Samsung Projects Record $80B Q3 Profit on AI Chip Demand

Key Takeaways

• Samsung Electronics projects record Q3 operating profit of about $80 billion, up roughly ninefold year-over-year, driven by AI data center demand for memory chips.
• Malaysia's Digital Ministry is strengthening AI training to combat deepfakes, voice cloning, and scams through its AI Safe initiative and Gemini Workspace integration.
• Pollo AI uses OpenAI models including GPT-5.6, GPT-6 Astra, and GPT-Image-2.5 to serve over 26 million users with video ad creation tools.
• Nippan Group Holdings confirmed book sales to Anthropic through Project Panama, raising concerns about AI scraping via physical supply chains.
• A study of 96,600 prompts found Llama-3.1-8B-Instruct shifts financial advice based on investor identity, with the gap widening from 4.78 to 10.34 percentage points without disclosure.
• Over 60 property and casualty carrier groups have filed to adopt AI risk exclusions in corporate liability policies, often without informing C-suite executives.
• Teleskope launched Kosmo, an AI co-pilot for data security teams that helps find exposure, recommend fixes, and build governance plans.
• Nine in ten Canadian financial planners and eight in ten overall report AI adoption or planned adoption within 12 months, with growing privacy concerns.
• Snorkel AI raised $350 million to advance its AI tools for businesses under CEO Alex Ratner.
• Amazon's Physical AI Toolchain on AWS integrates with NVIDIA's stack for building intelligent machines, with 72 percent of physical AI startups saying cloud is essential.

Samsung profits hit record $80bn on AI chip demand

Samsung Electronics expects its quarterly operating profit to reach 107.4 trillion won, or about $80 billion, for the three months ending September. This would be a ninefold increase compared to the same quarter a year earlier. The surge is driven by strong global demand for memory chips used in AI data centers. Samsung is one of the world's largest memory chip makers alongside SK Hynix and Micron. The company will release its full third-quarter results at the end of October.

Samsung Q3 profit guidance beats analyst estimates on AI demand

Samsung Electronics forecast third-quarter sales of about 195 trillion won, or $145.76 billion, and operating profit of about 107.40 trillion won, or $80.30 billion. The profit estimate topped analyst expectations of 106.1 trillion won. The company is benefiting from AI demand that has outpaced memory chip supply. Samsung is one of the world's largest memory chip makers alongside SK Hynix and Micron. Full third-quarter results with division breakdowns are set to be released on October 29.

Samsung flags 783% profit jump to record $80bn as AI chip boom surges

Samsung Electronics estimated its third-quarter operating profit at 107.4 trillion won, or about $80.2 billion, a 782.5% increase from a year earlier. This could be the biggest quarterly operating profit ever reported by a technology company. The surge is driven by AI data centers buying high-bandwidth memory chips. Samsung's sales are estimated at 195 trillion won, or about $145.6 billion. The company will publish full results on October 29.

Samsung Electronics projects leap in income, sales amid high AI demand

Samsung Electronics announced on Thursday that it expects significantly higher third-quarter operating profit of 107.40 trillion Korean won, or about $80 billion. This is up 782.5% from 12.17 trillion won a year earlier. Quarterly sales are expected to reach 195.00 trillion won, up 126.6% from a year earlier. The company expects strong demand in its memory business driven by AI infrastructure spending. For the first nine months of the year, Samsung expects operating profit of 254.13 trillion won.

Samsung quarterly profit surges to $80bn on AI chip demand

Samsung's quarterly profit surged ninefold to 14.1 trillion won, or about $11.8 billion, in the three months to September. The increase was driven by strong demand for AI chips used in data centers, cloud computing and autonomous vehicles. Samsung is the world's largest memory chip maker. The company has been investing heavily in developing new AI chip technologies. The global chip market is experiencing a surge in demand driven by the increasing use of technology in everyday life.

Digital Ministry to strengthen AI training modules against new risks

The Digital Ministry will strengthen its AI training modules to address risks like deepfakes, voice cloning, fake videos and AI-based scams. The effort is being carried out through AI Malaysia Bhd and its AI Safe initiative. Minister Gobind Singh Deo said the modules will be updated whenever new risks are identified. The training also covers the use of Gemini Workspace in the public sector. AI Malaysia will work with the Ministry of Education, Ministry of Higher Education, industry and academic institutions to close training gaps.

Malaysia to strengthen AI training as deepfake and scam risks grow

Malaysia's Digital Ministry will strengthen AI training modules to address growing risks including deepfakes and technology misuse. Digital Minister Gobind Singh Deo said AI Malaysia Bhd is examining security aspects and identifying preventive measures. The ministry is incorporating risk awareness into the Executive Digital Leadership Programme. AI Malaysia Bhd will identify talent needs and assess training module suitability. The ministry is building a structure so AI talent development reaches people across all segments of society.

