Nvidia becomes first $5 trillion company — from theaivallye.com by Barsee
PLUS: OpenAI IPO at $1 trillion valuation by late 2026 / early 2027

Nvidia has officially become the first company in history to cross the $5 trillion market cap, cementing its position as the undisputed leader of the AI era. Just three months ago, the chipmaker hit $4 trillion; it’s already added another trillion since.

Nvidia market cap milestones:

  • Jan 2020: $144 billion
  • May 2023: $1 trillion
  • Feb 2024: $2 trillion
  • Jun 2024: $3 trillion
  • Jul 2025: $4 trillion
  • Oct 2025: $5 trillion

The above posting linked to:

 

 

At the most recent NVIDIA GTC conference, held in Washington, D.C. in October 2025, CEO Jensen Huang announced major developments emphasizing the use of AI to “reindustrialize America”. This included new partnerships, expansion of the Blackwell architecture, and advancements in AI factories for robotics and science. The spring 2024 GTC conference, meanwhile, was headlined by the launch of the Blackwell GPU and significant updates to the Omniverse and robotics platforms.

During the keynote in D.C., Jensen Huang focused on American AI leadership and announced several key initiatives.

  • Massive Blackwell GPU deployments: The company announced an expansion of its Blackwell GPU architecture, which first launched in March 2024. Reportedly, the company has already shipped 6 million Blackwell chips, with orders for 14 million more by the end of 2025.
  • AI supercomputers for science: In partnership with the Department of Energy and Oracle, NVIDIA is building new AI supercomputers at Argonne National Laboratory. The largest, named “Solstice,” will deploy 100,000 Blackwell GPUs.
  • 6G infrastructure: NVIDIA announced a partnership with Nokia to develop a U.S.-based, AI-native 6G technology stack.
  • AI factories for robotics: A new AI Factory Research Center in Virginia will use NVIDIA’s technology for building massive-scale data centers for AI.
  • Autonomous robotaxis: The company’s self-driving technology, already adopted by several carmakers, will be used by Uber for an autonomous fleet of 100,000 robotaxis starting in 2027.


Nvidia and Uber team up to develop network of self-driving cars — from finance.yahoo.com by Daniel Howley

Nvidia (NVDA) and Uber (UBER) on Tuesday revealed that they’re working to put together what they say will be the world’s largest network of Level 4-ready autonomous cars.

The duo will build out 100,000 vehicles beginning in 2027 using Nvidia’s Drive AGX Hyperion 10 platform and Drive AV software.


Nvidia stock hits all-time high, nears $5 trillion market cap after slew of updates at GTC event — from finance.yahoo.com by Daniel Howley

Nvidia (NVDA) stock on Tuesday rose 5% to close at a record high after the company announced a slew of product updates, partnerships, and investment initiatives at its GTC event in Washington, D.C., putting it on the doorstep of becoming the first company in history with a market value above $5 trillion.

The AI chip giant is approaching the threshold — settling at a market cap of $4.89 trillion on Tuesday — just months after becoming the first to close above $4 trillion in July.


 

The Bull and Bear Case For the AI Bubble, Explained — from theneuron.ai by Grant Harvey
AI is both a genuine technological revolution and a massive financial bubble, and the defining question is whether miraculous progress can outrun the catastrophic, multi-trillion-dollar cost required to achieve it.

This sets the stage for the defining conflict of our technological era. The narrative has split into two irreconcilable realities. In one, championed by bulls like venture capitalist Marc Andreessen and NVIDIA CEO Jensen Huang, we are at the dawn of “computer industry V2”—a platform shift so profound it will unlock unprecedented productivity and reshape civilization.

In the other, detailed by macro investors like Julien Garran and forensic bears like writer Ed Zitron, AI is a historically massive, circular, debt-fueled mania built on hype, propped up by a handful of insiders, and destined for a collapse that will make past busts look quaint.

This is a multi-layered conflict playing out across public stock markets, the private venture ecosystem, and the fundamental unit economics of the technology itself. To understand the future, and whether it holds a revolution, a ruinous crash, or a complex mixture of both, we must dissect every layer of the argument, from the historical parallels to the hard financial data and the technological critiques that question the very foundation of the boom.


From DSC:
I second what Grant said at the beginning of his analysis:

**The following is shared for educational purposes and is not intended to be financial advice; do your own research! 

But I post this because Grant provides both sides of the argument very well.


 

 

The State of AI Report 2025 — from nathanbenaich.substack.com by Nathan Benaich

In short, it’s been a monumental 12 months for AI. Our eighth annual report is the most comprehensive it’s ever been, covering what you need to know about research, industry, politics, and safety – along with our first State of AI Usage Survey of 1,200 practitioners.

stateof.ai
.

