Overview

• OpenAI outlined a global buildout of AI compute valued at up to $1 trillion, with construction underway at a vast Abilene, Texas site that executives described as a future flagship supercomputing campus.
• Nvidia announced an investment of up to $100 billion in OpenAI tied to jointly developing at least 10 GW of AI data centers, a scale Jensen Huang equated to roughly 4–5 million GPUs.
• OpenAI detailed U.S. data-center collaborations with Oracle and SoftBank, including three Oracle sites, two with SoftBank, and an expansion of Oracle’s Abilene facility.
• Qualcomm launched an AI Acceleration Initiative in China with GTI, the three national carriers, and major OEMs such as Xiaomi, Honor, vivo, OPPO and ZTE, as CAICT reports the domestic AI industry exceeded ¥900 billion in 2024.
• Qualcomm officially released its fifth‑generation Snapdragon 8 platform with Xiaomi 17 as the first device, setting up a 2025 flagship contest with MediaTek’s Dimensity 9500 on performance, efficiency and on‑device AI.