taiwan Semiconductor Manufacturing Co. South Korea's Kospi index also tumbled, with Samsung Electronics and SK Hynix losing over 5%. Japan's Nikkei 225 and China's Shanghai Composite Index also saw declines. Analysts suggest this is a "reality check" as investors reassess AI valuations despite bright long-term prospects.

Students Learn Machine Learning for Social Science Problems

Daniel Gillion's course teaches students to apply machine learning to real-world social science issues like politics and economics. Students, even those without coding experience, learn to build working models and analyze data for predictive decisions. The class uses the accessible programming language R and starts with current news to connect concepts to practical projects. This approach helps students understand AI's impact and reevaluate traditional social science questions. The course, now a permanent offering, equips undergraduates with valuable skills for a rapidly changing world.

Forethought AI Founder Shares 7-Failure Rule for Startups

Forethought AI co-founder Nicholas introduced his "7-Failure Rule" on TechCrunch's new Build Mode podcast, guiding startups to achieve product-market fit. This rule emphasizes embracing iteration and expecting several misses before finding success, a contrast to the idea of overnight startup triumphs. Forethought AI, which won Startup Battlefield 2018 and raised $9 million, focused on solving real customer problems rather than chasing hype. Nicholas advises founders to listen carefully to early users and prioritize consistent customer value for long-term survival, especially as the AI market matures and investors demand real results.

Sources

• HSCC previews 2026 AI cybersecurity guidance, highlighting best practices for healthcare organizations
• Which technologies keep AI-driven security ahead of threats
• Big Tech’s $405B Bet: Why AI Stocks Are Set Up for a Strong 2026
• What insiders anonymously think about the AI race
• Sora 2 요금제 완전 분석: 무료와 유료는 무엇이 다른가?
• AI credentials grow as AWS launches practical training pathway
• The AI boom 'just started': Cisco's Patel weighs in on the bubble debate
• Asia's $4.6 Billion AI Meltdown: The Rally Investors Thought Would Never Crack
• Machine learning and the social sciences
• Forethought AI's 7-Failure Rule: Building Product-Market Fit