OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?

Big Technology Podcast

Alex Kantrowitz

Technology, Religion & Spirituality, Business News, Business, Religion, Science, Philosophy, Society & Culture, Entrepreneurship, Management, Marketing, Politics, News Commentary, Government, Investing, Tech News, Social Sciences, News

4.6 • 395 Ratings

🗓️ 26 September 2025

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Nvidia invests $100 billion in OpenAI 2) Will the money ever get there? 3) Do AI companies have to make money eventually? 4) What has to happen for OpenAI to return NVIDIA's investment? 5) Is another financial crisis coming? 6) OpenAI's new Pulse feature 7) Is Pulse a precursor to ChatGPT ads? 8) Meta's new Vibes feed of AI slop 9) TikTok deal is on the table 10) Ranjan says TIkTok deal isn't happening 11) A promise to be less gloom and doom next week :) --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here’s 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Three Faces Of Generative AI: https://www.bigtechnology.com/p/the-three-faces-of-generative-ai Questions? Feedback? Write to: [email protected]

Transcript

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0:00.0	Nvidia plans to invest $100 billion in Open AI, but will the full deal ever come to fruition?
0:06.1	Chat Chippy T wants to give you morning updates on your interests.
0:09.8	Meta has a new feed of AI slop, and the TikTok deal is here, seemingly.
0:15.3	We'll cover it all on a Big Technology Podcast Friday edition right after this.
0:19.9	Welcome to Big Technology Podcast Friday edition where we break down the news in our traditional
0:24.1	cool-headed and nuanced format.
0:26.4	We have so much to talk about with you today.
0:28.4	Great show coming up.
0:29.8	We're going to cover everything from this massive tie-up between Nvidia and OpenAI, where
0:35.4	Nvidia is going to invest $100 billion in Open AI, but seemingly all that money is just going to come right back into
0:41.3	Nvidia's pocket. We'll also talk about this new chat sheet BT feature called Pulse, this new feed that meta has of AI generated images and video called vibes and the fact that we are very close to a TikTok deal
0:57.5	that will enable the apps to continue to operate in the United States.
1:01.6	We'll look at whether it's fair and what is going to be the result of this transaction.
1:06.9	Joining us as always on Fridays is Ron John Roy of margins.
1:09.8	Ron John, great to see you. We got TikTok pulse pulse, and vibes. We're basically Gen Ziers today, Alex. I'm excited for this. If one of us say the term no cap, then I think we will blend into our topics. So cringe. So cringe. I don't think we're going to pull this off, Ron John. No, I don't think so either, but we tried. We did try. And speaking of trying, we have two companies really trying to pull something even more daring off. And that is this $100 billion dollar investment that NVIDIA is planning to put into Open AI. Here's from the Wall Street Journal. Invidia and Open AI, two US giants powering America's race for AI superintelligence
1:49.0	outlined an expansive partnership on Monday, including plans for an enormous data center buildout
1:55.0	and a $100 billion investment by the chip maker into the startup.
2:00.0	I love how like the Wall Street Journal is already
2:01.9	adopting the term superintelligence. The deal announced Monday will allow OpenAI to build and
2:07.9	deploy at least 10 gigawatts of Nvidia systems for its artificial intelligence data centers
2:14.3	to train and run its next generation of models.
2:18.3	The amount of electricity is roughly comparable to what is produced by more than four
	...

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