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Sep 22 – 28, 2025

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Week of Sep 22 – 28, 2025

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KeyRank 92

OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems

This is the most significant compute capacity commitment in AI history. OpenAI is locking in massive NVIDIA infrastructure to support next-generation model training and inference at unprecedented scale, signaling confidence in continued exponential demand and potential supply constraints for competitors.

Why it ranks · · 10 gigawatts of AI datacenter capacity announced · Sep 22 – 28, 2025

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The six pillarsRanked by KeyRank · this week

Frontier

7% share

Models, benchmarks, the lab race. · 1 story

  1. 1Measuring the performance of our models on real-world tasks72

Tools

67% share

The AI products people actually use. · 10 stories

  1. 1Buy it in ChatGPT: Instant Checkout and the Agentic Commerce Protocol78
  2. 2SAP and OpenAI partner to launch sovereign ‘OpenAI for Germany’
  3. 3Introducing ChatGPT Pulse
All 10 stories

Agents

quiet today

Autonomous systems in the wild. · 0 stories

  1. Nothing cleared the bar today.

Money

quiet today

Funding, M&A, valuations, earnings. · 0 stories

  1. Nothing cleared the bar today.

Chips

13% share

Silicon, racks, the compute buildout. · 2 stories

  1. 1OpenAI and NVIDIA announce strategic partnership to deploy 10 gigawatts of NVIDIA systems92
  2. 2OpenAI, Oracle, and SoftBank expand Stargate with five new AI datacenter sites

Work

13% share

Jobs, industries, people & policy. · 2 stories

  1. 1Science in the age of foundation models72
  2. 2Combating online child sexual exploitation & abuse

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