Microsoft Invests $135 Billion in OpenAI; NVIDIA, Oracle, and DOE Build AI Infrastructure
Key Takeaways
- Microsoft invests $135B in OpenAI, securing IP rights through 2032 and $250B Azure commitment.
- NVIDIA partners with Oracle, Nokia, and Lucid to advance AI infrastructure and autonomous tech.
- Lilly deploys AI factory with 1,016 NVIDIA Blackwell Ultra GPUs for drug discovery.
- PayPal integrates digital wallet into ChatGPT for purchases starting in 2026; Q3 earnings up.
- Senators propose bill to ban AI chatbot companions for minors to protect children.
Top Stories
Microsoft and OpenAI sign new agreement, investing $135 billion.
On October 28, 2025, Microsoft and OpenAI signed a new agreement, with Microsoft investing approximately $135 billion in OpenAI Group PBC. The agreement extends Microsoft's IP rights through 2032 and includes a commitment from OpenAI to purchase $250 billion in Azure services.
NVIDIA, Oracle, and DOE build AI infrastructure with new systems.
On October 28, 2025, NVIDIA and Oracle, in collaboration with the U.S. Department of Energy, announced the Solstice AI supercomputer and other new systems to accelerate AI development. This initiative aims to power AI factories and drive U.S. leadership in AI.
NVIDIA and Nokia partner to develop AI-native 5G-Advanced and 6G networks.
On October 28, 2025, NVIDIA and Nokia announced a strategic partnership to develop AI-native 5G-Advanced and 6G networks, with NVIDIA investing $1 billion. The collaboration aims to accelerate AI-RAN innovation and support growing mobile AI traffic, positioning the U.S. to lead in telecommunications infrastructure.
Lucid partners with NVIDIA to accelerate autonomous vehicle development.
On October 28, 2025, Lucid announced a collaboration with NVIDIA to accelerate the development of full autonomy in its vehicles, integrating NVIDIA's DRIVE AGX Thor computing platforms. The goal is to achieve Level 4 autonomous driving capabilities.
Lilly deploys AI factory with 1,016 NVIDIA Blackwell Ultra GPUs.
On October 28, 2025, Lilly announced the deployment of an AI factory with 1,016 NVIDIA Blackwell Ultra GPUs, enabling accelerated drug discovery and personalized medicine. This initiative supports $50 billion in U.S. investments and the creation of 13,000 jobs.
PayPal partners with OpenAI to enable purchases within ChatGPT.
On October 28, 2025, PayPal announced a partnership with OpenAI to embed its digital wallet into ChatGPT, allowing users to make purchases through the AI platform starting in 2026. PayPal's Q3 earnings rose 12% to $1.34 per share, with revenue climbing 7% to $8.42 billion.
Senators propose bill to ban AI chatbot companions for minors.
On October 28, 2025, Senators Josh Hawley and Richard Blumenthal announced a bipartisan bill to ban AI chatbot companions for minors. The bill aims to protect children from potential harm, including sexual abuse and suicide.
AI Innovation Radar
Adobe introduces new AI tools, models, and agents in Adobe Firefly.
On October 28, 2025, Adobe introduced new AI tools, models, and agents in Adobe Firefly, including studio-quality audio and video tools and the new Firefly Image Model 5. The platform integrates partner models and previews Project Moonlight, a conversational AI assistant.
GitHub announces Agent HQ to support third-party coding agents.
On October 28, 2025, GitHub announced Agent HQ, a new platform designed to support and orchestrate third-party coding agents from partners like OpenAI. The initiative introduces an agent control plane to integrate AI agents in software development workflows.
Study presents hybrid framework for brain tumor classification using AI.
A study presents a hybrid framework for brain tumor classification using CNN deep features, LMNN metric learning, and swarm-intelligence optimization. The DenseWolf-K configuration achieved 99.64% accuracy.
AI chatbots perform well in content detection tests.
ZDNET's David Gewirtz tested AI content detectors and found that AI chatbots perform as well as or better than dedicated services. Pangram and QuillBot achieved 100% accuracy in his tests.
Study details AI model for assessing crop nutrient deficiency.
A study published in Scientific Reports details a novel lightweight attention ensemble model (NASMobV2) for assessing nutrient deficiency and severity in crop leaves. The model achieved 98.57% validation accuracy.
AI-enhanced bilingual banking assistant developed.
A study published in Scientific Reports details an AI-enhanced bilingual banking assistant operating in English, Hindi, and Hinglish. The assistant uses a Mixtral AI model and Google Translate to process banking queries and provide financial advice.
AI Leadership
Nvidia CEO Jensen Huang's GTC speech in Washington.
On October 28, 2025, Nvidia CEO Jensen Huang delivered a keynote speech at the GTC conference in Washington, D.C., advocating for policy flexibility to restore the Chinese market and highlighting the company's contributions to global AI technology.
Ethical AI Watch
AI framework evaluates social value of R&D outputs.
A study published in Scientific Reports introduced a framework using NLP and LLMs to evaluate the social value of public R&D outputs in South Korea. The framework analyzes patents and news related to AI R&D.
Industry AI Impact
Uber to expand autonomous vehicle fleet with NVIDIA technology.
Uber announced plans on October 28, 2025, to expand its fleet of 100,000 autonomous vehicles powered by Nvidia Corp. technology starting in 2027. This expansion builds on a January partnership to improve AI and chip tech for carmakers.
Waabi and Volvo integrate Waabi Driver for autonomous trucking.
On October 28, 2025, Waabi and Volvo Autonomous Solutions announced the successful integration of the Waabi Driver with the Volvo VNL Autonomous. This partnership aims to create safe and scalable autonomous solutions for the transport industry.
Furukawa Electric trains AI promoters for DX.
Furukawa Electric is training "AI promoters" to lead the use of generative AI for internal DX. The company introduced Copilot and OneFIT in 2023 and has trained 80 AI promoters by the third phase of the program.
Cathie Wood: Humanoid robots are the biggest AI opportunity.
On October 28, 2025, Cathie Wood stated that humanoid robots will be the biggest AI opportunity, citing their potential in transportation, healthcare, and personal assistance. Wood's ARK Artificial Intelligence & Robotics UCITS ETF's top holdings include Tesla, Palantir and AMD.
Samsung enhances AI food tracking in Family Hub refrigerators.
Starting October 2025, Samsung is releasing a software update for its Family Hub refrigerators, enhancing AI food tracking to recognize 37 fresh items and up to 50 packaged goods. The update also introduces curated advertisements and Bixby voice assistant enhancements.
Intel provides guidance on achieving AI ROI.
On October 28, 2025, Intel provided guidance on achieving AI ROI by emphasizing data value, 'boring by design' for stability, and 'mini-van economics' for cost-efficiency. This addresses market concerns about AI's limited returns.
Zoom CEO: AI assistants to enable shorter workweek.
At TechCrunch Disrupt 2025, Zoom CEO Eric Yuan stated that AI assistants will enable a shorter workweek, potentially reducing it to 3-4 days within five years. He highlighted Zoom's investment in AI as a key driver for this future of work.