OpenAI's $12B Spend, IBM's $9.5B Revenue, and Figma's India Expansion - Enterprise AI Brief #42

Hi there,

Welcome to the latest edition of the Enterprise AI Brief for November 14, 2025. This week, we're diving into some exciting developments in the world of artificial intelligence and enterprise solutions. Figma has opened a new office in India to better engage with developers, while Verinext is expanding its AI services through a partnership with DevRev. Meanwhile, Genpact has been recognized as the Celonis Game Changer Partner of the Year 2025, highlighting its innovative contributions to the industry.

In the realm of business and finance, OpenAI is making headlines with a significant $12 billion spend on Microsoft inference services, and DataCamp has acquired Optima to enhance AI education in the UAE. Additionally, IBM's AI business has surpassed $9.5 billion in revenue for Q3 2025, showcasing the growing impact of AI technologies in the corporate world. Stay tuned as we explore these stories and more in this edition.

Figma is expanding its presence in India with a new office in Bengaluru to engage the local developer community, while Verinext partners with DevRev to enhance its AI services through the introduction of 'Computer by DevRev', focusing on data unification and workflow automation.

OpenAI has spent over $12 billion on inference services from Microsoft since 2024, raising questions about its financial health. Meanwhile, DataCamp has acquired Optima, a Dubai-based AI learning platform, to enhance AI education opportunities in the UAE.

atNorth has expanded its sales team by promoting Camilla O'Leary and appointing Howard Shutt and Espen Bjanes to leadership roles to address the growing demand for AI-ready data centers. Meanwhile, Blaize Holdings, Inc. and Reach Digital have partnered to develop sovereign AI infrastructure in the Middle East, focusing on digital transformation in government and smart cities.

LinkedIn has launched an AI-powered people search feature, enhancing user experience with natural language queries for premium users in the U.S. Meanwhile, Snowflake and other enterprise software firms are intensifying competition in the AI agent market, introducing similar AI solutions to meet growing demand.

Intel CEO Lip-Bu Tan will now lead the company's AI efforts following CTO Sachin Katti's move to OpenAI, underscoring Intel's commitment to AI. Meanwhile, IBM has announced significant layoffs as part of a workforce restructuring, impacting roles across AI, marketing, and cloud technology.

Palantir Technologies Inc. and Stagwell have partnered to create an AI platform for marketing, enhancing audience targeting and campaign management. Meanwhile, Tax Guard and SPARK are collaborating to improve lending efficiency through AI-driven access to IRS tax data.