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Category: economics

OpenAI and NVIDIA Announce Strategic Partnership to Deploy 10 Gigawatts of NVIDIA Systems

OpenAI and NVIDIA today announced a letter of intent for a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI’s next-generation AI infrastructure to train and run its next generation of models on the path to deploying superintelligence. To support this deployment including data center and power capacity, NVIDIA intends to invest up to $100 billion in OpenAI as the new NVIDIA systems are deployed. The first phase is targeted to come online in the second half of 2026 using the NVIDIA Vera Rubin platform.

“NVIDIA and OpenAI have pushed each other for a decade, from the first DGX supercomputer to the breakthrough of ChatGPT,” said Jensen Huang, founder and CEO of NVIDIA. “This investment and infrastructure partnership mark the next leap forward — deploying 10 gigawatts to power the next era of intelligence.”

“Everything starts with compute,” said Sam Altman, cofounder and CEO of OpenAI. “Compute infrastructure will be the basis for the economy of the future, and we will utilize what we’re building with NVIDIA to both create new AI breakthroughs and empower people and businesses with them at scale.”

Quantum memories reach new milestone with secure quantum money protocol

Integration into a quantum money protocol shows that memories can now handle very demanding applications for quantum networking.

Researchers at the Kastler Brossel Laboratory (Sorbonne Université, CNRS, ENS-Université PSL, Collège de France), together with colleagues from LIP6 (Sorbonne Université, CNRS), have taken a major step forward in : for the first time, they have integrated an optical quantum memory into a cryptographic protocol. This achievement, based on Wiesner’s unforgeable quantum money scheme, demonstrates that quantum memories are now mature enough to operate under very demanding conditions for networking.

In a study published on September 19 in Science Advances, the Paris team implemented Wiesner’s quantum money, a foundational idea in that relies on the no-cloning theorem to prevent counterfeiting. Unlike previous demonstrations that bypassed storage, this experiment incorporated an intermediate memory step—an essential capability for real-world applications where quantum data must be held and released on demand.

Human Flourishing In The Age Of AI And Robots — The Futurists X Summit 2025

See my Comment below for a link to David Orban’s 20 minute talk.

In this keynote, delivered at The Futurists X Summit, on September 22 in Dubai, David Orban maps how AI and humanoid robotics shift us from steady exponential progress to an acceleration of acceleration—what he calls the Jolting Technologies Hypothesis. He argues we’re not in a zero-sum economy; as capability compounds and doubling times shrink, we unlock new degrees of freedom for individuals, firms, and society. The challenge is to steer that power with clear narratives, robust safety, and deliberate design of work, value, and purpose.

You’ll hear:
• Why narratives (optimism vs. doom) shape which futures become real.
• How shortening doubling times in AI capabilities pull forward timelines once thought 20–30 years out.
• Why trust in AI is task-relative: if +5% isn’t enough, aim for 10× reliability.
• The coming phase transformation as intelligence becomes infrastructure (homes, mobility, industry).
• Concrete social questions (e.g., organ donation post–road-death decline) that demand AI-assisted governance.
• Why the nature of work will change: from jobs as status to human aspiration as value.

Key ideas:
• Humanoid robots at scale: rapid iteration, non-fragile recovery, and human-complementary performance.
• Designing agency: go from idea → action with near-instant execution; experiment, learn, and iterate fast.
• From zombies to luminaries: use newfound freedom to architect lives worth living.

Resources & Links:

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Space Habitat Clusters & Conglomerations

Space isn’t just for lonely colonies—it’s for communities. Join us as we imagine constellations of space habitats bound by tethers, trade, and trust, building not just homes in the stars but entire civilizations.

Watch my exclusive video The Economics of Immortality: https://nebula.tv/videos/isaacarthur–…
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Credits:
Space Habitat Clusters & Conglomerations.
Written, Produced & Narrated by: Isaac Arthur.
Graphics: Jarred Eagley, Jeremy Jozwik, Udo Schroeter.
Select imagery/video supplied by Getty Images.
Music Courtesy of Stellardrone and Epidemic Sound http://epidemicsound.com/creator.

Chapters.
0:00 Intro.
1:13 Why Clustered Habitats?
6:00 Habitat Types and Roles Within Clusters.
9:41 Mobility and Modularity – The Politics of Moveable Worlds.
14:02 Tethers, Transit, and Shared Infrastructure.
17:35 Shapes of Clusters and Dynamic Conglomerations.
23:43 Nebula.
25:21 Digital Ecosystems and Cultural Identity.
25:19 Economics and Trade in Habitat Constellations.
26:52 Education and Intergenerational Planning.
28:17 Security and Conflict Management.
29:10 A Tale of Unity.
32:29 Religion, Ritual, and Meaning.
33:19 The Long View: Legacy and Civilization.
34:07 Closing Reflections

How Tesla’s New Products Will Change Energy Forever

Tesla’s new energy products, such as the Mega Pack and Megablock, have the potential to revolutionize energy storage and generation, drive decentralization and grid resilience, and support widespread AI adoption, potentially driving its energy business to $50 billion in revenue and generating $10 billion in annual gross margin ## Questions to inspire discussion.

Energy Storage and Grid Management.

🔋 Q: How does Tesla’s Mega Pack improve energy storage? A: Tesla’s Mega Pack offers 20% more energy density and 25% more energy per unit, providing 8 hours of storage to expand the total addressable market for renewable energy.

⚡ Q: What is the Mega Block and how does it enhance efficiency? A: The Mega Block is a transformer and switchgear all-in-one unit that simplifies processes, reduces cabling and on-site assembly, making the product more streamlined and efficient.

🔌 Q: How do battery storage systems compare to traditional grid power? A: Battery storage is significantly more capable at dumping power instantly compared to the grid, which needs to spool up and down, making it better for managing wild swings in data center load profiles.

Data centers and AI energy demands.

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Culture is overtaking genetics in shaping human evolution, researchers argue

Researchers at the University of Maine are theorizing that human beings may be in the midst of a major evolutionary shift—driven not by genes, but by culture.

In a paper published in BioScience, Timothy M. Waring, an associate professor of economics and sustainability, and Zachary T. Wood, a researcher in ecology and environmental sciences, argue that culture is overtaking genetics as the main force shaping .

“Human evolution seems to be changing gears,” said Waring. “When we learn useful skills, institutions or technologies from each other, we are inheriting adaptive . On reviewing the evidence, we find that culture solves problems much more rapidly than genetic evolution. This suggests our species is in the middle of a great evolutionary transition.”

Anthropic Economic Index report: Uneven geographic and enterprise AI adoption

To study such patterns of early AI adoption, we extend the Anthropic Economic Index along two important dimensions, introducing a geographic analysis of Claude.ai conversations and a first-of-its-kind examination of enterprise API use. We show how Claude usage has evolved over time, how adoption patterns differ across regions, and—for the first time—how firms are deploying frontier AI to solve business problems.

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