DATA CENTERS

OpenAI, Nvidia data center deal highlights AI’s hunger for power

There never seems to be enough power to feed AI’s growing hunger. 

On Monday, Nvidia and OpenAI announced a partnership to develop upwards of 10 gigawatts of AI data centers, powered by millions of the chip giant’s GPUs. As part of the deal, Nvidia will progressively invest $100 billion in OpenAI with each gigawatt deployed, with plans for the first to come online in the second half of 2026.

To put into perspective just how much power this deal is aiming to create, 10 gigawatts is enough to power roughly 8 million U.S. homes. The project will take up between 4 and 5 million GPUs, Nvidia CEO Jensen Huang told CNBC Monday, which is twice the amount the company shipped in 2024. 

“There’s never been an engineering project, a technical project of this scale, ever,” Huang told CNBC. Still, Huang noted that this is “the first 10 gigawatts,” and may only be the beginning.  

The bet marks these firms' ambitions that AI will completely upend the future of computing, with Huang claiming that every computing experience will eventually be “touched by AI” somehow as it breaks into “just about every single industry, every single use case we can imagine.”

For Nvidia, deals like this enable the company to "pick winners and losers in the AI race," Scott Bickley, advisory fellow at Info-Tech Research Group, told The Deep View. It allows the chip giant to build a "defensive moat" against competitors, while also potentially tempering OpenAI's ambitions in developing its own custom chips, he said. 

"(Nvidia) would love to lock in the most important player in this space, OpenAI, and enhance their goal of becoming the central platform of the AI era, not dissimilar to (Microsoft's) goals in the PC era." 

But getting to that future is going to require a lot of building, a problem OpenAI CEO Sam Altman recognizes. He told CNBC that in addition to investing in research and increasing product adoption, “we have to figure out how to do this unprecedented infrastructure challenge.”

Along with cementing OpenAI and Nvidia as the industry’s kingpins, this deal marks an attempt at solving that challenge – and an expensive one, at that.

It’s no secret that AI is a power hog. According to the International Energy Agency, data center power consumption is projected to account for almost half of the growth in electricity demand in the U.S. by 2030. But tech giants, once committed to bold climate initiatives, have become less keen on going green as AI ambitions cloud their vision.  With AI models growing more carbon-intensive as they get smarter, a future where every computing interaction is “touched by AI” could have major environmental consequences. 

TOGETHER WITH IBM

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IT leaders face rising complexity in hybrid and cloud environments.

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• Considerations for IT modernization

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• Perspectives on enterprise adoption strategies

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GENERATIVE AI

Capgemini tees up smarter AI at 2025 Ryder Cup

Capgemini is rolling out a new and improved version of its generative AI platform Outcome IQ at this year’s Ryder Cup, promising fans smarter, sleeker and faster match insights.

The Ryder Cup takes place Sept. 26-28 at the Bethpage Black Course in Farmingdale, New York.

First launched in 2023, Outcome IQ is designed to analyze shot-by-shot match data in real time, using historical player performance stats and course characteristics to generate “context-aware” insights and probability scoring. 

For 2025, Capgemini has supercharged its platform with generative AI and agentic systems, introducing new features including:

• Real-time, AI-fueled insights across digital and social media channels

• “What If” scenarios that simulate potential outcomes based on real-time changes

According to Capgemini, the new system can process as many as 360 insights simultaneously.

“Putting a match play scorecard together involves over 170 million possibilities,” said Pascal Brier, Capgemini’s chief innovation officer. “The AI system crunches the data every time a ball stops rolling, adapting dynamically to the unfolding match…help[ing] fans understand not just what’s happening, but what could happen next.”

The update comes as Capgemini ramps up its push to bring more AI capabilities to sporting events, following a recent company report that found more than half of global sports fans are already turning to AI for more personalized content.

The enhanced Outcome IQ will debut this week at Bethpage Black. Capgemini partnered closely with Ryder Cup Europe and the PGA of America to embed Outcome IQ into this year’s coverage. 

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AI is changing how businesses make money.

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RESPONSIBLE AI

Is AI weakening creativity, human connections?

AI may be growing increasingly prevalent in daily life, but concerns remain as to its effect on our minds and relationships.

A new Pew Research Center report surveyed more than 5,000 adults in the U.S. and found that a significant majority are more concerned than excited about the rise of AI. 

The most common concern: weakening human skills and connections.

Findings show that: 

• 53% of Americans believe AI will worsen people’s ability to think creatively

• 50% believe AI will erode people’s ability to form meaningful relationships

• Only 10% said they’re more excited than concerned about AI’s use.

Younger adults were particularly skeptical, with 61% of those under 30 stating that AI would impact people's creativity and 58% noting that it would affect relationships.

The inability to develop crucial skills such as curiosity and problem-solving, as well as lagging regulatory standards, were also highlighted.

Despite this overall cynicism, three-quarters of respondents still said they would use AI for daily tasks as long as it was for analytical rather than personal matters.

Many also welcomed its efficiency gains, with 41% of those who rated AI's benefits highly highlighting time savings as a key benefit.

“AI… it allows us to save something we can never get back: time,” one respondent said.

The findings show a clear message: Americans are generally open to AI for practical use cases, but uneasy about it replacing what makes us human. 

As one respondent noted: “as annoying and troublesome as hardships and obstacles can be, I believe the experience of encountering these things and overcoming them is essential to forming our character.”

LINKS

• Citi Corp. testing AI agents in a 5000-person pilot to see how helpful the tech will be 

• Report digs into what jobs AI will replace and which are safe from the tech taking over

• California issues historic fine over lawyer’s ChatGPT fabrications

• Scale AI launching new AI model leaderboard

• Meta rolls out AI assistant for Facebook dating

• If AI can diagnose patients, why do we need doctors?

• Meta’s AI glasses open new possibilities for the blind

• Perplexity Email Assistant: The latest update for Perplexity Max subscribers brings a personal AI assistant right to your inbox to take action on everything from drafting replies to organizing messages and scheduling meetings. 

• Notion 3.0: This update to Notion allows users to put AI agents to work, assigning tasks like creating documents, building databases or executing workflows.

• Humanly: An AI agent trained on 5 million candidate interviews that can handle recruiting tasks such as screening, scheduling and interviewing.

• Envelope: An AI agent to handle the digital tasks of event planning, including building registration pages, sending invitations and tracking guest engagement.

• Pie: An AI quality assurance team that can turn thousands of hours of product testing into 30 minutes.

• ByteDance: Machine Learning Engineer Graduate

• Meta: Software Engineer, Systems Machine Learning

• Microsoft: Director of Product Management, AI Hardware

• Google: Staff Data Scientist, Search Platforms

GAMES

POLL RESULTS

Do you think superintelligent AI could pose a real threat to humanity?

• Yes, AI could outsmart and overpower us (58%)

• No, humans will manage the risks (20%)

• Unsure, it’s impossible to predict (22%)