September 2025 will be remembered (and the month isn’t even over yet) as a turning point: artificial intelligence and technological innovation are no longer scattered headlines but a unified narrative. The global economic, social, and labor landscape is now being reshaped by concrete decisions in AI. From record-breaking investments in Europe and the United States to industrial and space giants entering new markets, to changes in education and employment, we are witnessing an accelerated shift toward a world where technology defines the pace of transformation.
Oracle: AI Sends Market Value Soaring
The most visible case has been Oracle, which experienced a historic surge on Wall Street after announcing a cloud contract portfolio worth nearly $500 billion. Partnerships with OpenAI, xAI, and Meta have positioned the company as a cornerstone of the infrastructure powering the AI revolution. The market responded instantly: its capitalization soared to over $926 billion, pushing Oracle closer to the trillion-dollar elite.
SpaceX: Connectivity Beyond Borders
SpaceX revealed a $17 billion investment to connect mobile phones directly to its Starlink satellites. This bold move positions the company as a disruptive new player in telecommunications, aiming to eliminate dead zones and challenge the dominance of global carriers. More than just connectivity, the initiative raises fundamental questions about the balance of power in an industry long controlled by traditional operators.
Europe: Data Infrastructure on an Unprecedented Scale
The European Union announced an ambitious $30 billion investment plan to build gigawatt-scale data centers dedicated to artificial intelligence. Beyond expanding computing capacity, the initiative seeks to ensure Europe’s technological sovereignty and provide startups and corporations with the infrastructure required to compete globally.
Volkswagen: Betting a Billion on AI
The automotive sector also took center stage. Volkswagen committed €1 billion to AI projects by 2030, aiming to transform its business model and lead the future of mobility. From autonomous driving and predictive maintenance to personalized customer experiences, the company sees AI not just as a tool but as a strategic driver of innovation.
Databricks: The $100 Billion Startup
Meanwhile, Databricks closed a funding round that pushed its valuation to $100 billion. This milestone confirms investors’ confidence in startups capable of integrating big data and AI at scale. Databricks now stands as a global reference point, edging closer to competing with giants like Google and Microsoft.
IBM: Cybersecurity on High Alert
Not all the headlines celebrated growth. IBM’s X-Force Threat Index warned of a sharp increase in cyberattacks across Latin America. Critical sectors such as banking, energy, and healthcare are increasingly targeted, turning the region into a testing ground for attack tactics later deployed worldwide.
Robots That Create Jobs: A Positive Paradox
Amid fears of automation, a new study revealed that robots are also generating jobs. While repetitive tasks are replaced, new roles in programming, maintenance, and system supervision are emerging. The productivity gains allow companies to expand operations and create positions in management, services, and innovation.
Spain: Talent as a Strategic Investment
Spain approved two new university degrees: Data Science & Artificial Intelligence and Biomedical Engineering, to be taught at the public universities of Granada and Jaén. The move strengthens public universities’ capacity to train talent in disciplines critical to the future economy, while positioning the region as a hub for academic and business innovation.
A Global Map in Transformation
Taken together, these stories reveal a single truth: artificial intelligence is no longer confined to labs or startups—it is the axis around which global business, government, and education now revolve. From Wall Street to Andalusia, from Earth’s orbit to Europe’s data centers, the message is clear: AI has become the critical infrastructure of our society.
The challenge for governments, businesses, and citizens alike will be to ride this wave responsibly—leveraging innovation for growth while addressing risks linked to cybersecurity, power concentration, and social inequality.
September 2025 reminds us of one thing: the future is not something to wait for—it is already here, advancing at the speed of artificial intelligence.