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AI’s New Cloud King: Oracle’s Rally Could Rewrite ETF Playbooks – ARK Next Generation Internet ETF (BATS:ARKW), Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ)

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Oracle Corp’s ORCL shares soared over 40% on Wednesday, a day after posting its earnings powered by booming demand for AI infrastructure, pushing CEO Larry Ellison ahead of Tesla Inc TSLA scion Elon Musk as the world’s wealthiest individual.

Beyond the headline wealth change, the move has considerable implications for ETFs, showing how AI infrastructure is becoming more integral to broad-market and thematic funds alike.

Oracle’s profits highlighted the company as a prime supplier of data center space and cloud computing for AI use. With an eye-popping $455 billion AI services backlog and multi-billion-dollar contracts such as providing OpenAI with 4.5 gigawatts of energy to power ChatGPT, Oracle made it clear to the world that it is more than a software behemoth now.

Impact On ETFs

For holders of broad-market ETFs, Oracle’s rise comes with an immediate impact on portfolio weightings. Sector-specific ETFs like Technology Select Sector SPDR XLK and Vanguard Information Technology ETF VGT stand to gain, as Oracle moves higher in the ranks of the most heavily weighted tech names. Both funds are up around 1.5% on Wednesday.

Thematic ETFs on AI, cloud, and next-generation technologies are also being rewired. If Oracle crosses $1 trillion in valuation, it joins a very exclusive group. That milestone might spark reappraisals by active managers and ETF issuers alike, potentially creating new “AI infrastructure” baskets or raising its inclusion in existing thematic funds.

Others like Global X Cloud Computing ETF CLOU, WisdomTree Artificial Intelligence & Innovation Fund WTAI, and ARK Next Generation Internet ETF ARKW might have to change exposure to reflect Oracle’s new leadership in AI infrastructure.

The ripple effects even extend to ETFs with broader innovation themes. For example, both iShares Exponential Technologies ETF XT or Global X Artificial Intelligence & Technology ETF AIQ track companies positioned to benefit from AI adoption.

Oracle’s repositioning as a critical AI infrastructure player makes it harder for ETF managers to overlook.

The Bigger Picture For ETF Investors

Investors seeking to capitalize on the AI boom have several options for gaining diversified exposure to the companies driving this growth, rather than betting on individual stocks.

This episode shows a larger trend: AI-fueled growth is no longer the exclusive domain of mainstream software or chip stocks. ETFs are keeping pace with the industry, providing investors with vehicles to harness both broad-market tech appreciation and thematic exposures in AI, cloud, and enterprise infrastructure.

Oracle’s explosive growth shows how the fortunes of a single company can cascade through dozens of ETFs, affecting flows, weightings, and sector performance.

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China Telecom Global Shines at the 10th Belt and Road Summit, Empowering the New Silk Road via AI for Good

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September 11, 2025

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HONG KONG, Sept. 10, 2025 /PRNewswire/ — From September 10 to 11, 2025, the 10th Belt and Road Summit was successfully held at the Hong Kong Convention and Exhibition Centre. China Telecom Global (CTG) participated prominently under the theme “Empowering the New Silk Road via AI for Good,” highlighting three core areas: the OneGrowth Global Partnership Initiative, AI global capabilities, and AI-driven applications. Through multiple benchmark cases, interactive scenarios, and physical displays, the exhibition systematically presented China Telecom’s cloud-network-intelligence-computing resource deployment and innovative AI applications along the Belt and Road, fully demonstrating its comprehensive strength and firm commitment to promoting regional collaborative development through digital technologies.












On the first day of the event, Ms. Wu Ting, AI Director of China Telecom Global, delivered a keynote speech titled “China Telecom Global: AI Blueprint and Capabilities”. She comprehensively presented CTG’s AI capabilities and architectural framework, highlighting a series of innovative achievements and practical applications in artificial intelligence. These included several cutting-edge AI products such as the OneTouch AI Engine, LLM Guardrail Platform, Enterprise No Code Agent Platform, and more, demonstrating CTG’s leading strength in artificial intelligence research and development and industrial application. Additionally, leveraging multiple demonstrated cases, she provided in-depth insights into CTG’s competitive advantages in building international digital infrastructure and delivering intelligent solutions for enterprises expanding globally.

At the summit, CTG featured a range of interactive highlights centered on its OneGrowth Global Partnership Initiative and global AI capabilities, comprehensively demonstrating its strength in AI+ technologies and ecosystem collaboration.

