Microsoft Invests $135B in OpenAI; Microsoft's Valuation Surpasses $4T
Key Takeaways
- Microsoft invests $135B in OpenAI; Microsoft's valuation surpasses $4T.
- PayPal partners with OpenAI, enabling in-ChatGPT payments; Q3 earnings rise 12%.
- NHS pilots AI for same-day prostate cancer diagnosis across England.
- Adobe MAX introduces new AI tools in Adobe Firefly, including studio-quality audio and video.
- NVIDIA invests $1B in Nokia to shape AI-RAN market and data center evolution.
Top Stories
Microsoft and OpenAI strengthen partnership, Microsoft invests $135B.
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, showcasing the financial and technological integration of AI.
Microsoft's valuation surpasses $4T, OpenAI restructures.
On October 28, 2025, Microsoft's valuation surpassed $4 trillion as OpenAI finalized its restructuring. This reflects the financial growth and investment in AI technologies.
PayPal partners with OpenAI for in-ChatGPT payments.
On October 28, 2025, PayPal announced a new e-commerce partnership with OpenAI, enabling users to pay directly within ChatGPT. PayPal's Q3 earnings rose 12% to $1.34 per share, with revenue climbing 7% to $8.42 billion, and Venmo's revenue increasing 20%.
NHS pilots AI for prostate cancer diagnosis.
On October 27, 2025, the NHS began piloting an AI system for same-day prostate cancer diagnosis across England. This initiative aims to reduce waiting times and improve diagnostic processes, linking AI advancements to healthcare improvements.
Adobe MAX introduces new AI tools 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. The platform integrates partner models and previews Project Moonlight, emphasizing AI's role in enhancing creative processes.
NVIDIA invests $1B in Nokia.
On October 28, 2025, NVIDIA announced a USD 1.0 billion equity investment in Nokia. This investment is in addition to a strategic partnership focused on shaping the AI-RAN market and supporting data center network evolution.
AI Breakthroughs
OpenAI completes recapitalization, strengthens governance.
On October 28, 2025, OpenAI completed a recapitalization, with the OpenAI Foundation controlling the for-profit OpenAI Group PBC. The foundation is committed to a $25 billion philanthropic initiative focused on health and AI resilience, ensuring AGI benefits all of humanity.
AI Infrastructure
KDDI to launch AI data center GPU cloud service.
KDDI announced the AI data center GPU cloud service, KDDI GPU Cloud, starting application acceptance on April 1, 2026. The service will utilize NVIDIA GB200 NVL72, providing a secure AI learning environment, showcasing the infrastructure supporting AI development.
Cisco and G42 expand AI infrastructure partnership.
On October 28, 2025, Cisco and G42 announced an expansion of their partnership to build secure, end-to-end AI infrastructure in the UAE. This highlights the growing investment in AI infrastructure.
AI in Action
Uber plans 100,000 autonomous vehicles by 2027.
Uber announced plans on October 28, 2025, to expand its fleet with 100,000 autonomous vehicles powered by Nvidia Corp. technology starting in 2027. This expansion highlights the growing integration of AI in the transportation sector.
OpenAI's GPT-5 enhances mental health support.
On October 27, 2025, OpenAI announced that the latest model of ChatGPT, GPT-5, has significantly enhanced mental health support capabilities. This improvement includes better identification of stress and mental crisis signs, reflecting AI's expanding role in healthcare.
BBC News reports on Japan's aging population and AI.
On October 28, 2025, BBC News reported on Japan's aging population and declining birth rate, focusing on the potential of robot technology in addressing the demographic crisis. This highlights AI's potential in solving societal challenges.
Robotaxi companies plan IPOs.
Pony.ai and WeRide plan to list on the Hong Kong Stock Exchange on November 6, 2025, competing for the title of "Hong Kong Robotaxi First Share". Both companies are focused on L4 autonomous driving, highlighting the commercialization of AI in transportation.
GitHub announces Agent HQ for AI coding agents.
On October 28, 2025, GitHub announced Agent HQ, a platform to support third-party coding agents from partners like OpenAI. This initiative integrates AI agents into software development workflows, showcasing AI's role in developer tools.
Sequoia Capital invests in Rogo Technologies.
On October 28, 2025, Sequoia Capital led an investment in Rogo Technologies Inc., valuing the company at $750 million. Rogo is developing AI tools for investment bankers, showcasing AI's impact on the financial sector.
Furukawa Electric trains AI promoters.
Furukawa Electric is training "AI Promoters" to promote the use of generative AI within the company. This initiative reflects the growing trend of integrating AI into corporate workflows.
Goldman Sachs CEO: AI will enhance productivity.
On October 27, 2025, Goldman Sachs CEO David Solomon stated that AI is not eliminating banking jobs, expressing optimism about its role in enhancing productivity. This highlights the evolving role of AI in the financial sector.
Emerging AI Trends
AI to disrupt global economy, warns PJT Partners CEO.
On October 28, 2025, Paul Taubman, CEO of PJT Partners Inc., warned that billions of dollars flowing into AI will profoundly disrupt the global economy. This highlights the potential for significant economic shifts due to AI advancements.
AI may replace smartphones and screens.
On October 27, 2025, experts suggested that AI could replace smartphones and screens. This indicates a shift towards more integrated and intelligent devices, driven by advancements in AI.
Tech earnings to highlight cloud computing and AI.
On October 27, 2025, Bloomberg reported that tech earnings from Microsoft, Alphabet, and Meta will highlight cloud computing and AI. This indicates the importance of AI in the financial performance of major tech companies.
OpenAI urges increased U.S. energy investment for AI.
On October 27, 2025, OpenAI urged the White House to increase U.S. investment in new energy capacity to stay ahead of China in AI. This highlights the link between energy infrastructure and AI development.
Humanoid robots are the biggest AI opportunity, says Cathie Wood.
On October 28, 2025, Cathie Wood stated that humanoid robots will be the biggest AI opportunity. This reflects the growing interest in robotics and its potential impact on various sectors.
Ethical AI Concerns
xAI launches Grokipedia, Elon Musk's AI-generated Wikipedia alternative.
On October 27, 2025, xAI launched Grokipedia, an AI-generated alternative to Wikipedia, with nearly 900,000 articles. The platform has been criticized for bias, highlighting the impact of AI on information dissemination.