October 1, 2025

analysis  
OpenAI $22.4B Deal, Meta $14.2B Nvidia Compute

Artificial intelligence continues to reshape industries and redefine job roles, with experts like Walmart CEO Doug McMillon emphasizing that AI will enhance, rather than eliminate, most jobs. McMillon's perspective suggests a future where employees are 'plussed up' by AI, necessitating a focus on upskilling and adaptability, a sentiment echoed by initiatives like OpenAI's AI fluency program. This transformation is seen as an 'existential' shift by figures like Jim Cramer, impacting not just businesses like Walmart in their competition with Amazon, but also the broader economy. The demand for AI infrastructure is soaring, evidenced by CoreWeave's significant $14.2 billion deal with Meta, which will provide computing power through 2031 using Nvidia's latest systems. This partnership diversifies CoreWeave's client base, which also includes a substantial $22.4 billion deal with OpenAI. OpenAI itself is leveraging AI to boost customer engagement, deploying an AI sales assistant that achieves over 98% accuracy in handling inquiries and qualifying leads. Beyond efficiency, experts urge the use of generative AI for true innovation, encouraging divergent thinking and exploration of new possibilities, rather than just validating existing ideas. This drive for innovation fuels the search for the 'next Apple' in the AI era of the 2030s, with specialized companies potentially leading the charge. Meanwhile, AI's impact on media raises concerns for local journalism, as AI-generated content can spread misinformation, making community-focused reporting vital for factual accuracy and for providing the data AI relies on. In business operations, engineers like Michael Zhang are designing AI workflows to automate repetitive tasks, freeing up human workers for more nuanced judgment and improving accuracy and efficiency. However, the growing role of AI in areas like mental health support for youth also brings risks, with experts warning of potential misinformation and emotional dependency, underscoring the need for safeguards.

Key Takeaways

  • Walmart CEO Doug McMillon believes AI will transform, not eliminate, jobs, focusing on 'plussing up' roles and the need for employee upskilling.
  • CoreWeave secures a $14.2 billion deal with Meta to supply AI computing power through December 2031, with an option to extend.
  • Meta's deal with CoreWeave includes access to Nvidia's GB300 systems.
  • CoreWeave also has a $22.4 billion contract with OpenAI, highlighting significant investment in AI infrastructure.
  • OpenAI has developed an AI-powered sales assistant that achieves over 98% accuracy in responding to customer inquiries.
  • Experts advise using generative AI for innovation and divergent thinking, not just efficiency gains.
  • The rise of AI in media creates challenges for local journalism, as AI can generate falsehoods and relies on published information for its data.
  • Dalet launches Dalia AI, an Agentic AI solution with media-aware agents for natural language interaction across its media ecosystem.
  • Engineer Michael Zhang designs AI workflows to automate repetitive business tasks, aiming to enhance human work rather than replace it.
  • Concerns are raised about AI chatbots impacting youth mental health, with potential risks of misinformation and emotional dependency.

Walmart CEO Doug McMillon highlights AI's workplace benefits

Walmart CEO Doug McMillon believes artificial intelligence will transform every job, but not necessarily eliminate them. He suggests AI will enhance roles, making them 'plussed up' rather than obsolete. This perspective encourages companies to focus on skill diversification, adaptability, and continuous learning to thrive in the AI era. McMillon's view emphasizes proactive adaptation, similar to how stress can build strength with proper preparation. By embracing these traits, organizations can ensure their relevance and support their workforce through technological changes.

Walmart CEO: AI will change every job, prepare by upskilling

Walmart CEO Doug McMillon stated that artificial intelligence will change virtually every job, but the company plans to maintain its global workforce of 2 million. Instead of eliminating roles, Walmart aims to 'plus up' jobs, meaning they will evolve with AI integration. The company is focusing on upskilling employees and creating new roles, like an 'agent builder' for AI tools. McMillon advises workers to embrace new tools and adapt their roles to leverage AI effectively. This approach is supported by initiatives like OpenAI's AI fluency program, which Walmart participates in.

Jim Cramer calls Walmart CEO's AI warning 'existential'

CNBC's Jim Cramer emphasized the critical nature of Walmart CEO Doug McMillon's warning about artificial intelligence transforming every job. Cramer noted that many business leaders found McMillon's comments seminal, highlighting Walmart's tech-savvy approach and its battle with Amazon. McMillon stated that AI will change every job and that Walmart plans to keep its global workforce steady at around 2.1 million while revenue increases. Cramer believes this AI disruption is an existential threat that policymakers at the Federal Reserve must also consider, as it impacts the broader economy and employment.

