

Nvidia investing $100 billion in OpenAI
Sep 23, 2025
Nvidia's jaw-dropping $100 billion investment in OpenAI aims to advance artificial intelligence, shaking the tech world. Meanwhile, Jaguar Land Rover faces major production delays due to a recent cyberattack, impacting dealers worldwide. In the U.S., Jimmy Kimmel returns to the screen amidst controversy, as some ABC affiliates refuse to air his comeback. The podcast delves into the complexities of AI integration in daily life, potential investor concerns about an AI bubble, and the evolving dynamics of broadcast politics.
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NVIDIA Becomes OpenAI's Financial Engine
- NVIDIA's $100bn pledge to OpenAI ties the leading AI chipmaker directly to the leading AI software firm and deepens their mutual dependence.
- The deal shifts financial risk toward NVIDIA while guaranteeing massive chip demand for OpenAI's future models.
Scale Is The Strategy For Next‑Gen AI
- Lily Jamali frames the investment as part of a 'bigger is better' strategy: more data centres and chips to train next‑gen models.
- The aim is progress toward superintelligence / AGI, which remains contested and uncertain.
Funding Eases Cash Worries But Raises Capacity Questions
- The funding removes immediate liquidity concerns for OpenAI and can attract further market confidence and deals.
- But analysts question whether the market truly needs the sheer additional capacity being funded now.