GPT Weekly: Nvidia to Invest $100 Billion in OpenAI
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Nvidia plans $100 billion investment in OpenAI
On Sept. 22 local time, Nvidia announced a plan to invest $100 billion in OpenAI under a strategic partnership that will enable OpenAI to deploy AI data centers with at least 10 gigawatts of capacity. The first gigawatt-scale systems are slated for deployment in 2026. Nvidia CEO Jensen Huang said the investment and infrastructure collaboration marks the next leap forward to power the next era of intelligence.
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- Nvidia announced a $100 billion investment in OpenAI for AI data centers, with first systems in 2026.
- Alibaba released seven new large AI models and announced Nvidia collaboration; Meta launched the AI video app “Vibes.”
- The US government procured xAI’s Grok AI service, Kuaishou launched Kling 2.5 Turbo, and Google updated Play Store with AI features.
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Who’s Who
- Nvidia
- Nvidia plans a significant $100 billion investment in OpenAI, forming a strategic partnership to deploy AI data centers with substantial capacity. The first gigawatt-scale systems are expected by 2026. Additionally, Nvidia is collaborating with Alibaba Cloud on physical AI, as announced during Alibaba's recent technological advancements.
- OpenAI
- Nvidia plans to invest $100 billion in OpenAI to build AI data centers with at least 10 gigawatts of capacity. The first gigawatt-scale systems are expected to be deployed in 2026, marking a significant advancement in powering the next era of intelligence.
- Alibaba
- Alibaba released and updated seven new large models across various domains, including language, voice, vision, multimodal, and code models. This announcement, coupled with upgrades to its AI infrastructure, caused a surge in Alibaba's stock price. Alibaba Cloud also declared a global infrastructure expansion and a collaboration with Nvidia in physical AI.
- Alibaba Cloud
- Alibaba Cloud recently announced several technological advancements at a conference, leading to a surge in its stock price. These updates include the release of seven new large-model products across various modalities and upgrades to its AI infrastructure. The company also revealed a new round of global infrastructure expansion and a collaboration with Nvidia in physical AI.
- Meta
- Meta, the parent company of Facebook, launched an AI video app named "Vibes" on September 25. This app empowers users to create and share AI-generated short videos using text prompts or existing photos, integrating with Instagram and Facebook's Stories and Reels functionalities.
- xAI
- xAI, an AI company founded by Elon Musk, has entered into a OneGov agreement with the U.S. General Services Administration. This allows U.S. federal government agencies to access xAI's Grok 4 and Grok 4 Fast inference models for 42 cents per agency. The agreement is valid for 18 months, and xAI will provide dedicated engineers to assist government agencies in integrating these AI tools.
- Kuaishou
- Kuaishou, a Chinese company, upgraded its Kling AI foundational model, releasing the Kling 2.5 Turbo model for video generation on September 23. This new version boasts improved text comprehension, faster response times, and a deeper understanding of complex instructions. It also offers a nearly 30% cost reduction for generating high-quality five-second videos compared to its predecessor.
- Google updated its Play Store with new AI features on September 23. These updates enable gamers to integrate game data across devices, view rankings, and customize avatars and profiles using AI. Google also committed to using AI for threat detection, strengthening privacy policies, and partnering with the industry to protect users and developers.
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What Happened When
- Sept. 22, 2025：
- Nvidia announced a plan to invest $100 billion in OpenAI, enabling AI data centers with at least 10 gigawatts of capacity.
- Sept. 23, 2025：
- Kuaishou launched the Kling 2.5 Turbo AI foundational model for video generation.
- Sept. 23, 2025：
- Google announced updates to its Google Play store, introducing new AI features.
- Sept. 24, 2025：
- Alibaba Cloud CTO Zhou Jingren announced the release and update of seven new large-model products and upgrades to Alibaba’s AI infrastructure.
- Sept. 24, 2025：
- Alibaba Cloud announced a new round of global infrastructure expansion and collaboration with Nvidia in physical AI.
- Sept. 25, 2025：
- Meta launched the AI video app 'Vibes.'
- Sept. 25, 2025：
- The U.S. General Services Administration announced a OneGov agreement with xAI, allowing U.S. federal agencies to use Grok’s model services.
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