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👇️ Todays’ Feature: Nvidia’s Record $105B Bet on OpenAI and Intel

• Tech News: Nvidia x OpenAI, Gold Rush, TikTok, Amazon, Kimmel Back

• Company Watch: Apple, Meta, LuxShare, Distyl, xAI, CFS, Oracle, eBay

• Buzzy Tools: Latest Buzzy tech, AI and financial tools

• Deep Tech: The latest in deep tech, biotech, futurism and more

• Space Tech: Latest news in the space race and aerospace tech

• Crypto: Blockchain and crypto policy and startups or protocols to watch

TECH IN THE NEWS

Stocks Soar on Big Tech Moves — U.S. stock indexes hit record highs as Nvidia announced a $100B investment in OpenAI to enhance data centers and Apple's target share price increased.

Gold Rush — Gold hits a record high above $3,740 per ounce, up 40%+ this year. Analysts from Goldman Sachs and UBS project it could reach $4,000 by 2025, driven by central bank purchases and safe-haven demand.

TikTok's New Deal — President Trump will approve a TikTok deal involving Oracle and Silver Lake and potentially Rupert and Lachlan Murdoch. ByteDance retains less than 20% ownership, with U.S. data on Oracle's cloud and U.S. algorithm control.

Kimmel's Comeback — Jimmy Kimmel returns to late-night TV after suspension over comments on Charlie Kirk. The incident sparked debates on free speech, with FCC Chair Brendan Carr suggesting action against ABC.

Trump's Autism Link Claim — President Trump plans to announce a potential link between Tylenol use during pregnancy and autism. The drug maker Kenvue and some experts claim there is no clear evidence this connection exists.

Amazon's Vision — Amazon advocates at the UN for responsible AI and satellite internet via Project Kuiper to tackle global inequality. David Zapolsky highlights collaboration in tech governance, aims to influence AI safety and satellite regulations.

US x Argentina — Treasury Secretary Scott Bessent announced support for Argentina's financial crisis, considering peso and debt purchases as President Milei's economic policies face scrutiny ahead of upcoming elections.

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Nvidia’s $105B Bet on OpenAI and Intel

TechBuzz Editorial

How two record-shaping deals are redrawing the map of AI and semiconductors.

Wall Street calls it a bet. Silicon Valley calls it a shift in gravity. Nvidia has raised the stakes of the AI race with a scale of ambition rarely seen before in technology. More than $105 billion in fresh commitments to US companies — up to $100B for OpenAI and $5B for Intel — has placed the company at the center of two industries: artificial intelligence and semiconductors.

The scope of these moves is hard to overstate. The OpenAI partnership is the largest infrastructure deal ever attempted in the sector, a plan to deploy at least 10 gigawatts of Nvidia-powered data centers beginning in 2026. The Intel stake is smaller in dollar terms but highly strategic, linking Nvidia’s GPU empire with the nation’s oldest chipmaker at a moment when U.S. semiconductor policy is focused on self-reliance – just a week after the Trump administration took a stake in Intel itself. 

Together, the deals signal an effort to consolidate market power while accelerating the pace of innovation across both AI infrastructure and chip design.

Supercomputing for OpenAI’s Next Leap

At the heart of Nvidia’s plan lies its agreement with OpenAI. Structured as a mix of equity and infrastructure spending, the deal guarantees OpenAI long-term access to Nvidia hardware for model training at unprecedented scale. The first of these massive facilities will run on the Vera Rubin platform, designed to handle the computational demands of frontier AI systems.

The partnership goes beyond supply contracts. With equity stakes tied to each gigawatt of data center capacity, Nvidia is embedding itself into OpenAI’s future without taking direct ownership. That arrangement gives Nvidia influence over the direction of model development while giving OpenAI the security of a dedicated hardware pipeline.

For OpenAI, the certainty of compute capacity could prove decisive as it pursues ever-larger models and the possibility of superintelligence. For Nvidia, the deal reinforces its position as the essential provider of the hardware that underpins AI’s rapid progress.

A Strategic Link with Intel

The $5B investment in Intel brings a different kind of advantage. Nvidia acquires roughly 4% of the company, but the real value lies in collaboration. Together, the firms will co-develop multiple generations of chips: Intel will build custom CPUs optimized for Nvidia’s AI systems, while consumer PC processors will integrate Nvidia RTX GPU chiplets.

The agreement also taps into Nvidia’s NVLink technology, improving data transfer between CPUs and GPUs and boosting performance for hyperscale workloads.

For Intel, this represents a rare opportunity to regain momentum in an industry where it has lagged behind. Investor confidence was evident in the 25% surge in Intel’s share price after the deal. For Nvidia, the partnership provides access to U.S. manufacturing capacity and reduces reliance on TSMC, a strategic hedge in a geopolitically sensitive supply chain.

Shockwaves Through the Market

Markets responded instantly. NVIDIA rose nearly 4% on the OpenAI news, adding around $170 billion to its market capitalization and pushing it closer to a $4.5 trillion valuation. Intel’s rebound was even sharper in percentage terms, signaling renewed belief in its turnaround.

The combined swing of roughly $300B across both companies shows how central these deals have become to investor perceptions of AI’s trajectory. With global spending on AI infrastructure projected to reach $3–4 trillion by 2030, the appetite for scale is still growing.

Reshaping the Industry Map

The consequences extend beyond the companies directly involved. Nvidia’s commitments place it alongside Microsoft, Google, Oracle, and other tech giants that are defining the contours of the AI infrastructure boom. By linking arms with both a leading AI research lab and a cornerstone of U.S. semiconductor capacity, Nvidia strengthens its position at multiple layers of the technology stack.

