AI INTELLIGENCE | Weekly Top 10 (9/25/25)

Stargate Gains Momentum with New Data Centers
OpenAI, Oracle, and SoftBank plan five new AI data center sites across Texas, New Mexico, Ohio, and the Midwest, part of their multibillion-dollar Stargate effort.
— With 10 GW target capacity, the move underscores how computing scale is now a cornerstone of AI competition.

Nvidia’s $100B Investment Deepens AI Ties
Nvidia agreed to invest up to $100B in OpenAI and supply chips for AI infrastructure buildouts. 
— The deal links hardware vendor and AI model-maker strategies, raising both synergies and regulatory scrutiny.

Alibaba Elevates AI Spending Beyond $53B
Alibaba announced plans to expand its AI commitment beyond an already massive $53 billion, signaling intensifying competition from Chinese tech players. 
— That move shifts the global AI arms race further eastward, pressuring U.S. and Western firms to accelerate.

Citi Trials Agentic AI for Complex Tasks
Citigroup is piloting autonomous AI agents in its internal systems—letting users use single prompts to run workflows that once needed handoffs.
— Agents handle research, data compilation, and document drafting, with built-in cost controls to mitigate runaway compute spend.

AI Adoption Campaign Launched by CEOs
A coalition of leading CEOs joined the BSA to promote AI adoption across public and private sectors, pushing for policies that support scale and innovation. 
— The campaign aims to shape global regulation in a window where governments are actively considering AI rules.

Check Point Acquires Lakera for AI Security
Cybersecurity firm Check Point acquired AI-native Lakera to own the full AI protection stack—from pre-deployment to runtime. 
— The deal reflects growing demand for security built into AI systems, especially as adoption rises.

Global AI Summit Maps Risk, Inequality & Innovation
At the Global AI Summit, leaders from business, policy, and ethics convened to debate AI’s impacts on jobs, power, and equity. 
— The discussion included alarming projections: up to 60% job impact in advanced economies, with warnings about financial instability from overinvestment.

City Law Firms Reshape with AI Tools
Over 78% of top UK law firms now promote AI capabilities, using the tech to automate deal processes and alter staffing models. 
— The shift is forcing firms to rethink billing, hierarchy, and client engagement.

SMEs Embrace Trust & Ethics in AI Deployments
A new framework, SME-TEAM, outlines how small and medium enterprises can adopt AI responsibly across data, algorithm, oversight, and architecture. 
— Embedding ethics isn’t just a luxury: for SMEs, it may become a competitive differentiator.

AI Spending to Surge Despite Market Consolidation
Global AI expenditure is expected to top $1.5 trillion this year, even as consolidation accelerates—big players acquiring tools, emerging firms narrowing. 
— The dual trend shows that while growth remains expansive, scale and integration may decide winners.