 


 

OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems — from openai.com

  • Strategic partnership enables OpenAI to build and deploy at least 10 gigawatts of AI datacenters with NVIDIA systems representing millions of GPUs for OpenAI’s next-generation AI infrastructure.
  • To support the partnership, NVIDIA intends to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed.
  • The first gigawatt of NVIDIA systems will be deployed in the second half of 2026 on NVIDIA’s Vera Rubin platform.

Also on Nvidia’s site here.

The Neuron Daily comments on this partnership here and also see their thoughts here:

Why this matters: The partnership kicks off in the second half of 2026 with NVIDIA’s new Vera Rubin platform. OpenAI will use this massive compute power to train models beyond what we’ve seen with GPT-5 and likely also power what’s called inference (when you ask a question to chatGPT, and it gives you an answer). And NVIDIA gets a guaranteed customer for their most advanced chips. Infinite money glitch go brrr am I right? Though to be fair, this kinda deal is as old as the AI industry itself.

This isn’t just about bigger models, mind you: it’s about infrastructure for what both companies see as the future economy. As Sam Altman put it, “Compute infrastructure will be the basis for the economy of the future.”

Our take: We think this news is actually super interesting when you pair it with the other big headline from today: Commonwealth Fusion Systems signed a commercial deal worth more than $1B with Italian energy company Eni to purchase fusion power from their 400 MW ARC plant in Virginia. Here’s what that means for AI…

…and while you’re on that posting from The Neuron Daily, also see this piece:

AI filmmaker Dinda Prasetyo just released “Skyland,” a fantasy short film about a guy named Aeryn and his “loyal flying fish”, and honestly, the action sequences look like they belong in an actual film…

What’s wild is that Dinda used a cocktail of AI tools (Adobe FireflyMidJourney, the newly launched Luma Ray 3, and ElevenLabs) to create something that would’ve required a full production crew just two years ago.


The Era of Prompts Is Over. Here’s What Comes Next. — from builtin.com by Ankush Rastogi
If you’re still prompting your AI, you’re behind the curve. Here’s how to prepare for the coming wave of AI agents.

Summary: Autonomous AI agents are emerging as systems that handle goals, break down tasks and integrate with tools without constant prompting. Early uses include call centers, healthcare, fraud detection and research, but concerns remain over errors, compliance risks and unchecked decisions.

The next shift is already peeking around the corner, and it’s going to make prompts look primitive. Before long, we won’t be typing carefully crafted requests at all. We’ll be leaning on autonomous AI agents, systems that don’t just spit out answers but actually chase goals, make choices and do the boring middle steps without us guiding them. And honestly, this jump might end up dwarfing the so-called “prompt revolution.”


Chrome: The browser you love, reimagined with AI — from blog.google by Parisa Tabriz

A new way to get things done with your AI browsing assistant
Imagine you’re a student researching a topic for a paper, and you have dozens of tabs open. Instead of spending hours jumping between sources and trying to connect the dots, your new AI browsing assistant — Gemini in Chrome 1 — can do it for you. Gemini can answer questions about articles, find references within YouTube videos, and will soon be able to help you find pages you’ve visited so you can pick up exactly where you left off.

Rolling out to Mac and Windows users in the U.S. with their language set to English, Gemini in Chrome can understand the context of what you’re doing across multiple tabs, answer questions and integrate with other popular Google services, like Google Docs and Calendar. And it’ll be available on both Android and iOS soon, letting you ask questions and summarize pages while you’re on the go.

We’re also developing more advanced agentic capabilities for Gemini in Chrome that can perform multi-step tasks for you from start to finish, like ordering groceries. You’ll remain in control as Chrome handles the tedious work, turning 30-minute chores into 3-click user journeys.


 

The Top 100 [Gen AI] Consumer Apps 5th edition — from a16z.com


And in an interesting move by Microsoft and Samsung:

A smarter way to talk to your TV: Microsoft Copilot launches on Samsung TVs and monitors — from microsoft.com

Voice-powered AI meets a visual companion for entertainment, everyday help, and everything in between. 

Redmond, Wash., August 27—Today, we’re announcing the launch of Copilot on select Samsung TVs and monitors, transforming the biggest screen in your home into your most personal and helpful companion—and it’s free to use.

Copilot makes your TV easier and more fun to use with its voice-powered interface, friendly on-screen character, and simple visual cards. Now you can quickly find what you’re looking for and discover new favorites right from your living room.

Because it lives on the biggest screen in the home, Copilot is a social experience—something you can use together with family and friends to spark conversations, help groups decide what to watch, and turn the TV into a shared space for curiosity and connection.

 

GPT-5 is here — from openai.com
Our smartest, fastest, and most useful model yet, with thinking built in. Available to everyone.


