OpenAI Launches ChatGPT Apps While Google Enhances TPUs

The White House, led by AI and crypto czar David Sacks, is pushing for a single national AI standard to prevent what it calls "unnecessary" state-level regulations. Sacks specifically criticizes "blue states" for attempting to embed "woke ideology" and "DEI layers" into AI models. This federal initiative aligns with President Donald Trump's "Genesis Mission," which aims to leverage AI for national security and innovation using federal scientific data. However, critics like Arati Prabhakar and Kathryn Kelley express concerns that Trump's past actions, such as funding cuts and sidelining scientists, could undermine the trust and partnerships vital for such an ambitious AI endeavor. A significant data center project in Saline Township, Michigan, involving DTE Energy Co., Oracle, and OpenAI, is currently under review. This massive facility is projected to consume 1.4 gigawatts of electricity, enough to power one million homes, with DTE planning a $500 million investment to increase energy production. Michigan Attorney General Dana Nessel has called for a full public review, citing concerns over potential costs for DTE customers and possible conflicts of interest. Meanwhile, the broader AI hardware market is undergoing a transformation, as tech giants like Google, Amazon, Microsoft, and Meta increasingly design their own custom ASICs, moving away from general-purpose GPUs. GUC, a specialized design firm partly owned by TSMC, plays a crucial role in helping these companies manufacture their proprietary chips. In a strategic move to challenge Nvidia's strong market position in AI computing, Alphabet's Google is collaborating with Meta to enhance its Tensor Processing Units (TPUs) for PyTorch, the widely used AI software framework. This initiative aims to establish Google's TPUs as a robust alternative to Nvidia's leading GPUs. Concurrently, OpenAI has opened its ChatGPT platform for developer app submissions. These new apps can extend ChatGPT conversations, add information, and enable actions like ordering groceries, with developers utilizing the Apps SDK. OpenAI is also exploring monetization strategies, initially through links to developers' own websites, while enforcing strict safety, privacy, and transparency rules. Microsoft is significantly expanding its global AI skills training, tailoring programs to meet specific regional needs. In Thailand, it partners with the Ministry of Labour to provide AI training and certifications to 150,000 workers. In Ireland, Microsoft commits an additional €4 million over three years for AI skills development, including its Dream Space program for young people. Brazil's ConectAI initiative, involving the government and 26 partners, aims to skill 5 million Brazilians in AI by the end of 2027, having already trained 2.5 million since 2024. Colby's Davis Institute for AI, in 2025, focuses on transitioning AI from experimental stages to practical systems, including improving chatbot reliability for mental health and preparing students for AI careers. Financial institutions also recognize the critical need for speed, novelty, and quality in generative AI, emphasizing human oversight to prevent "hallucinations" and maintain trust. Microsoft CEO Satya Nadella is personally and professionally spearheading a major AI revolution within the company. He is implementing significant organizational changes, including executive shifts and pushing teams for faster, leaner operations. Nadella appointed Judson Althoff as the new CEO of Microsoft's commercial business, allowing himself more time for technical AI work. He also initiated a weekly AI accelerator meeting to gather insights from lower-level technical employees, underscoring his deep focus on what he describes as a "tectonic AI platform shift" for Microsoft.

Key Takeaways

• The White House seeks a single national AI standard, criticizing state-level "woke" AI regulations and "DEI layers."
• A large data center project in Michigan involving DTE Energy Co., Oracle, and OpenAI will consume 1.4 gigawatts of electricity, with DTE investing $500 million.
• Google, Amazon, Microsoft, and Meta are increasingly developing custom ASICs for AI, shifting away from general-purpose GPUs.
• Google is collaborating with Meta to enhance its Tensor Processing Units (TPUs) for PyTorch, aiming to challenge Nvidia's dominance in AI computing.
• OpenAI now allows developers to submit apps for ChatGPT, expanding its functionality with an Apps SDK and exploring monetization.
• Microsoft is investing heavily in global AI skills training, aiming to certify 150,000 workers in Thailand, investing €4 million in Ireland, and skilling 5 million Brazilians by 2027.
• Trump's "Genesis Mission" plans to use AI for scientific progress, but critics worry past attacks on science could hinder its success.
• Financial institutions require generative AI to deliver speed, novelty, and quality, with human oversight crucial to prevent "hallucinations" and maintain trust.
• Colby's Davis Institute for AI is focusing on moving AI from experimental stages to practical systems, including improving chatbot reliability for mental health.
• Microsoft CEO Satya Nadella is leading a "tectonic AI platform shift" within the company, making significant organizational changes and focusing personally on technical AI development.

White House Seeks One National AI Rule

White House AI and crypto czar David Sacks spoke on 'Kudlow' about President Donald Trump's executive order. This order aims to stop state-level AI regulations. Instead, the White House wants one national standard for artificial intelligence.

White House AI Chief Blasts States for Woke AI Rules

White House AI and crypto czar David Sacks criticized "blue states" for putting "woke ideology" into artificial intelligence. The Trump administration wants to cut "unnecessary" AI regulations. Sacks said some states try to force developers to add a "DEI layer" to AI models. This layer aims to avoid a "disparate impact" on protected groups. He also criticized state politicians for creating many "knee-jerk reaction" bills about AI.

