Top Tech News Today, November 26, 2025
1. OpenAI Projects 220 Million Paying ChatGPT Users — AI Business Model Enters “At-Scale” Phase
OpenAI has told investors it expects at least 220 million of ChatGPT’s weekly users to become paying customers by 2030, according to a new report citing internal projections. The AI firm, which already counts hundreds of millions of active users, is positioning subscriptions, API usage, and enterprise contracts as the backbone of its long-term revenue model. The forecast points to a future where AI assistants become as ubiquitous — and monetizable — as productivity suites or cloud platforms, rather than just viral consumer apps.
The numbers matter because they frame how much AI “software spend” could shift from traditional SaaS tools into conversational agents embedded across workflows. For startups building on top of OpenAI’s APIs, it’s also a signal that the company expects a durable ecosystem, not a passing hype cycle. The projection, however, assumes regulators, infrastructure costs, and competitive pressure from rivals like Anthropic, Google, and Meta won’t significantly derail adoption.
Why It Matters: If OpenAI hits anything close to this target, AI spend becomes one of the largest lines in enterprise tech budgets — and cements ChatGPT as core infrastructure rather than a novelty.
Source: Reuters
2. White House “Genesis Mission” Uses AI to Turbocharge US Science and Nuclear Energy Tech
The White House has launched the Genesis Mission, a government-wide initiative to use AI to transform scientific research, accelerate discovery, and push advances in areas like nuclear energy, climate, and materials science. The program aims to coordinate AI efforts across federal science agencies, unify scattered research infrastructure, and give labs access to shared AI tools and high-performance computing.
National labs such as Pacific Northwest National Laboratory (PNNL) are expected to play a central role, using AI to optimize reactor designs, model complex physical systems, and simulate grid and climate scenarios that would otherwise take years. For the broader tech ecosystem, Genesis signals that the US government sees AI not just as a commercial product, but as a strategic capability for energy independence, defense, and scientific leadership. It could also lead to new public–private partnerships in AI infrastructure, from chips to cloud to open-source models.
Why It Matters: This is the clearest sign yet that Washington intends to treat AI as critical national research infrastructure — with nuclear, energy, and climate tech likely to benefit first.
Sources: World Nuclear News, Yahoo Finance, Tri-City Herald
3. Central Banks Say “AI Is Not Core” Yet — And Digital Assets Still On the Sidelines
A new survey of central banks managing about $6.5 trillion in assets finds that most have yet to make AI a core part of their operations — and remain skeptical about digital assets. The report, published by the Official Monetary and Financial Institutions Forum (OMFIF), shows that while many central banks are experimenting with machine learning and data analytics, only a minority are deploying AI at scale for risk management, forecasting, or market operations.
Interestingly, the institutions that have gone deepest into AI are also the most cautious, flagging concerns around model risk, explainability, and cybersecurity. The same survey notes that central banks have little appetite for holding or directly engaging with cryptocurrencies or tokenized assets, despite growing interest from private markets. For AI vendors, it suggests that selling into this segment will be a long game, with pilots and narrow use cases well before full-scale deployment.
Why It Matters: The survey shows that even as AI reshapes commercial finance, the institutions that anchor the global monetary system are moving slowly — keeping systemic adoption risk low for now, but also delaying potential efficiency gains.
Source: Reuters.
4. EU Backs Away from Forcing Big Tech to Scan for Child Abuse Content
EU member states have agreed on a common position for new online child-protection rules — but crucially dropped plans to force Big Tech platforms to proactively scan for child sexual abuse material. The original proposal would have obliged companies like Meta, Apple, and Google to deploy scanning technologies that many privacy advocates warned could undermine encryption and create a precedent for broader content surveillance.
Under the revised stance, platforms still face obligations to tackle abuse and cooperate with law enforcement, but without sweeping, mandatory detection mandates. This compromise reflects intense lobbying from civil-liberties groups, security experts, and tech companies, who argued that client-side scanning or blanket monitoring would weaken privacy for billions of users. It also shows how hard it is for regulators to balance child safety, encrypted messaging, and EU commitments to fundamental rights.