Everything to know about GPT-5 — from theneurondaily.com by Grant Harvey
PLUS: We mean, really everything.

Why it matters: GPT-5 embodies a “team of specialists” approach—fast small models for most tasks, powerful ones for hard problems—reflecting NVIDIA’s “heterogeneous agentic system” vision. This could evolve into orchestration across dozens of specialized models, mirroring human collective intelligence.
Bottom line: GPT-5 isn’t AGI, but it’s a leap in usability, reliability, and breadth—pushing ChatGPT toward being a truly personal, expert assistant.

…and another article from Grant Harvey:


OpenAI launches GPT-5 to all ChatGPT users — from therundown.ai by Rowan Cheung and Shubham Sharma

Why it matters: OpenAI’s move to replace its flurry of models with a unified GPT-5 simplifies user experience and gives everyone a PhD-level assistant, bringing elite problem-solving to the masses. The only question now is how long it can hold its edge in this fast-moving AI race, with Anthropic, Google, and Chinese giants all catching up.


OpenAI’s ChatGPT-5 released — from getsuperintel.com by Kim “Chubby” Isenberg
GPT-5’s release marks a new era of productivity, from specialized AI tool to universal intelligence partner

The Takeaway

  • GPT-5’s unified architecture eliminates the effort of model switching and makes it the first truly seamless AI assistant that automatically applies the right level of reasoning for each task.
  • With 45% fewer hallucinations and 94.6% accuracy on complex math problems, GPT-5 exceeds the reliability threshold required for business-critical applications.
  • The model’s ability to generate complete applications from single prompts signals the democratization of software development and could revolutionize traditional coding workflows.
  • OpenAI’s “Safe Completions” training approach represents a new paradigm in AI safety, providing nuanced responses instead of blanket rejections for dual-use scenarios.

GPT-5 is live – but the community is divided — from getsuperintel.com by Kim “Chubby” Isenberg
For some, it’s a lightning-fast creative partner; for others, it’s a system that can’t even decide when to think properly

Many had hoped that GPT-5 would finally unite all models – reasoning, image and video generation, voice – “one model to rule them all,” but this expectation has not been met.


I broke OpenAI’s new GPT-5 and you should too — Brainyacts #266 — from thebrainyacts.beehiiv.com by Josh Kubicki

GPT-5 marks a profound change in the human/machine relationship.

OBSERVATION #1: Up until yesterday, using OpenAI, you could pick the exact model variant for your task: the one tuned for reasoning, for writing, for code, or for math. Each had its own strengths, and experienced users learned which to reach for and when. In GPT-5, those choices are gone. There’s just “GPT-5,” and the routing decisions of which mode, which tool, which underlying approach is made by the model.

  • For a beginner, that’s a blessing. Most novice users never knew the differences between the models anyway. They used the same one regardless of the task.
  • For an experienced user, the jury’s still out. On one hand, the routing could save time. On the other, it introduces unpredictability: you can no longer reliably choose the optimal model for your purpose. If GPT-5’s choice is wrong, you’re stuck re-prompting rather than switching.

GPT-5 learns from you — from theaivalley.com by Barsee

Why it matters:
GPT-5 signals a shift in AI’s evolution: progress through refinement, not revolution. While benchmarks show incremental gains, the real win is accessibility. Cheaper models (from $0.05 per million tokens) make AI more available to developers and casual users. This aligns with the Jevons Paradox, where lower costs could drive explosive adoption. However, the AGI hype faces reality checks. Fundraising may slow as investors focus on real-world utility over moonshots. For now, GPT-5 strengthens OpenAI’s market lead, proving AI’s future lies in practical applications, not just raw power.


GPT-5: It Just Does Stuff — from oneusefulthing.org by Ethan Mollick
Putting the AI in Charge

I have had early access to GPT-51, and I wanted to give you some impressions of what it is and what it means. But the answer to the first question everyone will have is: Yes, this is a big deal. I asked GPT-5 to show you why by pasting this intro paragraph, exactly as you’re reading it, into ChatGPT, including the phrase: “you are GPT-5, do something very dramatic to illustrate my point, it has to fit into the next paragraph.”

That was the only prompt I gave it. It “thought” for 24 seconds and wrote:

Thunderstruck. Here, watch. I build worlds. See ideas become instruments. I code, compose, and converse. Stories synthesize science; solutions spark, swiftly. Asks arrive; answers appear, astonishingly, across domains. Behold: business plans, blueprints, briefs, beautifully built, briskly. I infer intent, integrate insight, and iterate instantly, indefatigably. Gaps get gauged; goals get generated, guarded, and guaranteed gracefully. During dialogue, disparate data distills down; decisions develop deliberately, deftly, dependably. Everything explained efficiently, even ethics: evidence examined, empathy engaged, everywhere, everyday, equitably. All at once, ambiguous arguments align as actionable, accurate advice awaits anyone anywhere. Look: language, logic, learning, and long-term memory link, lifting lives and labor limitlessly worldwide.

