NVIDIA to Invest up to $100B in OpenAI 💰!

Techtember is showing no signs of slowing down, and we’re here for it! 

Forward thinkers, welcome to issue #126 of the Neural Frontier! 😅

This week, we’re diving into NVIDIA’s $100B investment, OpenAI’s latest product release, and a strategic move from Microsoft. 

Ready or not, here we go! 💨

In a rush? Here's your quick byte: 

💰 NVIDIA to invest up to $100B in OpenAI!

🚀 OpenAI launches ChatGPT Pulse.

🤖 Microsoft brings Claude to Microsoft 365 Copilot users!

🎭 AI Reimagines: Vaporwave portraits!

🎯 Everything else you missed this week.  

⚡ The Neural Frontier’s weekly spotlight: 3 AI tools making the rounds this week.

💰 NVIDIA to invest up to $100B in OpenAI!

OpenAI and NVIDIA have announced a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure. 

The collaboration aims to scale the compute backbone for training advanced AI models and ultimately support OpenAI’s mission to build artificial general intelligence (AGI) that benefits everyone.

Here’s what you need to know:

💻 What the Partnership Entails

• Massive compute deployment: OpenAI will deploy at least 10 gigawatts of NVIDIA systems, representing millions of GPUs, across its datacenters.

• Progressive investment: NVIDIA plans to invest up to $100 billion in OpenAI, scaling with each gigawatt deployed.

• First phase timeline: The first gigawatt of NVIDIA systems will go live in the second half of 2026, utilizing NVIDIA’s Vera Rubin platform.

• Co-optimization: OpenAI and NVIDIA will jointly align infrastructure software and hardware roadmaps to maximize efficiency and performance.

🥅 Strategic Goals: The expanded compute capacity from this partnership will empower AI breakthroughs by enabling OpenAI to train and run next-generation AI models at scale. Beyond research, the collaboration is designed to support users and businesses, ensuring that the benefits of AI reach hundreds of millions of individuals, enterprises, small businesses, and developers worldwide. 

Additionally, the initiative strengthens a growing collaboration network, complementing OpenAI and NVIDIA’s ongoing work with Microsoft, Oracle, SoftBank, and Stargate partners.

🗣️ Executive Perspectives: NVIDIA CEO Jensen Huang emphasized the depth of the partnership’s history and its future ambitions: 

Additionally, OpenAI CEO Sam Altman framed the partnership as a foundation for the global economy of the future, stating:

This partnership positions OpenAI to continue leading in AI innovation while expanding global access to advanced AI services. By combining OpenAI’s AI expertise with NVIDIA’s hardware and software capabilities, the companies aim to accelerate the pace of AI development and deployment.

The OpenAI–NVIDIA partnership will be formalized in the coming weeks, marking a major milestone in scaling AI infrastructure for the next decade.

🚀 OpenAI launches ChatGPT Pulse.

OpenAI is rolling out ChatGPT Pulse, a new feature designed to generate personalized morning reports for users while they sleep. Pulse delivers five to ten briefs to get users up to speed on their day, encouraging them to check ChatGPT first thing in the morning, much like a news app or social media feed.

Here’s the lowdown:

🧠 Proactive AI Assistance: Pulse marks a broader shift in OpenAI’s consumer products toward asynchronous assistance, where AI works proactively rather than only responding to questions.

• Users can receive news roundups on specific topics, such as sports, or personalized briefs tailored to their interests and context.

• Reports are displayed as interactive cards featuring AI-generated images and text. Users can click each card to view full details or query ChatGPT for follow-ups.

• Pulse is compatible with Connectors, meaning it can pull information from apps like Google Calendar and Gmail to generate agendas, highlight emails, or surface upcoming events.

📊 Personalization Features: If ChatGPT Memory is enabled, Pulse can incorporate past interactions to create even more tailored reports. Example use cases include:

• Personalized travel itineraries based on hobbies or dietary preferences.

• Family activity suggestions, like group Halloween costume ideas.

• Context-specific news updates, such as updates on a favorite sports team.

⚡ Current Availability and Future Plans

• Pulse launches Thursday for subscribers to the $200/month Pro plan, appearing as a new tab in the ChatGPT app.

• OpenAI plans to expand access to Plus and free users once Pulse becomes more efficient.

• Future iterations aim to make Pulse more agentic, potentially performing tasks like:

  • Making restaurant reservations.

  • Drafting emails for user approval.

According to OpenAI product lead Adam Fry, Pulse’s design deliberately limits the number of reports each morning. This helps distinguish Pulse from engagement-optimized social media feeds.

Pulse may compete with news apps, paid newsletters, and traditional journalism, but Fry emphasizes it does not aim to replace these services. All sources are cited with links, maintaining transparency.

🤖 Microsoft brings Claude to Microsoft 365 Copilot users!

Microsoft is adding Anthropic’s Claude Sonnet 4 and Claude Opus 4.1 to Microsoft 365 Copilot, providing users with access to a broader range of AI models beyond OpenAI’s offerings. 

This update enables users to utilize Anthropic models in Researcher and Copilot Studio, expanding the options for AI-powered workflows.

Here’s how:

🖥️ Claude in Microsoft 365

• Researcher users now see a “Try Claude” button at the top of the Microsoft 365 Copilot app.

• Once opted in, users can switch seamlessly between OpenAI models and Claude Sonnet 4 or Claude Opus 4.1.

• Anthropic models are also available in Copilot Studio, Microsoft’s AI agent platform, enabling:

  • Deep reasoning tasks

  • Workflow automation

  • Flexible agentic operations

🌐 Cloud & Integration: Anthropic models remain hosted on Amazon Web Services. Microsoft accesses them via the Anthropic API, similar to other developers. This follows Microsoft’s earlier approach with xAI’s Grok 3 models on Azure, hinting at potential future hosting arrangements for Claude models.

This update builds on Microsoft’s recent favoring of Claude Sonnet 4 in GitHub Copilot for Visual Studio Code, where paid users now primarily rely on Anthropic models. Microsoft is reportedly exploring adding Claude models to Excel and PowerPoint, after testing indicated they outperformed OpenAI’s models in certain tasks.

🎭 AI Reimagines: Vaporwave portraits!

If you’re a fan of the vaporwave design style, you’re gonna love this week’s showcase. And if you aren’t, never say never 😼. 

Dive in!

🎯 Everything else you missed this week.

🤖 Google DeepMind’s new models help robots complete more complex tasks.

🚀 Elon Musk offers Grok to the US government for 42 cents.

🎵 Spotify updates its AI policy, with plans to label AI music in credits.

👨‍🔬 Gemini in Sheets can now suggest formulas and step-by-step instructions.

🔉 Google begins to launch real-time AI voice search.

⚡ The Neural Frontier’s weekly spotlight: 3 AI tools making the rounds this week. 

1. 📄 Deep Tagger: Deep Tagger is a no-code document processing platform that uses a "Highlight-and-Label" interface to train custom AI models for data extraction from any document type.

2. 🎯 Ruby AI: Ruby AI is an intelligent sales assistant that automates account research and strategy development for sales teams.

3. 🖼️ VisualGPT: VisualGPT is a comprehensive AI-powered image platform that combines generation, editing, and enhancement tools using premium models like Nano Banana, Flux, and Stable Diffusion. 

Wrapping up…

At the risk of sounding cringe, this has truly been a Techtember to remember!

Product releases and strategic partnerships left, front, right, and center. This begs the question: can we expect similar in Techtober?

Only one way to find out. 

Hit that Subscribe button, share this newsletter with a friend or two, and we’ll catch you next week! ✨