By late 2025, investors began to separate AI companies that generate strong cash flows from those pouring capital into infrastructure with uncertain returns. Asset-heavy spending by Big Tech on data centers and GPUs contrasts with suppliers like Nvidia and Broadcom that collect the revenue. Market strategists warn that high valuations, debt-funded AI build-outs, and unproven startups could tighten profit margins and force sharper differentiation among AI players.

AI-enhanced phishing now produces tailored messages, look‑alike sites, and synthetic voice or video lures that are harder to detect. This overview outlines five tactics attackers use and offers practical safeguards such as verification, URL inspection, and basic security tools. With awareness and routine checks, users can reduce exposure to these evolving threats.

AI-focused crypto tokens have fallen about 75% year over year, erasing roughly $53 billion, according to CryptoPresales.com. Losses intensified into December, which alone accounted for nearly $10 billion, and the combined market value stood around $16.8 billion at the time of writing.

Nvidia has agreed to acquire artificial intelligence chip maker Groq in a $20 billion all-cash transaction, marking the biggest acquisition in the company's history. The deal, which follows Groq's $750 million fundraise at a $6.9 billion valuation three months earlier, excludes the Groq Cloud division. Nvidia will fund the purchase from its $60.6 billion reserves of cash and short‑term investments, significantly expanding its AI hardware capabilities.

On December 24, 2025, Italy's competition authority AGCM said it issued an interim order directing Meta to suspend a WhatsApp policy that bars rival general‑purpose AI chatbots from the platform. The watchdog warns the conduct could threaten competition in Italy, and Meta also faces a parallel EU antitrust probe triggered after the company's October policy announcement.

On December 24, 2025, Oracle, Meta, xAI, and CoreWeave were channeling more than $120 billion of AI data center spending off balance sheet through SPVs. Highlights include Meta's $30 billion Hyperion vehicle in October and Oracle's packages of $13 billion, $38 billion, and $18 billion for sites in Texas, Wisconsin, and New Mexico, with assets leased back to the firms.

Former Facebook executive Chris Kelly said on Tuesday the AI industry must curb electricity consumption as companies construct vast data centers. Nvidia and OpenAI outlined at least 10 gigawatts in September, while a watchdog estimates PJM consumers will face $16.6 billion between 2025–2027 to secure future supply.

The Japan Fair Trade Commission plans a fact-finding investigation into AI-driven search services provided by companies including Google, Microsoft and Japan’s LY Corp., focusing on potential antimonopoly law violations related to the use of news content. The probe, described by an official as a move to better understand current practices, will also cover conversational AI operators such as OpenAI and Perplexity AI and will extend a 2023 investigation into online news distribution contracts. In parallel, European and UK regulators are tightening scrutiny of large US tech firms over generative AI training data, adtech practices and competition rules.