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Nvidia 🤝 OpenAI
Plus: Meta cracks down on AI safety
Welcome back! Sam Altman teased a slate of new features for ChatGPT, but only for those on the $200/month Pro plan. On top of that, some extra features have additional fees. The excuse: They’re energy-intensive and expensive to run.
Altman says they’re working on bringing the costs down, but for now, the future of ChatGPT looks pricey.


Nvidia Bets $100B on OpenAI

Nvidia CEO Jensen Huang / Via The Information
Nvidia plans to invest up to $100 billion in OpenAI to build massive AI data centers capable of delivering 10 gigawatts of compute power—enough to power millions of homes.
The details: The investment will bankroll OpenAI’s next generation of models and give the company more room to expand beyond its reliance on Microsoft for cloud computing. Nvidia will serve as a “preferred strategic partner” for OpenAI’s infrastructure growth, though it’s still unclear whether the investment will come in chips, credits, or cash.
The bottom line? Compute is becoming the most valuable currency in AI.
What’s next: Building “AI factories” doesn’t come cheap. If this deal goes through, expect more mega-investments as companies race to secure the resources needed to stay competitive.
Meta Fights State AI Laws with Super PAC
Meta is pouring “tens of millions” into a new super PAC, the American Technology Excellence Project, to push back against state-level AI regulation.
The details:
The PAC will support candidates from both parties in the 2026 midterms who favor tech development and AI leadership.
It will be run by Republican strategist Brian Baker and Democratic consulting firm Hilltop Public Solutions.
Beyond regulation, the group plans to campaign on parental control of kids’ online and AI use, a direct response to heightened scrutiny of Meta’s child safety record.
Sound familiar? Meta’s move follows similar efforts by Andreessen Horowitz and OpenAI president Greg Brockman, who launched a $100M PAC earlier this year.
The context: States are becoming the main battleground for AI rules, with more than 1,000 bills introduced this year. In California alone, two bills awaiting the governor’s signature would regulate AI companion chatbots for minors and set transparency standards for large AI companies. Meta’s PAC is designed to blunt those kinds of state efforts before they spread.
The bigger fight: Silicon Valley’s goal is to stop a patchwork of state laws from slowing innovation while the US races against China on AI. With Congress gridlocked, the statehouse is now where Big Tech is concentrating its firepower.
Google Gemini Just Dropped 3 Major Updates
Gemini just rolled out its September Drop, landing three major upgrades after dethroning ChatGPT as the most-downloaded app across iOS and Android.
What’s new:
Nano Banana image editing → lets you restyle photos, add props, and preview how that new paint color looks in your living room
Upgraded Gemini Live → improved camera-based interactions, so the AI can point out what you should focus on in real time
Custom Gems go social → users can share their personalized bots, plus edit web apps in Canvas, without touching a line of code
Why it matters: Most of these upgrades target casual AI users rather than enterprises. Is this a sign of tech companies’ new target audience?

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Jobs, announcements, and big ideas
More than 200 global leaders urged the United Nations to establish AI red lines.
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Meta’s Llama AI models have been adopted by US government agencies to strengthen national security efforts.
Google launched AI Mode in Search worldwide for Spanish-speaking users.
Major record labels sued Suno AI, alleging the company illegally copied songs from YouTube to train its music generator.
Facebook Dating rolled out an AI chatbot that offers personalized match recommendations based on user preferences.
Microsoft revealed new research showing how generative AI is helping to diagnose rare diseases.
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Claude steps into the office. Anthropic’s model now creates and edits Excel, Word, PowerPoint, and PDFs.

That’s a wrap! See you Friday.
—Matt (FutureTools.io)
P.S. This newsletter is 100% written by a human. Okay, maybe 96%.