Weekend Warp: November 9, 2025
Top Big AI and Tech developments every week you must know
Welcome to ‘Dharma of AI’, By Jaspreet Bindra—The Tech Whisperer.
So, who knew that the simple and staid Sundar of Google had got Elon- envy?
Even as Elon sends a rocket up almost every other week, loaded with STARLINK satellites and more, Google wants to send an entire data centre there! Google’s answers to NVIDIA’s GPUs, called TPUs, or Tensor Processing Units, floating around in space! The idea behind Project Suncatcher (as opposed to Moonshots), as the project is called, is to harness the nearly unlimited power of the sun to power data centres. By now, we all know that the biggest limiting factor to build more and more ginormous data centres is the scarcity of clean, plentiful power. Google decided to take a leaf out of the starship book and go directly to the source. Microsoft had earlier gone the other way – below the ocean, so that the white hot chips would get cooled automatically by the water, saving massive amounts of energy in the process. As Pichai proudly proclaimed posting: “Project Suncatcher is exploring how we could one day build scalable ML compute systems in space, harnessing more of the sun’s power (which emits more power than 100 trillion times humanity’s total electricity production).Like any moonshot, it’s going to require us to solve a lot of complex engineering challenges. More testing and breakthroughs will be needed as we count down to launch two prototype satellites by early 2027, our next milestone of many. Excited for us to be a part of all the innovation happening in (this) space!”
Well, even as the rockets went up, stocks went down. Wall Street has been holding its breath on AI’s colossal capital expenditure, even greater hype and some disappointing noises by brave enterprise customers saying that stuff still does not work as well as they thought. However, Big AI has been bucking these trends so far, throwing out trillion dollar valuations for its companies. While the Big Crash is still awaited, a small one did happen last week. Big tech stocks experienced a significant downturn recently, with the tech-heavy Nasdaq posting its worst week since April 2025. Major technology companies, the “Magnificent Seven” were especially affected, leading to broader market losses. Nvidia dropped over 9.5% in the past week, its sharpest decline since April 2025.; Meta and Microsoft both lost more than 4% over the week, declining 2-3% just on Friday; Tesla shed about 3.5% Friday morning, and Alphabet Inc. and Amazon each fell more than 1% for the week, though Apple slightly bucked the trend with a modest gain of 0.2%. Sign of things to come, the small tremors before a major earthquake? Or just some profit booking? Time will tell…
Meanwhile the reigning Emperor of AI – no, not Sam Altman, but Jensen Huang – startled everyone as he went on to declare to the Financial Times that “China has won the AI race.” He cited China’s lower energy costs and fewer regulatory hurdles as key advantages. He is right, at least in the energy part. China is producing more clean energy than the rest of the world, and the US policies are not helping its own companies. Probably, Huang was frustrated since Trump has blocked selling the best Nvidia GPUs to China. In any case, he later softened his remarks, clarifying on social media that “China is nanoseconds behind America in AI” and emphasized the importance for the U.S. to “race ahead and win developers worldwide.” (Read more here). Whatever Huang thinks, I am swinging to the view that China is better positioned to own the future, with strong leadership in clean energy, EVs, Drones, Robotics, and, yes, AI. I wrote on that recently for The Economic Times (here)
Pleased to share that my book “Winning With AI: Your Guide To AI Literacy” coauthored with Anuj Magazine and published by Juggernaut Books is now available wherever Amazon is!
Love it or hate it, it is clear that AI is a generational technology, which will impact and transform everything – jobs, business, education, life, society, geopolitics, the planet, even the human species.
In a panel yesterday, I spoke about how everyone does not need to be an expert in AI, but definitely needs to be literate in it. The definition of literacy will change from reading writing, arithmetic to all of these plus how you use AI innately and instinctively in everything you do.
The best way to get AI Literate is to pick up our book, which makes you one in five easy steps.
In today’s AI Tool of the Week, we’re looking at a breakthrough for analysts and investors who spend hours combing through earnings call transcripts — Perplexity Finance.
It lets you query, compare, and extract insights directly from company earnings calls — from strategic priorities to AI investments — all in seconds. No more digging through 50-page documents to find what matters.