AI News, Week 45: AI Stocks Plunge After the U.S. Election
Also: Six EU Countries Lack AI Oversight, and Telekom Doubles the Size of Its AI Factory
The Week in 30 Seconds
AI News for Week 45 begins with a sharp drop in stock prices: Following the U.S. congressional elections, the Nasdaq is experiencing its worst day since April 2025. The EU still lacks AI regulatory agencies, and Telekom’s AI factory in Munich is fully booked.
All three news stories concern decisions that many companies are currently facing: Which providers will you work with in the long term, and where will your AI applications run? Here, you can read about what’s behind the three most important AI news stories of calendar week 45 and what they mean for your company.
AI Stocks Plunge After the U.S. Election; OpenAI and Anthropic Face Valuation Pressure
The price drop won’t change much for your use cases. Your negotiating position will improve, because providers now need revenue and references. Use this to your advantage to secure better terms and contracts that allow you to switch providers.
Robin Reuschel
Expert in AI Strategy & Organization
The price drop won’t change much for your use cases. Your negotiating position will improve, because providers now need revenue and references. Use this to your advantage to secure better terms and contracts that allow you to switch providers.
Robin Reuschel
Expert in AI Strategy & Organization
What This Means for Businesses
- Renegotiate contracts: Providers need to show investors revenue. Review upcoming contract renewals for price, term, and termination rights.
- Prepare for a switch: Keep prompts, data, and interfaces in a way that allows you to replace a model within a few weeks.
- Build in a buffer: More expensive financing can lead to price increases or canceled discounts from providers. Set aside a reserve in your AI budget to cover this.
Our comparison of ChatGPT Enterprise and Microsoft 365 Copilot shows how these two major platforms differ in enterprise use.
AI Act: Six EU member states have not yet designated an AI regulator, including Austria
The absence of regulatory authorities does not mean a grace period. Anyone using AI in Austria must still fulfill their obligations—they just don’t know who will be reviewing them. Start documenting now so you can respond when the first inquiry comes in.
Robin Reuschel
Expert in AI Strategy & Organization
The absence of regulatory authorities does not mean a grace period. Anyone using AI in Austria must still fulfill their obligations—they just don’t know who will be reviewing them. Start documenting now so you can respond when the first inquiry comes in.
Robin Reuschel
Expert in AI Strategy & Organization
What This Means for Businesses
- Labeling by December 2: Check whether your systems or providers label AI-generated content in a machine-readable format, such as through watermarks or metadata.
- Identify the regulatory authority for each location: Determine which authority is responsible for each location. Check the Commission’s list regularly; Austria may follow suit at any time.
- Include Swiss locations: The AI Act also applies to companies in Switzerland if they offer AI systems in the EU or if the results of those systems are used there.
Our article on the AI labeling requirement for companies explains which obligations have been in effect since August.
Telekom is doubling the capacity of its AI facility in Munich to 20 megawatts; the first phase of expansion is fully booked
High-performance computing resources are scarce in Germany and get snapped up quickly. Anyone who wants to train their own models or run simulations should reserve capacity early. For most companies, a model hosted in Europe via an interface is sufficient.
Robin Reuschel
Expert in AI Strategy & Organization
High-performance computing resources are scarce in Germany and get snapped up quickly. Anyone who wants to train their own models or run simulations should reserve capacity early. For most companies, a model hosted in Europe via an interface is sufficient.
Robin Reuschel
Expert in AI Strategy & Organization
What This Means for Businesses
- Determine your needs: Decide whether you’ll be training your own models, running simulations, or using off-the-shelf models. You’ll only need your own GPU capacity for the first two scenarios.
- Reserve early: The first expansion phase was fully booked after about seven months. If you want to run computations in 2027, you should start talking to providers now.
- Carefully assess data sovereignty: A data center in Germany does not yet specify who can access your data. Ask about the operator, contractual terms, and access rights.
Our article on AI data sovereignty explains what matters most when it comes to controlling your data.
Would you like to evaluate your AI providers and obligations?
We’ll review vendor contracts and AI Act obligations with you and highlight where you should take action by December.
Sources
- Bloomberg: OpenAI Completes $11 Billion Round of Funding at a Valuation of $1.25 Trillion, November 6, 2026
- Reuters: Anthropic Sends Out, Then Retracts Details of IPO Filing, Emails Show, November 9, 2026
- TechCrunch: Anthropic reportedly plans to move forward with its IPO plans, November 9, 2026
- Fox Business: Nasdaq tumbles 5%, Dow plunges more than 1,800 points, November 5, 2026
- European Commission: Market Surveillance Authorities Under the AI Act, September 7, 2026
- Politico Europe: EU countries still can’t get their act together on AI, November 8, 2026
- Federal Ministry of Justice: Act on Market Surveillance and the Promotion of Innovation in Artificial Intelligence (AI-MIG), July 29, 2026
- Austrian Parliament: Response to Parliamentary Question 5056/AB from the Federal Chancellery, June 2, 2026
- Deutsche Telekom: AI Demand Rises: Deutsche Telekom Expands AI Factory in Munich, November 9, 2026
- Handelsblatt: Munich: Telekom Invests Another Quarter-Billion in AI Factory, November 9, 2026
- Bitkom: On the Digital Summit: Almost all companies want AI from Germany, November 2, 2026
Researched with AI assistance, editorially reviewed by Robin Reuschel.
Robin Reuschel
Managing Director ROOVER
Robin Reuschel ist Experte für KI-Strategien bei Roover mit langjähriger Beratungserfahrung bei u.a. Roland Berger. Mit tiefer Expertise unterstützt er Unternehmen bei der KI-Transformation für zukünftige Geschäftsmodelle
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