Nvidia's $100B bet on OpenAI

PLUS: AI film school arrives and Gemini's redesign

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Gen AI Art
September 24, 2025 • Estimated Reading Time: 9 minutes

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Nvidia and OpenAI have announced a historic partnership, outlining a $100B plan to build the massive datacenter infrastructure required to power superintelligence.

The deal will equip OpenAI with millions of next-generation GPUs, giving it the colossal compute power needed for its ambitious goals. This monumental investment raises the question of how it will reshape the competitive landscape and accelerate the race toward AGI.

Today in AI:

  • Nvidia's $100B bet on OpenAI

  • AI film school arrives for solo creators

  • Google Play's major Gemini redesign

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What's new? Nvidia and OpenAI announced a historic partnership that includes a plan for Nvidia to invest up to $100B in building 10 gigawatts of AI datacenters to power superintelligence.

What matters?

  • The deal involves deploying 10 gigawatts of Nvidia systems—enough to power roughly 7.5 million homes—which will supply millions of next-gen GPUs for OpenAI's infrastructure.

  • The project's first phase is set to go live in the second half of 2026, leveraging Nvidia’s Vera Rubin platform to power both training and inference for future models.

  • Both companies frame this as building the foundation for the "economy of the future," enabling a new class of compute-intensive products and services on OpenAI's platform.

Why it matters?

This partnership gives OpenAI the tremendous compute power required to pursue superintelligence and locks in a critical customer for Nvidia's future hardware. The sheer scale of the investment underscores how building cutting-edge AI is increasingly dependent on massive, capital-intensive infrastructure deals.

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What's new? An AI filmmaker released 'Skyland', a stunning fantasy short film created by a single person, showing that AI video is ready for cinematic action.

What matters?

  • A solo creator made the entire film using a combination of tools, with the newly launched Luma Ray 3 enabling the high-quality motion.

  • The film's entire visual concept was developed from a single Midjourney image, which was then expanded into a full cinematic world using other AI tools.

  • The project's dynamic action sequences overcome the usual stiffness of AI video, and the creator even shared the prompt he used to generate the impressive fight scenes.

Why it matters?

This project demonstrates that AI-powered video tools have moved beyond simple tech demos and are now capable of producing legitimate cinematic content. It signals a major shift where individual creators can produce high-quality visual stories that previously required entire production crews.

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What's new? Google just launched its biggest redesign yet for the Play Store, now powered by its Gemini AI model. This update aims to transform app discovery for billions of Android users.

What matters?

  • The new store uses Gemini to provide deeply personalized app and game recommendations based on your behavior and preferences.

  • A new ‘You’ tab acts as a central hub, helping you track your app activity, subscriptions, and wishlists all in one place.

  • For gamers, the update introduces real-time gaming help, offering tips and walkthroughs directly within supported games.

Why it matters?

This move shifts the world's largest app store from a simple catalog to an intelligent assistant for finding software. It represents a significant step toward making digital marketplaces more intuitive and less overwhelming.

Everything else in AI

Wan-Animate enables users to bring characters to life from a reference video, transferring complex expressions, gestures, and body movements with high fidelity.

Commonwealth Fusion Systems booked a commercial deal worth over $1B to supply power from its future fusion reactor, signaling a major step toward solving the massive energy demands of large-scale AI.

Adobe helped creators of the AI film 'Skyland' develop an entire cinematic world using its Firefly Boards feature, which expands a single concept image into a cohesive visual aesthetic.

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