Empowering AI, Intergrow as One: Co-creating a New Digital Ecosystem

In the ” OneGrowth Global Cooperation Initiative” section, CTG highlighted its recently launched cooperation plan with a focus on three key ecological directions: AI+ Intelligent Empowerment, AI+ Comprehensive Mobile Global Cooperation, and AI+ Innovative Business, all guided by the four core principles of co-creation, sharing, co-governance, and win-win. The AI+ Intelligent Empowerment initiative is developing a global ecosystem computing power scheduling platform that integrates intelligent and general computing services while collaborating with partners to build scenario-based digital enablement platforms. The AI + Comprehensive Mobile Global Cooperation leverages a multidimensional mobile network covering “land-sea-air-space,” promoting cooperation in 5G, satellite communications, and Internet of Vehicles (IoV). Meanwhile, AI+ Innovative Business featured collaborations in visual network, exemplified by the transnational SeeLink Global Platform, which integrates AI algorithms, devices, cloud services, and applications to provide end-to-end solutions tailored to diverse customer needs.

Application in Action, Leadership in Intelligence, Interactive Demos Showcasing Technological Strength

In the “AI Global Capabilities” section, beyond showcasing its global digital infrastructure, the exhibit provided a clear overview of its resource network—including 53 submarine cables, 251 international PoPs (Points-of-Presence), and 15 overseas data centers. It also highlighted the capabilities and advantages of two major computing power engines: the AI data centers in Tseung Kwan O, Hong Kong, China and Jakarta, Indonesia. These demonstrate CTG’s core strength in reinforcing the foundation of the “Digital Silk Road” and supporting regional enterprises through digital transformation.

CTG prominently spotlighted its AI solutions and benchmark cases, including 5GC scenario applications and low-altitude economy service system. Through global applications such as supporting Chinese automotive companies expanding into Europe and assisting game developers in global operations, CTG demonstrated its deep practical achievements across Belt and Road markets. These cases underscore the company’ leading strength in driving industrial digital transformation and facilitating the global expansion of services.

Meanwhile, at the AI interactive experience and physical exhibition zone, CTG featured engaging activities such as AI-powered opera face-changing, a 5GC-enabled robotic dog, and the Tianshu drone. By seamlessly integrating traditional culture with cutting-edge artificial intelligence, CTG vividly demonstrated its innovative capabilities and technological expertise in cutting-edge fields such as 5G, AI, the Internet of Things, and the low-altitude economy. The interactive displays attracted extensive on-site participation and drew significant audience engagement.

During the summit, CTG engaged in on-site discussions with customers and partners from around the world to explore new opportunities within the Belt and Road digital economy. Moving forward, CTG will continue to leverage its strengths in cloud-network resources, AI technologies, and global services to provide efficient and reliable digital solutions for countries and regions along the route, further advancing the development of the “Digital Silk Road” to new heights.

Through its participation, CTG has fully demonstrated its capabilities as a world-class provider of digital-intelligent technology services in resource integration, technological innovation, and ecosystem influence. This exhibition underscored the company’s firm commitment to empowering high-quality development along the Belt and Road and co-creating a smart future through technological innovation.

SOURCE China Telecom Global



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OpenAI to Launch AI-Powered Jobs Platform — Campus Technology

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2 hours ago

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September 11, 2025

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OpenAI to Launch AI-Powered Jobs Platform

  • By John K. Waters
  • 09/10/25

OpenAI announced it will launch an AI-powered hiring platform by mid-2026, directly competing with LinkedIn and Indeed in the professional networking and recruitment space. The company announced the initiative alongside an expanded certification program designed to verify AI skills for job seekers.

The OpenAI Jobs Platform will use artificial intelligence algorithms to match candidates with employers based on demonstrated AI competencies rather than traditional resume keywords. The platform targets businesses seeking workers proficient in automation, prompt engineering, and AI implementation across various industries.

OpenAI is collaborating with major employers, including Walmart and Boston Consulting Group, to develop the platform’s functionality. Walmart, the largest private employer in the United States with 1.6 million workers, will initially provide free certification access to all US employees.

The Texas Association of Business plans to use the platform to connect local employers with candidates capable of supporting IT modernization projects, according to OpenAI’s announcement.

The company is expanding its OpenAI Academy, a free learning platform that has reached over two million users, to offer formal AI certifications. The program will cover skills ranging from basic workplace AI applications to advanced prompt engineering techniques.

Training and certification testing will occur within ChatGPT’s Study Mode, allowing candidates to prepare and complete credentials without leaving the application. OpenAI aims to certify 10 million Americans by 2030.

The initiative positions OpenAI against established players in the professional networking market. LinkedIn maintains over one billion members globally, while Indeed processes 27 hires per minute with 615 million registered job seekers.

The platform also competes with LinkedIn Learning’s educational offerings, potentially creating tension with Microsoft, OpenAI’s primary investor, with a reported $13 billion stake. Microsoft has previously identified OpenAI as a competitor in specific business segments despite their partnership.

