September 18, 2025

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microsoft, google and nvidia Updates

The artificial intelligence landscape is seeing significant investment and strategic shifts. Microsoft is planning a substantial $30 billion investment in UK AI infrastructure over the next four years, aiming to bring 23,000 advanced AI chips to the region. This move is part of a broader trend, with US tech firms pledging over $40 billion to the UK, including contributions from Alphabet and Nvidia. In a move to bolster its AI capabilities, Ceva, Inc. has appointed Yaron Galitzky, a former Microsoft executive with experience on products like Xbox and Surface Copilot+ PCs, as its new Executive Vice President of AI. He will focus on advancing edge AI solutions and the NeuPro NPU family. Meanwhile, Google has reportedly laid off over 200 contract employees involved in reviewing Gemini AI chatbot responses, as the company develops AI tools to perform these tasks. OpenAI CEO Sam Altman has highlighted India's rapid AI adoption, noting it's OpenAI's second-largest user market and plans for an office in New Delhi are underway. In the healthcare sector, GSK is leveraging AI to deepen its understanding of diseases like COPD and MASH, while over a dozen US states are enacting laws to regulate AI in healthcare, focusing on transparency and human oversight. Walmart is also integrating AI and robotics into its distribution centers to optimize operations and reduce waste. On a different note, AI is being used to create fabricated tributes, such as fake rock star messages about conservative activist Charlie Kirk, highlighting the spread of AI-generated content. The demand for AI infrastructure is also driving record sales in data center switches, with speeds of 100/200/400 Gbps dominating front-end network sales.

Key Takeaways

  • Microsoft plans to invest over $30 billion in UK AI infrastructure and operations within four years, bringing 23,000 advanced AI chips to the UK.
  • US tech firms, including Microsoft, Alphabet, and Nvidia, are pledging over $40 billion in total investments to the UK.
  • Ceva, Inc. has appointed former Microsoft AI leader Yaron Galitzky as its Executive Vice President of AI to drive innovation in edge AI solutions.
  • Google has terminated over 200 contract workers who were reviewing responses for its Gemini AI chatbot, as AI tools are developed for these tasks.
  • OpenAI CEO Sam Altman notes India's significant AI adoption, with plans for an office in New Delhi and potential for it to become OpenAI's largest user market.
  • GSK is utilizing AI to enhance its understanding of diseases such as COPD and MASH.
  • Over a dozen US states are implementing regulations for AI in healthcare, emphasizing transparency and human oversight.
  • Walmart is deploying AI and robotics in its distribution centers to improve efficiency and reduce waste.
  • Data center switch sales for front-end networks reached a record high in Q2 2025, driven by AI buildouts.
  • AI-generated content is being used to create fabricated tributes, such as fake rock star messages about Charlie Kirk.

Ceva hires former Microsoft AI leader Yaron Galitzky

Ceva, Inc. has appointed Yaron Galitzky, a former Microsoft executive, as its new Executive Vice President of Artificial Intelligence. Galitzky, who previously worked on products like Xbox One and Surface devices, will lead Ceva's AI strategy. His role will focus on accelerating innovation in edge AI solutions, including the NeuPro NPU family. Ceva aims to strengthen its position as a key technology provider in the Smart Edge AI sector.

Microsoft AI veteran Yaron Galitzky joins Ceva

Ceva, Inc. announced the appointment of Yaron Galitzky as Executive Vice President of Artificial Intelligence. Galitzky, formerly Vice President of Surface Devices and Accessories at Microsoft, brings extensive experience from developing iconic consumer devices like Xbox One and Kinect. He will now lead Ceva's AI business and product strategy, focusing on edge AI solutions and the NeuPro NPU family. This move aims to boost Ceva's innovation and market position in the Smart Edge AI supply chain.

Ceva names Yaron Galitzky AI Executive Vice President

Ceva, Inc. has appointed Yaron Galitzky as its new Executive Vice President of Artificial Intelligence. Galitzky, a former Microsoft executive known for his work on devices like Xbox and Surface Copilot+ PCs, will spearhead Ceva's AI strategy. He will focus on advancing edge AI solutions, including the NeuPro NPU family, to enhance product innovation. Ceva aims to solidify its role as a leading technology provider for the Smart Edge AI market.

Microsoft plans $30 billion UK investment in AI

Microsoft plans to invest over $30 billion in its UK operations and AI infrastructure during the next four years. The company will increase its capital expenditures by $15.5 billion and bring 23,000 advanced AI chips to the UK. Company President Brad Smith stated that the UK business climate has improved, partly due to the antitrust regulator dropping opposition to Microsoft's Activision Blizzard acquisition in 2023.

