Ep28 OpenAI, NVIDIA, Meta, Google & Musk: The $700 Billion AI Power Grab

Welcoming back Thomas Odenwald to the AI Outcomes podcast! In this episode, we cover the breakneck pace of AI development across the globe—including billion-dollar deals, infrastructure arms races, and enterprise breakthroughs. From OpenAI’s $300B Oracle deal to NVIDIA’s 10-gigawatt AI datacenter push, we explore the money, the muscle, and the emerging power struggles. We discuss Meta’s latest smart glasses, Google’s Gemini 2.5 outperforming humans in coding, and what ChatGPT-5 means for the enterprise.

We also dig into Europe’s position—with SAP focusing on AI inference, the EU AI Act backlash, and promising innovation in healthcare and public-good AI from Switzerland and the UK. And we finish on a shock: China has now overtaken the US in AI model downloads.

00:00 Welcome Back & Introduction
00:51 The Pace of AI Development
01:25 US-UK Tech Prosperity Deal
06:22 OpenAI-Oracle $300 Billion Deal
09:46 NVIDIA's Massive Investments
11:26 NVIDIA's $100 Billion OpenAI Partnership
13:43 Meta's Smart Glasses Launch
17:30 Where AI Gets Its Training Data
23:04 ChatGPT-5 Release & Reception
26:54 Elon Musk's Colossus 2 & Grok Updates
28:08 Google Gemini 2.5 & AI Programming
34:36 OpenAI Usage Data & Enterprise Challenges
37:27 Deterministic AI: The Enterprise Breakthrough
39:39 Europe's AI Strategy & EU AI Act
42:02 SAP's Focus on AI Inference
47:03 European AI Innovation in Healthcare
50:05 China Overtakes US in AI Model Downloads
52:17 Closing Thoughts & Wrap-Up

Connect with Thomas Odenwald: https://www.linkedin.com/in/thomasodenwald/

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