Labor market data support OpenAI’s focus on AI competencies. Research by Lightcast analyzing over one billion job postings found that positions requiring AI skills offer salaries averaging 28% higher than comparable roles without such requirements. Jobs demanding multiple AI skills command premiums up to 43% above standard compensation levels.

The demand spans industries as companies integrate artificial intelligence into operations for task automation, data analysis, and product development. Employers increasingly seek workers capable of practical AI application rather than advanced technical programming skills.

The platform will allow employers to describe requirements in natural language, with AI systems identifying candidates who demonstrate relevant capabilities through portfolio work and practical experience. This approach differs from traditional keyword-based matching systems used by existing job platforms.

OpenAI’s system aims to surface candidates based on actual project experience and demonstrated competencies rather than resume optimization techniques commonly used on current platforms, the company said.

About the Author



John K. Waters is the editor in chief of a number of Converge360.com sites, with a focus on high-end development, AI and future tech. He’s been writing about cutting-edge technologies and culture of Silicon Valley for more than two decades, and he’s written more than a dozen books. He also co-scripted the documentary film Silicon Valley: A 100 Year Renaissance, which aired on PBS.  He can be reached at [email protected].







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Grand Forks believes in the future of AI and technology, Mayor Bochenski says at AI and Autonomy Summit – Grand Forks Herald

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3 hours ago

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September 10, 2025

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GRAND FORKS — Grand Forks believes in the future of artificial intelligence and technology and is working to grow in those areas, Mayor Brandon Bochenski told an audience brought together to discuss AI and autonomous systems in Grand Forks and the state.

“We’re standing on the great work that’s happened before us, and just trying to enhance it and make it better,” Bochenski said. “There’s 10, 20 years of work that goes into Grand Forks being put on the map. I’m just grateful that we’re on the map today.”

His sentiments were echoed by others attending the summit, one of the Innovation, Workforce and Research Conferences put on by IEEE-USA, a technical professional organization. The event was held Wednesday, Sept. 10, at the University of North Dakota Memorial Union. Between discussions on state innovation, education, workforce, networking and investing in AI and autonomy, leaders in the fields of AI and autonomy spoke to its presence at UND, Grand Forks and North Dakota as a whole.

Scott Snyder, vice president for research and economic development at UND, mirrored Bochenski’s statement on the decades of work put into the community. UND has been on the “absolute cutting edge of uncrewed and autonomous technologies and systems for well over two decades,” he said. The university also has multiple private and university partners, as well as partnerships with the Department of Defense, National Aeronautics and Space Administration (NASA), Department of Homeland Security, Federal Aviation Administration and other federal government entities.

“UND is at the center of one of the most vibrant environments for the development and deployment of autonomous systems around the world,” Snyder said.

An example of engagement between UND and the federal government was a discussion between UND President Andrew Armacost and Phillip Smith, the program manager for the Tactical Technology Office at DARPA (Defense Advanced Research Projects Agency).

Smith admitted he doesn’t like the word “autonomy,” as he believes it acts similarly to words like “cyber” and “synergy” as jargon people use but don’t actually understand. Breaking down the subsections of autonomy and informing people is important, he said. When Armacost asked Smith what his definition of autonomy is, he said, “software that people don’t understand.”

“It is just an algorithm that cannot be explained to people until we get to general AI,” Smith said. “Humans actually don’t understand what is happening. … Machines are supposed to be serving humans, and humans don’t even know what they want, so that’s a really hard thing.”

Smith said DARPA is working with GrandSky, testing drones that will be able to find a ship at sea, and then orient and land on it without human connection. GrandSky is an aviation business park west of Grand Forks that specifically focuses on the UAS industry.

“That’s the program that we have out here in North Dakota testing, and it’s been really fun,” he said.

Armacost said each person in the room has the opportunity to engage with DARPA, including industry partners, university partners and others.

“They have a large number of avenues that they use to cooperate with their work on technology development,” he said.

The summit itself was the product of UND leaders interacting with IEEE-USA and having an interest in showcasing what the region is doing. Mark Askelson, vice president for research-national security, said he was at a Sioux Falls, South Dakota, summit with Ryan Adams, the dean of engineering and mines, and spoke with some IEEE-USA staff about possibly holding an event in Grand Forks. Askelson said it’s an opportunity to show what the region is doing to more people who don’t know about it. It also is helping forge new connections.

“Despite the fact that we are nationally recognized, I would argue in some of these areas, there’s still a lot of people that don’t know about us,” he said. “They don’t understand some of the things that we do, so that is a great opportunity to bring those people here so they can see us. And, in my experience, once we can get somebody on the ground to see what we have going on, the light bulb goes on for them. That creates more opportunity for us to work with them and for us to innovate.”





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