OpenAI is building custom AI chips

👋 Good morning or evening, wherever you are. It’s Monday.

“The world needs more compute.”

Rolling out from 2026.

Here’s the official announcement.

OK let’s keep going ↓

🔥 Creative pulse

This AI film is crazy.

The opening scene runs a full 2 minutes and 12 seconds in one continuous shot

It’s by Julien Nicaud. We’ve had a few long conversations, and you can tell right away he’s the real deal. He’s a good person with great energy. People like that are rare in this industry and even rarer in life.

Watch the video. Posted on LinkedIn.

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💡 Here’s what you should know

• Klarna and Google Cloud form AI-first partnership to reinvent shopping

  The collaboration uses Google’s latest generative models to power personalized campaigns and dynamic lookbooks inside the Klarna app, already driving 50% more orders and 15% longer engagement.

• Google expands Nano Banana image model to Search, NotebookLM, and Photos

  The Gemini 2.5 Flash model behind 5 billion AI images now powers visual creation in Lens, contextual art in NotebookLM, and soon, editing features in Google Photos.

• Salesforce launches Agentforce 360 to power the Agentic Enterprise

  Revealed at Dreamforce 2025, Agentforce 360 connects humans, data, and AI agents in one trusted platform to boost productivity, automate workflows, and elevate every customer and employee experience.

• Deloitte debuts Zora AI, its new agent workforce

  Built on NVIDIA AI, Zora is a suite of specialized agents that automate enterprise work and decision-making across major business functions.

• Microsoft debuts its first in-house image model

  Trained for real creative use cases, MAI-Image-1 ranks in the top 10 on LMArena and delivers fast, photorealistic visuals now being tested for Copilot and Bing Image Creator.

• LSEG and Microsoft bring agentic AI to financial workflows

  A new integration lets Copilot Studio users build custom AI agents powered by LSEG’s licensed financial data, enabling secure, AI-ready decision-making across enterprise operations.

• NVIDIA launches DGX Spark, the world’s smallest AI supercomputer

  Built on the Grace Blackwell architecture, DGX Spark delivers a petaflop of AI performance in a desktop form factor, allowing developers to run and fine-tune massive models locally and build agentic and physical AI systems without the cloud.

• California enacts first U.S. law regulating AI chatbots for minors

  Governor Newsom signed SB 243, requiring chatbot platforms to prevent harmful content, address suicidal ideation, and give families legal recourse against negligent AI developers.

• Lockheed Martin expands AI use to advance PAC-3 missile defense

  The company is integrating AI and machine learning across its PAC-3 MSE interceptors to detect, track, and respond to evolving threats in real time, enhancing precision and battlefield decision speed.

• Anduril introduces EagleEye helmet for mission command and AI

  EagleEye is a modular, AI-powered helmet system that combines mission planning, HUD-enhanced perception, edge connectivity, and lightweight survivability for dismounted warfighters.

💰 The numbers

• Salesforce is investing $15B to cement San Francisco as the world’s AI capital.

• Brookfield and Bloom Energy announced a $5B partnership to power next-gen AI factories with clean, onsite fuel-cell energy.

• Black Forest Labs is in talks for a $3.25B valuation led by Salesforce Ventures and a16z’s AMP.

• Wayve is in talks with Microsoft and SoftBank to raise up to $2B, potentially valuing the UK-based autonomous driving startup at $8B.

• Davidovs Venture Collective (DVC) launched a $75M AI startup fund and replaced its analyst team with AI agents for deal flow.

• Resistant AI secured $25M to expand its anti-fraud and document-verification platform.

Beyond this flurry of deals, we should step back and examine how OpenAI is quietly becoming an industrial superpower.

Recent commitments show the scale of OpenAI’s expansion:

• $500B Stargate buildout (Oracle + SoftBank backing)

• Multi-billion Broadcom chip partnership (custom accelerators rolling out 2026)

• AMD strategic supply deal (6 GW GPU deployment beginning 2026)

• Reported talks with Nvidia, Intel, TSMC, and Microsoft on additional large-scale capacity

At this level, OpenAI isn’t a startup anymore. It’s an emerging state.

Controlling energy, compute, and chips is how you control the next economy.

Every empire was built on what it could control: land, oil, information. The next one will be built on compute.

🧠 Thought starters

3 things to think about…

1.) OpenAI’s integration gives Slack a living memory. Conversations, documents, and decisions become connected context that the system can recall and build on. Work stops resetting every day. It compounds.

2.) Would you play a game that builds itself as you play, where the world learns you as much as you learn it?

3.) MIT built an AI that can rewrite its own code to get smarter, teaching software how to evolve without human input.

😂 Meme of the day

Thanks for reading,

Eddie

Join the AI Creative Club (you’ll find me there). It’s not only for artists and filmmakers…it’s for anyone who recognizes this once-in-a-lifetime opportunity to learn as much as you can about AI to multiply your impact...to become superhuman. Remember, creativity is just intelligence having fun. This club is for ultra curious people, and if you’ve made it this far…you’re pretty damn curious and probably the smartest one in your circle of friends. It would be my honor to have you in there.

👋 Connect with me on LinkedIn, Instagram, and X (Twitter).

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