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When Cady Heron famously said “the limit does not exist” in Mean Girls, she was discussing calculus. But when we say it, we’re talking about how many data center stories there are to be told. The first of many planned data centers, intended to serve OpenAI and Oracle’s Stargate, has just come online, shifting the media conversation beyond investment and towards realization. Infrastructure also surfaced as a central storyline with government policies pushing to bring more chip production into the U.S. and Big Tech calling for faster data center development to support AI demand. Simultaneously, cybersecurity experts cautioned against scaling AI too quickly, given that it is already near impossible to regulate AI usage and ensure data is stored and shared safely. None of these conversations yielded much resolution, but instead led to more discussion, a trend that will likely continue as the end of the year approaches on all our radars.
WHAT THIS MEANS FOR COMMS PROS
- The data center story touches development, infrastructure, energy, construction, grid strain, investment, and insurance. That means there are plenty of perspectives to go around for media, so make your take clear, concise, and definitive to get reporters’ attention.
- October means prediction season for many of us. With an unpredictable administration shaping tech policy and massive investments popping up with little notice, gone are the days of pondering what’s five to 10 years down the line. To avoid being overlooked, focus your predictions – whether in media, content, or on social – around the immediate future and ground them in data.
Mentions of AI increased nearly 15% in September, meaning anytime you think AI can’t possibly be talked about any more than it already is, you’re wrong. The main drivers behind this latest increase were resource and security concerns. OpenAI tapped Google Cloud to address an impending GPU shortage that would hinder ChatGPT’s functionality. A new study by the National Cybersecurity Alliance found that 43% of workers reported sharing sensitive information with AI tools, including company financial data and client information. And, Microsoft made a $19.4 billion deal with Nebius to secure AI cloud infrastructure. With significant AI policy discussions underway globally and in the U.S., expect the upward climb in AI coverage to continue.
While cloud maintained its ownership of the tech media conversation, fintech had a strong month after Klara’s IPO reached over $15 billion in valuation and Robinhood earned a spot on the S&P 500 list. Wealthfront, one of a few companies that introduced the robo-advisor style of automated investing, also filed for an IPO to close out the month. Companies focusing on their path to AI integration have already seen significant increases in cloud and connectivity-focused coverage this year, and with the recent wave of fintech movement, it appears that this industry may be next to ride the AI wave to major growth.
We monitor coverage across vertical trades in three main topics: policy and compliance, investment and funding, and innovation. Policy and compliance coverage was the largest bucket of trade coverage across almost all verticals, except insurtech, which had considerably more investment and funding coverage.
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a16z’s Speedrun Substack is a gem for any stage tech startup. We particularly enjoyed its advice for founders looking to hone their pitch style in its “Dinner Party Jerk test” post, as some of the advice rings true for communicators looking to break in with media audiences. The gist is, if you can image pitching your company as you would yourself at a dinner party and you feel your cheeks start to blush from embarrassment, you’re doing it right. Tips for standing out to investors (and media alike): emphasize the future, not the past; play up even small bits of proof points; talk about the big things that might happen, if it works; share signs the customers love the product, rather than revenue metrics; and have a unique narrative about why the world is moving this way.
CoreWeave signs $14 billion AI infrastructure deal with Meta
Google Cloud debuts new AI tools to boost data science productivity
Y Combinator-backed Rulebase wants to be the AI co-worker for fintech
Amazon’s Finance Teams Are Relying More on AI—and Not Just for the Simple Stuff
Expired protections, exposed networks: The stakes of CISA’s sunset
Major Cyber Threat Detection Vendors Pull Out of MITRE Evaluations Test
Apple takes control of all core chips in iPhone Air with new architecture to prioritize AI
Governments Pour Billions Into Chips And AI Infrastructure To Fuel Arms Race
Florida’s fix for its struggling insurance market hurt homeowners, data shows
AI chatter spiked after Databricks and OpenAI unveiled a multi-year enterprise partnership. Cybersecurity remained elevated with Microsoft’s Patch Tuesday, addressing two zero-day vulnerabilities. IoT and big data centered on AI & Big Data Expo Europe, while finance built into Sibos in Frankfurt.
Newcomer to the list, #Maharashtra trended as AWS laid the foundation for a Mumbai data center, and the cabinet approved the MahaGeotech geospatial corporation.
September’s tech coverage reflected both momentum and caution. Fintech continued to dominate the social landscape, as crypto IPO activity and ETF inflows signaled growing market confidence. Meanwhile, cloud-related posts remained prominent, with enterprises weighing AI infrastructure bets. Cybersecurity conversations were sustained by reports of hidden breaches and AI-driven attack surges, underscoring persistent risk concerns. Connectivity and insurtech activity were comparatively muted, though policy and funding still kept the conversation going.
The crypto market (our fintech category) experienced a rally on September 8, with most major coins printing green candles. Within 24 hours, the total cryptocurrency market cap increased to approximately $3.86 trillion. This action resulted in over 165,000 fintech posts across social channels in a single day (and broke our chart).
September’s social news leaned AI-first and governance-aware: Meta launched Vibes, an AI video feed for remixable short clips, while Instagram hit 3B monthly active users and will test controls over recommendations. YouTube rolled out new gen-AI creator tools and AI “music hosts.” Threads edged past X in daily mobile users, and an EU court forced a rethink of Digital Services Act supervisory fees for Meta and TikTok.
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