Wall Street Breakfast Next stage of AI revolution arrives
Sep 23, 2025
The latest advancements in AI are sparking a new investment phase, thanks to a significant Nvidia-OpenAI deal. Alibaba has revealed its powerful QEM3 Omni multimodal language model, capable of real-time interaction across multiple formats. Meanwhile, Nissan showcased its innovative AI self-driving system designed for urban navigation. Experts discuss how AI infrastructure spending might be helping stave off a U.S. recession, despite troubling employment statistics. It's an exciting time for technological progress!
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Massive GPU Supply Concentrates Power
- NVIDIA will provide 4 to 5 million GPUs, roughly its entire 2025 shipment and double 2024's.
- That scale amplifies supply concentration and tightens NVIDIA's central role in the AI investment cycle.
Deal Lowers OpenAI's Financing Risk
- Wedbush says the NVIDIA-OpenAI tie strengthens leadership in the AI revolution and reduces OpenAI's credit risk.
- The move provides OpenAI cheaper capital and cements NVIDIA's strategic influence.
Global AI Buildout Is Widespread
- Large-scale AI investments are happening globally in the UAE, Saudi Arabia, and the UK.
- These multinational commitments signal synchronized worldwide AI infrastructure expansion.