Highlights
- OpenAI plans to buy Google TPU chips to expand compute
- Google DeepMind launches Genie 4 world model
- Nvidia invests $3 billion in Meta share issuance
- Oracle Cloud to offer Google TPU compute for the first time
- Netherlands plans to replace 25,000 government jobs with AI
Headlines
[OpenAI plans to purchase Google TPU chips] On October 28, The Information reported, citing sources, that OpenAI plans to buy Tensor Processing Units from Alphabet's Google to expand its AI compute base and reduce dependence on Nvidia GPUs. Deal terms and amounts were not disclosed, and both companies declined to comment. Last week OpenAI announced it would offer its frontier models through Google Cloud, and this chip deal would extend the partnership down to the silicon layer, further challenging Nvidia's dominance in AI compute. (Source: The Information)
[Google DeepMind unveils next-gen world model Genie 4] On October 27, Google DeepMind released a research preview of Genie 4, letting users create and steer interactive virtual worlds in real time with natural language - changing weather, adding characters, or shifting camera angles on the fly. Consistent simulation length doubled to about two minutes, and it is the first in the series to natively generate synchronized audio and video, with all output watermarked via SynthID. CEO Sundar Pichai called it Google's most realistic and interactive world model yet; access will expand to Google AI Ultra subscribers and select developers in the coming weeks. (Source: Cailianshe)
[Nvidia to invest $3 billion in Meta] On October 27, Nvidia and Meta announced an expanded partnership around Meta's Muse AI assistant and model family, with Nvidia investing $3 billion in Meta's equity issuance. Meta will deploy Nvidia's Vera Rubin architecture, Vera CPU and Spectrum-X networking, and both companies will explore deeper collaboration on the OpenShell reference architecture and Sentry agent monitoring. Meta also raised the size of its share offering from $95 billion to $97.5 billion to fund AI infrastructure and its personal superintelligence push. (Source: Cailianshe)
Products & Tech
[Genie 4: a real-time interactive world model] Genie 4 relies on Gemini models for scene coherence and task planning, with the lightweight Gemini 3.8 Flash handling real-time steering for low latency. It natively generates ambient sound, music and reactive dialogue in sync with visuals. Google is exploring applications in film pre-visualization, game prototyping and robot training, while acknowledging limits such as visual drift and complex physics interactions in longer simulations. (Source: IT Home)
IPO & Fundings
[Meta raises offering target to $97.5 billion] Meta raised its equity offering from $95 billion to $97.5 billion, having sold $12.5 billion of preferred shares at $50 each and $25 billion of common stock at $625 per share, with plans to raise up to roughly $60 billion more through an at-the-market program. Nvidia, AMD and Broadcom have agreed to subscribe for up to $5 billion of the common stock, with proceeds earmarked for AI infrastructure and personal superintelligence research. (Source: World Journal)
Open Source & Research
[DeepSeek open-sources its core engine] According to industry reports, DeepSeek open-sourced its core training and inference engine this week, a move seen as lowering the barrier to reproducing frontier-class models and shaking up the open-source inference ecosystem. Official technical details and benchmarks remain pending a full release. (Source: National Business Daily)
Company & People
[Oracle Cloud to offer Google TPU compute] Oracle announced this week that it will for the first time offer customers compute based on Google's TPU chips on its cloud platform. OCI president Mahesh Thiagarajan said customers can flexibly pick the most cost-effective infrastructure for each AI workload. The same day, Oracle also announced a partnership with Nvidia to expand cloud AI clusters to the multi-gigawatt scale. (Source: Cailianshe)
Policies & Data
[Netherlands plans to replace 25,000 government jobs with AI] The Dutch government unveiled a plan to replace 25,000 public-sector positions with artificial intelligence, targeting 3.5 billion euros in savings - one of the largest AI-driven workforce overhauls in European public services, and one likely to spark wide debate over jobs and public services. (Source: IT Home)
Disclaimer: For reference only; exercise caution for investment or decisions.
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