Overview

• OpenAI logged roughly $1 billion in July revenue and projects to top $12.7 billion this year, driven by GPT‑5 usage, 700 million weekly active users, and plans for heavy infrastructure spending alongside a reported $6 billion secondary share sale at a $300 billion valuation.
• An AWS study reports 495,000 Mexican firms adopted AI in the past 12 months, lifting national adoption to 38%, with most use focused on efficiency gains but clear bottlenecks in skills, costs and governance.
• Agentic systems are moving into operations: Dow uses an autonomous billing‑accuracy agent, Fujitsu reports a 67% sales‑productivity lift, and Grupo Bimbo has built thousands of apps and hundreds of agents, though analysts warn high cancellation rates for poorly scoped projects.
• Safety risks are surfacing as Google acknowledged AI Overview search results were exploited to show a scam phone number, and researchers showed an agentic browser could complete phishing actions and transactions on fake sites before fixes and safeguards were applied.
• Google published per‑query resource figures for Gemini—about 0.24 Wh of electricity and 0.26 ml of water—highlighting environmental costs at scale, with training workloads consuming far more than inference.