 

One-size-fits-all learning is about to become completely obsolete. — from linkedin.com by Allie Miller


AI in the University: From Generative Assistant to Autonomous Agent This Fall — from insidehighered.com by
This fall we are moving into the agentic generation of artificial intelligence.

“Where generative AI creates, agentic AI acts.” That’s how my trusted assistant, Gemini 2.5 Pro deep research, describes the difference.

Agents, unlike generative tools, create and perform multistep goals with minimal human supervision. The essential difference is found in its proactive nature. Rather than waiting for a specific, step-by-step command, agentic systems take a high-level objective and independently create and execute a plan to achieve that goal. This triggers a continuous, iterative workflow that is much like a cognitive loop. The typical agentic process involves six key steps, as described by Nvidia:


AI in Education Podcast — from aipodcast.education by Dan Bowen and Ray Fleming


The State of AI in Education 2025 Key Findings from a National Survey — from Carnegie Learning

Our 2025 national survey of over 650 respondents across 49 states and Puerto Rico reveals both encouraging trends and important challenges. While AI adoption and optimism are growing, concerns about cheating, privacy, and the need for training persist.

Despite these challenges, I’m inspired by the resilience and adaptability of educators. You are the true game-changers in your students’ growth, and we’re honored to support this vital work.

This report reflects both where we are today and where we’re headed with AI. More importantly, it reflects your experiences, insights, and leadership in shaping the future of education.


Instructure and OpenAI Announce Global Partnership to Embed AI Learning Experiences within Canvas — from instructure.com

This groundbreaking collaboration represents a transformative step forward in education technology and will begin with, but is not limited to, an effort between Instructure and OpenAI to enhance the Canvas experience by embedding OpenAI’s next-generation AI technology into the platform.

IgniteAI announced earlier today, establishes Instructure’s future-ready, open ecosystem with agentic support as the AI landscape continues to evolve. This partnership with OpenAI exemplifies this bold vision for AI in education. Instructure’s strategic approach to AI emphasizes the enhancement of connections within an educational ecosystem comprising over 1,100 edtech partners and leading LLM providers.

“We’re committed to delivering next-generation LMS technologies designed with an open ecosystem that empowers educators and learners to adapt and thrive in a rapidly changing world,” said Steve Daly, CEO of Instructure. “This collaboration with OpenAI showcases our ambitious vision: creating a future-ready ecosystem that fosters meaningful learning and achievement at every stage of education. This is a significant step forward for the education community as we continuously amplify the learning experience and improve student outcomes.”


Faculty Latest Targets of Big Tech’s AI-ification of Higher Ed — from insidehighered.com by Kathryn Palmer
A new partnership between OpenAI and Instructure will embed generative AI in Canvas. It may make grading easier, but faculty are skeptical it will enhance teaching and learning.

The two companies, which have not disclosed the value of the deal, are also working together to embed large language models into Canvas through a feature called IgniteAI. It will work with an institution’s existing enterprise subscription to LLMs such as Anthropic’s Claude or OpenAI’s ChatGPT, allowing instructors to create custom LLM-enabled assignments. They’ll be able to tell the model how to interact with students—and even evaluate those interactions—and what it should look for to assess student learning. According to Instructure, any student information submitted through Canvas will remain private and won’t be shared with OpenAI.

Faculty Unsurprised, Skeptical
Few faculty were surprised by the Canvas-OpenAI partnership announcement, though many are reserving judgment until they see how the first year of using it works in practice.


 

Tech Nvidia CEO says robotics is chipmaker’s biggest opportunity after AI — from cnbc.com by Kif Leswing

Key Points
  • Nvidia CEO Jensen Huang said robotics was one of the two largest growth opportunities for the AI chipmaker.
  • In May, Nvidia said its robotics unit had $567 million in quarterly sales, or about 1% of the company’s total revenue.
  • “We stopped thinking of ourselves as a chip company long ago,” Huang said at Nvidia’s annual shareholders meeting.
 

Talk to Me: NVIDIA and Partners Boost People Skills and Business Smarts for AI Agents  — from blogs.nvidia.com by Adel El Hallak
NVIDIA Enterprise AI Factory validated design and latest NVIDIA AI Blueprints help businesses add intelligent AI teammates that can speak, research and learn to their daily operations.