This influence stretches from data center design to consumer devices, from software breakthroughs to chip fabrication. Rivals such as AMD, Broadcom, and Google’s TPU teams may innovate aggressively, but Nvidia increasingly looks set to dictate the rhythm of the market.

The Shape of the Future

This $105 billion commitment is far from a side bet. It is the blueprint of Nvidia’s long-term strategy. By financing the compute needed for OpenAI’s most ambitious projects and investing in Intel’s recovery, Nvidia is reinforcing its own indispensability. Many investors are taking this as a signal the current AI surge still has room to grow. Others are interpreting this as further signs of the AI/semiconductor bubbles.

Boom or Bubble

Faisal Hoque wrote recently for FastCompany that AI is currently experiencing not one, but three types of bubbles: an asset bubble driven by inflated valuations, an infrastructure bubble with excessive investment in capacity, and a hype bubble where expectations exceed reality. He goes on to say, for the industry, the message is to beware of the hype bubble and focus on systematic implementation by identifying real problems, balancing their project portfolios, and integrating AI initiatives with business strategies to extract genuine value from the technology. 

Regardless, the future of computing power, model development, and even national technology policy is being built on top of Nvidia and OpenAI’s moves to define the architecture of intelligence itself.

COMPANIES TO WATCH

Apple — Strong demand for the iPhone 17 has pushed Apple's stock up nearly 12% after a tough start to 2025. Despite the rally, analysts are concerned about high-priced models due to tariffs and competition in the AI sector.

Meta — Partnered with the US General Services Administration to deploy Llama AI models across federal agencies. This initiative offers rapid, cost-effective AI access, aligning with AI integration goals and potentially setting a global precedent for o-s AI.

LuxShare — The Apple supplier partnered with OpenAI to manufacture consumer AI devices, boosting its stock by 10%. This involves OpenAI talent acquisition from Apple and aims for a late 2026 or early 2027 launch.

Distyl — A startup founded by former Palantir employees is now valued at $1.8B after a round led by Lightspeed and Khosla. Distyl helps companies like T-Mobile integrate AI technologies, positioning itself as a leader in enterprise AI solutions.

xAI — Elon Musk's AI venture is reportedly raising $10B at a $200B valuation, despite Musk dismissing fundraising claims as "fake news." Investors may include Valor Capital, Qatar Investment Authority, and Prince Al Waleed bin Talal.

Commonwealth Fusion Systems — The Cambridge, MA-based nuclear company secured a $1B power purchase agreement with Eni for its future Arc fusion reactor. This deal, alongside a partnership with Google, aims to establish fusion energy pricing.

Oracle — In talks for a $20B multi-year cloud deal with Meta to supply AI model training and deployment following a $300B contract with OpenAI, highlighting its strategy to boost cloud services driven by AI demand. Also part of the TikTok deal.

eBay — Acquired Norwegian social marketplace Tise to attract Gen Z shoppers. This move enhances eBay's platform with social features and aims to tap into the sustainable fashion market, deal closing by Q4 2025.

SignalPulse — Read the Top signals, Startups + Deals From Last Week

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BUZZY TOOLS

Buzzy Tech Tools To Watch & Use

xAI — Grok 4 Fast offers high-performance AI 40% less tokens, 2M window.

Gemini — AI assistant on Google TV for personalized content, interaction.

Block's Cash App — BNPL feature attracts 1M users with Afterpay integration.

Scale AI — SWE-Bench Pro for advanced agentic software benchmarking.

Digital.ai — White-box Cryptography Agent simplifies app security integration.

BUZZY TECH

The Latest Deep Technology & Trends To Watch

Collins Aero — Ransomware attack disrupts EU airports; passenger processing.

Metalenses — Tiny optics focus multiplewavelengths for phones, drones.

Galbot G-1 Autonomous Store — Robot-operated corner stores expand in China.

ChatGPT Materials Explorer — AI tool predicts material properties accurately.

AI Legal Risks — $10k fine for AI-generated inaccuracies presented by a CA lawyer.

CRYPTO WATCH

Crypto 401(k) Guidance — US lawmakers press the SEC for clarity on cryptocurrency integration in 401(k) plans after President Trump's order. This move could unlock access to trillions in retirement funds for digital asset investments.

Ripple's XRPL Lending Leap — Set to introduce a native lending protocol in XRPL focusing on pooled lending and on-chain credit markets. Promises low-cost, compliant credit for institutions. Zero-knowledge proofs, stablecoins, & RWA plans.

Ethereum's DeFi Growth — Vitalik Buterin claims Low-risk decentralized finance (DeFi) could become a major revenue driver for Ethereum, akin to Google's search dominance.

CleanSpark Credit Boost — CleanSpark has secured a $100M credit line from Coinbase Prime, using its Bitcoin holdings as collateral. This non-dilutive financing trend helps crypto firms access capital without issuing new shares.

Shield Neo-Bank — Shield raised $5M to enhance cross-border transactions using U.S. cryptocurrencies. Founded by Emmanuel Udotong. Has processed $100M+ in payments, aiming to expand partnerships and compliance solutions.

Metaplanet's Bitcoin Boost — Metaplanet acquired 5,419 BTC for $632.5M, bringing its total to 25,555 BTC valued at $2.71B, now the fifth-largest public holder. Plans include raising $1.4B through shares for more acquisitions, expanding U.S. ops.

SPACE_RACE

SpaceX — Cryogenic propellant issues delay 2027 Artemis 3 moon landing plans.

NASA vs. China — NASA risks losing Space Race due to SpaceX delays, unreliability

NASA Nuclear_Aims for reactor on moon by 2029 for lunar ops, Mars missions.

Lockheed Martin_21 satellites to enhance military comms, missile defense.

NASA_Confirms 6k+ exoplanets; new instruments to enhance discovery rates.

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