US tech firms pledge over $40 billion to UK

Microsoft announced a $30 billion investment in UK AI infrastructure and operations over five years. This is part of a larger pledge by US tech companies totaling over $40 billion in UK investments. Alphabet and Nvidia also committed funds. These investments aim to expand AI operations globally and are expected to create thousands of jobs in the UK. The announcement precedes a visit by US President Donald Trump.

AI drives record data center switch sales

Data center switch sales for front-end networks reached a record high in the second quarter of 2025, driven by AI buildouts. Arista, Cisco, Huawei, and Ruijie saw significant spending increases, with Arista maintaining market leadership. Despite a focus on AI back-end infrastructure, front-end network spending remained strong to support AI clusters and public cloud services. Speeds of 100/200/400 Gbps dominated front-end network sales, while 800 Gbps is mainly used in back-end networks.

Google fires 200 contract staff working on AI

Google has reportedly fired over 200 contract employees who were tasked with reviewing and editing responses from its Gemini AI chatbot. The workers, employed through outsourcing company GlobalLogic, expressed concerns that their work was being used to replace them. Internal documents suggest Google is developing AI tools to perform the same rating tasks. This comes as Elon Musk's xAI also laid off staff from its data annotation team.

AI creates fake rock star tributes to Charlie Kirk

AI-generated memes are falsely claiming classic rock stars are mourning the death of conservative activist Charlie Kirk. These fabricated posts show musicians like Bruce Springsteen and Mick Jagger dedicating songs or making statements about Kirk. While some users recognize the memes as fake, others are embracing them. This trend is part of a larger pattern of AI-generated content that often plays on nostalgia or current events.

OpenAI CEO suggests AI constitutional convention

OpenAI CEO Sam Altman previously considered a governance model inspired by the US Constitutional Convention to integrate AI democratically. He envisioned a world-governance board elected by global representatives. While no such board was formed, lawsuits against companies like OpenAI and Microsoft over AI training data are ongoing. The article suggests a constitutional convention could be a path to address the challenges of the AI revolution.

AI helps GSK understand diseases like COPD and MASH

GSK is using artificial intelligence to gain a deeper understanding of diseases such as COPD and MASH. Kaivan Khavandi from GSK discussed how the pharmaceutical company leverages AI in its health technology initiatives. This application of AI aims to improve disease comprehension and potentially lead to new treatments or insights.

Walmart uses AI for efficient distribution

Walmart is employing AI and robotics in its distribution centers to improve the handling of perishable goods, reduce food waste, and boost profits. Facilities in South Carolina, Texas, and California are highly automated, using AI to optimize pallet loading, determine optimal stock placement, and create efficient delivery routes. The technology also considers external factors like weather to forecast demand more accurately. Walmart is also using AI for inventory management and rerouting food to different stores.

AI adoption surges in India

Sam Altman, co-founder of OpenAI, notes that India's adoption of artificial intelligence has been unmatched globally. India is already OpenAI's second-largest market for users and is expected to become its largest. OpenAI plans to open an office in New Delhi and may unveil plans for a large data center in India during Altman's upcoming visit.

States regulate AI in healthcare

Over a dozen states have passed laws this year to regulate the use of artificial intelligence in healthcare. Pennsylvania is introducing legislation requiring transparency and human oversight in AI use for patient care and insurance decisions. Several states now ban AI from being the sole decision-maker in insurance denials, while others regulate AI chatbots in mental health. These bipartisan efforts aim to ensure AI is used effectively and to minimize bias.

Sources

AI Strategy Edge AI NeuPro NPU Smart Edge AI Microsoft Ceva Inc. Yaron Galitzky Xbox One Surface Devices AI Investment UK AI Infrastructure Alphabet Nvidia Data Center Switches AI Buildouts Arista Cisco Huawei Ruijie AI Back-end Infrastructure AI Clusters Public Cloud Services Google Gemini AI Contract Employees AI Chatbot xAI Data Annotation AI-Generated Content Memes Charlie Kirk Bruce Springsteen Mick Jagger OpenAI Sam Altman AI Governance World Governance Board AI Training Data GSK COPD MASH Health Technology Walmart AI Robotics Distribution Centers Perishable Goods Food Waste Automation Demand Forecasting Inventory Management India AI Adoption New Delhi Office Data Center India AI Regulation Healthcare AI Pennsylvania AI Transparency Human Oversight AI Bias AI Chatbots Mental Health