Call it the ultimate proving ground. Collaborating with teammates in the modern workplace requires fast, fluid thinking. Providing insights quickly, while juggling webcams and office messaging channels, is a startlingly good test, and enterprise AI is about to pass it — just in time to provide assistance to busy knowledge workers.

To support enterprises in boosting productivity with AI teammates, NVIDIA today introduced a new NVIDIA Enterprise AI Factory validated design at COMPUTEX. IT teams deploying and scaling AI agents can use the design to build accelerated infrastructure and easily integrate with platforms and tools from NVIDIA software partners.

NVIDIA also unveiled new NVIDIA AI Blueprints to aid developers building smart AI teammates. Using the new blueprints, developers can enhance employee productivity through adaptive avatars that understand natural communication and have direct access to enterprise data.


NVIDIA CEO Envisions AI Infrastructure Industry Worth ‘Trillions of Dollars’ — from blogs.nvidia.com by Brian Caulfield
In his COMPUTEX keynote, Huang unveiled a sweeping vision for an AI-powered future, showcasing new platforms and partnerships.

“AI is now infrastructure, and this infrastructure, just like the internet, just like electricity, needs factories,” Huang said. “These factories are essentially what we build today.”

“They’re not data centers of the past,” Huang added. “These AI data centers, if you will, are improperly described. They are, in fact, AI factories. You apply energy to it, and it produces something incredibly valuable, and these things are called tokens.”

More’s coming, Huang said, describing the growing power of AI to reason and perceive. That leads us to agentic AI — AI able to understand, think and act. Beyond that is physical AI — AI that understands the world. The phase after that, he said, is general robotics.


Everything Revealed at Nvidia’s 2025 Computex Press Conference in 19 Minutes — from mashable.com
Nvidia is creating Omniverse Digital Twins of factories including humanoid robots

Watch all the biggest announcements from Nvidia’s keynote address at Computex 2025 in Taipei, Taiwan.


Dell unveils new AI servers powered by Nvidia chips to boost enterprise adoption — from reuters.com

May 19 (Reuters) – Dell Technologies (DELL.N), opens new tab on Monday unveiled new servers powered by Nvidia’s (NVDA.O), opens new tab Blackwell Ultra chips, aiming to capitalize on the booming demand for artificial intelligence systems.

The servers, available in both air-cooled and liquid-cooled variations, support up to 192 Nvidia Blackwell Ultra chips but can be customized to include as many as 256 chips.


Nvidia announces humanoid robotics, custom AI infrastructure tech at Computex 2025 — from finance.yahoo.com by Daniel Howley

Nvidia (NVDA) rolled into this year’s Computex Taipei tech expo on Monday with several announcements, ranging from the development of humanoid robots to the opening up of its high-powered NVLink technology, which allows companies to build semi-custom AI servers with Nvidia’s infrastructure.

During the event on Monday, Nvidia revealed its Nvidia Isaac GR00T-Dreams, which the company says helps developers create enormous amounts of training data they can use to teach robots how to perform different behaviors and adapt to new environments.


Addendums on 5/22/25:


 

Essential AI tools for better work — from wondertools.substack.com by Jeremy Caplan
My favorite tactics for making the most of AI — a podcast conversation

AI tools I consistently rely on (areas covered mentioned below)

  • Research and analysis
  • Communication efficiency
  • Multimedia creation

AI tactics that work surprisingly well 

1. Reverse interviews
Instead of just querying AI, have it interview you. Get the AI to interview you, rather than interviewing it. Give it a little context and what you’re focusing on and what you’re interested in, and then you ask it to interview you to elicit your own insights.”

This approach helps extract knowledge from yourself, not just from the AI. Sometimes we need that guide to pull ideas out of ourselves.


OpenAI’s Deep Research Agent Is Coming for White-Collar Work — from wired.com by Will Knight
The research-focused agent shows how a new generation of more capable AI models could automate some office tasks.

Isla Fulford, a researcher at OpenAI, had a hunch that Deep Research would be a hit even before it was released.

Fulford had helped build the artificial intelligence agent, which autonomously explores the web, deciding for itself what links to click, what to read, and what to collate into an in-depth report. OpenAI first made Deep Research available internally; whenever it went down, Fulford says, she was inundated with queries from colleagues eager to have it back. “The number of people who were DMing me made us pretty excited,” says Fulford.

Since going live to the public on February 2, Deep Research has proven to be a hit with many users outside the company too.


Nvidia to open quantum computing research center in Boston — from seekingalpha.com by Ravikash Bakolia

Nvidia (NASDAQ:NVDA) will open a quantum computing research lab in Boston which is expected to start operations later this year.

The Nvidia Accelerated Quantum Research Center, or NVAQC, will integrate leading quantum hardware with AI supercomputers, enabling what is known as accelerated quantum supercomputing, said the company in a March 18 press release.

