Nvidia fuels OpenAI’s compute chase

Good morning, AI enthusiasts. OpenAI’s compute ambitions just got a significant boost — with Nvidia promising to speculate as much as $100B in the corporate.

The deal will put hundreds of thousands of Nvidia GPUs into OpenAI’s multi-gigawatt data centers and power its next-gen AI models. But the large query stays: is that this the actual path to superintelligence, or simply an limitless money loop between major AI power players?

In today’s AI rundown:

• Nvidia fuels OpenAI’s compute chase with $100B

• Meta brings AI into the dating experience

• Use GPT-5 in Microsoft 365 to investigate emails

• Google to tackle AI’s shutdown resistance

• 4 recent AI tools, community workflows, and more

LATEST DEVELOPMENTS

OPENAI & NVIDIA

🤑 Nvidia fuels OpenAI’s compute chase with $100B

The Rundown: Nvidia and OpenAI just announced the “biggest AI infrastructure project in history” — with the Jensen Huang-led company aspiring to invest as much as $100B in OpenAI because it uses its advanced GPUs for training and running next-gen AI.

The main points:

• The businesses have signed a letter of intent to deploy 10 GW price of Nvidia systems — representing hundreds of thousands of GPUs — to power OpenAI’s AI infrastructure.

• With each GW, Nvidia will progressively spend money on OAI to support its deployment, including data center and power needs, with the whole going as much as $100B.

• The primary gigawatt of the project is predicted to return online within the second half of 2026, using Nvidia’s next-gen Vera Rubin platform.

• OAI said it would treat Nvidia as a “preferred strategic compute and networking partner,” because it maintains ties with Microsoft and Oracle for the infra push.

Why it matters: With this deal, Nvidia is giving OpenAI the capital boost it must secure compute and power capability for the following era of intelligence — and locking in a significant customer for its GPU business. Nevertheless, many also see it as an infinite money loop, with capital simply cycling between OpenAI and partners Oracle and Nvidia.

TOGETHER WITH SANA

💡AI agents in all places you’re employed

The Rundown Sana’s AI agents connect with 100+ tools—Gmail, Outlook, Teams, Slack, Salesforce, Google Drive, BigQuery, and more—so every workflow is powered by easy answers and automation. No more silos, no more wasted time. When AI is in all places you’re employed, your team moves faster, stays focused, and delivers more.

Use Sana Agents to:

• Orchestrate actions across all apps and data

• Immediately search, summarize, and automate without switching context

• Slash operational overhead by 10-20x

Schedule your walkthrough today.

META

💌 Meta brings AI into the dating experience

The Rundown: Meta is bringing AI into the Facebook Dating experience with two recent features — dating assistant and Meet Cute — that help users find perfect matches without the dreaded “swipe fatigue.”

The main points:

• The dating assistant is an AI chatbot that helps users find relevant matches from text prompts and suggest dating ideas and tricks to level up their profile.

• With text prompts, the assistant focuses on unique interests and preferences, going beyond basics like height or education to make the search more tailored.

• Meet Cute, alternatively, might be entirely automated and provides a “surprise match” every week, based on Meta’s personalized matching algorithm.

• Meta says the feature is for anyone who’s “uninterested in swiping” but notes that users can opt out of it any time they need.

Why it matters: Tackling swipe fatigue with AI could give Facebook Dating serious ammunition against Tinder and Bumble’s dominance. But advanced AI in dating demands careful monitoring — you actually don’t need the algorithm hallucinating wildly off-base matches and creating cringeworthy experiences.

AI TRAINING

📧 Use GPT-5 in Microsoft 365 to investigate emails

The Rundown: On this tutorial, you’ll learn methods to leverage GPT-5 through Microsoft Copilot to mechanically search your email history, analyze complex threads, and generate personalized replies that completely match your writing style.

Step-by-step:

1. Open Microsoft Edge and click on the Copilot ribbon (top right) — check in along with your Microsoft account free of charge access.

2. Enable “Smart” mode in Copilot to attach your Outlook data.

3. Prompt: “Summarize my most up-to-date 10 emails with bullet points on what needs replies today, then draft responses in my usual tone.”

