Nvidia and OpenAI Flood the Zone With AI News

Where’s an AI agent when you need one? We got a flood of AI-related news today, including OpenAI’s revelation that it had completed its long-gestating restructuring into a near-normal company, one that can go public one day. Nvidia CEO Jensen Huang also was busy making news at the company’s GTC event in Washington, revealing the volume of orders it has received through the end of calendar 2026 for new chips, along with a deal with Uber and carmakers related to Nvidia-powered self-driving–car technology. You wonder what Huang’s buddy Elon Musk thinks of that, given how important robotaxis are to Tesla’s future.

Musk surely also has an opinion about the OpenAI news, given that he has a lawsuit outstanding trying to block the OpenAI restructuring, which is due to go to trial  next March. The California Attorney-General’s memo approving the restructuring made clear it didn’t affect pending litigation, which means a cloud of uncertainty still hangs over the restructuring. Aside from that wrinkle, today’s news is a big deal, given that the company is on its way to becoming a multitrillion-dollar behemoth, thanks to the popularity of ChatGPT and the speed at which it is rolling out new products. It is also great news for Microsoft, an early and crucial backer of OpenAI whose $13 billion investment is now worth $135 billion and is likely to appreciate much more. (For more on this news, see here and TITV today).