Week 41 in AI: OpenAI DevDay unveils GPT-5 Pro & Sora 2, AMD-OpenAI forge $6B chip partnership, SoftBank acquires ABB Robotics for $5.4B entering Physical AI era, global AI infrastructure race intensifies with $193B investments, 54% of US jobs face AI transformation.

📋 Executive Summary

• US Senate passes GAIN Act requiring AI chip manufacturers to prioritize domestic customers before exports
• OpenAI faces massive power crisis seeking 250 gigawatts of new electricity capacity
• Meta acquires top AI researcher Andrew Tulloch for potential $1.5 billion compensation package
• Google reports 50% of new code now generated by AI systems internally
• Anthropic expands to India with CEO meeting PM Modi as Claude usage jumps 5x

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🏛️ Policy & Regulatory Impact

US Senate Passes GAIN Act: AI Chip Export Restrictions

The US Senate approved the GAIN Act on October 12, 2025, mandating that AI chip manufacturers like NVIDIA and AMD must prioritize domestic customers before fulfilling export orders. This legislation directly impacts global AI hardware supply chains and could significantly affect cryptocurrency mining operations and international AI development projects.

📋 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

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💼 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.