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HIGHLIGHTS
Goldman Sachs on AI valuations and adoption A Goldman Sachs report highlights growing concerns about a potential AI investment bubble while maintaining that enterprise adoption and long-term productivity impacts remain structurally strong. It notes that even if valuations correct, AI driven transformation across industries is likely to continue. Goldman Sachs
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Could America win the AI race but lose the war? This Financial Times article argues that the US has made a highly concentrated bet on frontier AI, while China pursues a broader industrial strategy where AI is one enabling layer among many. It challenges the dominant AI race narrative and warns that concentration, monopoly power, and speculative assumptions could increase systemic risk. Financial Times
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Europe must be ready when the AI bubble bursts The article contends that a correction in US led AI investment could open strategic opportunities for Europe to focus on trusted, sector specific, and regulation aligned AI systems. It argues that Europe’s industrial base and governance frameworks may become advantages in a post correction environment. Financial Times
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Microsoft and the future of work Microsoft research argues that AI is shifting work from pure automation toward collaboration between humans and AI, reshaping job design and productivity measurement. The report emphasizes organizational change and capability building rather than tool deployment alone. Microsoft
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OTHER NEWS
Enterprise GenAI adoption accelerates Menlo Ventures and OpenAI report rapid expansion of enterprise GenAI usage, with leading adopters pulling further ahead in productivity and revenue impact. OpenAI
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Investors rotate toward Chinese AI Reuters reports that global investors are increasing exposure to Chinese AI firms even as concerns about a broader AI bubble persist in US markets. Reuters
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Europe’s competitiveness agenda (In French) Mario Draghi calls for a European technology and industrial push, including greater investment in AI, compute, and strategic autonomy to avoid long term stagnation. Le Grand Continent
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HIGHLIGHTS
NeurIPS 2025 and the geography of frontier AI research Analyses of NeurIPS 2025 highlight the concentration of leading AI research within a small number of institutions and regions, shaping future talent flows and innovation clusters. The findings underline the growing importance of research ecosystems in determining long term AI leadership. AI World & AI World
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Reliability limits of multi agent systems Recent arXiv research shows that scaling multi agent AI systems does not guarantee robustness and can introduce new failure modes, raising questions about safety and deployment governance. arXiv
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Google DeepMind and automated science Google DeepMind is expanding government partnerships through automated science initiatives, including the creation of its first automated materials science lab in the UK focused on superconductors, solar cells, and semiconductors. The collaboration also involves work with the UK AI Security Institute on model monitoring and public sector applications. Google DeepMind & Google DeepMind
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OTHER NEWS
China’s push to shape global AI regulation Nature reports that China is seeking a leading role in shaping international AI governance, potentially influencing global standards and norms. Nature
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G20 coordination on AI An Atlantic Council analysis warns that the US risks being sidelined as G20 countries advance multilateral AI governance frameworks. Atlantic Council
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AI and inequality A UNDP report argues that without inclusive policies, AI adoption could widen global and domestic inequality, increasing social and political pressures. UNDP
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Neuroscience and AI claims The Verge questions whether current AI narratives overstate links to human intelligence and calls for more cautious interpretation of neuroscience metaphors. The Verge
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Semiconductor diplomacyThe US State Department outlines a “Pax Silica” initiative aimed at coordinating semiconductor supply chains among allies.U.S. Department of State
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HIGHLIGHTS
NoeSysAI launches AI diligence offering NoeSysAI announces a new AI due diligence solution designed to help investors and organizations assess AI risks, governance, and operational readiness as AI adoption expands into regulated and high impact domains. NoeSysAI
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EurAIx and Europe’s research to entrepreneurship pipeline EurAIx launches as an initiative to translate Europe’s AI research excellence into scalable companies, targeting the creation of more than 100 AI driven ventures. EurAIx
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The Age of Intelligence podcast, Episode 8 A new episode of The Age of Intelligence examines AI and national security, covering dual use risks, geopolitical competition, and challenges of deploying AI within military and legacy institutions. LinkedIn
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