Major AI Breakthroughs: OpenAI-Broadcom 10GW Partnership & Google's $15B India Expansion

📋 Quick Takeaways

OpenAI partners with Broadcom for 10 gigawatts of custom AI accelerators, deployment starting 2026
Google invests $15 billion in India’s largest AI hub outside the US in Visakhapatnam
Microsoft & SoftBank negotiate $2 billion investment in UK autonomous driving firm Wayve
Salesforce commits $15 billion to San Francisco AI infrastructure over five years
Samsung Q3 profits surge 32% to $7.11 billion driven by AI chip demand

🚀 Major AI Infrastructure Developments

OpenAI-Broadcom Strategic Partnership: 10 Gigawatts of Custom AI Accelerators

Groundbreaking Development: OpenAI and Broadcom announced a multi-year collaboration to develop and deploy 10 gigawatts of custom AI accelerators, marking OpenAI’s first venture into proprietary chip design.

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AI Jobs Disruption: 54% of US Jobs Face Transformation | Anthropic Expands to India

📋 Quick Takeaways

54% of US jobs will be moderately transformed by generative AI, with white-collar analytical roles most exposed
AI investments are preventing US recession in 2025 according to Deutsche Bank analysis
Anthropic opens India office in Bengaluru - India is Claude’s 2nd largest market globally
Former Google CEO warns AI models can be hacked, raising critical security concerns
YouTube reverses policy on banned creators, signaling platform governance shifts

💼 Economic & Workforce Impact

AI Investments Sustaining U.S. Economic Stability Amid Tariff Pressures

Deutsche Bank analysts report that AI infrastructure spending is effectively preventing a U.S. recession in 2025. “AI machines—in quite a literal sense—appear to be saving the US economy right now,” noted George Saravelos.