Barclays estimates that data centers for AI giants like OpenAI, Meta, and Amazon could need as much as 46 gigawatts of electricity. That's about the same amount of power used by 44 million US households, or roughly a third of all homes in the country. Building out these projects could cost $2.5 trillion.
This massive expansion is already putting pressure on the power grid. Nvidia, Microsoft, and OpenAI are warning about possible grid instability caused by rapid swings in electricity demand. Some plans call for energy sources like solar plants and gas storage to be integrated directly into the data centers. OpenAI has even asked the US government to add 100 gigawatts of new power generation each year. It's still unclear how many of these projects will actually get built. According to Barclays, it's hard to draw the line between projects that are real and those that are still just speculation.
Deutsche Telekom and Nvidia are joining forces to build the "Industrial AI Cloud" in Munich, set to become one of the largest AI computing hubs in Europe. The center will feature more than 1,000 NVIDIA DGX B200 systems and RTX PRO servers, with up to 10,000 NVIDIA Blackwell GPUs. According to Telekom, this will increase Germany's AI computing power by 50 percent. For comparison's sake, Sam Altman recently said that OpenAI will have "well over one million GPUs" online by the end of 2025. That's just OpenAI.
"Germany's strength in engineering and industry is legendary and will now be further enhanced by AI."
Jensen Huang, Nvidia CEO
The new initiative aims to give European companies the ability to build AI solutions using local data. Early partners are SAP, Polarise, and Agile Robots. The platform is intended to support applications such as factory simulation, robot training, and running large language models on site. The project, valued at over one billion euros, is privately funded and separate from the EU’s AI gigafactory funding program.
Microsoft to invest $7.9 billion in AI infrastructure and talent across the UAE by 2029
Microsoft is expanding its footprint in the Middle East, planning to spend over $7.9 billion in the United Arab Emirates (UAE) by 2029 on cloud infrastructure, AI chips, and local talent development.
Coca-Cola is using generative AI for its “Holidays Are Coming” Christmas ads again this year. After facing backlash for last year's AI-driven campaign, Coca-Cola once again partnered with Silverside AI and Secret Level studios to create videos with fewer noticeable AI-related errors.
According to Chief Marketing Officer Manolo Arroyo, production and editing ran significantly faster and cheaper than with traditional shoots - about a month instead of a full year. The AI generated over 70,000 video clips, which artists then refined and polished. Coca-Cola says it plans to expand its use of AI in future projects.
Trump advisers block plan to ease Nvidia chip exports to China ahead of Xi meeting
Just before his scheduled meeting with Chinese President Xi Jinping, former US President Donald Trump was reportedly prepared to consider easing export restrictions on Nvidia’s latest AI chips – but senior advisers stepped in to stop him. Nvidia CEO Jensen Huang had lobbied intensely for access to the Chinese market.
Rumors on LinkedIn claim that ChatGPT is no longer allowed to give medical or legal advice, but OpenAI says that’s false. The company says the model’s behavior has not changed. Karan Singhal, OpenAI’s Head of Medical AI, says ChatGPT was never meant to replace expert advice, but can still help users understand complex medical or legal topics.
Screenshot via X
OpenAI’s usage policy change logs show no recent changes to how sensitive topics are handled. The most recent update on October 29, 2025, was made to "reflect a universal set of policies across OpenAI products and services."
via waybackmachine
OpenAI’s usage policy change logs show no recent changes to how sensitive content is handled. The latest update on October 29, 2025, was made to unify the rules across all products. A line warning about giving advice that “requires a license” was already in earlier versions. Older policies included similar notes, just without the licensing reference.
