Global AI Market to Consolidate in the Next 18 Months: AI Week

This week, the AI, cloud, and data space was marked by consolidation and ethical scrutiny. ServiceNow forecast a decisive 18-month shakeout in the AI market, while Sinapsis AI entered Mexico to democratize access with low-code tools. In other news, OpenAI reached a US$500 billion valuation with the release of Sora 2, Hitachi and NVIDIA unveiled an AI Factory to industrialize adoption, and Microsoft suspended defense-related services in Israel over policy violations.

Ready? This is your week in AI, Cloud, and Data! 

Mexico

AI Market to Consolidate in 18 Months: ServiceNow

The global AI market is seeing an unprecedented investment phase and will undergo a decisive consolidation over the next 18 months, says ServiceNow. This period will define the strategic players that will lead the industry, separating sustainable value propositions from the current market fragmentation.

Sinapsis AI Launches Operations in Mexico

Sinapsis AI, the native AI development platform, officially announced the start of its operations in Mexico with the aim of democratizing access to this technology for companies of all sizes. The company introduces to the market an intuitive drag-and-drop solution that allows organizations to implement complex AI systems in a matter of hours, without the need for specialized engineering teams.

AI, Data, Payments Strengthen Mexico’s Retail Sector

VTEX CONNECT 2025 brought together retail and technology leaders to explore how AI, structured data, and digital payments are driving growth in Mexico and Latin America. The event highlighted both opportunities and challenges arising from macroeconomic shifts and evolving consumer behavior.

International

Hitachi, NVIDIA to Launch Global AI Factory

Hitachi announces the creation of a Global AI Factory. This infrastructure, built on the NVIDIA AI Factory architecture, is designed to accelerate the development and implementation of Physical AI solutions on an industrial scale.

Microsoft Suspends Cloud, AI Services to Israel Defense

Microsoft has suspended access to specific cloud storage and services for the Israeli Ministry of Defence (IMOD). The decision follows an internal investigation that confirmed the technology’s use for mass surveillance of the Palestinian civilian population, an action that violates the company's ethical use policies.

OpenAI Receives US$500 Billion Valuation, Releases Sora 2

OpenAI has reached a valuation of US$500 billion following a share sale by its employees. Simultaneously, the company launched Sora 2, its most advanced AI model for video generation, and a new social application, reinforcing its position in the technology market.