Nvidia Bets $100B on OpenAI in the Biggest AI Deal Ever

Meta's AI Matchmaking, OpenAI Snags Apple Talent, & Grok 4 Fast Launch

Author

Andres Franco
September 24, 2025

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Here’s the latest from this week in AI:

  • Nvidia and OpenAI Strike $100B AI Megadeal

  • Meta Adds AI Matchmaking to Facebook Dating

  • OpenAI Taps Apple Talent for Ambitious Hardware Push

  • xAI Launches Grok 4 Fast With Frontier-Level Performance at Lower Cost

Nvidia will invest up to $100B in OpenAI to build what they call the largest AI infrastructure project ever. The plan involves deploying 10 gigawatts of Nvidia systems, including millions of GPUs with the first gigawatt, powered by the upcoming Vera Rubin platform, coming online in 2026.

The deal cements Nvidia as OpenAI’s preferred compute partner while it continues ties with Microsoft and Oracle. For Nvidia, it locks in a massive GPU customer; for OpenAI, it secures critical compute and power. Critics, however, see it as a potential money loop cycling among the tech giants.

Source: OpenAI

Meta is rolling out AI-powered features to Facebook Dating: a dating assistant chatbot that suggests matches, ideas, and profile tips from user prompts, and Meet Cute, which delivers a surprise match every week using Meta’s algorithms. Together, they aim to move beyond surface-level filters and reduce the “swipe fatigue” common on apps like Tinder and Bumble.

By leaning on AI to make dating more personalized and less repetitive, Meta hopes to boost engagement and stand out in the crowded market. Still, the approach comes with risks, users will expect accuracy and authenticity, not awkward mismatches from overzealous algorithms.

Source: Meta

OpenAI is aggressively recruiting from Apple’s hardware teams while securing production deals with iPhone manufacturers for its first AI devices. Dozens of Apple veterans have joined, lured by $1M-plus offers, with former Apple exec Tang Tan leading efforts to design products with less bureaucracy and a bold vision.

Manufacturing partners Luxshare and Goertek are in talks to build a display-less smart speaker-style device, alongside concepts like glasses, a wearable pin, and a voice recorder. With Jony Ive advising on design and a potential launch set for late 2026 or early 2027, OpenAI’s hardware debut is shaping up to be one of the most anticipated rollouts in tech.

Source: The Information

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xAI has introduced Grok 4 Fast, a reasoning model that matches the performance of Grok 4 while slashing compute needs by 40 percent and cutting prices by 98 percent. Benchmarks show it outperforming Claude 4.1 Opus and Gemini 2.5 Pro, with standout scores of 85.7 percent on GPQA Diamond and 92 percent on AIME 2025.

The model also took the top spot in LMArena’s Search Arena, exceeded Grok 4 on coding benchmarks, and supports a 2M token context with built-in tools for browsing and code execution. With frontier-level results at a fraction of the cost, Grok 4 Fast highlights the rapid progress toward making advanced intelligence accessible and affordable.

Source: xAI

In Other News

The S&P 500 slipped 0.55 percent to 6,656.92 on Tuesday after touching a fresh intraday high, while the Nasdaq fell nearly 1 percent to 22,573.47, dragged down by AI-linked giants Nvidia, Oracle, and Amazon. The Dow dipped 0.19 percent to 46,292.78. Nvidia slid 2.8 percent following news of its $100 billion OpenAI deal, which some investors likened to dot-com era risks, while Oracle dropped 4.4 percent after recent gains on AI optimism.

Fed Chair Jerome Powell added to the caution, noting equity prices are “fairly highly valued” and signaling uncertainty on rate cuts. Despite the pullback, the Russell 2000 briefly hit a record before closing slightly lower. Investors now await Friday’s inflation report and weigh the growing risk of a government shutdown as budget talks stall in Washington.

Source: Getty Images

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