Why It Matters: The EU’s move will shape global norms for how far governments can go in forcing tech companies to scan private communications — and keep end-to-end encryption intact, at least for now.
Source: Reuters.
5. AI Reshapes Shopping as US Retailers Race to Fix Their Online Tech Identity
US retailers are scrambling to adapt to an AI-driven search and recommendation landscape that increasingly determines whether their products are found online. New reporting highlights how large chains and smaller brands alike are trying to adjust how they appear in AI-powered shopping tools, search engines, and social discovery feeds. As AI systems summarize, rank, and bundle products, retailers worry about becoming invisible if their catalog data, branding, and content aren’t optimized for these new interfaces.
This shift is happening just as tariffs, inflation, and changing consumer behavior pressure margins. Retailers are experimenting with better structured product data, AI-generated content, and partnerships with marketplaces to stay visible when customers rely on AI tools rather than traditional keyword search. For ad-tech and mar-tech startups, it opens a new category: “AI shelf placement,” where the real fight is for exposure inside assistants and recommendation engines rather than on a static results page.
Why It Matters: As AI becomes the default shopping interface, controlling how your brand is represented in AI systems could be as important as SEO or retail shelf space once was.
Source: Reuters.
6. Reliance and Partners Commit $11 Billion to India AI Data Capacity
India’s Reliance Industries and its joint-venture partners plan to invest $11 billion in AI-focused data capacity, according to new disclosures highlighted in the latest AI and retail coverage. The push includes hyperscale data centers and infrastructure tuned for training and running large AI models, and comes as India tries to position itself as a major hub for AI workloads rather than just an offshore services market.
For the AI hardware and energy ecosystem, this is a significant regional bet: large data-center build-outs require long-term commitments to power, chips, connectivity, and cooling. It also represents a strategic move by Reliance to sit at the center of India’s AI infrastructure stack, from cloud platforms to telecom and consumer apps. The investment puts pressure on rivals and will likely attract US and Asian chipmakers, cloud vendors, and renewable-energy partners looking for growth beyond North America and Europe.
Why It Matters: The $11 billion commitment signals that AI infrastructure is becoming a defining asset class for telecom and energy giants — and places India firmly on the map as a regional AI compute hub.
Source: Reuters
7. Nvidia Eyes Major AI Tech Expansion in Northern Israel
Nvidia is reportedly exploring a major expansion in northern Israel, deepening its footprint in one of the world’s most important chip and AI R&D corridors. Local reporting says the company is evaluating new facilities and headcount growth, building on its existing presence and acquisitions in the country’s semiconductor and networking scene. While details remain fluid, the move underscores Nvidia’s strategy of anchoring critical engineering work close to top technical talent and regional partners.
The expansion comes as Nvidia continues to dominate the global AI accelerator market, with demand for its GPUs far outstripping supply. Israel’s combination of chip design expertise, defense-driven AI research, and startup density makes it a natural base for advanced work on networking, inference, and data-center systems. It also carries geopolitical implications: more high-value tech infrastructure in Israel at a time of regional tension and shifting supply-chain strategies.
Why It Matters: Nvidia’s planned build-out reinforces Israel’s status as a core node in the global AI hardware ecosystem — and signals that the AI chip race is pushing companies to lock in talent and capacity wherever they can.
Source: The Jewish Chronicle / JC
8. Tesla’s EV Sales Slide as Musk Focuses on Robotics and AI
Tesla is facing a sharp downturn in its core EV business, with sales falling across Europe, China, and the US, even as CEO Elon Musk spends more time talking about humanoid robots and AI. New data show European sales down nearly 50% in October and 30% for the year, despite overall EV growth in the region. In China and the US, Tesla has also lost ground to cheaper models and fresher lineups from competitors, including Chinese automakers and European giants like Volkswagen.
Analysts point to an aging portfolio, over-reliance on the Model Y, and the absence of a new mainstream vehicle as core problems. Price cuts have helped at the margins, but not enough to offset competition and demand softening. While Musk’s $1 trillion compensation package aligns incentives with stock performance and delivery volumes, it doesn’t necessarily fix the product gap. As rivals reconsider EV timelines under political and economic pressure, Tesla risks ceding its early lead if it can’t bring a compelling new model to market.
