Global Scans · Artificial intelligence · Weekly Summary

• [New] As shown in the With Most Tariffs Absorbed, Time for AI to Drive Margins Higher, S&P 500 operating margin forecasts are expected to exceed 17.5% within a year's time, largely on the back of big tech names. Summit Financial
• [New] The AI factory in Spain will feature an experimental platform for developing and testing innovative AI models and applications, as well as promoting collaboration across Europe. Arnold & Porter
• [New] The European High Performance Computing Joint Undertaking - a collaboration between the EU, member states, and private partners - has announced the selection of sites for the next wave of AI factories, set to be deployed in 2026. Arnold & Porter
• [New] In this month's briefing we explore: Ransomware Surges as GenAI Risks Rise (00:50) o Global ransomware incidents rose 46% in September, coinciding with increased usage of generative AI by both attackers and defenders. BrightTALK
• [New] The Trump administration circulated a six-page draft executive order titled Eliminating State Law Obstruction of National AI Policy that characterizes the over 1,000 state AI laws, particularly in California and Colorado, as fear-based regulatory capture threatening American AI dominance. The CommLaw Group
• [New] Major litigation against Photobucket and Google demonstrates the growing risks around AI training practices and default settings that could fundamentally reshape how companies deploy AI technologies. The CommLaw Group
• [New] Amid rising concern over AI-enabled threats, Germany's BSI has issued new guidance to help organizations defend large language models against evasion attacks such as jailbreaks, prompt injections, and other adversarial inputs, offering practical steps to harden LLM deployments. EU DisinfoLab
• [New] The legal profession is bracing for a 50% shock - a transformation where half of all traditional legal workflows will be automated or reengineered by AI by the end of this decade. Medium
• [New] By 2030, AI-native law firms will outnumber traditional practices. Medium
• [New] Many of Pinterest's 578 million users have high purchase intent, and its new AI tools will drive discoverability and shopping activity. FINN Partners
• [New] Elon Musk's xAI plans $15 billion funding round, reaching $230 billion pre-money, amid fierce AI sector competition. Ticker
• [New] Founded in 2025 by cybersecurity veterans, Tenzai is building autonomous AI hacker agents that continuously attack, exploit, and help fix vulnerabilities in enterprise software - effectively stress-testing code so companies ship more secure products. Tech Startups - Tech News, Tech Trends & Startup Fundin
• [New] AI-driven fleet creates self-reinforcing data loops, reducing development costs and enabling $75 B annual robotaxi revenue by 2030. Ainvest
• [New] By 2030, generative AI is being touted to be deeply integrated into all levels of business, providing automation for everything from content generation to customer service and product design. Themes ETFs
• [New] Roughly 33% of enterprises will use agentic AI by 2028 (up from < 1% today), implying rapid growth. Reveation Labs
• [New] Companies like Tesla (targeting 5,000 units), Boston Dynamics, and Figure AI will continue testing and iterating. Sezarr Overseas News
• [New] Intuit will deepen its use of OpenAI's frontier models to power AI agents across its platform for tasks like tax preparation, cash flow forecasting, and payroll management. HUMAI
• [New] By 2030, agentic AI-systems capable of completing loosely defined tasks autonomously - is expected to become a fundamental element, leading to deeper integration of AI across finance, healthcare, and product development. The Chronicle-Journal
• [New] AI-specific regulations, including rules on explainability, data provenance, and model risk, will emerge globally but may be fragmented. Rapid7
• [New] As valuations for AI firms face relentless pressure, investors are recalibrating their strategies amid macroeconomic uncertainty and dimming hopes for aggressive Federal Reserve rate cuts. Ainvest
• [New] The underlying worry is that the immense capital poured into AI chips and data centers globally might not translate into the revolutionary and profitable outcomes that proponents anticipate. FinancialContent
• [New] By 2028, AI agents will be embedded in one-third of enterprise software applications, handling 15% of routine work decisions autonomously. VAntage Point

Last updated: 30 November 2025