September 23, 2025

analysis  
Nvidia $100B OpenAI Deal, Google & Microsoft AI

Nvidia and OpenAI have forged a significant strategic partnership, with Nvidia committing up to $100 billion to expand OpenAI's AI infrastructure. This collaboration involves deploying at least 10 gigawatts of Nvidia's computing systems, utilizing millions of Nvidia GPUs and the Vera Rubin platform. The first phase of this massive AI data center project is slated for the second half of 2026. The deal aims to co-optimize development roadmaps, integrating OpenAI's software with Nvidia's hardware, and positions Nvidia as a key stakeholder in OpenAI's future. Meanwhile, Lenovo is focusing on AI for its growth, partnering with companies like Nvidia, Microsoft, and Google to offer AI products and services. In other AI developments, Virginians show high usage of AI platforms like Anthropic's Claude, coinciding with Northern Virginia's data center growth and resident concerns. TikTok's AI tool for product tagging in videos, including those from Gaza, has sparked ethical debates about monetizing sensitive content. The integration of AI into physical products is also raising regulatory concerns due to potential issues with privacy and psychological impact. On the innovation front, new initiatives are exploring ways to reduce chiplet power consumption for AI workflows, while discussions around AI safety are highlighted as crucial for innovation in Global Majority countries.

Key Takeaways

  • Nvidia is investing up to $100 billion in OpenAI to build out AI infrastructure, including deploying at least 10 gigawatts of computing systems.
  • The first phase of this AI infrastructure project, using Nvidia's Vera Rubin platform, is expected to be operational in the second half of 2026.
  • This partnership aims to scale AI development and deployment, with both companies co-optimizing their software and hardware roadmaps.
  • Lenovo is focusing on AI for its future growth, partnering with Nvidia, Microsoft, and Google to offer AI solutions.
  • Virginians are leading in AI usage, particularly with Anthropic's Claude, amid concerns over data center expansion.
  • TikTok's AI feature that tags products in videos, including those from Gaza, has raised ethical questions about monetizing crisis content.
  • AI is increasingly integrated into physical products, prompting regulatory concerns regarding privacy and user impact.
  • Initiatives like Storage.AI are being developed to improve data flows and reduce power consumption for AI workflows.
  • AI safety is viewed as a critical enabler for innovation in Global Majority countries, rather than an obstacle.
  • Andrew Boyd has been appointed to the Board of Directors of SES AI Corporation, bringing investment banking experience.

Nvidia invests $100 billion in OpenAI for AI infrastructure

Nvidia will invest up to $100 billion in OpenAI and provide data center chips, forming a major partnership in the artificial intelligence race. The deal includes two parts: OpenAI will pay Nvidia for chips, and Nvidia will invest in OpenAI for non-controlling shares. The first $10 billion of Nvidia's investment will begin when a definitive agreement is reached. This partnership aims to deploy at least 10 gigawatts of Nvidia chips for OpenAI's AI infrastructure, with the first phase expected to be operational in the second half of 2026.

Nvidia invests $100 billion in ChatGPT creator OpenAI

Nvidia is investing up to $100 billion in OpenAI, creating a significant alliance in the growing AI economy. This partnership will enable OpenAI to build and deploy at least 10 gigawatts of AI data centers using Nvidia systems. The first phase of systems is expected to be online in the second half of 2026, utilizing Nvidia's next-generation Vera Rubin chips. Both companies aim to co-optimize their development roadmaps to advance AI capabilities.

Nvidia commits $100 billion to OpenAI for AI infrastructure expansion

Nvidia and OpenAI have announced a strategic partnership where Nvidia will invest up to $100 billion in OpenAI to expand AI infrastructure. The collaboration aims to deploy at least 10 gigawatts of computing systems, using Nvidia's Vera Rubin platform, with the first phase online in the second half of 2026. This partnership builds on a decade-long relationship and aims to advance AI development and deployment at scale.

Nvidia invests $100 billion in ChatGPT maker OpenAI

US tech giant Nvidia will invest up to $100 billion in OpenAI, the company behind ChatGPT, as part of a strategic partnership. Nvidia will supply high-performance chips for AI processing, aiming to expand data centers for OpenAI's next-generation AI infrastructure. This investment marks a significant move in the global AI race, with the funding supporting the deployment of advanced AI systems.

Analysts react to Nvidia's $100 billion OpenAI investment

Chipmaker Nvidia is set to invest up to $100 billion in ChatGPT-parent OpenAI through a strategic partnership to deploy at least 10 gigawatts of compute. Analysts see this as a move to secure Nvidia's hardware dominance in AI infrastructure and provide OpenAI with greater independence. The deal is expected to generate significant revenue for Nvidia and reinforces its leading position in the AI sector.

