Good morning, AI enthusiast.

OpenAI is making a major move to control its hardware destiny, partnering with Broadcom to co-develop custom AI chips. The collaboration is aimed at creating purpose-built systems specifically to power its next generation of models.

By pursuing its own custom silicon, OpenAI joins other tech giants in a push to optimize the entire AI stack from the ground up. Does this strategic pivot to building its own infrastructure signal a new era where hardware design is just as critical as model development for achieving future breakthroughs?

In today’s AI recap:

• OpenAI's custom chip power play

• A $5B AI power plan

• Nvidia's desktop supercomputer

• A warning for Apple

• 8 trending AI Tools

OpenAI's Custom Chip Play

The Recap: OpenAI is partnering with Broadcom to co-develop a massive 10 gigawatts of custom-designed AI chips, a major move to control its own hardware destiny and power its next generation of models.

Unpacked:

• This partnership allows OpenAI to design accelerators tuned specifically for its AI workloads, moving beyond off-the-shelf hardware to create more efficient, purpose-built systems.

• The 10-gigawatt scale is enormous—enough to power over 8 million U.S. households—and adds to recent large-scale compute deals with Nvidia and AMD to meet soaring demand.

• OpenAI joins other tech giants like Google and Amazon in the push for custom silicon, signaling a broader industry trend of reducing reliance on single suppliers and optimizing the full stack from hardware to software.

Bottom line: This move marks OpenAI's evolution from just a consumer of computing power to a key architect of its own AI infrastructure. By controlling the chip design, OpenAI can accelerate development and potentially lower the long-term costs of building frontier AI models.

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AI Tools of the Day

1. 🎵 Udio - Instantly compose professional-quality songs in any genre complete with custom lyrics and vocals simply by typing a text prompt.

2. 🧊 Alpha3D - Generate immersive 3D models from simple text prompts or 2D images, radically accelerating asset creation for games and AR/VR.

3. 💻 Screenshot to Code - Magically convert any design screenshot into clean, functional HTML and CSS code to rapidly build web prototypes.

4. 📞 Nova Echo AI - Deploy a human-like voice AI to autonomously handle inbound and outbound phone calls in 38 languages for sales and customer service.

5. 👄 LatentSync - Automatically sync any audio track to a video's lip movements with incredible accuracy, perfect for multi-language dubbing and animation.

6. 🎓 Zettel - Create personalized, end-to-end learning curricula for any subject you want to master, complete with an AI assistant and practice problems.

7. 🎨 Scribble Diffusion - Transform your rough digital sketches into beautifully detailed and polished images by providing a simple text description of your vision.

8. 🤖 Marblism - Hire specialized digital AI employees that integrate with your software to autonomously manage tasks like email, social media, and customer service 24/7.

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The $5B Plan to Power AI

The Recap: Brookfield Asset Management is investing up to $5 billion in a partnership with Bloom Energy to power AI data centers. The deal aims to build "AI factories" with reliable, on-site energy, bypassing the limitations of the traditional power grid.

Unpacked:

• The partnership addresses the massive power crunch facing AI, as demand from U.S. data centers is expected to surpass 100 gigawatts by 2035.

• Bloom's fuel-flexible cells can run on natural gas, biogas, or hydrogen, enabling rapid deployment without relying on a grid connection.

• This collaboration redefines how AI infrastructure is built, focusing on "AI factories" where power, compute, and data center architecture are designed together from day one for maximum speed and scale.

Bottom line: This move signals a major shift toward building self-sufficient infrastructure to support the AI boom. Expect to see more off-grid power solutions as companies race to deploy compute without waiting for grid upgrades.

AI Training

I Built 4 AI eCommerce Agents Making $10K+/Month (n8n Templates)

The Recap: In this video, I'm gonna break down four different ecommerce AI agents and AI automations you can build, adapt, and sell to DTC brands and ecommerce store owners. We're going to cover systems that generate ad creative, handle social media monitoring + automatic replies, and creating influencer assets that feature your product.

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Nvidia's AI Supercomputer-in-a-Box

The Recap: Nvidia has launched the DGX Spark, a desktop system it calls the "world's smallest AI supercomputer," designed to bring data center-level power to smaller businesses and individual developers.

Unpacked:

• The system aims to give smaller teams access to high-end AI development without needing to rent expensive cloud services or buy full-scale servers.

• It packs Nvidia’s GB10 Grace Blackwell superchip and can be configured with up to 128GB of memory for handling large AI models.

• Users can connect two Spark systems together to train even larger models, making it ideal for prototyping AI before deploying it more broadly.

Bottom line: Nvidia is shrinking the barrier to entry for serious AI work, placing powerful tools directly into the hands of more creators and innovators. This move continues the trend of decentralizing AI development, potentially accelerating the next wave of breakthroughs from outside large tech corporations.

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Sculley Sounds the Alarm for Apple

The Recap: Former Apple CEO John Sculley is sounding the alarm, calling OpenAI the tech giant's "first real competitor in many, many decades." Sculley warns that the industry's pivot from individual apps to powerful AI agents directly challenges Apple's long-standing dominance.

Unpacked:

• Sculley’s warning targets Apple's core business model, as the world moves from an app-centric ecosystem—which generated $406 billion in developer sales for Apple in 2024—to a subscription-based agentic era.

• OpenAI is now attacking on the hardware front, bringing on legendary Apple designer Jony Ive to develop new AI devices. This move combines OpenAI's AI leadership with the design philosophy that once defined Apple's success.

• The concern is amplified by Apple's own AI stumbles, including delaying key "Apple Intelligence" features and Siri upgrades until 2026.

Bottom line: This signals a fundamental shift in personal computing, moving beyond apps and interfaces to AI-native experiences. Apple must now prove it can adapt its hardware-first strategy for an era where intelligent agents are the main attraction.

The Shortlist

Meta hired Thinking Machines co-founder Andrew Tulloch to join its new TBD Labs unit, signaling its continued aggressive push to acquire top-tier AI talent.

Cerebras CEO Andrew Feldman argued that building an extraordinary company is "not part-time work," stating the idea of achieving greatness on a 38-hour week with work-life balance is "mind-boggling."

NVIDIA detailed its next-generation Vera Rubin architecture at the OCP Global Summit, showcasing specs for new rack servers and ecosystem support for 800-volt data centers to power future gigawatt-scale AI factories.

n8n introduced its AI Workflow Builder in beta, allowing users to generate automation workflows, including nodes and logic, directly from text prompts.

Signing off,

David, Lucas, Mitchell — The Recap editorial team