OpenAI - TechWire

OpenAI

        2025.09.24
    
08:29

                            Cathie Wood claims the US AI race is dominated by four major companies, with Meta not among them.
                        
                            Cathie Wood, founder and CEO of Ark Investment Management, stated that the US artificial intelligence field is dominated by "Big Four" companies. The star investor stated that OpenAI, Anthropic, Musk's xAI, and Google's Gemini are vying for dominance, and the competition is fierce. She noted that the current four contenders may eventually narrow to two. In a recent interview, Wood stated, "The number of companies competing, truly competing, in the Large Language Model (LLM) space has shrunk." She cited recent "talent acquisitions" by OpenAI and Meta as examples of a shrinking AI field that "other companies can't do." Notably, Meta is not among the Big Four companies Wood mentioned.
                        
05:51

                            OpenAI discusses leasing Nvidia chips
                        
                            OpenAI discusses leasing Nvidia chips.
                        
05:29

                            OpenAI expands Stargate with five new data center locations in the US
                        
                            OpenAI has added five new data center locations in the United States as part of its Stargate expansion. The company's first data center in its $500 billion Stargate project is located in Texas, with future locations in New Mexico and Ohio to follow.
                        
05:02

                            OpenAI: Oracle (ORCL.N) and SoftBank announced five new U.S. artificial intelligence data center locations under the "Stargate" program. The new data centers will enable the "Stargate" project to be completed ahead of schedule, ensuring the full commitment of $500 billion investment and 10 gigawatts by the end of 2025.
                        
01:57

                            OpenAI and Oracle reportedly to announce data center expansion in Texas
                        
                            OpenAI and Oracle are reportedly set to announce a data center expansion in Texas.
                        
01:56

                            According to The Information: OpenAI and Oracle (ORCL.N) will announce the expansion of their data center in Texas.
                        
        2025.09.23
    
13:58

                            OpenAI expands into Indonesia with "ChatGPT Go"
                        
                            OpenAI is expanding its affordable ChatGPT subscription service from India to other countries. The company launched its "ChatGPT Go" paid plan in India last month for less than $5 per month, and has now launched it in Indonesia, priced at 75,000 Indonesian rupiah (about $4.50) per month. "ChatGPT Go" is a mid-range subscription option, between OpenAI's free version and the premium version "ChatGPT Plus" at $20 per month. Users can use 10 times the amount of the free version for asking questions, generating images, and uploading files. In addition, the service can better remember users' past conversations, allowing for more personalized long-term interactions. Nick Turley, head of ChatGPT, said that since the launch of "ChatGPT Go" in India, the number of paid subscribers has more than doubled.
                        
11:20

                            TSMC rose 3.1%, boosted by Nvidia's $100 billion investment in OpenAI.
                        
09:33

                            Computing hardware stocks such as CPO saw early activity, with Zhongji Xuchuan rising over 8%.
                        
                            Computing hardware stocks, including CPO, saw early activity, with Zhongji Xuchuan rising over 8%, Xinyi Sheng up over 7%, and Tianfu Communication up over 6%. Shenghong Technology, Jingwang Electronics, and Yuanjie Technology also saw gains. On the news front, Nvidia and OpenAI announced a partnership, including plans to build a massive data center and an investment of up to $100 billion in OpenAI by Nvidia.
                        
09:21

                            Nvidia reaches $100 billion partnership with OpenAI, says it will still treat all customers equally
                        
                            Nvidia said that despite the major collaboration with OpenAI, all customers will be given "equal priority" and will not be affected by the agreement. Nvidia said in a statement: "Our investment will not change the company's focus, nor will it affect supply to other customers. Regardless of whether there is an equity relationship, we will continue to treat every customer as the highest priority." CEO Jensen Huang has been committed to continuing its growth momentum by expanding its customer base. Despite its great success, Nvidia's revenue is still highly dependent on a few companies, including Microsoft, Meta, Amazon and Alphabet. These technology giants are competing to quickly build AI infrastructure and attract more users to use their services. They are also deploying or independently developing chip components to try to reduce their dependence on Nvidia. Therefore, customers are worried that they may lose supply priority, which may prompt them to further accelerate their own research and development, or more seriously consider alternatives from potential competitors such as AMD.
                        
07:22

                            Nvidia to invest $100 billion in OpenAI to strengthen data center collaboration
                        
                            Chipmaker Nvidia will reportedly invest up to $100 billion in OpenAI and provide it with data center chips. A person familiar with OpenAI revealed that the agreement will allow Nvidia to begin delivering chips as early as the end of 2026 and involves two separate but related transactions. The person said OpenAI will purchase chips from Nvidia in cash, while Nvidia will acquire a non-controlling stake in OpenAI through the investment. Nvidia's initial $10 billion investment in OpenAI will begin after the two companies reach a final agreement for OpenAI to purchase Nvidia chips. The two companies have signed a letter of intent to establish a landmark strategic partnership and plan to deploy at least 10 gigawatts of Nvidia chips for OpenAI's artificial intelligence infrastructure. The two parties aim to finalize the details of the cooperation in the coming weeks, with the first deployment phase expected to be operational in the second half of 2026.
                        
00:52

                            Sources: Nvidia's (NVDA.O) equity investment in OpenAI does not give it control, and OpenAI's non-profit parent company will retain majority governance control.
                        
00:37

                            Sources familiar with the matter: Nvidia (NVDA.O) is making a phased equity investment in OpenAI. According to the phased investment plan, Nvidia will invest 10% when the first gigawatt of computing power is deployed.
                        
00:19

                            Nvidia's stock price rose more than 2% and it will build an AI data center with OpenAI
                        
                            Nvidia's stock price rose by over 2% in the short term, following news that the company will co-build an AI data center with OpenAI.
                        
00:12

                            Nvidia (NVDA.O) saw a short-term surge, rising over 1.5%, following news that the company will co-build an AI data center with OpenAI.

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