Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
AI Daily Podcast — 10/31/2025
Welcome back to AI Daily. Today’s podcast episode was created from the following stories:
OpenAI reportedly planning ‘up to $1 trillion’ IPO as early as next year
By Mike Pearl — October 30, 2025
Reuters, citing anonymous sources, reports OpenAI is preparing an IPO that could value the company at up to $1 trillion, following its formal shift to a for‑profit structure. CFO Sarah Friar has reportedly floated a 2027 timeline, possibly as early as late 2026, while Sam Altman signaled massive capital needs tied to data center expansion. Going public would force more transparency and add pressure for profitability, potentially reshaping how the AI leader finances its growth.
Microsoft claims it will double its data center footprint in two years
By Lucas Ropek — October 29, 2025
Microsoft says it will double its data center footprint within two years and boost AI capacity by more than 80% this year, underscoring the breakneck demand for compute. Despite strong quarterly results, shares dipped on the prospect of even higher AI spending, highlighting the market’s watchful eye on capex. The move reinforces the cloud arms race as enterprises rush to deploy AI workloads.
OpenAI’s Sora app adds character cameos and video stitching tools
By Tim Hardwick — October 30, 2025
OpenAI updated its invite‑only Sora app with reusable character cameos and video stitching, making it easier to produce longer, narrative‑style AI videos. The release arrives alongside temporary sign‑up relaxations in several countries and new community leaderboards. The "cameo" branding has already sparked legal scrutiny from Cameo, signaling ongoing tensions at the intersection of AI creativity and IP.
YouTube will soon use AI to make low-resolution videos look sharper
By Sanuj Bhatia — October 30, 2025
YouTube is rolling out AI upscaling that automatically upgrades sub‑1080p uploads to HD, with 4K upscaling planned next. Upscaled videos will be clearly labeled as "Super resolution," and both creators and viewers can opt out, with originals preserved. The update spans TV, mobile, and web, and arrives alongside TV UI tweaks and a higher 50MB thumbnail limit for creators.
Big Tech’s AI spending spree just keeps getting bigger
By Dakin Campbell — October 30, 2025
Google, Meta, and Microsoft all raised spending plans for AI infrastructure, with Google guiding up to $93B in capex this year and Microsoft and Meta signaling even higher outlays into 2026. The surge aligns with Nvidia’s reported $500B AI chip order book, fueling debates about real demand versus bubble risk. Analysts note Big Tech may weather any eventual slowdown, while downstream infrastructure players could be more exposed.
Confirmado: Google revela cuándo llegará Gemini 3 (queda muy poco)
By Rubén Chicharro — October 30, 2025
Google CEO Sundar Pichai says Gemini 3 will be unveiled by year’s end, likely in November or early December, amid rapid user growth for the Gemini app. While details are scarce, expectations include faster, more accurate responses and stronger multimodal creation, with premium users likely getting it first. Deeper integration across Google products would intensify competition with OpenAI.
