🤝 Nvidia pours $100B into OpenAI

Also: Gemini helps with mobile games

Author

Evolving AI
September 24, 2025

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Welcome, AI enthusiasts

Nvidia is set to invest up to $100 billion in OpenAI, fueling the creation of next-gen data centers to power advanced AI models. The deal even includes a plan to deliver 10 gigawatts of Nvidia systems. Let’s dive in!

In today’s insights:

  • Nvidia pours $100B into OpenAI

  • Gemini helps with mobile games

  • Suno faces YouTube piracy claims

Read time: 4 minutes

LATEST DEVELOPMENTS

NVIDIA & OPENAI
🤝 Nvidia pours $100B into OpenAI

Evolving AI: Nvidia will invest up to $100B to expand OpenAI's next-gen AI infrastructure.

Key Points:

  • Nvidia signs intent to supply 10 gigawatts of systems for OpenAI data centers.

  • OpenAI gains a preferred strategic compute and networking partner beyond Microsoft.

  • Structure of Nvidia's investment (chips, credits, or cash) remains unclear

Details:

Nvidia plans to invest up to $100B in OpenAI to help build massive data centers for training and running AI models. The deal includes a letter of intent to deliver 10 gigawatts of Nvidia systems, which has the capacity equal to the power needs of millions of homes. It strengthens OpenAI's independence from Microsoft and complements partnerships with Oracle and SoftBank. This marks a shift for OpenAI as it expands beyond Microsoft’s cloud, now aligning with Nvidia, Oracle, and SoftBank on large-scale AI data centers. OpenAI calls Nvidia its preferred strategic partner for compute and networking, though how the investment will be structured remains unclear.

Why It Matters:

This pact means developers and companies could soon tap into more reliable and faster AI training resources, while AI products may hit the market quicker. It also signals a tighter link between chip supply and AI software, suggesting future models may be optimized directly for Nvidia hardware, shaping how apps and services are built and scaled. The letter of intent targets at least 10 GW of Nvidia systems, hinting at bigger context windows, quicker fine tunes and shorter queues as fresh clusters light up.

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Evolving AI: Google is bringing Gemini AI into Google Play to guide you through tricky game levels.

Key Points:

  • Gemini Live will appear in a new overlay on Play Store games and can see your screen.

  • Players can ask for real-time hints or talk to Gemini while gaming.

  • Google is rolling out Play Games on PC and adding progress and Q&A features to Play Store pages.

Details:

Google is adding a Gemini Live sidebar to select Android games, letting players ask for help without leaving the game. The AI sees on-screen action and can answer voice questions on the spot. The update comes alongside Play Games for PC and improved Play Store pages that show progress, achievements and let users post questions and answers about each game.

Why It Matters:

Help on tap means fewer rage quits and less tabbing out to YouTube. A coach that can read the screen can nudge you past a boss, explain stats, or suggest a build mid fight, which should lift session time and keep players engaged. With Play Games now out of beta on PC and 200,000 titles playable across devices, those hints follow you from phone to desktop. Microsoft’s Gaming Copilot is rolling out the same idea on Windows, which means screen-aware guidance is about to become table stakes for modern games.

Source: Suno

Evolving AI: Record labels accuse Suno of illegally copying YouTube tracks to train its AI music models.

Key Points:

  • RIAA says Suno used code to rip songs from YouTube and bypass encryption.

  • The complaint cites DMCA Section 1201 on anti-circumvention and seeks heavy damages.

  • Suno argues fair use but hasn’t disclosed its full training data.

Details:

Major record labels updated their lawsuit against Suno, alleging it scraped decades of music from YouTube to build AI models. The RIAA claims Suno broke YouTube’s encryption and violated the DMCA, seeking $2,500 per circumvention and up to $150,000 per work. Suno defends its approach as fair use but offers little transparency on its datasets.

Why It Matters:

This fight is shifting from fair use to anti‑circumvention: if a judge says ripping YouTube’s rolling cipher breaks DMCA 1201, AI music teams will need licensed catalogs or first‑party stems, not scraped tracks. That means higher data costs, slower model refreshes, strict provenance checks, and new deals with labels and YouTube. Marketers, streamers, and app builders using AI‑made tracks should review indemnity and takedown risk. Expect training pipelines to move in‑house, audit ready, and watermark aware.

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