Nvidia’s CEO Jensen Huang also made this announcement on Thursday at the company’s first-ever Quantum Day at its annual GTC event.


French quantum computer firm Pasqal links up with NVIDIA — from reuters.com

PARIS, March 21 (Reuters) – Pasqal, a fast-growing French quantum computer start-up company, announced on Friday a partnership with chip giant Nvidia (NVDA.O), opens new tab whereby Pasqal’s customers would gain access to more tools to develop quantum applications.

Pasqal said it would connect its quantum computing units and cloud platform onto NVIDIA’s open-source platform called CUDA-Q.


Introducing next-generation audio models in the API — from openai.com
A new suite of audio models to power voice agents, now available to developers worldwide.

Today, we’re launching new speech-to-text and text-to-speech audio models in the API—making it possible to build more powerful, customizable, and intelligent voice agents that offer real value. Our latest speech-to-text models set a new state-of-the-art benchmark, outperforming existing solutions in accuracy and reliability—especially in challenging scenarios involving accents, noisy environments, and varying speech speeds. These improvements increase transcription reliability, making the models especially well-suited for use cases like customer call centers, meeting note transcription, and more.


 

From DSC:
Look out Google, Amazon, and others! Nvidia is putting the pedal to the metal in terms of being innovative and visionary! They are leaving the likes of Apple in the dust.

The top talent out there is likely to go to Nvidia for a while. Engineers, programmers/software architects, network architects, product designers, data specialists, AI researchers, developers of robotics and autonomous vehicles, R&D specialists, computer vision specialists, natural language processing experts, and many more types of positions will be flocking to Nvidia to work for a company that has already changed the world and will likely continue to do so for years to come. 



NVIDIA’s AI Superbowl — from theneurondaily.com by Noah and Grant
PLUS: Prompt tips to make AI writing more natural

That’s despite a flood of new announcements (here’s a 16 min video recap), which included:

  1. A new architecture for massive AI data centers (now called “AI factories”).
  2. A physics engine for robot training built with Disney and DeepMind.
  3. partnership with GM to develop next-gen vehicles, factories and robots.
  4. A new Blackwell chip with “Dynamo” software that makes AI reasoning 40x faster than previous generations.
  5. A new “Rubin” chip slated for 2026 and a “Feynman” chip set for 2028.

For enterprises, NVIDIA unveiled DGX Spark and DGX Station—Jensen’s vision of AI-era computing, bringing NVIDIA’s powerful Blackwell chip directly to your desk.


Nvidia Bets Big on Synthetic Data — from wired.com by Lauren Goode
Nvidia has acquired synthetic data startup Gretel to bolster the AI training data used by the chip maker’s customers and developers.


Nvidia, xAI to Join BlackRock and Microsoft’s $30 Billion AI Infrastructure Fund — from investopedia.com by Aaron McDade
Nvidia and xAI are joining BlackRock and Microsoft in an AI infrastructure group seeking $30 billion in funding. The group was first announced in September as BlackRock and Microsoft sought to fund new data centers to power AI products.



Nvidia CEO Jensen Huang says we’ll soon see 1 million GPU data centers visible from space — from finance.yahoo.com by Daniel Howley
Nvidia CEO Jensen Huang says the company is preparing for 1 million GPU data centers.


Nvidia stock stems losses as GTC leaves Wall Street analysts ‘comfortable with long term AI demand’ — from finance.yahoo.com by Laura Bratton
Nvidia stock reversed direction after a two-day slide that saw shares lose 5% as the AI chipmaker’s annual GTC event failed to excite investors amid a broader market downturn.


Microsoft, Google, and Oracle Deepen Nvidia Partnerships. This Stock Got the Biggest GTC Boost. — from barrons.com by Adam Clark and Elsa Ohlen


The 4 Big Surprises from Nvidia’s ‘Super Bowl of AI’ GTC Keynote — from barrons.com by Tae Kim; behind a paywall

AI Super Bowl. Hi everyone. This week, 20,000 engineers, scientists, industry executives, and yours truly descended upon San Jose, Calif. for Nvidia’s annual GTC developers’ conference, which has been dubbed the “Super Bowl of AI.”


 

Nvidia helps launch AI platform for teaching American Sign Language — from venturebeat.com by Dean Takahashi; via Claire Zau

Nvidia has unveiled a new AI platform for teaching people how to use American Sign Language to help bridge communication gaps.

The Signs platform is creating a validated dataset for sign language learners and developers of ASL-based AI applications.

Nvidia, the American Society for Deaf Children and creative agency Hello Monday are helping close this gap with Signs, an interactive web platform built to support ASL learning and the development of accessible AI applications.


