Meta Launches “Vibes,” a Short-Form AI Video Feed
25 September 2025
Meta has unveiled Vibes, a short-form video feed of AI-generated clips available in over 40 countries through its Meta AI app and website.
Alibaba and Nvidia’s Deal Highlights the New Frontline in U.S.–China AI Rivalry
25 September 2025
The Alibaba and Nvidia deal integrates Physical AI into PAI, expands data centers across eight countries, and boosts AI spending while China curbs Nvidia chip sales.
OpenAI – NVIDIA Deal: $100B Plan to Build 10 GW of Next-Gen AI Data Centers
22 September 2025
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 in Talks With Meta on $20 Billion AI Cloud Deal
20 September 2025
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 Unveils “Most Powerful” AI Chip Cluster to Rival Nvidia
19 September 2025
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 $5 Billion, Forming Strategic AI and Chip Collaboration
18 September 2025
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.
Google Gemini Surpasses ChatGPT After Viral “Nano Banana” Feature
15 September 2025
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 Reach New Partnership Agreement Amid Restructuring
11 September 2025
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 Secures $300 Billion OpenAI Cloud Deal, Reshaping AI and Enterprise Infrastructure
10 September 2025
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.