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.
DeepSeek-R1-Safe debuted at Huawei Connect 2025 as China’s first thousand-card AI model, outperforming domestic peers while preserving task performance.
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.
Luma AI’s Ray3 debuts with Adobe Firefly integration, enabling reasoning-based video generation, HDR EXR output, and creative workflows in Creative Cloud.
Delphi-2M, trained on UK and Danish datasets, predicts disease risks for 1,258 conditions up to 20 years in advance, supporting preventive healthcare planning.
Gemini 2.5 Deep Think earned ICPC 2025 gold in Baku, solving 10/12 problems—including one no human solved—in under 30 minutes, with a 677-minute combined time.
OpenAI will route Teen ChatGPT Users under 18 to a dedicated safer mode, with new parental controls and ID verification measures introduced in September 2025.
