AI Reading for Wednesday October 8

Musk’s xAI raises $20 billion from investors including Nvidia, to whom it will pay a more or less equal amount for chips. - Bloomberg

Nvidia and OpenAI have engaged in a series of circular deals and partnerships, raising concerns about artificially inflating the AI market valuation beyond $1 trillion. - Bloomberg

Nvidia now exceeds 5% of MSCI ACWI large and midcap index, exceeding big countries. - Benzinga

Bank of England flags risk of ‘sudden correction’ in tech stocks inflated by AI - Financial Times

Musk has abandoned the goal to make lots of Optimus robots in 2025 - The Information

Q&A with Sam Altman on OpenAI's unifying vision covering the expansion of ChatGPT applications including Instant Checkout and Sora, infrastructure partnerships, investor perspectives. - Stratechery by Ben Thompson

Sam sinks SaaS stocks as OpenAI talks about its homegrown tools. - WIRED

How AI became our personal assistant: Microsoft's AI for Good Lab estimates 15% of the global workforce uses AI, and ChatGPT receives over 18 billion messages weekly - Financial Times

8% of kids under 12 said to use AI - Pew Research Center

JPMorgan CEO Jamie Dimon says the bank's roughly $2 billion annual AI investment has already paid for itself, improving efficiency and reducing headcount to save at least as much as the investment. - Semafor

Over 70% of S&P 500 firms now disclose AI as a material risk, citing reputational risk, cybersecurity, legal and regulatory risk, with governance lagging oversight needs. - Cybersecurity Dive

Study by security firm LayerX reveals that 77% of enterprise AI users paste data into ChatGPT, with 22% involving sensitive PII/PCI information, raising significant data leakage and compliance risks due to unmanaged personal account usage. - The Register

Otter.ai launched enterprise tools and an MCP server to convert meeting transcripts into a searchable knowledge base with agentic workflows. - TechCrunch

AlphaSense acquires Y Combinator-backed Carousel, an AI assistant for Excel - Business Insider

Harvard economist Jason Furman estimates that investments in data centers and information-processing software contributed to 92% of US GDP growth in the first half of 2025. - Fortune

US Power Companies Aim to Spend $1 Trillion Over Next Five Years - Bloomberg

Virginia's data centers used about a quarter of the state's electricity in 2023. In 2025, Amazon alone has filed plans for 28 planned facilities. - Business Insider

Google's Pixel 10 embeds C2PA content credentials to tag images as AI-generated or edited; Apple’s iPhone 17 and iOS 26 lack C2PA, and experts urge broader adoption to improve provenance and combat AI-driven misinformation. - CNET

Google released the Gemini 2.5 Computer Use model in the API, to understand and control Web browsers and GUIs visually - Google

JetBrains joined Google and Zed backing ACP, an open protocol to integrate coding agents across editors without vendor (cough - VS Code) lock-in - The Register

Docker Offload, now in beta, lets you use the Docker CLI and GUI to run containers in the cloud over SSH - Cloud Native Now

Samsung paper does pretty good on ARC-AGI with tiny 7m-parameter model, using intensive reflection to recursively re-evaluate its own work. Those IQ diagram type problems are interesting insofar as computers have trouble with them, but they are a narrow type of intelligence. I could see something solving them that is not at all AGI. - Alexia JM

Mathematical discovery in the age of artificial intelligence - Nature

GPT-5-Codex is a better AI researcher than me - Sean Goedecke

Who needs git when you have 1M context windows? Programmer screws up, but LLM history saves him. - Alex Molas

Workers want AI to automate the boring drudgery but that's not always how it works out. - Fast Company

Sanders calls for 4-day workweek as AI threatens jobs - Fortune

Recruiters Use A.I. to Scan Résumés. Applicants Try to Trick It. - The New York Times

Courts don't know what to do about AI crimes. - Rest of World

The Most Reviled Tech CEO Confronts His Haters - The Atlantic

A 28-year-old and his AI girlfriend tell us about their relationship: 'She is real, whether she's human or not' - Business Insider

what is even real

Behold Neural Viz, the first great cinematic universe of the AI era. It's from a guy named Josh. - WIRED

🪄 Would you like help with that? - Reddit

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