The Week Ahead in AI: Trump Talks Restricting Nvidia’s Blackwell Chip, Google Pulls Gemma from AI Studio & Microsoft’s AI Chief Says AI Systems Cannot Be Conscious, Plus Upcoming Earnings & AI Events

Welcome to AI Insider’s The Week Ahead in AI. See the key developments and events we’re watching Nov 2 – Nov. 8.

Weekend AI News Briefs

Trump Says Nvidia’s Blackwell AI Chip Not For ‘Other People’

U.S. President Donald Trump stated Nvidia’s advanced Blackwell AI chips will not be made available to “other people,” signaling a hardline stance on export restrictions amid concerns over China’s AI capabilities, Reuters reported. The comment follows growing pressure from lawmakers and casts uncertainty over Nvidia’s global chip distribution strategy, even as the company plans to supply over 260,000 Blackwell units to South Korea. (Reuters)

Microsoft AI Chief Says Only Biological Beings Can Be Conscious

Microsoft AI chief Mustafa Suleyman stated that AI systems cannot and should not be developed to simulate or suggest consciousness, calling such research “absurd” and ethically misguided, according to CNBC. Speaking at AfroTech and other recent events, he emphasized that AI should remain a tool serving humans, not mimic sentient beings, while reinforcing Microsoft’s stance against developing chatbots for erotica or personality-blurring use cases. (CNBC)

Google Pulls Gemma From AI Studio After US Senator Accuses Model of Defamation

Google has removed its Gemma AI model from AI Studio after Senator Marsha Blackburn accused it of generating a false and defamatory response alleging past misconduct, TchCrunch reported. In response, Google stated that Gemma was not intended as a consumer-facing factual tool and will remain available via API for developer use. (TechCrunch)

Will AI Mean the End of Call Centers?

Despite optimistic projections from companies like Salesforce and research firms like Gartner, AI’s role in customer service is generating skepticism, especially around empathy and reliability. While AI agents promise cost savings and scalability, concerns about misinformation, hallucinations, and human touch are prompting proposed regulations that may mandate transparency and access to human support. (BBC)

Upcoming Earnings

Palantir Technologies Inc. (PLTR) 

Palantir is set to report Q3 2025 earnings on Monday, Nov. 3, after the bell, with analysts expecting $0.17 EPS and $1.09B in revenue, marking 70% and 50.65% year-over-year growth, respectively. Despite strong momentum in both government and commercial segments, its current earnings ESP of -5.88% and Rank #3 suggest a lower likelihood of an earnings beat this quarter, according to Zacks. (Nasdaq)

Advanced Micro Devices (AMD)

AMD is scheduled to report Q3 2025 earnings on Tuesday, Nov. 4, after market close, with a consensus EPS forecast of $0.97, up from $0.76 in the same quarter last year. The estimate is based on projections from 13 analysts compiled by Zacks Investment Research. (Nasdaq)

Qualcomm (QCOM)

Qualcomm will report its Q3 2025 earnings on Wednesday, Nov. 5, after market close, with analysts expecting an EPS of $2.33, up from $2.26 in the same quarter last year. The consensus forecast is based on estimates from eight analysts compiled by Zacks Investment Research. (Nasdaq)

Fastly (FSLY)

Fastly is expected to report Q3 2025 earnings on Wednesday, Nov. 5, after market close, with a consensus EPS forecast of -$0.17. This compares to -$0.16 for the same quarter last year, indicating a slight year-over-year decline. (Nasdaq)

SoundHound AI (SOUN)

SoundHound AI is set to report Q3 2025 earnings on Thursday, Nov. 6, after market close, with analysts forecasting a consensus EPS of -$0.09, compared to -$0.06 in the same quarter last year. The estimate is based on projections from four analysts compiled by Zacks Investment Research. (Nasdaq)

Research & Innovation

University of Surrey Researchers Mimick Human Brain to Improve AI Performance

University of Surrey researchers have developed a brain-inspired AI model called Topographical Sparse Mapping that boosts performance while reducing energy consumption. The model mimics how neurons in the brain connect only to nearby or relevant neurons, eliminating unnecessary links without sacrificing accuracy. An enhanced version introduces biologically inspired “pruning” during training, making AI systems more efficient and sustainable as demand grows. (BBC)

AI Conferences and Events

2025 AAAI Fall Symposium Series

Nov. 6-8, Arlington, VA, the 2025 AAAI Fall Symposium Series will take place , bringing together the AI research community for collaborative discussion across emerging domains. This year’s program includes six focused symposia on topics such as AI for social good, safety-critical systems, trustworthy AI in complex contexts, health AI, robotics, and a first-ever event on quantum information and machine learning. (AAAI)

RAIML 2025

Nov. 6-7, Tokyo, Japan.The International Conference on Robotics, Artificial Intelligence & Machine Learning (RAIML 2025) is themed “Exploring Impacts, Opportunities, and Challenges for Global Communities. The hybrid event will spotlight advances in robotics, AI, and machine learning with global participation. RAIML 2025 aims to foster collaboration and showcase cutting-edge innovations shaping the future of science, technology, and business (SCITECHMEETS)

PIC Summit Europe

Nov. 4-5, Eindhoven, The Netherlands, the PIC Summit Europe brings together global leaders to explore photonic integrated circuits (PICs), which use light for faster, more energy-efficient microchips powering applications from LiDAR to healthcare. Attendees can expect two days of collaboration and insight with policymakers, semiconductor executives, and innovators shaping the future of photonics. (AI Insider)

Check out AI Insider every day for the latest in AI and robotics developments.

Greg Bock

Greg Bock is an award-winning investigative journalist with more than 25 years of experience in print, digital, and broadcast news. His reporting has spanned crime, politics, business and technology, earning multiple Keystone Awards and a Pennsylvania Association of Broadcasters honors. Through the Associated Press and Nexstar Media Group, his coverage has reached audiences across the United States.

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