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My fellow AI explorers

OpenAI and NVIDIA dropped a monster plan that reframes the AI race around one word: compute. Let’s peel it back without getting zapped.

In today’s edition:

• ⚙️ 10 GW, millions of GPUs, H2’26 kick-off: what the deal actually says

• 🧩 Microsoft–OpenAI MOU: how it fits (and doesn’t) with the NVIDIA pact

• 🧰 Hands-on upgrades: Claude’s new file-creation + NotebookLM’s “Debate” audio

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AI Energy

OpenAI × NVIDIA: The 10-Gigawatt Bet On AI Factories

OpenAI and NVIDIA have inked a plan to deploy at least 10 gigawatts of NVIDIA systems, representing millions of GPUs, to train and serve OpenAI’s next generation of models. NVIDIA will invest up to $100B in OpenAI as each gigawatt comes online, with the first 1 GW scheduled for H2 2026 on NVIDIA’s new Vera Rubin platform (NVIDIA newsroom, NVIDIA blog).

Here’s what stands out:

• Phased capital: Funding flows per gigawatt, de-risking giant lump-sum bets.

• Separate lanes: This sits alongside OpenAI’s Stargate project with Oracle/SoftBank (now ~7 GW planned) (Reuters, Wired).

• Scale reality: Ten gigawatts is grid-scale—equivalent to ~10 nuclear reactors or multiple Hoover Dams.

The bigger picture: This is the largest disclosed compute build by any Western AI lab. It signals that the AI race is less about clever architectures and more about megawatts + megafabs. With xAI’s Colossus 2 already online at gigawatt scale and Google/Amazon ramping their own chips, the competition shifts from “who has the best model?” to “who can actually build and power the cluster?”

🔮 Prediction: 2026–2028 will be the era of power-constrained AI. The winners vertically integrate site + power + silicon + software, and product rollouts will be gated by megawatts, not papers.

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AI Partnership

Microsoft × OpenAI: The “We’re Still Together” MOU

Microsoft and OpenAI issued a joint MOU affirming the next phase of their partnership (Microsoft blog, OpenAI blog).

• Azure remains central, but OpenAI is clearly portfolio-optimizing compute across Azure, Oracle/Stargate, and now NVIDIA-run systems.

• NVIDIA is also teaming with Intel in a $5B deal to fuse CPU + GPU roadmaps and widen packaging supply.

• Takeaway: Coopetition is now the model. Microsoft gets early access, NVIDIA gets demand lock-in, and OpenAI gets options.

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Google

NotebookLM Adds Audio “Brief,” “Critique,” and “Debate”

Google’s NotebookLM just added new Audio Overview formats beyond the default “Deep Dive” (9to5Google, TechRadar).

• Brief: 1–2 minute executive recap.

• Critique: Hosts analyze and red-team your draft.

• Debate: Pro/con sparring to surface blind spots.

🎧 Imagine turning your pitch deck into a “Debate” to hear objections before the boardroom. NotebookLM is morphing from study tool into AI rehearsal studio.

30-Second AI Play

Turn Dense PDFs into Slides & Sheets

Claude now creates and edits PowerPoints, Excel sheets, Word docs, and PDFs directly in chat (Max/Team/Enterprise today; Pro rolling out). Just toggle Settings → Features → “Upgraded file creation and analysis” (Anthropic post).

How to use it:

1. Upload a PDF → “Make a 12-slide deck with 3 takeaways per section.”

2. Follow up → “Build an Excel summary tab with key stats and a separate sources tab.”

3. Package → “Export the deck + sheet as a zip.”

💡 Pro tip: This is a game-changer for fast client updates, class deliverables, or investor decks—without hopping tools.

Other Relevant AI News!

🛰️ Stargate expands: OpenAI, Oracle, and SoftBank are adding five new U.S. data centers, boosting planned capacity to ~7 GW (Reuters)

🧮 NVIDIA × Intel: A $5B tie-up will deliver co-developed CPUs + GPUs to ease global supply bottlenecks (OPB)

🗣️ NotebookLM upgrades: Try the new Brief, Critique, and Debate audio modes—your commute just got smarter (9to5Google)

Golden Nuggets

• ⚡️ Compute = power: Ten gigawatts makes siting and substations the real bottleneck.

• 🏗️ The race shifts: Execution now means EPC, not just model papers.

• 🧠 Workflow wins: Claude’s file ops + NotebookLM debates make AI feel practical today.

Until our next AI rendezvous,

Anthony | Founder of Uncover AI

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