CoreWeave secures $14 billion AI deal with Meta

AI infrastructure provider CoreWeave has signed a $14.2 billion deal with Meta to supply computing power through December 2031, with an option to extend. This significant agreement helps CoreWeave diversify its customer base, as Meta becomes a major client alongside Microsoft. The deal underscores the intense demand for AI infrastructure, with companies like CoreWeave valued at $60 billion. CoreWeave will provide Meta access to Nvidia's latest GB300 systems. This follows a recent multi-billion dollar deal with OpenAI, highlighting the rapid growth and investment in AI technology.

CoreWeave partners with Meta on $14.2 billion AI computing deal

AI hyperscaler CoreWeave announced a new long-term agreement with Meta worth up to $14.2 billion, aiming to provide computing power for AI model development. This partnership extends through December 2031 and can be extended further. The deal is a significant step for CoreWeave's business diversification, reducing its reliance on its largest customer, OpenAI. CoreWeave also recently expanded its deal with OpenAI, bringing their total contract value to $22.4 billion. Founded in 2017, CoreWeave has evolved into a major AI cloud provider, with significant investments planned by companies like Meta and Microsoft in data centers.

OpenAI builds AI sales assistant to boost customer engagement

OpenAI developed an AI-powered inbound sales assistant to handle the surge in demand for its Enterprise and Business products. This assistant provides personalized, accurate responses to customer inquiries within minutes, addressing specific questions about compliance, plans, and industry results. The tool was trained and refined with feedback from sales representatives, achieving over 98% accuracy. By automating initial interactions and qualifying leads, the assistant frees up sales reps to focus on high-intent prospects, transforming a missed opportunity channel into a significant growth driver for OpenAI.

AI stock prediction: The next Apple of the 2030s

The article discusses the potential for a future tech giant similar to Apple to emerge in the 2030s, driven by the explosive growth of artificial intelligence. While established companies like Google, Microsoft, and Amazon are investing heavily in AI, the next major player might be a more specialized company focusing on specific industries like healthcare or finance. Success will depend on strong vision, monetization strategies, robust technology, and the creation of a loyal ecosystem. The AI revolution is fueled by advancements in models, machine learning, and data availability, promising significant returns for early investors.

Use AI for innovation not just efficiency, experts advise

Experts suggest that generative AI should be used for true innovation, not just to validate existing ideas or chase productivity gains. While AI is currently used for tasks like code generation and writing, its potential for transformative breakthroughs is underutilized. Leading companies are leveraging AI to scale innovation ambition and improve customer understanding, cutting design-to-launch timelines. To foster innovation, leaders should use AI for divergent thinking, exploring a wide range of possibilities rather than just finding the 'next best answer.' This involves using open-ended prompts, generating contradictions, and changing perspectives to uncover new opportunities.

AI transforming media raises concerns for local journalism

Artificial intelligence is rapidly changing the media landscape, offering quick information access but also posing significant challenges. AI can generate convincing falsehoods and deepfakes, making it harder to discern truth, and it lacks an understanding of factual accuracy, relying solely on its data. Local newspapers, in contrast, provide reliable, community-focused reporting. The article stresses that AI relies on existing information, meaning local news must be reported and published to be accessible to AI search. Supporting local journalism is crucial for informed communities and for providing the data that fuels AI.

Dalet launches Dalia AI across its media ecosystem

Dalet has introduced Dalia, an Agentic Artificial Intelligence solution that unifies its entire ecosystem through a natural-language interface. Dalia features media-aware agents designed to assist users with complex workflows across ingest, production, rights management, distribution, and archiving. Unlike generic chatbots, Dalia is trained on Dalet's own platform, ensuring secure and accurate interactions with media content. This allows users to search, clip, transcode, and package content conversationally, enhancing efficiency and user experience for media professionals.

Michael Zhang's AI workflows reduce tedious business tasks

Engineer Michael Zhang designs AI workflows that treat artificial intelligence as a partner to eliminate repetitive business tasks like paperwork and data entry. His approach focuses on freeing up human workers for more critical tasks requiring nuanced judgment. Zhang's AI agents automate document intake, enforce compliance rules, manage process handoffs, and improve customer responsiveness. By integrating AI into existing business applications, his systems aim to increase accuracy, traceability, and efficiency without fully replacing human employees. Zhang emphasizes that AI's value lies in improving human work and giving people more time for meaningful activities.

Expert warns of AI chatbot risks for youth mental health

A Youth Villages expert has raised concerns about the impact of AI chatbots on youth mental health. While these chatbots can offer support, their increasing influence may lead to misinformation and emotional dependency among young users. The expert highlights the need for stronger safeguards to protect children. The discussion points to the growing role of AI in providing mental health support and the potential risks associated with its widespread adoption by vulnerable populations.

Sources

Artificial Intelligence AI Transformation Workplace AI Job Evolution Upskilling AI Infrastructure Computing Power Meta CoreWeave OpenAI AI Sales Assistant AI Stock Prediction Generative AI Innovation Media AI Local Journalism AI Workflows Business Automation Youth Mental Health AI Chatbots