AI Around the World News — 2026-11-10 (Tue) Daily News

Overview

In the past 24 hours, the main developments were in the United States, where headlines linked an election to pressure on AI-related trades, voter opposition to AI data centers, and some rehiring of workers replaced by AI. The Netherlands announced plans to cut government positions while expanding AI use. In South Korea and Israel, sovereign AI and national AI infrastructure projects were reported. Headlines in Taiwan, Singapore and South Korea also covered controversy around Nvidia's CEO and its possible effect on AI demand.

United States

- Bloomberg reports that a Treasury rally got a new boost as the election hammered the AI trade (Bloomberg). - Fortune reports that nearly 20% of US workers replaced by AI are being asked back, under the headline "'AI rebounding'" (Fortune). - WWD reports that US voters made clear on Election Day that they do not want AI data centers (WWD).

China

No notable developments.

European countries

- The Dutch government plans to cut 25,000 full-time positions and expand AI use; this is a plan, not an implemented measure (HR Executive). - The Netherlands government approved an AI white paper (Telecompaper).

India and South Asia

- The Indian rupee is tracking AI-related volatility and oil prices, with inflation data seen as the next test for bonds (Reuters). - Business Standard reports that Indian IT firms must embrace AI or face shrinking margins (Business Standard). - Indian missions from Cyprus to Jakarta are to adopt AI for diaspora services (WION). - India's geospatial sector is moving from mapping to AI-powered spatial intelligence and entering a new era of growth (ET Government). - N.K. Singh discussed whether AI can transform India without taking away jobs (NDTV).

Southeast Asia and Oceania

- A scandal involving Nvidia's Huang is rattling the AI industry built around him (Yahoo News Singapore). - CNBC explains what Megaspeed is, the Nvidia chip buyer in the spotlight after Jensen Huang's affair (CNBC). - Thailand faces daily cyberattacks, and AI is helping hackers exploit system weaknesses (The Star).

South Korea and Taiwan

- NVIDIA, SK Telecom and Rebellions are to build Korean sovereign AI; this is a plan (Data Centre Magazine). - An Anthropic setback has exposed cracks in South Korea's AI data center boom (KED Global). - Sources say the Nvidia CEO controversy is unlikely to derail AI demand (Focus Taiwan). - Nvidia is expanding its physical AI work in South Korea with Samsung, LG and Kakao Mobility (AI Insider). - The Korea Times argues that the AI race cannot do without Nvidia's Jensen Huang, under the headline "'No ordinary CEO'" (The Korea Times).

Middle East

- Qatar's Ministry of Communications and Information Technology is bullish on a state role in AI development (Mobile World Live). - Israel plans to build its own AI infrastructure with 300,000 GPUs; this is a plan (CTech). - Israel's National AI Directorate launched an impact-driven AI institute (Unite.AI). - The UAE's AIREV secured Singapore investment to scale agentic AI in finance and healthcare (Fast Company Middle East).

Africa and Latin America

- Jordan secured a $4.2 million World Bank grant for AI projects (TechAfrica News). - Ethiopia targets becoming Africa's leading AI innovation hub by 2030, according to the director general of EAII (ENA English). - Samsung is testing a paid Max plan, and Galaxy AI's free features could get usage limits (Techish Kenya). 【Integrated analysis: what is happening】 Similar moves: Several governments are building state-led AI capacity. South Korea (sovereign AI), Israel (national AI infrastructure with 300,000 GPUs), Qatar (state role in AI development) and Jordan (World Bank grant) all appear to be treating AI as public infrastructure, though the headlines describe plans and funding rather than completed projects. Governments and firms in the Netherlands and India are also adopting AI in administration and services, and Indian IT firms are described as facing margin pressure if they do not (HR Executive, Business Standard).

Different moves: In the United States, headlines point to resistance and market strain, with voter opposition to data centers and the election weighing on the AI trade (WWD, Bloomberg). In South Korea, a setback for Anthropic is said to expose weaknesses in the data center boom, even as other projects advance (KED Global). The employment signal is mixed: the Dutch plan pairs job cuts with AI expansion, while some US workers replaced by AI are being asked back (HR Executive, Fortune).

Nvidia: Headlines from Singapore, Taiwan and South Korea focus on the controversy around Nvidia's CEO. Sources cited by Focus Taiwan say demand is unlikely to be derailed, which suggests the supply chain is seen as dependent on Nvidia as a company rather than on one person. This is inference.

Implications for Japan: Japanese companies and agencies may need to treat local opposition to data centers in the US as a possible risk to overseas AI investment plans. They may also need to reassess dependence on a single chip supplier and weigh how sovereign AI projects in South Korea and Israel affect their own infrastructure choices. These points are inferences from the headlines.

What to watch

- Whether the US election result and voter opposition to data centers translate into concrete policy or siting decisions. This is not stated in the headlines and is an inference. - Whether the Dutch plan to cut 25,000 full-time positions and expand AI use is carried out, and what the approved AI white paper contains. - Whether the South Korean sovereign AI plan and Israel's 300,000-GPU plan move from announcement to implementation, and whether the Anthropic setback affects other South Korean data center projects.