Nvidia Powers OpenAI’s Future Now

In this episode, Jeff Jarvis and I break down Nvidia’s landmark $100 billion deal with OpenAI, Google’s rollout of Gemini in Chrome, and Bain’s report highlighting a massive AI revenue gap. We explore how these developments affect AI infrastructure, market power, and financial sustainability.

Note: Time codes subject to change depending on dynamic ad insertion by the distributor.

CHAPTERS:

0:02:05 - NVidia to invest $100b in OpenAI (openai.com/index/openai-nvidia-systems-partner…)

0:08:50 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)OpenAI Teams Up With Oracle and SoftBank to Build 5 New Stargate Data Centers (wired.com/story/openai-oracle-softbank-data-ce…)

0:18:44 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)An $800 Billion Revenue Shortfall Threatens AI Future, Bain Says (finance.yahoo.com/news/800-billion-revenue-sho…)

0:25:50 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)HBR: AI-Generated “Workslop” Is Destroying Productivity (hbr.org/2025/09/ai-generated-workslop-is-destr…)

0:34:10 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)Gemini in Chrome (but not in Workspace. Niagara Falls....) (gemini.google/overview/gemini-in-chrome)

0:39:59 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)Google’s Gemini AI is coming to your TV (techcrunch.com/2025/09/22/googles-gemini-ai-is…)

0:44:16 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)Google Play Store is adding a Gemini- powered ‘Sidekick’ to provide you real-time help during games (livemint.com/technology/tech-news/google-play-…)

0:47:36 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)Former NotebookLM devs’ new app, Huxe, taps audio to help you with news and research (techcrunch.com/2025/09/23/former-notebooklm-de…)

0:49:49 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)Sort of related: Finally, I found an 'Ultra' Android phone with specs and features that truly matter (zdnet.com/article/finally-i-found-an-ultra-and…)

0:55:07 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)ChatGPT is 3-8% of Google's search volume (seoclarity.net/research/how-many-searches-real…)

0:57:17 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)Schibsted data on click-through rates from ChatGPT (linkedin.com/posts/ezra-eeman-8a5ba64_at-futur…)

0:59:13 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)Scoop: Microsoft looks to build AI marketplace for publishers (axios.com/2025/09/23/microsoft-ai-marketplace-…)

1:01:46 - ⁠ (openai.com/index/openai-nvidia-systems-partner…)Meta launches super PAC to fight AI regulation (axios.com/2025/09/23/meta-superpac-ai-regulation)

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