NVIDIA is making significant moves to expand AI infrastructure globally, deepening its partnership with CoreWeave to build over 5 gigawatts of AI factories by 2030. This collaboration involves a $2 billion investment from NVIDIA into CoreWeave and the adoption of NVIDIA's advanced computing platforms, including future technologies like the Rubin platform and Vera CPUs. Beyond this, NVIDIA's venture arm, NVentures, substantially increased its investments in European AI startups during 2025, participating in 14 funding rounds for companies such as French AI lab Mistral, UK-based Nscale for data centers, and quantum computing firm Quantinuum, demonstrating a commitment to scaling AI worldwide.
AI's practical applications are rapidly expanding across various sectors. Google Cloud's global director for games, Jack Buser, likens AI to an "Iron Man suit" for game developers, enabling faster development and the creation of more adaptable, immersive "living games." Meanwhile, California is actively exploring AI to enhance water management, utilizing tools like large language models for improved forecasts and data analysis, though experts caution about potential risks such as biased data and the significant energy and water consumption of AI data centers.
In the competitive landscape, Apple is reportedly developing an AI-powered wearable pin featuring multiple microphones and cameras, aiming to integrate deeply with its ecosystem. This initiative coincides with plans to upgrade Siri with a custom AI model, giving it advanced capabilities similar to Gemini and ChatGPT for tasks like web searches, image generation, and environmental interpretation. Concurrently, Dr. Niranjan Hiranandani emphasizes that India must shift its focus from AI services to developing scalable AI products and platforms to become a global technology leader, leveraging its growing data center infrastructure.
The global AI market is also seeing new contenders and financial considerations. China's Zhipu AI has developed a coding tool, GLM 4.7, that rivals American AI agents and is gaining attention in both the U.S. and China. For personal finance, advisor Evan Guido notes that AI can be a helpful tool for summarizing documents and organizing information, but it does not replace sound judgment or fundamental financial principles. Experts like Ryan Nauman and Jim Besaw are actively discussing the sustainability of AI-driven market growth and strategies for managing investments with high AI exposure in 2026.
Key Takeaways
- NVIDIA and CoreWeave are expanding their partnership to build over 5 gigawatts of AI factories by 2030, with NVIDIA investing $2 billion in CoreWeave.
- NVIDIA significantly increased investments in European AI startups in 2025, participating in 14 funding rounds, backing companies like Mistral, Nscale, and Quantinuum.
- Apple is developing an AI-powered wearable pin and plans to upgrade Siri with a custom AI model, giving it capabilities similar to Gemini and ChatGPT.
- Google Cloud's Jack Buser advocates for AI as an "Iron Man suit" for game developers, enabling faster work and more immersive "living games."
- India's Dr. Niranjan Hiranandani urges the country to focus on developing scalable AI products and platforms, not just services, for global leadership.
- California is exploring AI for improved water management, using large language models for tasks like forecasting and data analysis, while also addressing risks.
- AI serves as a helpful tool for personal investing, assisting with tasks like document summarization, but does not replace human judgment or financial discipline.
- China's Zhipu AI has developed the GLM 4.7 coding tool, which rivals American AI agents and is gaining attention in both the U.S. and China.
- Financial experts are discussing the sustainability of AI-driven market growth and investment strategies for 2026, including managing high AI exposure.
NVIDIA and CoreWeave Partner to Build AI Factories
NVIDIA and CoreWeave are expanding their partnership to build over 5 gigawatts of AI factories by 2030. NVIDIA invested $2 billion in CoreWeave, showing strong confidence in its growth strategy. This collaboration will use NVIDIA's leading accelerated computing platform technology and financial strength to meet the growing demand for AI. CoreWeave will also adopt NVIDIA's CPU and storage systems, including future technologies like the Rubin platform and Vera CPUs. The companies aim to make AI adoption more widespread at a global scale.
NVIDIA and CoreWeave Expand Partnership for AI Factories
NVIDIA and CoreWeave announced an expanded partnership on June 25, 2024, to build over 5 gigawatts of AI factories by 2030. CoreWeave, a specialized cloud provider, will use NVIDIA CPU and storage platforms, plus multiple generations of NVIDIA GPUs like Grace Hopper Superchips. This collaboration lets CoreWeave offer its AI software stack to global cloud service providers and enterprises. Both companies will also work together on developing next-generation AI hardware and software solutions. This expanded relationship aims to drive AI adoption and empower businesses worldwide.
India Must Focus on AI Products Not Just Services Says Hiranandani
Dr. Niranjan Hiranandani states that India's Budget 2026 should focus on developing AI products, not just services. He believes India needs to build its own scalable AI products and platforms to become a global technology leader. Hiranandani urges the government to support startups, data centers, and agentic AI systems. While India is strong in AI services through companies like TCS and Infosys, true leadership requires creating original, export-ready AI products. The country's data center infrastructure, including Yotta's NVIDIA AI chip clusters, is already growing.