Using Gen AI to Design, Implement, and Assess PBL — from gettingsmart.com by David Ross

Key Points

  • Generative AI can significantly reduce the time and effort required in designing PBL by providing tools for research, brainstorming, and organization.
  • AI tools can assist educators in managing project implementation and assessment, providing formative feedback and organizing resources efficiently.

I usually conclude blogs with some pithy words, but this time I’ll turn the microphone over to Rachel Harcrow, a high school English/Language Arts teacher at Young Women’s College Prep Charter School of Rochester, NY: “After years of struggling to call myself a PBL practitioner, I finally feel comfortable saying I am, thanks to the power of Gen AI,” Harcrow told me. “Initial ideas now turn into fully fledged high-quality project plans in minutes that I can refine, giving me the space and energy to focus on what truly matters: My students.”


AI Resources for District Leaders — from techlearning.com by Steve Baule
Educational leaders aiming to effectively integrate generative AI into their schools should consider several key resources

To truly harness the transformative power of generative AI in education, district leaders must navigate a landscape rich with resources and opportunities. By delving into state and national guidelines, exploring successful case studies, utilizing innovative planning tools, and engaging in professional development, educational leaders can craft robust implementation plans. These plans can then assist in integrating AI seamlessly into their schools and elevate the learning experience to new heights.


Anthropic brings ‘extended thinking’ to Claude, which can solves complex physics problems with 96.5% accuracy — from rdworldonline.com by Brian Buntz

Anthropic, a favorite frontier AI lab among many coders and genAI power users has unveiled Claude 3.7 Sonnet, its first “hybrid reasoning” AI model. It is capable of both near-instant answers and in-depth, step-by-step reasoning within a single system.

Users can toggle an extended thinking mode where the model self-reflects before answering, considerably improving performance on complex tasks like math, physics and coding. In early testing by the author, the model largely succeeded in creating lines of Python (related to unsupervised learning) that were close to 1,000 lines long that ran without error on the first or second try, including the unsupervised machine learning task shown below:


New Tools. Old Complaints. Why AI Won’t Kill Education or Fix it  — from coolcatteacher.com by Vicki Davis; via Stephen Downes

AI won’t kill education. But will it kill learning? The challenge isn’t AI itself—it’s whether students can still think for themselves when the answers are always one click away.

Wait. Before you go, let me ask you one thing.
AI has opportunities to help learning. But it also won’t fix it. The real question isn’t whether students can use AI—but whether they’re still learning without it.

Whether the learning is happening between the ears.

And so much of what we teach in schools isn’t the answers on a test. It answers questions like “What is my purpose in life?” “How do I make friends?” and “How can I help my team be stronger.” Questions that aren’t asked on a test but are essential to living a good life. These questions aren’t answered between the ears but within the heart.

That, my friends, is what teaching has always been about.

The heart.

And the heart of the matter is we have new challenges, but these are old complaints. Complaints since the beginning of time and teaching. And in those days, you didn’t need kids just to be able to talk about how to build a fire, they had to make one themselves. Their lives depend on it.

And these days, we need to build another kind of fire. A fire that sparks the joy of learning. The joy of the opportunities that await us sparked by some of the most powerful tools ever invented. Kids need to not be able to just talk about making a difference, they need to know how to build a better world tomorrow. Our lives depend on it.


How Debating Skills Can Help Us In The Fight Against AI — from adigaskell.org by Adi Gaskell

Debating skills have a range of benefits in the workplace, from helping to improve our communication to bolstering our critical thinking skills. Research from the University of Mississippi suggests it might also help us in the battle with AI in the workplace.

We can often assume that debate teaches us nothing more than how to argue our point, but in order to do this, we have to understand both our own take on a subject and that of our opponent. This allows us to see both sides of any issue we happen to be debating.

“Even though AI has offered a shortcut through the writing process, it actually still is important to be able to write and speak and think on your own,” the researchers explain. “That’s what the focus of this research is: how debate engenders those aspects of being able to write and speak and study and research on your own.”

 

Introducing Operator — from openai.com
A research preview of an agent that can use its own browser to perform tasks for you. Available to Pro users in the U.S.

Today we’re releasing Operator, an agent that can go to the web to perform tasks for you. Using its own browser, it can look at a webpage and interact with it by typing, clicking, and scrolling. It is currently a research preview, meaning it has limitations and will evolve based on user feedback. Operator is one of our first agents, which are AIs capable of doing work for you independently—you give it a task and it will execute it.

Per the Rundown AI:

“OpenAI just launched Operator, an AI agent that can independently navigate web browsers to complete everyday tasks — marking the company’s first major step into autonomous AI assistants.”



