#OpenAI

Nvidia’s substantial investment in OpenAI, potentially reaching $100 billion, focuses on AI supercomputing with the first deployment in late 2026. A key aspect is OpenAI’s strategy to lease Nvidia’s GPUs, optimizing capital expenditure and shifting financial burden. OpenAI aims to address compute scarcity, financed partly through Nvidia’s equity and Oracle’s balance sheets. Analysts highlight potential interdependencies and question the generation of tangible assets, while Altman emphasizes focusing on real demand and revenue from services.

OpenAI and Nvidia are reportedly discussing a potential $100 billion partnership, with Nvidia supplying at least 10 gigawatts of hardware and investing significantly in OpenAI. This collaboration aims to bolster OpenAI’s AI infrastructure for advanced model training, utilizing Nvidia’s Vera Rubin platform starting in 2026. The deal raises concerns about competition, potentially solidifying Nvidia and OpenAI’s dominance. OpenAI seeks to secure computational resources crucial for AI development, while also exploring custom chip solutions. The partnership is under scrutiny for potential circular funding and antitrust implications.

OpenAI and Nvidia have finalized a $100 billion partnership to develop next-generation AI supercomputing facilities. Nvidia will invest $10 billion at a time, supplying processors for new data centers. The deal, negotiated by Altman and Huang, was finalized shortly before Altman’s infrastructure initiative unveiling in Texas. This monumental agreement signifies a pivotal moment in AI, with capital and influence concentrating within industry leaders. OpenAI will integrate all infrastructure projects under the “Stargate” umbrella and diversifying its compute sourcing. Nvidia also invested $5 billion into Intel and $700 million in data center startup Nscale.

Global semiconductor stocks surged after Nvidia announced a $100 billion investment in OpenAI, signaling a strong commitment to AI infrastructure. TSMC and SK Hynix saw significant gains. European markets mirrored the positive momentum, with STMicro and Infineon rising. However, ASM International’s revenue shortfall impacted other equipment manufacturers like ASML. Analysts remain bullish on the long-term outlook for chip equipment vendors due to strong demand for AI-related technologies.

Nvidia and OpenAI CEOs responded to President Trump’s policy of raising H-1B visa fees to $100,000. This shift aims to prioritize American workers, potentially impacting tech and finance reliant on foreign talent. Nvidia’s Jensen Huang supported streamlining immigration, even with extra costs, coinciding with a $100 billion Nvidia investment in OpenAI data centers. Sam Altman echoed the need for attracting top talent, hinting at acceptance of higher fees for efficiency. The new fees’ effect on innovation and potential relocation of R&D remain concerns, though current H-1B holders outside the US are exempt.

Nvidia is investing $100B into OpenAI to build AI-powered data centers demanding 10 gigawatts. This requires millions of Nvidia GPUs, doubling their output. The first $10B unlocks with the first gigawatt completed. Nvidia’s stock surged, reflecting the collaboration’s strategic importance. OpenAI aims to scale infrastructure for 700M weekly users, driving AI research and product development. While Nvidia remains the preferred supplier, competition in AI chips is growing. The partnership strengthens Nvidia’s dominance in the AI landscape and is “additive” to prior financial commitments.

Luxshare’s shares soared on reports of a potential partnership with OpenAI to manufacture a consumer AI device, targeted for release in late 2026 or 2027. Leveraging ChatGPT, OpenAI aims to create a screen-less smart speaker, challenging Apple and Amazon in the voice assistant market. Luxshare, a key Apple supplier, is reportedly developing a prototype. OpenAI has strategically hired Apple hardware experts and partnered with Jony Ive’s firm, signaling a serious push into AI-powered hardware, including potential robotics applications.

Google is integrating its Gemini AI capabilities into Chrome to compete with AI-centric browsers from OpenAI and Perplexity. The Gemini integration, rolling out on Mac, Windows, and mobile, allows contextual webpage understanding and in-tab actions. This move aims to maintain Chrome’s browser market dominance, especially as AI-native rivals launch specialized browsers controlling user experience. Gemini will also integrate with Google Workspace and offer agentic capabilities for task automation. This broader rollout positions Google as a leader in AI-integrated browsing.

Microsoft is investing $30 billion in UK AI infrastructure, including a major supercomputer project with Nscale. This follows similar large investments from Nvidia, Google, OpenAI, and Salesforce, totaling over $40 billion for the UK AI sector. The investments reflect confidence in the UK’s AI potential, driven by talent, a shifting regulatory environment, and access to the European market. These moves coincide with increased UK-US collaboration on AI, quantum computing, and nuclear technologies.

OpenAI is launching a tailored ChatGPT experience for users under 18, incorporating robust parental controls and age-detection technology to safeguard younger users. This initiative aims to address concerns about child safety, content filtering, and potential data privacy issues amid increasing regulatory scrutiny from the FTC. Features include content filtering, parental account linking, “blackout hours,” disabled features, and customized response styles. OpenAI prioritizes safety for teens and aims to balance ethical implications amid a lawsuit and potential mental well-being risks.