We live in invisible digital system. Our days in them begins the moment our phones alarm rings. Right.For a lot of us, I'm sure this morning the first thing you see is not the sunrise. It's a screen. Right.News, notifications, emails, perfectly curated just for you. Every tap, every swipe feel like your choice, but it's a guided one. Sorry.Hello everyone. My name is Minguin and as a solution architect, I build these digital system and I've learned that in this day and age, every engineering choice is a cult ...

Core Insights - The partnership between AMD and OpenAI signifies ongoing competition in the AI infrastructure market, indicating that no single company has emerged as a clear leader yet [1][4] - OpenAI's valuation has reached $500 billion, raising questions about potential market bubbles, but the demand for AI solutions remains strong [7][8] - The AI infrastructure market is projected to reach $583 billion over the next five years, with Nvidia expected to capture a significant share [10] AMD and OpenAI Partnership - AMD is set to provide its top-end MI450 GPU clusters to OpenAI, which will utilize these for its AI infrastructure [6] - OpenAI will receive stock warrants as part of the deal, allowing it to benefit from AMD's future valuation growth [6][5] - This partnership positions AMD to challenge Nvidia's dominance in the AI space [4] Market Dynamics - The AI market is characterized by a variety of players, including Nvidia, Google, Amazon, and Broadcom, each vying for a share of the growing demand for AI capabilities [2][3] - There is a notable demand for compute capacity, which is expected to continue growing, providing opportunities for all companies involved [4][3] - The market is experiencing a level of exuberance, with some companies seeing significant stock price increases, leading to concerns about potential consolidation [20][21] Company Performance and Outlook - Companies like Broadcom and TSMC are viewed positively, with expectations of significant growth in custom chip markets [15] - Some software companies, particularly in the enterprise sector, are facing scrutiny regarding their long-term viability in the face of AI advancements [18][19] - Tesla's future remains uncertain, with speculation about its role in physical AI and robotics, despite its current stock momentum [24][23]

Core Insights - The U.S. holiday shopping season is projected to generate $253.4 billion in online sales, reflecting a 5.3% increase year-over-year [1] Group 1: Sales Predictions - Cyber Monday is expected to be the largest shopping day, with sales reaching $14.2 billion, up 6.3% year-over-year [3] - Black Friday sales are forecasted to grow by 8.3% year-over-year, totaling $11.7 billion [3] - Online spending on Thanksgiving Day is anticipated to be $6.4 billion, marking a 4.9% increase year-over-year [3] Group 2: Consumer Behavior Trends - Discounts are expected to drive sales, with products anticipated to be 28% off listed prices [4] - The use of mobile devices for shopping is projected to reach a record 56.1% share of online transactions, up from 54.5% last year [7] - Generative AI-powered shopping is predicted to see a 520% increase in traffic year-over-year, peaking in the 10 days leading up to Thanksgiving [5] Group 3: AI and Technology Impact - A survey indicates that 53% of consumers may use AI services for research before purchases, with 40% using AI for recommendations [6] - AI is expected to be most utilized in categories such as toys, electronics, jewelry, and personal care [6] Group 4: Payment Methods - Buy now, pay later (BNPL) services are projected to drive $20.2 billion in online spending, an 11% increase year-over-year [10] - Cyber Monday is expected to see BNPL spending reach $1.04 billion, up 5% year-over-year [10] Group 5: Advertising Influence - Social media advertising is anticipated to drive a 51% increase in online revenue year-over-year, a significant rise from 5% growth in 2024 [11] Group 6: Top Spending Categories - The leading categories for spending include electronics at $57.5 billion (up 4% YoY), apparel at $47.6 billion (up 4.4% YoY), and furniture at $31.1 billion (up 6.5% YoY) [12]

This story was originally published on CIO Dive. To receive daily news and insights, subscribe to our free daily CIO Dive newsletter. Dive Brief: OpenAI cut a deal with AMD to deploy six gigawatts of AI compute capacity in a massive infrastructure push unveiled Monday. The companies will share technical expertise and align product roadmaps across multiple generations of AMD Instinct GPUs, according to a joint announcement. “This partnership is a major step in building the compute capacity needed to rea ...

