OpenAI, Nvidia Fuel $1T AI Market

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

OpenAI and Nvidia are driving the trillion-dollar AI market through a web of circular deals.

Nvidia is investing up to $100B in OpenAI, which has committed to buying millions of Nvidia chips. OpenAI also struck a $300B deal with Oracle and a multi-billion dollar partnership with AMD, while Nvidia is backing other cloud providers like CoreWeave.

Together these commitments already top $1 trillion, even though OpenAI says it will not be profitable until the end of the decade.

The overlapping moves are raising concerns that the AI boom is being propped up by interdependent transactions, with some analysts warning of bubble dynamics.

It’s not that simple though, and there’s another way to look at it, which I’ll break down in the numbers section.

OK let’s keep going ↓

🔥 Creative pulse

Please go back and watch Claudia Lalau’s ChatGPT spec ad. She’s a veteran in this industry with 20 years in post-production and it shows.

Brands won’t keep spending tens of thousands on shoots when work at this level can be done with AI. They’ll start leaving real budget for this instead.

And even if you disagree, give it a year and you won’t be able to tell the difference between real and AI humans…

…the question will be whether you value human craft or consumer convenience.

Watch the video. Posted on LinkedIn.

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💡 Here’s what you should know

• IBM and Anthropic announce enterprise AI partnership

  Claude will be integrated into IBM’s new AI-first IDE and select software products, with early adopters reporting 45 percent productivity gains while maintaining enterprise-grade security and governance.

• Google AI Plus now in 77 countries

  The plan includes higher Nano Banana limits, Gemini video tools in Flow and Whisk, Gmail and Docs integration, expanded NotebookLM, and 200 GB of storage, with 50% off for new sign-ups.

• Google expands Opal to 15 new countries

  The no-code AI mini-app builder now rolls out globally with faster performance, parallel runs, and step-by-step debugging to make workflows more reliable.

• Google releases Gemini 2.5 Computer Use model in preview

  Built on Gemini 2.5 Pro, the model powers agents that can navigate web and mobile UIs, outperforming rivals on control benchmarks while adding safety guardrails for secure automation.

• Googler Michel Devoret wins 2025 Nobel Prize in Physics

  The Google Quantum AI chief scientist was honored alongside John Martinis and John Clarke for pioneering work on superconducting circuits, laying the foundation for today’s qubit-based quantum computing.

• Applicants try to trick AI résumé scanners

  Applicants are hiding prompts inside résumés to game AI screeners, a tactic now flagged in up to 10 percent of submissions.

• Duke researchers use AI to design nanoparticle drug delivery

  The system generated new formulations that improved cancer drug effectiveness in lab tests, including better dissolving of leukemia therapies and safer delivery of existing treatments.

• Fujitsu and ARYA partner on AI security solution

  The system combines video analytics and geospatial AI to detect suspicious behavior in real time, tested with Wynn Resorts, and is set for deployment in airports and large hotels across North America.

• Dell nearly doubles profit growth target on AI demand

  The company now expects adjusted EPS to grow at least 15% annually, with revenue rising 7–9% over the next four years, driven by strong demand for AI servers from clients including xAI and CoreWeave.

• Anthropic to open India office in early 2026

  Bengaluru will become the company’s second Asia Pacific hub, focused on AI for education, healthcare, agriculture, and enterprise partnerships, while expanding Claude’s Indic language support and technical adoption.

• Disrupting malicious uses of AI

  OpenAI reports over 40 networks blocked since 2024, including attempts at scams, cyberattacks, and state-led influence campaigns, with new quarterly case studies showing AI abuse remains an accelerator of old tactics rather than a source of novel threats.

💰 The numbers

• Nvidia is pumping $20B into xAI, financing custom AI chips and securing itself as a core partner in the startup’s Colossus 2 project.

• EvenUp landed a $150M Series E round for plaintiff-focused legal AI.

• Feedzai raised $75M, valuing it at ~$2B to boost its push against financial crime.

• Intangles, an automotive AI company, secured $30M to expand its predictive intelligence platform for vehicles.

• Moonlake AI emerges from stealth with $28M to build interactive worlds from words, backed by AI legends like Jeff Dean, Ian Goodfellow, and YouTube co-founder Steve Chen.

• Membrion closed a $20M Series B1 round to advance its ceramic desalination tech.

• Energy Robotics secured $13.5M Series A to scale its AI software for autonomous infrastructure inspections.

• Attuned Intelligence emerged from stealth with $13M to digitize healthcare insights.

• Zingage, an AI health startup, raised $12.5M to move healthcare operations directly into the home.

• Peer AI secured $12.1M for its agentic AI platform for life-sciences regulatory.

With so much money pouring into AI, investors are asking if we’re in a bubble. Jamie Dimon argues it’s saving billions and just beginning, while Orlando Bravo says there is “one key difference in the market now”.

🧠 Thought starters

Human decisions are finite.

Every choice falls into patterns that repeat through history.

Survive or not.

Buy or sell.

Trust or betray.

AI can learn those patterns until the only answers left are “I know” or “I don’t know”.

Entertainment feels different. Stories seem infinite, yet they rely on the same arcs. A hero rises. A hero falls. Love gained, love lost. Betrayal and redemption.

AI can already remix these arcs into endless variations, flooding the world with new narratives.

The question is whether culture can carry an endless supply of stories, and what it means when abundance begins to strip them of meaning.

The answer is not to flood the world with content. The answer is to use AI to make experimentation cheaper and faster, then focus on the few stories that actually resonate.

Great work has never been about quantity. It has always been about the ones people remember and share.

Entertainment’s future will be shaped less by AI’s capacity for output and more by our capacity to recognize meaning within it.

😂 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.

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