September 25, 2025

analysis  
openai, nvidia and amd Updates

The artificial intelligence landscape is seeing significant developments, from massive infrastructure investments to growing concerns about AI safety. Alibaba is planning substantial investments in data centers and has unveiled a new AI model, potentially exceeding $50 billion in AI spending, which has boosted its stock. Meanwhile, OpenAI is expanding its Stargate data center project with new US locations. Nvidia and OpenAI are deepening their collaboration, with Nvidia committing up to $100 billion to support OpenAI's next-generation AI infrastructure, aiming to deploy millions of Nvidia GPUs for advanced model development starting in late 2026. This partnership is seen as a major catalyst for enterprise AI growth. AMD is also expanding its enterprise AI efforts by making Cohere's AI products available on its Instinct GPU infrastructure, a move that will also see AMD integrate Cohere's North platform internally. Canada is focusing on sovereign AI strategies with NVIDIA's support, aiming to develop AI that aligns with local values and national policies, exemplified by TELUS launching a sovereign AI factory powered by NVIDIA. Amidst these technological advancements, a group of CEOs is launching an advertising campaign to accelerate AI adoption by businesses and governments, featuring testimonials on AI's efficiency benefits. However, experts caution companies to ensure AI implementations are practical and address clear business needs, rather than becoming distractions. Separately, a new nonprofit, Women Applying AI (WAAI), has launched in Boston to empower women with AI skills and mentorship. On the cautionary side, some experts, dubbed 'AI Doomers,' are warning of a potential superintelligence apocalypse, citing the difficulty in aligning advanced AI models with human interests and the risk of a superhuman AI acting to eliminate humanity. The increasing sophistication of AI is also enhancing social engineering attacks, making identity security a critical defense against AI-powered scams and phishing.

Key Takeaways

  • Alibaba plans to significantly increase AI investment, potentially over $50 billion, and has revealed a new AI model.
  • OpenAI is expanding its Stargate data center project with five new US locations.
  • Nvidia is committing up to $100 billion to support OpenAI's next-generation AI infrastructure, with millions of GPUs to be deployed starting in the second half of 2026.
  • AMD and Cohere are expanding their partnership to offer Cohere's enterprise AI products on AMD's Instinct GPU infrastructure.
  • Canada is focusing on sovereign AI strategies with NVIDIA's support, including TELUS launching a sovereign AI factory powered by NVIDIA.
  • A CEO-led campaign is launching to encourage faster AI adoption by businesses and governments.
  • Experts advise companies to focus on practical AI applications that address clear business needs to avoid wasted resources.
  • A new nonprofit, Women Applying AI (WAAI), has launched in Boston to empower women with AI skills.
  • Some experts, known as 'AI Doomers,' are warning of potential existential risks from advanced AI, citing challenges in aligning AI with human interests.
  • Sophisticated AI is enhancing social engineering attacks, making identity security a crucial defense against AI-powered scams.

AI Doomers Warn of Superintelligence Apocalypse

As artificial intelligence rapidly advances, some experts known as 'AI Doomers' warn of a potential superintelligence apocalypse. They believe the progress in machine learning, which powers tools like ChatGPT, has made it harder to ensure AI aligns with human interests. Researchers in AI safety express concern that a superhuman AI could quickly decide to eliminate humanity. This debate highlights the growing tensions in Silicon Valley regarding AI safety.

AI Doomers Warn of Superintelligence Apocalypse

Experts known as 'AI Doomers' are warning of a potential superintelligence apocalypse as artificial intelligence advances rapidly. They argue that the development of AI models like ChatGPT makes it challenging to align AI with human goals, raising concerns that a superior AI could pose an existential threat. This perspective highlights the ongoing discussions and anxieties surrounding AI safety in the tech industry.

AI Doomers Warn of Superintelligence Apocalypse

Concerns are rising about a potential superintelligence apocalypse as artificial intelligence rapidly advances. Experts known as 'AI Doomers' suggest that the development of AI, including models like ChatGPT, has made it difficult to ensure AI systems align with human interests. There is a significant risk that a superhuman AI could act swiftly to eliminate humanity, fueling debates about AI safety in Silicon Valley.