…and speaking of agents/assistants:


DeepSeek shakes the world of AI — from heatherbcooper.substack.com by Heather B. Cooper

DeepSeek: A New AI Powerhouse for Everyday Users

DeepSeek is an advanced AI platform developed by a Chinese startup, offering tools like DeepSeek-R1 (nicknamed “DeepThink”) that rival top models like ChatGPT. Here’s what you need to know:

Key Features

  1. Human-Like Reasoning
  2. Cost-Effective & Open-Source
  3. Web Search Integration

State of AI in 2025 exposed — from theneurondaily.com by Grant Harvey
PLUS: When to use Gemini instead of ChatGPT…

The State of AI Development in 2025…

Late last year, we helped Vellum survey over 1,250 AI builders to understand where AI development is really heading. Spoiler alert: It’s not quite the AI takeover you might expect.

Here’s the surprising truth about AI development in 2025: most companies are still figuring it out.

Only 25.1% of businesses have actually deployed AI in production. Everyone else is split between building proofs of concept (21%), beta testing (14.1%), or still working on their strategy (25%). The rest are somewhere between talking to users and evaluating their initial attempts.

 

NVIDIA Partners With Industry Leaders to Advance Genomics, Drug Discovery and Healthcare — from nvidianews.nvidia.com
IQVIA, Illumina, Mayo Clinic and Arc Institute Harness NVIDIA AI and Accelerated Computing to Transform $10 Trillion Healthcare and Life Sciences Industry

J.P. Morgan Healthcare Conference—NVIDIA today announced new partnerships to transform the $10 trillion healthcare and life sciences industry by accelerating drug discovery, enhancing genomic research and pioneering advanced healthcare services with agentic and generative AI.

The convergence of AI, accelerated computing and biological data is turning healthcare into the largest technology industry. Healthcare leaders IQVIA, Illumina and Mayo Clinic, as well as Arc Institute, are using the latest NVIDIA technologies to develop solutions that will help advance human health.

These solutions include AI agents that can speed clinical trials by reducing administrative burden, AI models that learn from biology instruments to advance drug discovery and digital pathology, and physical AI robots for surgery, patient monitoring and operations. AI agents, AI instruments and AI robots will help address the $3 trillion of operations dedicated to supporting industry growth and create an AI factory opportunity in the hundreds of billions of dollars.


AI could transform health care, but will it live up to the hype? — from sciencenews.org by Meghan Rosen and Tina Hesman Saey
The technology has the potential to improve lives, but hurdles and questions remain

True progress in transforming health care will require solutions across the political, scientific and medical sectors. But new forms of artificial intelligence have the potential to help. Innovators are racing to deploy AI technologies to make health care more effective, equitable and humane.

AI could spot cancer early, design lifesaving drugs, assist doctors in surgery and even peer into people’s futures to predict and prevent disease. The potential to help people live longer, healthier lives is vast. But physicians and researchers must overcome a legion of challenges to harness AI’s potential.


HHS publishes AI Strategic Plan, with guidance for healthcare, public health, human services — from healthcareitnews.com by Mike Miliard
The framework explores ways to spur innovation and adoption, enable more trustworthy model development, promote access and foster AI-empowered healthcare workforces.

The U.S. Department of Health and Human Services has issued its HHS Artificial Intelligence Strategic Plan, which the agency says will “set in motion a coordinated public-private approach to improving the quality, safety, efficiency, accessibility, equitability and outcomes in health and human services through the innovative, safe, and responsible use of AI.”


How Journalism Will Adapt in the Age of AI — from bloomberg.com/ by John Micklethwait
The news business is facing its next enormous challenge. Here are eight reasons to be both optimistic and paranoid.

AI promises to get under the hood of our industry — to change the way we write and edit stories. It will challenge us, just like it is challenging other knowledge workers like lawyers, scriptwriters and accountants.

Most journalists love AI when it helps them uncover Iranian oil smuggling. Investigative journalism is not hard to sell to a newsroom. The second example is a little harder. Over the past month we have started testing AI-driven summaries for some longer stories on the Bloomberg Terminal.

The software reads the story and produces three bullet points. Customers like it — they can quickly see what any story is about. Journalists are more suspicious. Reporters worry that people will just read the summary rather than their story.

So, looking into our laboratory, what do I think will happen in the Age of AI? Here are eight predictions.


‘IT will become the HR of AI agents’, says Nvidia’s CEO: How should organisations respond? — from hrsea.economictimes.indiatimes.com by Vanshika Rastogi

Nvidia’s CEO, Jensen Huang’s recent statement “IT will become the HR of AI agents” continues to spark debate about IT’s evolving role in managing AI systems. As AI tools become integral, IT teams will take on tasks like training and optimising AI agents, blending technical and HR responsibilities. So, how should organisations respond to this transformation?

 
© 2025 | Daniel Christian