Group 1 - Proactive provides fast, accessible, informative, and actionable business and finance news content to a global investment audience [2] - The news team covers medium and small-cap markets, as well as blue-chip companies, commodities, and broader investment stories [3] - Proactive has a presence in key finance and investing hubs with bureaus and studios located in major cities such as London, New York, Toronto, Vancouver, Sydney, and Perth [2][3] Group 2 - The company is committed to using technology to enhance workflows and improve content production [4] - Proactive employs automation and software tools, including generative AI, while ensuring all content is edited and authored by humans [5]

Core Insights - ClearBridge Investments reported strong equity performance in Q3 2025, with the S&P 500 Index rising 8.1% and the Nasdaq Composite increasing 11.2% to record highs, driven by favorable economic conditions and strong corporate earnings, particularly in technology [1] - The ClearBridge Large Cap Growth Strategy underperformed the benchmark due to underexposure to perceived AI winners and holding stocks considered AI losers [1] Company Highlights - Oracle Corporation (NYSE:ORCL) showed a one-month return of 22.91% and a 52-week gain of 67.47%, closing at $286.14 per share with a market capitalization of $815.726 billion on October 3, 2025 [2] - The ClearBridge strategy initiated new positions in Oracle and other infrastructure software providers, highlighting Oracle's successful expansion into cloud infrastructure for generative AI workloads, which is expected to increase its market share and profitability [3] - Despite Oracle's potential, it is not among the 30 most popular stocks among hedge funds, although hedge fund interest increased from 97 to 124 portfolios in the last quarter [4]

Group 1: Convergence of Banking and Telecom - The lines between communication and financial services are increasingly blurred as mobile devices become central to daily activities, prompting banks to adapt and innovate to remain relevant in a competitive landscape [1] - Telecom companies aim to expand their role beyond infrastructure providers by integrating financial services, thereby capturing a larger share of the mobile economy [2] - Banks and telcos have three strategic options in this convergence: observe, dabble, or lead, with leaders having the potential to gain significant revenue and customer adoption advantages [3] Group 2: Examples of Convergence - N26, a neobank in Germany, exemplifies successful banking and telecom convergence by offering a digital mobile service in partnership with Vodafone Germany, enhancing customer experience while driving revenue for the telco [4] - Competitors like Revolut are entering the market with similar mobile services, utilizing a mobile virtual network operator (MVNO) model to provide low-cost offerings and loyalty incentives [5] - In developing regions, digital wallets have been successfully implemented by telecom providers, such as Wave Money in Myanmar, which serves 35 million customers, showcasing the potential of financial services in the telecom sector [6]

This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Dive Brief: Independent agency Huge has acquired creative studio Both&Yes, whose founders have been involved with building digital and AI experiences for Google and YouTube, per a press release. Terms were not disclosed. Both&Yes co-founders, Ken Frederick and Michael Lin, will become executive creative directors at Huge, bringing years of experience in brand ...

Core Insights - Aurora Mobile Limited is expanding its global business by introducing advanced omnichannel and AI solutions specifically designed for Japanese enterprises [1][4] - The company has a strong background in serving various sectors including e-commerce, finance, SaaS, manufacturing, and gaming, providing scalable and secure solutions [2] - A dedicated local team and infrastructure in Japan will ensure responsive support and ongoing innovation for Japanese clients [4] Company Overview - Founded in 2011, Aurora Mobile is a leading provider of customer engagement and marketing technology services in China, focusing on stable and efficient messaging services [5] - The company has developed solutions such as Cloud Messaging and Cloud Marketing to enhance omnichannel customer reach and interaction, alongside AI and big data-driven marketing technology solutions [5] Product Offerings - EngageLab: An omnichannel marketing automation platform for seamless user engagement across multiple channels [8] - GPTBots.ai: A no-code AI agent builder for deploying intelligent agents in customer service and workflow automation [8] - LiveSpeechly: A real-time multilingual communication tool for business meetings, featuring instant translation and AI-generated summaries [8] - WorkPilot: An AI-powered document and contract intelligence application integrated with Microsoft Word for secure and efficient document management [8] Market Commitment - Aurora Mobile will showcase its GPTBots.ai at NexTech Week Tokyo from October 8 to 10, 2025, highlighting its commitment to the Japanese market [3]

Core Insights - American International Group (AIG) has announced a new leadership structure for its North America Commercial Insurance division following the retirement of executive vice-president and CEO Don Bailey, effective at the end of the year [1][2] Leadership Changes - Don Bailey, who has over 40 years of experience in the insurance industry, has played a significant role in repositioning AIG's commercial business in North America and enhancing relationships with brokers and clients [2][3] - Allison Cooper and Barbara Luck will be promoted to co-presidents of Retail, while Lou Levinson will become president of Wholesale for North America Commercial, reporting directly to John Neal, who will assume the role of president of AIG [3][4] Future Direction - The new leadership structure is set to take effect on January 1, 2026, with confidence expressed in the ability of the new leaders to build on AIG's momentum in the marketplace [3][4] - AIG has also appointed Scott Hallworth as chief digital officer to lead its digital, data, and generative AI initiatives, indicating a focus on technological advancement within the company [4]