4. GPT-5 analyzes your entire email history, extracting key decisions, recent developments, and your typical communication patterns.

5. Review the AI-generated reply and refine with prompts like “Make this more formal” or “Add timeline details.”

Pro tip: Create context-aware templates by prompting “Analyze my email patterns with executives vs. team members, then draft this using my appropriate tone.”

PRESENTED BY SYNK

🔐 Unlock the strategic imperative of AI security

The Rundown: Snyk, a founding partner of The AI Security Summit, brings together leaders and security teams to construct trust for AI initiatives and bridge the “AI Security chasm.” Join The AI Security Summit  live in San Francisco on Oct. 22–23 for hands-on learning, community constructing, and sessions from leading experts.

Agenda highlights include:

• Agentic Discover & Security Panel with leading agentic AI firms

• Deep Dive Talk: AI Code Review In Depth

• Panel Discussion: Constructing AI Native Applications

• Completely satisfied hour with Vibe Coding DJ (even security people must unwind)

Register now.

AI SAFETY

🛡️ Google to tackle AI’s shutdown resistance

The Rundown: Google DeepMind just released Frontier Safety Framework 3.0, expanding its AI risk monitoring efforts to cover emergent AI behaviors like shutdown resistance and persuasive ability that would complicate human oversight.

The main points:

• The updated framework will track whether frontier AI resists attempts to show them off or modify their operations — a risk flagged in recent external studies.

• It should also monitor models for unusually strong influence on human beliefs and behaviors, which could potentially result in harm in high-stakes contexts.

• DeepMind also sharpened its Critical Capability Level definitions to specifically discover critical threats warranting immediate governance and mitigation efforts.

• To handle CCL’s risks, the corporate will conduct safety reviews before external launches and even track its internal deployments made for R&D.

Why it matters: DeepMind’s move underscores a broader shift, where AI leaders, including Anthropic and OpenAI, aren’t just flagging current risks but additionally tightening protocols to brace for what could occur in the long run. As models gain unpredictable behaviors, these efforts might be the important thing to constructing truly protected superintelligent systems.

QUICK HITS

🛠️ Trending AI Tools

• 🧠 Sembly – The one AI Notetaker with a “brain” that unlocks meeting intelligence*

• 📷️ Photo Genius – Genspark’s voice-controlled AI photo editor

• 🤖 Qwen3-Omni – AI that unifies text, image, audio, and video into one

*Sponsored Listing

📰 Every little thing else in AI today

Alibaba’s Qwen team dropped three recent open-source AI models, including Qwen3 Omni, Qwen3 TTS, and Qwen-Image-Edit-2509.

Nvidia announced an investment within the UK-based AI voice startup ElevenLabs, just days after the U.S. state visit to the UK.

Google announced it’s starting the rollout of Gemini for TVs, a move that can take its AI to over 300M energetic Google TVs and Android TV OS devices.

The U.S. General Services Administration added Llama to its list of approved AI tools for federal agencies, following models from Google, OpenAI, and Anthropic.

Ice cream giant Magnum is ready to use Chilean startup NotCo’s AI to reformulate its products and launch recent plant-based ones.

COMMUNITY

🤝 Community AI workflows

Every newsletter, we showcase how a reader is using AI to work smarter, save time, or make life easier.

Today’s workflow comes from reader Philip W. in Bossier City, Louisiana:

“I’m using Midjourney + HeyGen to advertise my book, The Piper. Using Midjourney, I generated the image of one among my characters, Lucia, then uploaded it to HeyGen as an Avatar. I then added speech to the Avatar and had her talk concerning the book from her perspective. I posted it to Facebook. This helps creatively advertise my book.”

How do you employ AI? Tell us here.

🎓 Highlights: News, Guides & Events

• Read our last AI newsletter: OpenAI’s Apple hardware heist

• Read our last Tech newsletter: Nvidia and Intel’s $5B plot twist

• Read our last Robotics newsletter: Winged robo-birds take flight

• Today’s AI tool guide: Use GPT-5 in Microsoft 365 to investigate emails

• RSVP to next live workshop @ 4PM EST Friday: Automated Deep Research

See you soon,

Rowan, Joey, Zach, Shubham, and Jennifer — the humans behind The Rundown