Microsoft Invests $135B in OpenAI; OpenAI Releases Open-Source Safety Models
Key Takeaways
- Microsoft invested $135B in OpenAI; market cap briefly exceeded $4 trillion.
- OpenAI released gpt-oss-safeguard and partnered with PayPal for in-ChatGPT payments.
- NVIDIA invested $1B in Nokia, partnered with International Motors, PlusAI, and Lucid.
- Adobe Firefly adds AI audio, video tools; GenStudio enhances AI agents.
- Senators propose AI chatbot ban for minors; Meta smart glasses raise privacy concerns.
Top Stories
Microsoft and OpenAI strengthen partnership, Microsoft's market cap hits $4T.
On October 28, 2025, Microsoft and OpenAI signed a new agreement, with Microsoft investing approximately $135 billion in OpenAI Group PBC. Microsoft's market capitalization briefly surpassed $4 trillion, driven by the OpenAI partnership.
OpenAI: Partnerships, corporate structure changes, and open-source safety models.
On October 28, 2025, OpenAI completed a recapitalization and announced a partnership with PayPal to enable in-ChatGPT payments. OpenAI CEO Sam Altman announced the company expects an intern-level AI research assistant by September 2026. On October 29, 2025, OpenAI released gpt-oss-safeguard, a suite of open-weight safety reasoning models.
NVIDIA: Investments, partnerships, and platforms for AI, including autonomous trucks and confidential AI.
On October 28, 2025, NVIDIA announced a USD 1.0 billion equity investment in Nokia and a collaboration with International Motors and PlusAI for autonomous trucks. Fortanix Inc. and Nvidia Corp. also announced a joint on-premises platform for confidential AI, and Lucid is collaborating with NVIDIA to accelerate the development of full autonomy in its vehicles.
Adobe MAX: New AI tools in Firefly, including audio, video, and content creation.
At Adobe MAX on October 28, 2025, Adobe introduced new AI tools in Adobe Firefly, including Generate Soundtrack and Generate Speech, and the new Firefly Image Model 5. Adobe also announced enhancements to its GenStudio platform, incorporating AI agents and content optimization tools.
AI: Legislation proposed to ban AI chatbot companions for minors and privacy concerns with Meta's AI smart glasses.
On October 28, 2025, Senators Josh Hawley and Richard Blumenthal announced a bipartisan bill to ban AI chatbot companions for minors. Meta's AI smart glasses have triggered significant privacy debates due to potential surveillance concerns.
AI Innovation Spotlight
AI: Industry analysis, future predictions, and the race for AGI.
On October 27, 2025, Nvidia CEO Jensen Huang held an AI conference, and on October 28, 2025, Tarun Galagali analyzed why AI pilot programs fail. Gartner's October 2025 IT Symposium/Xpo predicted significant shifts through 2030, and Dr. Ben Goertzel identified key players in the race for Artificial General Intelligence (AGI).
GitHub and Intuit: New platforms to support AI agents and accounting.
On October 28, 2025, GitHub announced Agent HQ, a new platform to support third-party coding agents. Intuit launched the Intuit Accountant Suite, an AI-native platform for accounting firms.
IBM: Releases open-source Granite 4.0 Nano AI models.
On October 28, 2025, IBM released four open-source Granite 4.0 Nano AI models, designed for local and edge deployment.
AI Security Focus
Broadcom: Enhancing security portfolio for cloud and AI.
On October 29, 2025, Broadcom announced it is evolving its security portfolio to address changes in enterprise IT environments due to the spread of cloud and AI.