OpenAI and Nvidia announce historic AI infrastructure partnership

OpenAI and NVIDIA have announced a strategic partnership to deploy at least 10 gigawatts of AI data centers powered by millions of NVIDIA GPUs, calling it the biggest AI infrastructure project in history. NVIDIA plans to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. The first phase is scheduled for the second half of 2026 using NVIDIA's Vera Rubin platform, aiming to scale AI development and deployment.

Nvidia and OpenAI forge $100 billion alliance for AI datacenters

OpenAI and Nvidia have formed a pivotal partnership involving $100 billion in investments and the deployment of 10 gigawatts of AI data centers. Nvidia will act as OpenAI's preferred strategic compute and networking partner, with the first data center expected in the second half of 2026. Both companies will co-optimize their development roadmaps, integrating OpenAI's software with Nvidia's hardware.

Nvidia's $100B OpenAI Deal Powers 10GW AI Computing Revolution

NVIDIA and OpenAI have announced a landmark strategic partnership, with NVIDIA planning to invest up to $100 billion in OpenAI and deploy at least 10 gigawatts of NVIDIA systems for AI data centers. The first phase, using NVIDIA's Vera Rubin platform, is set for the second half of 2026. This historic deal positions NVIDIA as a major stakeholder and secures massive computing resources for OpenAI's AI development.

Nvidia invests $100 billion in OpenAI for AI systems

Nvidia plans to invest up to $100 billion in OpenAI, aiming to expand the computing power needed for advanced AI models. The partnership will deploy at least 10 gigawatts of Nvidia's high-performance AI hardware, with systems based on Nvidia's Vera Rubin platform expected online in the second half of 2026. This collaboration strengthens Nvidia's role in the AI ecosystem and provides OpenAI with crucial resources for innovation.

OpenAI and Nvidia partner for 10-gigawatt AI infrastructure

OpenAI and Nvidia have signed a letter of intent for a strategic partnership to deliver at least 10 gigawatts of computing power for OpenAI's next-generation AI data centers. Nvidia plans to invest up to $100 billion, with the first gigawatt coming online in the second half of 2026 using Nvidia's Vera Rubin platform. This collaboration aims to create a powerful infrastructure moat for OpenAI and advance AI development.

Nvidia and OpenAI's $100B AI plan needs power of 10 nuclear reactors

OpenAI and Nvidia have partnered to deploy at least 10 gigawatts of Nvidia systems for OpenAI's AI infrastructure, with Nvidia investing up to $100 billion. The first gigawatt is expected online in the second half of 2026 using Nvidia's platform. This massive project requires power equivalent to 10 nuclear reactors and aims to support OpenAI's rapid user growth and advanced AI model development.

SES AI appoints Andrew Boyd to Board of Directors

SES AI Corporation has appointed Andrew Boyd to its Board of Directors, replacing Michael Noonen. Boyd brings extensive experience in investment banking and corporate finance, having held senior positions at Morgan Stanley, J.P. Morgan, and Bank of America Merrill Lynch. His appointment is expected to strengthen SES AI's financial strategy and corporate governance as the company advances its AI-enhanced battery technologies for the automotive industry.

SES AI adds investment veteran Andrew Boyd to its board

SES AI Corporation announced the appointment of Andrew Boyd to its Board of Directors. Boyd, a veteran of the investment community, currently serves as a Partner at Bramalea Partners and previously held the role of Global Head of Equity Capital Markets at Fidelity Management & Research Company. SES AI is known for its AI-enhanced lithium metal and lithium ion battery technologies for various applications, including electric vehicles.

TikTok AI tool tags products in Gaza videos, sparking ethical debate

TikTok has introduced an AI tool that automatically tags products in user-generated videos, linking them to its TikTok Shop marketplace. The feature has drawn controversy when applied to videos from Gaza, where footage of humanitarian crises has been overlaid with shoppable links to similar items. This raises ethical concerns about commodifying sensitive content and potentially desensitizing viewers to real-world issues.

TikTok tests AI product tagging in Gaza conflict videos

TikTok is testing an AI feature that tags products in videos from Gaza, offering related items from its shop. This technology analyzes objects in videos and suggests similar products. The feature, currently in a testing phase, raises ethical questions about monetizing content from crisis regions and the transparency of its algorithms.

Virginians are top AI users, report says

Virginians are among the nation's heaviest users of artificial intelligence, with usage of Anthropic's AI platform Claude being 1.57 times higher than expected per capita. The state ranks fifth nationally for AI use, commonly for academic research, writing, editing, and software code correction. This surge in AI use coincides with Northern Virginia becoming the fastest-growing data center market, leading to resident opposition over environmental effects and rising energy costs.