Pollo AI turns creative ideas into campaigns with OpenAI models

Pollo AI uses OpenAI models including GPT-5.6, GPT-6 Astra and GPT-Image-2.5 to help creators turn ideas into images and video ads. The company serves more than 26 million users and offers Pollo Agent for guided video creation. Its Photo to Video Ads tool in Marketing Studio turns product photos into short video ads for small businesses. The platform uses GPT-5.6 for routing and GPT-6 Astra for complex narrative planning. Pollo AI reports users spend over 50 percent less time choosing models.

Nippan Group confirms book sales to US AI firm Anthropic

Nippan Group Holdings confirmed it sold books to US AI firm Anthropic in a letter to the Japan Book Publishers Association. The company did not disclose how many books were sold or the total purchase amount. The sale came to light through filings in a US copyright lawsuit involving Project Panama, an initiative to purchase and digitize print volumes. The disclosure raises concerns about AI scraping through physical supply chains. Industry groups are reviewing whether distributor contracts provide enough control over secondary usage.

How language models substitute identity for missing financial facts

A study of 96,600 prompts to Llama-3.1-8B-Instruct found that AI models shift financial advice based on who the investor is said to be. The gap between advice for two personas with identical finances rose from 4.78 percentage points at full disclosure to 10.34 points with no financial facts. Identity explained 5 percent of advice variation at full disclosure and 96 percent with no disclosure. The model sometimes cited incomes, debts and savings it was never told. The study recommends auditing advisory systems at the disclosure levels users actually reach.

AI Risk Exclusions Are Causing Headaches for Corporate Insurers

Insurers are adding new exclusions to corporate liability policies that remove coverage for AI-related claims. More than 60 property and casualty carrier groups have filed to adopt some form of AI exclusion. The exclusions hit hardest in directors and officers liability, errors and omissions, and employment practices liability lines. C-suite executives and board members may not even know about the changes because brokers have not always informed them. Industry experts say this is similar to how cyber risk was handled in the past.

Teleskope Launches Kosmo, an AI Co-Pilot for Data Security Teams

Teleskope announced the general availability of Kosmo, an AI co-pilot designed for data security teams. Kosmo helps teams find and fix data exposure, recommends next steps, and builds governance plans and reports for leadership. It handles the thinking and planning side of data security, not just execution. Kosmo is available to all Teleskope customers starting today. The company also scheduled a public product session for October 14, 2026.

Financial Planners Increase AI Use While Addressing Privacy Concerns

A report from the Financial Planning Standards Board found that financial planners are adopting AI more frequently. Nine in ten Canadian respondents and eight in ten respondents overall said their firms use AI or plan to within 12 months. Planners are increasingly worried about data privacy and the reliability of AI outputs. The FPSB published guidance encouraging CFP holders to disclose AI use to clients and validate all AI outputs. Many firms are also adjusting AI product settings to prevent training on client data.

Snorkel AI raises $350 million to advance AI tools

Snorkel AI has secured a $350 million funding round to support its growth. CEO Alex Ratner leads the company as it pushes the boundaries of artificial intelligence. The new investment will help the team build better tools for businesses. This financial boost allows Snorkel AI to continue developing innovative solutions.

AWS Launches Physical AI Toolchain to Help Build Intelligent Machines

Amazon launched the Physical AI Toolchain on AWS, an open-source stack for building machines that perceive, reason, and act in the real world. It integrates with the NVIDIA Physical AI stack and covers synthetic data generation, model training, simulation, edge deployment, and continuous improvement. One in seven startups globally is now building physical AI, with 72% saying cloud computing is essential. The toolchain is designed to help manufacturers launch physical AI capabilities in weeks instead of years.

Sources

• AI chip boom pushes Samsung profits to record $80bn
• Samsung's Q3 Profit Guidance Tops Analyst Estimates As AI Demand Outstrips Memory Supply
• Samsung flags 783% profit jump to record $80bn as AI chip boom surges
• Samsung Electronics projects leap in income, sales amid high AI demand
• Samsung quarterly profit surges to $80bn on AI chip demand
• Digital Ministry to strengthen AI training modules to address new risks
• Malaysia to strengthen AI training modules as deepfake, scam risks grow, says Gobind
• Pollo AI turns creative ideas into campaigns with OpenAI
• Nippan Group Confirms Book Sales to US AI Firm Anthropic
• Thin Evidence, Thick Priors: How Language Models Substitute Identity for Missing Financial Facts
• AI Insurance Is a Risk Officer’s Nightmare
• Teleskope Launches Kosmo, an AI Co-Pilot for Data Security Teams
• Financial planners increasingly adopt AI, address data privacy and disclosure
• Snorkel AI CEO Alex Ratner- $350 million round helps teams pushing the frontier
• How AWS is helping companies build machines that think