The $100B OpenAI – NVIDIA Deal for 10 GW of compute introduces a financing model that links investment, hardware purchases, and leasing into one circular structure.
Oracle is in talks with Meta on a $20B multi-year deal to supply cloud capacity for AI model training and deployment, signaling a reshuffle in AI infrastructure.
Huawei’s Atlas 950/960 SuperPoDs and yearly Ascend chip upgrades aim to build giant, China-made AI clusters, challenging Nvidia and reshaping compute supply.
Nvidia will invest in Intel with a $5B stock purchase (~4% stake), building NVLink-connected CPUs and RTX SoCs for data centers and PCs, reshaping chip supply.
Gemini Surpasses ChatGPT after Nano Banana drives 500M images in two weeks, adds 23M users, and accelerates daily image limits that boost engagement.
Microsoft and OpenAI signed a non-binding MOU while OpenAI’s nonprofit parent gains a $100B equity stake. Regulators are reviewing restructuring and access terms.
Oracle’s $300 billion, five-year deal with OpenAI makes it a top-tier hyperscaler, while analysts assess the impact on cloud, AI strategy, and energy demand.
Anthropic will pay $1.5B and delete pirated works in a landmark AI settlement, reshaping copyright law and raising standards for training data.
Microsoft introduces MAI-Voice-1 and MAI-1-preview, a mixture-of-experts model trained on ~15,000 Nvidia H100s, with GB200 compute active and targeted Copilot rollout.
