The artificial intelligence industry has experienced a surge of major deals, new partnerships, and infrastructure expansions over the past 48 hours, setting fresh records for investment and ambition. The standout news is NVIDIA’s massive partnership with OpenAI. NVIDIA has agreed to provide at least 10 gigawatts of AI-optimized hardware by 2026 and invest up to 100 billion US dollars as part of OpenAI’s new data center buildout. This partnership represents one of the largest single investments in the sector’s history and signals an aggressive push toward larger, more powerful AI models. CoreWeave, another AI infrastructure provider, also expanded its collaboration with OpenAI, bringing their cumulative contracts to over 22 billion US dollars. Meanwhile, Oracle and SoftBank joined with OpenAI to announce construction of five new US data centers, raising total project investments to more than 400 billion dollars. In the UK, the US Tech Prosperity Deal unlocked 42 billion dollars in pledges from Microsoft, NVIDIA, and others, including deployment of 120,000 GPUs and 60,000 new advanced AI chips. These record-setting numbers signal both confidence in long-term demand and intensifying competition centered around AI compute infrastructure.

On the product front, Microsoft introduced generative capabilities and stronger AI agent support within its Power Apps platform, aiming for faster code generation and greater workplace automation. In the healthcare domain, Delphi-2M advanced generative disease forecasting trained on more than two million patient records, now able to predict over a thousand diseases. Price changes and supply constraints remain a concern, with unprecedented demand for GPUs continuing to put upward pressure on graphics chip prices and lead times.

Regulatory scrutiny is rising in parallel, driven by the scale and speed of development. The EU AI Act and the US regulatory sandbox are high on executive radars this week. In the workplace, new data highlights rapid labor shifts, with large employers like Salesforce replacing thousands of customer service jobs with AI agents. This both reflects and accelerates a notable shift in consumer and enterprise behavior toward automated, AI-driven interactions.

Compared to earlier this month, the scale and urgency of investment and the speed of product launches have reached new highs, while regulatory engagement and supply chain strains have intensified. The AI industry is entering a new phase, marked by larger infrastructure bets, deeper integration into business operations, and tougher policy oversight.

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This content was created in partnership and with the help of Artificial Intelligence AI