Overview

• OpenAI will deploy at least 10 GW of NVIDIA-based data-center capacity, with the first phase targeted for the second half of 2026 on the Rubin platform, and specifics to be finalized in the coming weeks.
• NVIDIA said it will invest up to $100 billion in OpenAI in stages tied to each gigawatt deployed, while emphasizing the commitment will not change strategic priorities or product supply for other customers.
• Antitrust experts warned the arrangement could confer an unfair advantage given NVIDIA’s dominance in GPUs, raising concerns about pricing and delivery terms for rivals.
• China’s Dongfeng Motor and Huawei unveiled a joint innovation lab focused on in-vehicle software, assisted driving, AI applications and embodied intelligence, followed by a leadership meeting to deepen cooperation across product definition and commercialization.
• Seres reported cumulative deliveries of AITO M5, M7, M8 and M9 models surpassing 800,000, with the M9 totaling 240,000 and maintaining an 18‑month lead in China’s 500,000‑yuan‑plus segment.