Why It Matters: Tesla is a bellwether for both EV and AI-driven robotics — and its struggles highlight how even “AI story” carmakers still live or die on product freshness and price.
Source: Reuters
9. Adecco and Salesforce Launch AI Joint Venture to Tackle “Bubble Risk”
Staffing giant Adecco says its new joint venture with Salesforce aims to use AI to make hiring and workforce planning more efficient — and, importantly, to reduce what it calls “AI bubble risks.” The partnership will blend Adecco’s labor-market data with Salesforce’s cloud and AI platforms to help clients better match skills to roles, anticipate workforce needs, and quantify the impact of automation.
Crucially, Adecco is positioning the JV as a way to bring more discipline to AI adoption in HR and enterprise tech, emphasizing governance, model transparency, and realistic ROI expectations. That message lands at a time when many companies are under pressure to “do something with AI” but lack a clear strategy. For AI startups in HRTech, it raises the competitive bar: Adecco and Salesforce are effectively building a reference stack that could crowd out smaller point solutions unless they offer highly specialized capabilities.
Why It Matters: By framing its AI push explicitly around bubble risk, Adecco is signaling that the next phase of AI in enterprise tech is less about hype and more about controlled, measurable deployment.
Source: Reuters
10. Robinhood CEO’s AI Startup Harmonic Raises $120M at $1.45B Valuation
Harmonic, an AI startup co-founded by Robinhood CEO Vlad Tenev, has raised $120 million at a $1.45 billion valuation, marking its third major round in just 14 months and bringing total funding to $295 million. The company is building AI systems aimed at dramatically reducing software errors and improving reliability in complex codebases — a hot space as enterprises push more critical workloads into AI-augmented development pipelines.
The round was led by Ribbit Capital, with participation from Sequoia, Kleiner Perkins, and Emerson Collective — a board that signals strong conviction from top-tier investors. Harmonic’s pitch sits at the intersection of DevTools, infra, and safety: if AI is going to write and modify more production code, enterprises need guardrails to keep systems stable and compliant. That makes Harmonic less of a “nice-to-have” and more of a potential line item in every serious AI engineering stack.
Why It Matters: The deal shows that investors still have a deep appetite for AI startups that tackle reliability and error-reduction — not just shiny generative demos — and positions Harmonic as a key player in the AI DevTools race.
Source: FinSmes via Reuters
11. Overstory Raises $43M to Use AI for Wildfire Prevention and Grid Resilience
Overstory, an AI platform that helps utilities prevent wildfires and manage vegetation around power lines, has raised $43 million in Series B funding. The company uses satellite imagery and machine-learning models to map vegetation risks, predict how trees and branches might interact with power infrastructure, and prioritize where crews should trim or intervene. Utilities are under growing pressure from regulators and insurers to reduce fire risk as climate-driven heat waves and droughts intensify.
The new funding will go toward improving Overstory’s AI risk models, expanding into new markets, and integrating more closely with utility operations and grid-management systems. In practice, that means moving from static risk maps to near-real-time monitoring that can influence maintenance schedules, outage planning, and capital investments. For climate and energy-tech investors, Overstory is part of a broader trend: AI being deployed not just for efficiency but for physical risk mitigation that carries direct regulatory and financial consequences.
Why It Matters: As utilities face multi-billion-dollar liabilities from wildfires, AI tools like Overstory’s are shifting from experimental pilots to mission-critical infrastructure for grid safety.
Source: ESG Today
12. IQM Commits Over €40M to Expand Quantum Chip Production in Finland
Finnish quantum-computing company IQM Quantum Computers is investing more than €40 million (about $46 million) to expand its quantum chip production facility, doubling cleanroom space and assembly-line capacity. The expansion in Espoo is designed to support rising demand from governments, research institutions, and enterprises exploring superconducting-qubit systems.
Beyond more chips, the move is about industrializing quantum tech: scaling manufacturing, standardizing processes, and building a supply chain that can deliver repeatable hardware rather than lab prototypes. IQM’s bet comes as Europe pushes for technological sovereignty in quantum and AI infrastructure, with public funding and procurement programs increasingly tied to local production. For startups in quantum software and applications, a stronger hardware base in Europe could mean faster access to testbeds and less reliance on overseas providers.
