AI and Data Analytics Market News, September 2025
2 October 2025
The new business season has started and AI & Data Analytics market is burgeoning with lots of events and new developments. On the macro and economic side, the World Trade Report 2025, published by the WTO at its Public Forum, estimated that if adoption and access gaps are bridged, AI could boost global trade by 34–37% and GDP by 12–13% by 2040. The report emphasizes that these gains depend heavily on investments in digital skills, infrastructure, equitable access, and regulatory alignment.
Rapid growth in the US
In North America, the AI infrastructure arms race accelerated. OpenAI, Oracle, and SoftBank revealed plans for five new AI data centers in Texas, New Mexico, Ohio and the U.S. Midwest, pushing the total capacity closer to 7 gigawatts and targeting 10 GW in the longer run. In concert, NVIDIA and Intel announced a strategic collaboration to deploy NVIDIA systems at scale to support that compute push.
Microsoft unveiled Windows AI Labs, an experimental program to embed AI features directly into core OS apps (e.g. Notepad, Paint, File Explorer) and solicit feedback from early users.
In the legal-policy sphere, Illinois passed a sweeping law that restricts AI use in behavioral and therapeutic communications unless a licensed professional is involved. Meanwhile, Colorado delayed its AI Act’s effective date to June 30, 2026 to allow more time for implementation and alignment. Also stirring debate was Texas Senate Bill 20, which came into effect on September 1, 2025: it criminalizes possession, promotion, or creation of AI-generated obscene visual content depicting minors. The law’s breadth raised concerns about chilling effects on legitimate creative uses.
At this time in the world…
Anthropic launched its first major brand campaign, “Keep thinking,” positioning Claude more broadly in consumer markets and emphasizing safe, collaborative AI.
Perplexity rolled out its AI-driven Comet browser and Email Assistant in India (for Pro / Max users) as part of its global expansion strategy.
In Latin America, momentum toward locally tailored AI systems grew. Several Latin American nations jointly launched Latam-GPT, an open-source large language model designed to reflect the region’s linguistic and cultural diversity (including support for Indigenous languages). The model is intended for use in education, public services, and health systems rather than competing directly with global consumer LLMs.
Across Europe, regulatory and governance shifts continued to shape the AI landscape. The Really Simple Licensing (RSL) standard was launched in September, enabling web publishers to specify licensing terms for AI data scraping via robots.txt or other metadata. Early adopters included Reddit, Yahoo, and Medium.