Lenovo focuses on AI for its future in the Triangle

Lenovo, a major employer in North Carolina's Research Triangle Park, is focusing on artificial intelligence for its future growth. The company, which holds the top spot in the personal computer market, is diversifying into software, services, and data servers to help businesses adopt AI tools. Lenovo is partnering with companies like Nvidia, Microsoft, and Google to offer a wide range of AI products and services.

AI agents are changing SEO and content strategy

AI agents like ChatGPT and Perplexity are transforming the SEO landscape by actively exploring, synthesizing information, and choosing sources. This new paradigm sees AI agents acting as an autonomous traffic engine, directing users to relevant content. To adapt, content creation must become more structured and dynamic, focusing on data enrichment, modularity, and polymorphism to appeal to both search engines and conversational AIs.

AI moves into physical products, raising regulatory concerns

Artificial intelligence is increasingly being integrated into physical products like wearables, smart glasses, and toys, moving beyond screens. These AI-embedded products often lack clear regulatory categories, leaving their risks unaddressed. Unlike earlier IoT devices, these new products can initiate interaction, simulate emotion, and build personalized engagement loops, raising complex issues around privacy, consent, and psychological impact, especially for children.

Georgia State student uses AI for business innovation

Sumedha Dasgupta, a student at Georgia State University's Robinson College of Business, is pivoting from architecture to information systems with a focus on AI. She is mastering tools like n8n, large language models, and Python to apply AI to business strategy and operations. Dasgupta's capstone project involved overhauling a website and applying her skills to create AI-driven business systems, preparing her for a career in business analysis or product management.

AI safety can boost innovation in Global Majority countries

Investments in AI safety and security are crucial enablers for sustainable innovation and development in emerging economies, rather than obstacles. The narrative of tension between AI regulation and innovation needs re-evaluation, especially for Global Majority countries. The upcoming AI Impact Summit in India offers a platform to prioritize these countries' innovation needs and safety-first approaches in international AI cooperation.

New initiatives aim to reduce chiplet power consumption for AI

New initiatives like Storage.AI and OCP storage work are being discussed to improve data flows for AI workflows and reduce chiplet power consumption. Storage.AI aims to create vendor-neutral, open-standards solutions for AI data service challenges, including memory tiering and data movement. Chiplet and advanced packaging approaches could replace volatile memories with non-volatile ones, significantly reducing energy consumption for AI growth.

Sources

Nvidia OpenAI AI infrastructure Artificial intelligence Data centers Chips GPUs AI race Partnership Investment AI development AI systems AI hardware AI economy AI capabilities AI computing AI data centers AI platforms AI services AI products AI tools AI agents AI safety AI innovation AI regulation AI usage AI-enhanced battery technologies AI-driven business systems AI workflows Chiplet Power consumption Data center chips High-performance chips Next-generation chips Vera Rubin platform Nvidia GPUs Nvidia systems Nvidia hardware Nvidia platform Nvidia chips Nvidia investment Nvidia partnership Nvidia data center chips Nvidia AI infrastructure Nvidia AI hardware Nvidia AI ecosystem Nvidia AI OpenAI investment OpenAI partnership OpenAI AI infrastructure OpenAI AI development OpenAI AI ChatGPT ChatGPT creator ChatGPT maker ChatGPT-parent AI-enhanced lithium metal AI-enhanced lithium ion battery technologies SES AI Andrew Boyd Board of Directors Investment banking Corporate finance Morgan Stanley J.P. Morgan Bank of America Merrill Lynch Financial strategy Corporate governance Automotive industry Bramalea Partners Fidelity Management & Research Company Electric vehicles TikTok Product tagging AI tool TikTok Shop Gaza Ethical debate Humanitarian crises Shoppable links Commodification Sensitive content Monetizing content Crisis regions Transparency Algorithms Virginians AI users Anthropic Claude Academic research Writing Editing Software code correction Northern Virginia Data center market Environmental effects Energy costs Lenovo Research Triangle Park Personal computer market Software Services Data servers Microsoft Google SEO Content strategy Perplexity Information synthesis Autonomous traffic engine Content creation Data enrichment Modularity Polymorphism Physical products Regulatory concerns Wearables Smart glasses Toys IoT devices Interaction Emotion simulation Personalized engagement loops Privacy Consent Psychological impact Children Georgia State University Robinson College of Business Information systems n8n Large language models Python Business strategy Business operations Capstone project Website overhaul Business analysis Product management Global Majority countries Emerging economies Sustainable innovation Development AI Impact Summit India International AI cooperation Chiplet power consumption Storage.AI OCP storage work Data flows AI data service challenges Memory tiering Data movement Volatile memories Non-volatile memories Energy consumption