AI Daily Pulse: Week of September 29th, 2025

Hello everyone! Not surprising at all for those who have been following this newsletter or anything related to it, but this week already has a few major stories related to the expansion of AI and they are worth talking about. There is a lot of investment and moves on a weekly basis, so these are what we will be reviewing today.

What’s Happening in AI Today

OpenAI’s Stargate Project Just Got Way Bigger

So OpenAI and Oracle are doing something massive in Texas. They are bringing online the flagship site of this $500 billion Stargate program in Abilene, and get this: they are planning to secure the full half trillion dollars and 10 gigawatts of power by the end of 2025. We’re talking about one of the biggest AI infrastructure plays ever seen, and it is something to definitely be mindful of. More than any technological implication, this could be the beginning of AGI which is what people think could have impacts for the future of humanity, not just search results.

Oracle Stock Is on Fire

Oracle shares are up 75% this year. Yeah, you read that right, it also makes the Hawaiian island-trotting leader sometimes the richest person in the world as a convenient stat. Their AI cloud computing business is absolutely exploding. This kind of growth is telling us that enterprises are going all in on AI infrastructure, and Oracle’s positioned perfectly to capture that demand having been a top database and cloud provider for decades now.

Nobel Winners Want Global AI Rules Now

Here’s something interesting: a bunch of recent Nobel Prize winners just got together and basically said “hey, we need global rules for AI before things get out of hand.” When the smartest people in science start raising red flags about AI risks, it’s probably time to pay attention, and the rumor is a future company is currently being plotted out to start setting safeguards around AI specifically.

Nvidia Just Dropped $5 Billion on Intel

This is huge. Nvidia’s buying a 4% stake in Intel for $5 billion, and they’re planning to build some seriously advanced chips together. NVLink connected CPUs and RTX SoCs for data centers? This partnership could completely change how we think about semiconductor competition. It also seems like a circular investment strategy, so is it a bubble? Maybe, but the investment as of today is not slowing down. Many companies will fail, and many of them are based on hype, but these will prevail.

We’re Still in the AI Stone Age (Apparently)

Industry leaders are saying we haven’t seen anything yet. Most people on the planet aren’t even close to using AI at full capacity. If they are right, which I personally believe is true as far as future work goes, what we’re seeing now is just the warm up act.

All this to say is I will continue to be aware of this and monitor the changes, so please be sure to share this to your friends and family if you have not already!

Stay ahead of the curve,

Clayton