ET AI: US-UAE multi-billion dollar AI data campus deal far from finalised, sources say
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Good morning Reader, The US-UAE AI data campus deal remains uncertain, while Andhra Pradesh partners with Nvidia for an AI university. Infosys cofounder Nandan Nilekani has pledged a second grant to AI4Bharat, totaling Rs 70 crore.
In tech advancements, Broadcom reports strong revenue forecasts driven by AI chip demand, and Morgan Stanley collaborates with Musk amid political tensions. Meanwhile, AI-generated sermons are flooding social media, highlighting the growing influence of AI in diverse sectors.

In today's newsletter:

  • US-UAE multi-billion dollar AI data campus deal far from finalised, sources say
  • Andhra Pradesh, Nvidia ink pact for AI varsity
  • Infosys cofounder Nandan Nilekani commits second multi-year grant to AI4Bharat; total Rs 70 crore
  • Beyond agentic AI: Autonomous factories, exoskeletons, and AI as a physical stack

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US-UAE multi-billion dollar AI data campus deal far from finalised, sources say

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The project, which plans to use advanced Nvidia AI chips, has been promoted by Trump officials as a win in steering Gulf states toward US technology over Chinese alternatives. But according to five sources briefed on the project, US officials have yet to determine the security conditions to export the advanced chips or how the agreement with the Gulf state will be enforced, leaving the deal far from resolved.

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Andhra Pradesh, Nvidia ink pact for AI varsity

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This collaboration is aimed at positioning Andhra Pradesh as a national leader in AI-driven innovation and talent development. "As part of this partnership, the two parties (state & Nvidia) will work together to skill 10,000 engineering students across Andhra Pradesh over the next two years," the release said.

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AI Landscape Shifts: Global Collaborations and Controversies Unfold

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The Pulse

The AI sector is witnessing significant developments, from multi-billion dollar deals to educational partnerships. These trends highlight the geopolitical tug-of-war for technological supremacy, while raising ethical concerns around privacy and misinformation.

How it's happening

Key players like Nvidia and OpenAI are driving advancements through strategic collaborations and product innovations. Initiatives such as AI education in India and partnerships in the UAE reflect a growing emphasis on skill development and national competitiveness in AI technologies.

Key takeaways

  • US-UAE AI campus deal faces unresolved security export conditions.
  • Andhra Pradesh aims to lead in AI talent development with Nvidia's support.
  • OpenAI challenges a court order on user data preservation, citing privacy concerns.
  • Broadcom's AI chip demand boosts revenue forecasts amid rising competition.
  • AI-generated content raises ethical questions about misinformation and authenticity.

Notable actions

Recent reports indicate that Nvidia will skill 10,000 students in Andhra Pradesh, while OpenAI's legal battle over user data preservation could set a precedent for privacy in AI. Stakeholders should monitor these developments as they shape the future of AI.

Beyond agentic AI: Autonomous factories, exoskeletons, and AI as a physical stack

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In a grand panel at TiEcon 2025, five NVIDIA executives gave attendees a sneak peek into the next frontier of artificial intelligence (AI). Here’s how the emerging technology is pushing boundaries in healthcare, app development, and startup investing, and why physical AI is the next big breakout.

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‘If cyber crime was a country, it would be the third largest GDP”

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In a powerful keynote at TiEcon 2025, Vasu Jakkal, Corporate Vice President (CVP) of Security at Microsoft, covered all bases ranging from the literal cost of cyber crime and the pivotal role of security in artificial intelligence (AI) to autonomous AI agents and predictive threat mitigation.

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Special picks of the day

‘If cyber crime was a country, it would be the third largest GDP”Morgan Stanley opens xAI books with Musk in Trump crosshairsBroadcom rides on AI chip demand to deliver upbeat revenue forecastAI-generated Pope sermons flood YouTube, TikTok

Around the web

  • 2025 will be a ‘pivotal year’ for Meta’s augmented and virtual reality, says CTO
  • Why investing in growth-stage AI startups is getting riskier and more complicated
  • Anthropic appoints a national security expert to its governing trust
  • Google DeepMind’s CEO Thinks AI Will Make Humans Less Selfish
  • Deepfake Scams Are Distorting Reality Itself
  • The Rise of ‘Vibe Hacking’ Is the Next AI Nightmare

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