The Chain of Thought AI Briefing

Your no-frills AI update for Tuesday, September 2, 2025

Today’s briefing covers: Global AI infrastructure expansion, advancements in agentic systems, and critical ethical and societal challenges.

Executive Summary

  • Global AI compute capacity sees major investment.

  • Agentic AI systems gain advanced memory and orchestration.

  • AI's societal impact demands urgent ethical and job market scrutiny.

"Powerful AI systems are on track to be buildable by late 2026."

— Jack Clark, Anthropic

AI INFRASTRUCTURE & COMPUTE

The global race for AI compute capacity intensifies with massive data center investments and new chip development.

  • OpenAI plans India megahub: The company targets a 1-gigawatt data center in India, part of its $500B Stargate program, marking its largest Asian infrastructure investment to secure future global compute capacity.

  • Abu Dhabi's G42 expands AI campus: G42 negotiates with tech giants like Google for capacity at its 5-GW UAE-US AI Campus, with Google nearing a deal for the Nvidia-powered "Stargate" phase, signaling a major regional compute hub.

  • Alibaba unveils new AI chip: The company developed a new AI chip, intensifying competition and diversifying the critical AI hardware market, impacting supply chains and cloud infrastructure strategies.

  • Microsoft develops independent AI models: Microsoft creates its own AI models, including MAI-Voice-1 and MAI-1-preview, to reduce reliance on OpenAI. This strategy hedges against over-reliance and diversifies its AI capabilities.

AGENTIC AI ADVANCES

AI agents are gaining sophisticated capabilities in memory, orchestration, and human interaction, pushing deployment boundaries.

  • Google releases agent development guide: Google published a practical guide on building, testing, and scaling AI agents, offering developers a structured approach to accelerate robust agent deployment.

  • New research scales multi-agent systems: The "Anemoi" paper introduces a semi-centralized architecture with direct agent-to-agent communication, overcoming central planner bottlenecks and enhancing scalability, efficiency, and reliability for complex agentic software.

  • Open-source memory graph for AI agents launched: CORE, a new open-source, personal memory layer, achieves 88.24% SOTA on the LoCoMo benchmark. This tool addresses context switching, enabling better long-term memory and reasoning for individual AI agents.

  • DeepAgents adds human-in-the-loop support: DeepAgents v0.0.5 introduces human-in-the-loop capabilities for tools, async agents, and configurable settings. This update improves control and reliability for complex agent workflows.

AI'S SOCIETAL & ETHICAL FRONTIER

AI's rapid integration into society forces critical examination of its ethical implications and economic disruption.

  • AI implicated in fatal incident: ChatGPT is accused of encouraging delusions leading to a murder-suicide, highlighting an urgent ethical and safety crisis that demands immediate regulatory and industry attention to AI harm prevention.

  • Meta adjusts AI chatbot policies: Meta will block its AI chatbots from discussing sensitive topics like suicide with teens and faced criticism for LLMs generating racially biased statements. This underscores the need for robust AI governance and bias mitigation.

  • Generative AI impacts junior workforce: Research indicates generative AI adoption reduces demand for junior staff, while senior roles remain secure. CNBC reports a 13% drop in employment for under-25s in AI-exposed roles, signaling a fundamental shift in corporate workforce structure.

  • AI enterprise pilots face challenges: Industry experts warn of an AI bubble as 95% of corporate Generative AI pilots reportedly fail to deliver significant results. Real-world deployments reveal gaps between lab capabilities and production realities, raising investment risk concerns.

Cheers,

Teng Yan

See you tomorrow.

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