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OpenAI and Microsoft sign agreement to restructure OpenAI into a public benefit corporation with Microsoft retaining 27% stake — non-profit ‘Open AI Foundation’ to oversee ‘Open AI PBC’

OpenAI is restructuring into a public benefit corporation with Microsoft retaining a 27% stake in the new “OpenAI PBC,” worth roughly $135 billion. OpenAI PBC will still be overseen by the non-profit OpenAI Inc., soon to be renamed OpenAI Foundation. Both companies are intertwined till at least 2032 with major cloud computing contracts.

Nvidia and partners to build seven AI supercomputers for the U.S. gov’t with over 100,000 Blackwell GPUs —combined performance of 2,200 ExaFLOPS of compute

Nvidia, Oracle, and the U.S. Department of Energy will build seven ExaFLOPS-class AI supercomputers for Argonne National Laboratory — including the Oracle-built Equinox and Solstice systems with over 100,000 Blackwell GPUs delivering up to 2,200 FP4 ExaFLOPS — to power next-generation AI and scientific research.

Musk says Samsung’s Texas fab outclasses TSMC’s US-based fabs — with AI5 still in development, questions remain over whether Tesla will need advanced tools

Elon Musk’s statement that Samsung’s Taylor, Texas fab is more advanced than TSMC’s Fab 21 in Arizona reflects the newer 3nm-era tools being installed there. However, this advantage has little relevance for Tesla’s AI5 processor, which likely relies on SF4A FinFET technology, which gains minimal benefit from those capabilities.