Why It Matters: IQM’s expansion marks another step in quantum computing’s shift from research project to industrial technology — and reinforces Europe’s push to own more of the deep-tech hardware stack.
Sources: DataCenterDynamics, Yahoo Finance
13. Onton Raises $7.5M to Take Its AI Shopping Startup Beyond Furniture
Onton, an AI-powered shopping startup that began by helping users discover furniture, has raised $7.5 million to expand into broader product categories. The platform uses computer vision and recommendation models to let shoppers upload images or browse curated designs, then matches them with products across multiple retailers. With the new funding, Onton plans to move into categories like home décor, appliances, and potentially fashion — positioning itself as an AI discovery layer on top of e-commerce.
The round reflects investor belief that AI can solve “choice overload” by personalizing discovery and helping users move from inspiration (social feeds, interior-design shots, Pinterest boards) to purchase. It also underscores how hard it is for single-retailer search to compete with cross-store aggregators, especially when AI can infer style, budget, and constraints from images and behavior. For retailers, Onton is both a channel and a threat: great for incremental sales, but another intermediary that owns the customer relationship.
Why It Matters: Onton’s funding shows how AI shopping startups are trying to become the front door for visual product search — a space where winning the interface may be more valuable than owning inventory.
Source: TechCrunch, Yahoo Finance
14. Samsung Teams Up with Nota AI to Optimize Exynos 2500 On-Device AI
Seoul-based Nota AI, which specializes in AI model compression and optimization, has signed a technology collaboration agreement with Samsung Electronics’ System LSI business. Under the deal, Nota will optimize AI models for Samsung’s upcoming Exynos 2500 application processor, focusing on better performance and efficiency for on-device AI tasks.
The collaboration targets a fast-growing segment: smartphones and edge devices that run advanced AI features locally, from camera enhancements and voice assistants to offline translation and security. Compression and optimization are critical because they let OEMs deliver richer AI experiences without draining battery life or relying on constant cloud connectivity. For Samsung, this is also a way to differentiate Exynos against Qualcomm and MediaTek by highlighting AI performance per watt. For Nota, it’s a marquee design win that could lead to additional deals in automotive, IoT, and other constrained-device markets.
Why It Matters: On-device AI is becoming a key battleground in mobile tech — and partnerships like Samsung–Nota show how much engineering is going into squeezing big models onto small chips.
Sources: PR Newswire, TradingView news
15. Wave of US Third-Party Cyber Breaches Exposes Hidden Infrastructure Risk
A string of US cyber incidents is spotlighting the risk of third-party tech providers that quietly sit behind critical services. A ransomware attack on OnSolve’s CodeRED emergency alert system, used by local governments across multiple states, disrupted the ability of cities and counties to send emergency notifications and led to a confirmed data breach.
Separately, a US financial-sector technology provider suffered a breach that security experts say underscores how one compromised vendor can ripple across banks and fintechs. Education services firm EducationDynamics disclosed a data compromise impacting sensitive personal data, while real-estate services provider SitusAMC is under investigation following a breach of its systems earlier this month. Collectively, the incidents show how many organizations outsource critical functions — alerts, back-office processing, marketing, and loan services — to vendors whose security posture becomes their de facto perimeter.
Why It Matters: The cluster of breaches is a fresh warning that in modern tech ecosystems, your weakest vendor can become your biggest security incident — pushing regulators and CISOs to tighten third-party risk management.
Sources: SecurityWeek, ComputerWeekly, law-firm breach notices
Closing
That’s your quick tech briefing for today, covering everything from OpenAI’s ambitious growth projections and government-backed AI initiatives to major infrastructure investments, cybersecurity incidents, quantum manufacturing expansion, shifting Big Tech strategies, and the accelerating fusion of AI, energy, and national policy.
We will continue tracking how these developments unfold across AI, cloud computing, quantum, climate and energy, cybersecurity, startups, regulation, and emerging frontier technologies.
Stay tuned as the power dynamics behind tomorrow’s technology continue to shift.
That’s your quick tech briefing for today. Follow us on X @TheTechStartups for more real-time updates.

