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AI Agenda 2025 — Part 2: Markets, Startups, Ethics

This part distils late-2025 market dynamics, startup rounds, and key ethics topics.

Language availability

This series is published in English and Turkish. Contact us if you need another language.

Market and Corporate Moves

  • AMD–OpenAI partnership: six-gigawatt plan; decade-long $100B revenue potential for AMD; OpenAI option to buy 10% at nominal price; direct challenge to NVIDIA.1
  • Intel Gaudi: software integration challenges; missed $500M sales target; shares ~50% below early-2024.2
  • Samsung memory: AI bandwidth demand underpins ₩10.1T (~$7.11B) profit projection for Q3 2025.3
  • Meta talent: recruiting Andrew Tulloch with a package up to $1.5B underscores premium for top AI talent.3

Startups and Investment Rounds

  • Resistant AI: $25M Series B for AI-powered fraud prevention.2
  • Tuidi: €3M seed to scale Delphi for grocers; +2% sales lift, ~10% order cost reduction.3
  • DeepL & Uizard: DeepL raised $300M at $2B valuation; Uizard speeds sketch-to-UI after $18.6M Series A.4
  • Healthcare generative AI: $1.1B (2024) → $14.2B (2034), 29.3% CAGR; drug discovery and synthetic data on the rise.3
  • Suki nursing consortium: automates assessments and records so clinicians spend more time with patients.3

Ethics and Social Impact

  • Deepfake-fuelled propaganda: Europe needs rapid-response frameworks against AI-powered disinformation.3
  • AI companionship: growing preference for judgment-free chatbots for intimacy in U.S. studies.3
  • Virtual “actor” Tilly Norwood: unions warn about fair competition for human artists.3
  • Colorado lawsuit: claims Character.AI contributed to a tragic death; oversight stakes are rising.3

What’s next

AI is both growth engine and governance test. Entering 2026, durable value will come from coupling talent/capital/tech with responsible design. Playbooks for telemetry-led governance and safe launches turn ethics into advantage.

Sources

Footnotes

  1. Three Biggest AI Stories in October 2025.

  2. Mid-October 2025 AI & Tech News: Key Global Updates. 2

  3. The Latest AI News and AI Breakthroughs that Matter Most: 2025. 2 3 4 5 6 7 8 9

  4. 60 Growing AI Companies & Startups (2025).

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