AI Helps Investing But Does Not Replace Smart Choices
Evan Guido, a financial advisor, explains that AI can be a helpful tool for personal investing but does not change basic financial rules. AI can summarize documents, draft emails, and organize information, making tasks faster. However, it cannot replace good judgment, discipline, or experience. Guido warns against social media claims that AI offers quick paths to wealth, calling them mostly nonsense. Real financial progress comes from consistent saving, diversification, patience, and understanding risk. He suggests using AI thoughtfully to save time and clarify ideas, then investing that time in important areas like planning and learning.
California Explores AI for Better Water Management
California is exploring how artificial intelligence can improve water management. AI, which helps computers perform human-like tasks, is already used by agencies like the Department of Water Resources for forecasts and water quality. Newer AI tools, such as large language models, can quickly summarize documents, write code, and analyze data, making water tasks more efficient. However, experts warn about risks like biased data, AI making up information, and the large water and energy use of AI data centers. California decision-makers must create policies to guide AI's role in water.
Google Cloud Says AI Empowers Game Developers Like Iron Man
Jack Buser, Google Cloud's global director for games, compares AI to an "Iron Man suit" for game developers. He urges game companies to adopt AI to help developers work faster and remove boring tasks. Buser believes AI can push the limits of player experiences, creating "living games" that are more adaptable and immersive with quicker updates. He advises company leaders to provide safe AI tools and help employees understand the technology. In 2026, Buser expects companies to expand AI use across all development stages, leading to games with many AI-powered features.
Apple Plans AI Wearable Pin to Boost Smart Device Lineup
Apple is reportedly developing an AI-powered wearable pin to expand its smart hardware collection. This compact device, designed to clip onto clothing, will feature three microphones, two cameras, and a larger battery. Apple aims to succeed where products like the Humane AI Pin struggled, leveraging its strong hardware-software integration. The company also plans to upgrade Siri with a custom AI model, giving it capabilities similar to Gemini and ChatGPT. This new Siri will handle web searches, generate images, analyze documents, and interpret surroundings through the pin's camera, integrating deeply across Apple's devices.
Nvidia Boosts Investments in European AI Startups During 2025
Nvidia significantly increased its investments in European AI startups during 2025, participating in 14 funding rounds compared to seven in 2024. This strategy helps Nvidia deepen its connections with promising companies by offering money, technical help, and supply chain support. Key European startups that received Nvidia backing include French AI lab Mistral, UK-based Nscale for data centers, and quantum computing company Quantinuum. Nvidia's venture arm, NVentures, also invested in companies like Lovable, Black Forest Labs, N8n, CuspAI, and PolyAI. This trend continued into 2026, showing Nvidia's commitment to the global AI ecosystem.
Experts Discuss AI Market Outlook and Investing for 2026
Ryan Nauman from Zephyr and Jim Besaw from GenTrust discussed the 2026 investment outlook on the "Zephyr's Adjusted for Risk Podcast." They focused on whether the current AI-driven market growth can last. The experts shared insights on how AI affects markets, the US dollar, and new wealth management tools. They also covered strategies for managing investments with high AI exposure and handling large capital gains. This discussion offers valuable advice for investors and financial professionals navigating the markets in 2026.
China's Zhipu AI Coding Tool Rivals American Agents
A new report shows that China's Zhipu AI has developed a coding tool, GLM 4.7, that rivals American AI agents. This model is gaining attention in the United States, with its main user base in both the U.S. and China. Zhipu AI's investor relations team confirmed its growing popularity after the company recently went public. While some developers have been hesitant to use Chinese models, experts like Tuhin Srivastava from Baseten are now testing GLM 4.7. This suggests a significant breakthrough for Chinese AI in the global market.
Sources
- NVIDIA and CoreWeave Strengthen Collaboration to Accelerate Buildout of AI Factories
- NVIDIA and CoreWeave Strengthen Collaboration to Accelerate Buildout of AI Factories
- Budget 2026 EXCLUSIVE: India’s big AI push must be about products, not just services, says Niranjan Hiranandani
- Can AI change the fundamentals of personal investing?
- Artificial Intelligence and California’s Water
- Google Cloud games boss says AI is 'Iron Man' suit for game developers
- Apple Eyes AI Wearable Pin to Strengthen Its Smart Hardware Strategy
- These are the European startups Nvidia backed in 2025, as it ramped up investing in the continent's AI companies
- AI Market Outlook and Wealth Management Strategies 2026
- American AI coding agents are impressive. But so are China’s
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