Michigan Warned About DTE and OpenAI Data Center

The Michigan Public Service Commission will likely vote on special contracts for a huge data center in Saline Township. This project involves DTE Energy Co., Oracle, and Open AI. The data center will use 1.4 gigawatts of electricity, enough to power 1 million homes. DTE plans to spend $500 million to increase its energy production. Attorney General Dana Nessel wants a full public review, but the companies say AI's fast growth requires quick approval. Concerns exist about potential costs for DTE customers, the number of new jobs, and possible conflicts of interest with Governor Whitmer and Secretary of State Jocelyn Benson.

Investors Find Hidden AI Hardware Opportunities

The AI hardware market is changing, moving from general-purpose GPUs to custom-designed ASICs. Big tech companies like Google, Amazon, Microsoft, and Meta are now building their own chips for specific AI needs. GUC, a specialized design firm, helps these companies turn their chip designs into real products. TSMC, a leading chip manufacturer, owns about 35% of GUC, which gives GUC strong production security. The THNQ ETF allows investors to access this specialized part of the AI hardware supply chain.

Trump's Science Attacks May Harm Genesis AI Mission

Trump's "Genesis Mission" aims to use AI to speed up scientific progress for national security and innovation. He plans to build an AI platform using federal scientific data. However, critics like Arati Prabhakar and Kathryn Kelley worry that Trump's past attacks on science in 2025 could harm this mission. They point to cuts in funding, scientists being sidelined, and valuable government datasets being censored. These actions make it difficult to build the trust and strong partnerships needed for such a large scientific effort.

Financial AI Needs Speed Novelty and Quality

Financial institutions must be careful when using generative AI tools. Trust is very important in the financial world, and AI errors like "hallucinations" can cause big problems. For AI to work well in financial services, it needs a "trifecta" of speed, novelty, and quality. This means AI must be fast, offer new insights, and be highly accurate. Companies need to invest in technology that checks every claim quickly and includes human oversight to prevent errors.

Colby's Davis AI Institute Advances in 2025

In 2025, Colby's Davis Institute for Artificial Intelligence focused on moving AI from experiments to practical systems. David Watts joined the college to lead its interdisciplinary AI mission. Colby researchers are working to improve the reliability of AI chatbots, especially for mental health. The institute also prepares students to use artificial intelligence in their future careers. Kathryn Guarini, a tech leader, explores how technology changes teaching and learning.

Microsoft Boosts Global AI Skills Training

Microsoft is increasing its global efforts to train people in AI, focusing on specific regional needs. In Thailand, Microsoft is working with the Ministry of Labour to provide AI training and certifications to 150,000 workers. In Ireland, Microsoft will invest an additional €4 million over three years for AI skills, including its Dream Space program for young people. The ConectAI initiative in Brazil, with the government and 26 partners, aims to skill 5 million Brazilians in AI by the end of 2027. So far, 2.5 million Brazilians have already received this training since 2024.

Google Works with Meta to Challenge Nvidia AI

Alphabet's Google is starting a new project to make its Tensor Processing Units, or TPUs, better at running PyTorch. PyTorch is the most widely used AI software framework. This effort aims to weaken Nvidia's strong control over the AI computing market. Google wants its TPUs to become a strong alternative to Nvidia's leading GPUs. Meta is also helping Google in this important initiative.

OpenAI Opens ChatGPT App Submissions

OpenAI now allows developers to submit apps for review and publication in ChatGPT. These apps can extend ChatGPT conversations by adding new information and letting users perform actions like ordering groceries. Users can find these apps in a new app directory inside ChatGPT. Developers can use the Apps SDK, now in beta, to build chat-native experiences. OpenAI is also exploring ways for developers to make money from their apps, starting with links to their own websites. All submitted apps must follow strict safety, privacy, and transparency rules.

Microsoft CEO Nadella Leads AI Revolution

Microsoft CEO Satya Nadella is leading a major AI revolution within the company. This mission is both personal and professional for him. He is making big organizational changes, including executive shifts and pushing teams to work faster and leaner. Nadella appointed Judson Althoff as the new CEO of Microsoft's commercial business to free up his own time for technical AI work. He also started a weekly AI accelerator meeting to get ideas from lower-level technical employees. Nadella sees this as a "tectonic AI platform shift" and is deeply focused on leading Microsoft's AI journey.

Sources

• White House pushes for single national AI regulation
• White House AI czar blasts blue states for inserting 'woke ideology' into artificial intelligence
• 7 reasons Michigan should be wary of DTE/Open AI data center
• Sidestepping Concentration: Access Hidden Layer of AI Hardware
• Trump spent 2025 attacking science. That could set back his “Genesis Mission.”
• Trifecta of Speed, Novelty & Quality Needed to Invest in AI Innovation
• Davis AI: Colby Meets the AI Moment in 2025
• Microsoft Doubles Down on Global AI Training with Targeted, Region-Specific Initiatives
• Exclusive-Google works to erode Nvidia's software advantage with Meta's help
• Developers can now submit apps to ChatGPT
• Inside Microsoft CEO Satya Nadella's AI revolution