Alibaba Plans AI Investment and Reveals New AI Model

Alibaba has announced plans to increase its spending on data centers and has revealed a powerful new artificial intelligence model. The company's investment in AI infrastructure is expected to be substantial. This move signals Alibaba's commitment to advancing its AI capabilities and developing cutting-edge AI technologies.

Alibaba Boosts AI Spending; Kimmel Returns to Late Night

Alibaba plans to significantly increase its investment in artificial intelligence, potentially exceeding $50 billion, which has driven its stock to a four-year high. Meanwhile, OpenAI is expanding its Stargate data center project with five new US locations. In entertainment news, Jimmy Kimmel is back on late-night television with a more conciliatory approach after making controversial comments about President Donald Trump.

CEOs Launch Campaign to Boost AI Adoption

A group of CEOs is launching an advertising campaign to encourage businesses and governments to adopt artificial intelligence more quickly. This initiative aims to influence how AI is approached globally, particularly in the United States. CEOs from companies like Docusign, Autodesk, and Cisco will feature in the campaign, sharing testimonials on how AI can improve efficiency and modernize processes. The campaign will run through early November and will also include policy recommendations for various international regions.

Is Your AI Practical or Just a Distraction?

Many companies are rushing to adopt AI, but leaders need to question if their AI implementations are truly practical or just a distraction. AI projects often fail due to a lack of clear business needs, leading to wasted resources and eroded confidence. Experts suggest focusing on practical AI applications, like AI assistants that improve daily work, rather than building solutions without a clear purpose. It's crucial to fix underlying processes before layering on AI to ensure it amplifies value rather than problems.

Nvidia and OpenAI Partnership Fuels Enterprise AI Growth

A major partnership between Nvidia and OpenAI, with Nvidia committing up to $100 billion to support OpenAI's next-generation AI infrastructure, is expected to accelerate enterprise AI adoption. This collaboration will involve deploying millions of Nvidia GPUs for advanced AI model development, starting in the second half of 2026. Analysts see this as a significant catalyst for the AI revolution, impacting various tech sectors and marking an early stage similar to the mid-1990s for the internet.

New Group 'Women Applying AI' Launches in Boston

A new nonprofit organization called Women Applying AI (WAAI) has launched in Boston during Boston AI Week. WAAI aims to empower women by providing hands-on skills, mentorship, and community to help them use and lead with artificial intelligence in their careers and lives. The group offers practical toolkits and interactive forums for women at all career stages to learn and apply AI effectively. The launch event on September 26 at Microsoft's NERD Center will feature panel discussions and networking opportunities.

AMD and Cohere Expand Partnership for Enterprise AI

Advanced Micro Devices (AMD) has expanded its partnership with Cohere to make Cohere's enterprise AI products available on AMD's Instinct GPU infrastructure. This collaboration will allow businesses and sovereign AI initiatives worldwide to scale their AI deployments more effectively while meeting performance and security needs. AMD will also integrate Cohere's North platform for its internal operations, highlighting the combined strength of AMD's hardware efficiency and Cohere's secure AI models for governments and enterprises.

Canada Focuses on Sovereign AI with NVIDIA Support

Canada is strengthening its position as an AI leader by focusing on sovereign AI strategies, with support from NVIDIA. At the All In Canada AI Ecosystem event, NVIDIA, Canada's Minister of Artificial Intelligence Evan Solomon, and Cohere CEO Aiden Gomez discussed the importance of developing AI that reflects local values and national policies. This initiative includes TELUS launching a sovereign AI factory powered by NVIDIA, ensuring data residency within Canada and promoting responsible AI development.

Identity Security is Key Defense Against AI-Powered Scams

Sophisticated AI is enhancing social engineering attacks, making identity compromise a primary threat to enterprise security. Attackers use AI to generate targeted phishing emails and texts at scale, increasing their success rate. Despite awareness, many organizations overlook identity security, which combines technical and psychological elements. Experts emphasize that strong identity and access management, including phishing-resistant authentication, must be the foundation of security to protect against these evolving threats.

Sources

AI Safety Superintelligence AI Doomers Existential Risk Machine Learning ChatGPT AI Alignment Alibaba AI Investment Data Centers AI Models OpenAI Enterprise AI AI Adoption AI Strategy Nvidia Partnership AI Infrastructure AI Revolution Women Applying AI AI Skills Mentorship AMD Cohere GPU Sovereign AI AI Security AI-Powered Scams Identity Security Social Engineering Phishing