「AI・データセンター最新動向　週間ブリーフィング（10月4日〜10月10日）」 AI & Data Center Weekly Briefing (Week of 4 Oct – 10 Oct, 2025)

🌏 Weekly Highlights (Oct 4–10, 2025)

• OpenAI and AMD signed a landmark multi-year chip partnership — up to 6 GW of Instinct GPU deployments, with OpenAI receiving warrants for up to 160 million AMD shares, signaling a major shift in AI hardware alliances.

• BlackRock’s GIP eyes a $20 billion acquisition of Aligned Data Centers, underscoring surging institutional interest in AI infrastructure assets.

• TCS and Graphcore announced large-scale India investments — TCS to build a $7 billion AI data center, and Graphcore (SoftBank-owned) to invest £1 billion in an AI engineering campus.

• Intel, AMD, Cisco, IBM, and NTT unveiled next-gen chips and infrastructure, from Intel’s 18A “Panther Lake” CPUs to AMD’s 2 nm MI450 and Cisco’s 51.2 Tb routers, highlighting intensifying hardware competition.

• OpenAI expanded its ecosystem, launching AgentKit, Apps SDK, and a ChatGPT Go plan across Asia — while acquiring startup Roi and facing delays in its Jony Ive AI-device project.

• Google introduced Gemini Enterprise for corporate AI assistants and released Gemini 2.5 Flash Image for production, priced at $30 per million tokens.

• IBM launched open-source Granite 4.0, the first model family certified under ISO 42001, setting a new benchmark for enterprise-grade AI governance.

• NVIDIA stock hit new highs after U.S. export approval to the UAE — analysts reaffirmed that the AI infrastructure boom “is not a bubble.”

Business, Deals & Partnerships

Qualcomm acquired Arduino, keeping its open-source brand while launching new AI-robotics boards powered by Qualcomm’s Dragonwing chips; deal terms weren’t disclosed. (cnbc.com)

OpenAI has made public a list of 30 “Token-burning beasts”—companies that have each consumed over one trillion tokens via the OpenAI API. Duolingo, Canva, Perplexity, Salesforce, Notion, and others appear among them, underscoring how deeply embedded AI has become in high-frequency, multi-modal applications. (min.mews)

BlackRock, via its infrastructure arm GIP, is pursuing a ~$20 billion acquisition of Aligned Data Centers in a bid to break into the AI infrastructure market. (WSJ)

Fujitsu announced an expanded strategic collaboration with NVIDIA to deliver a full-stack AI infrastructure that integrates its FUJITSU-MONAKA CPU series with NVIDIA GPUs via NVLink Fusion, and to co-develop an AI agent platform tailored for industries like healthcare, manufacturing, and robotics. (global.fujitsu)