What is Nvidia’s $100B deal with OpenAI?

On September 24, The Daily AI Show opened with the week’s top AI news, spanning healthcare, chip innovation, commerce, and creative industries. The panel of Jimmy, Beth, and Andy highlighted breakthroughs in AI-driven bloodwork, Nvidia’s massive deal with OpenAI, Google’s new commerce push, Microsoft’s cooling tech, and Alibaba’s sweeping release of open-source models.

Key Points Discussed

• University of Waterloo develops an AI model that uses routine bloodwork to predict spinal cord injury recovery and mortality, promising fast triage and broader hospital access.

• Nvidia commits $100 billion to OpenAI via non-voting shares, tied to OpenAI buying up to 10 gigawatts of Nvidia chips—a circular deal raising antitrust questions.

• Google partners with PayPal, Amex, and Mastercard to launch agent-driven commerce through Chrome, signaling a coming wave of frictionless AI purchases.

• Microsoft unveils microfluidic cooling for chips, cutting energy use threefold with designs inspired by leaves and butterfly wings.

• Alibaba releases its Qwen3 model family, including trillion-parameter leaders and specialized variants for translation, coding, travel planning, safety, and more.

• Attention Labs debuts tech enabling AI to participate naturally in multi-speaker conversations, raising the possibility of true AI co-hosts.

• Google launches Gemini Live, a native audio model for smoother real-time voice interaction, and “Mixed Board,” a vision-board-style generative tool.

• Creative AI takes the spotlight: the Hux app turns inboxes and calendars into interactive AI-hosted podcasts, while the AI series “Whispers” and the AI musician Zenia Monet land major deals, pushing debates on transparency and artistry.

Timestamps & Topics

00:00:00 🩸 AI bloodwork predicts spinal cord injury outcomes

00:01:01 💰 Nvidia’s $100B circular deal with OpenAI

00:02:50 🛒 Google–PayPal partnership and agentic commerce

00:06:13 💧 Microsoft’s microfluidic chip cooling breakthrough

00:12:33 🌍 Google AI Mode expands to Spanish globally

00:13:39 🏯 Alibaba Qwen3 models: trillion-parameter Max, MoE Next, Guard, Travel, Live Translate, Coder, and more

00:22:40 🎭 AI acting, video puppetry, and Runway comparisons

00:27:08 🎙️ Attention Labs enables multi-speaker AI conversations

00:32:07 🗣️ Google Gemini Live upgrades voice interaction

00:34:45 🎨 Google Mixed Board creative tool demo

00:34:45 – 44:25 📉 Nvidia–OpenAI deal deep dive, Stargate context, Oracle and SoftBank ties

00:48:04 🧬 AI bloodwork breakthrough revisited in detail

00:53:40 🎧 Hux app: AI podcasts from inbox and calendars

01:02:24 🎥 AI series “Whispers” wins at Asian Content & Film Market

01:04:51 🎶 AI musician Zenia Monet signs $3M deal using Suno

01:07:10 🌺 Show wrap and preview of CRISPR GPT

Hashtags

#AInews #Nvidia #OpenAI #GoogleAI #AlibabaQwen #GeminiLive #AttentionLabs #AIinScience #AIinMedia #AIcommerce #SunoAI #DailyAIShow

The Daily AI Show Co-Hosts:

Andy Halliday, Beth Lyons, Brian Maucere, Eran Malloch, Jyunmi Hatcher, and Karl Yeh