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- Why did Nvidia give OpenAI $100B?
Why did Nvidia give OpenAI $100B?
Hunter Kallay
September 26, 2025
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Every morning, we cook up the hottest in AI. On FRY-days, we do something extra special: we provide you with all the information you need about AI as it relates to finance. 💰
*The content provided in this newsletter is for informational purposes only and does not constitute investment advice.*
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SALTY STORIES OF THE WEEK 🧂
OpenAI and Nvidia are teaming up in a massive partnership to build at least 10 gigawatts of advanced AI datacenters, powered by millions of Nvidia GPUs. To support this, Nvidia plans to invest up to $100 billion. (Read More)
CoreWeave, a key player in cloud computing, announced a massive new $6.5 billion deal with OpenAI, boosting the total value of their partnerships to $22.4 billion. CoreWeave specializes in high-performance cloud infrastructure needed to train advanced AI models, and its client list includes major tech players like OpenAI, Nvidia, and Microsoft. (Read More)
Backed by the U.S. government, OpenAI, Oracle, and SoftBank are launching five massive new AI data center sites across the U.S. as part of Stargate, a $500 billion initiative to supercharge America’s AI infrastructure. With nearly 7 gigawatts of planned capacity already underway—including expansions in Texas, New Mexico, Ohio, and the Midwest—these projects will power next-gen AI models and create over 25,000 jobs onsite, plus tens of thousands more nationwide. (Read More)
THIS WEEK’S DIAMOND IN THE ROUGH 💎
Image: Tempus
This week’s diamond in the rough: Tempus AI $TEM ( ▼ 2.4% )
How is Tempus using AI? Tempus is at the forefront of combining AI with healthcare, using advanced machine learning to personalize treatment in areas like oncology and cardiology. Its AI systems help doctors make more informed decisions by analyzing vast amounts of clinical and molecular data, leading to faster and more precise care.
Why is Tempus valuable? Tempus has caught investor attention with explosive financial improvements: its Q2 2025 revenue surged nearly 90% year-over-year to $314.6 million, while net losses shrank dramatically from $552 million to just $42.8 million. Though it’s still not profitable, the company’s rapid growth, high-profile acquisitions, and rising stock price—up 140% year-to-date and over 20% in the past three months—signal strong optimism. With a growing presence in the billion-dollar AI healthcare space, Tempus is positioning itself for long-term success, albeit with the risks typical of fast-scaling tech firms.
HOW ARE THE BIG AI PLAYERS DOING?
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FRY-NANCIAL TOOL OF THE WEEK 🔧
What is the tool? RizzCalc is an AI add‑on for Google Sheets that lets you build and tweak financial models using plain English, without having to write or debug spreadsheet formulas.
How to use it:
Install RizzCalc: Go to rizzcalc.com → Click “Try it now” → Add it to your Google Sheets via the Google Workspace Marketplace.
Open the Add-on: In your Google Sheet, click:
Extensions→RizzCalc→Launch Sidebar.Describe Your Task: In the sidebar, type what you want (e.g., “Update revenue growth to 12%,” or “Add cash flow projections.”)
Let RizzCalc Work: The AI will generate or modify the spreadsheet based on your prompt. Each action uses credit. You will begin with 20 free credits.
Review and Edit: Double-check the generated output and tweak it manually if needed.
FRY-AI FANATICS OF THE WEEK 🍟
Congrats to our subscribers, cklarue and falconind! 🎉
Cklarue gave us a Fresh and Crispy review and wrote, “I like the fun nature of this newsletter. Nice variety.”
Falconind gave us a Fresh and Crispy review and wrote, “Mystery link, GREAT! You touched on some great topics … All with easy-to-follow explanations … Every day I find at least one topic of interest, but that’s rare because most of your items are worth a read. I am overwhelmed with AI, but your email keeps it light and easy to digest. Keep up the GREAT work!”
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