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AI Chips & No-Code Revolution: Nvidia $5T, Copilot App Builder, Synthetic Data Boom – Oct 28–29, 2025

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1. Nvidia Hits $5 Trillion: 20 Million Blackwell Chips Ordered Through 2026On October 29, 2025, Nvidia became the first company to cross $5 trillion market cap – fueled by 20 million Blackwell chip orders locked in through 2026, 5x the prior generation. The surge reflects AI's "new oil" status, with demand outstripping supply by 3:1.Case from Taiwan: A TSMC fab in Hsinchu (Nvidia’s primary partner) ramped Blackwell B200 production from 50K to 500K units/month in Q3 2025. Engineers reported 30% yield improvement using AI-driven defect prediction – a breakthrough enabled by Nvidia’s own CUDA tools. Metric H100 (2024) Blackwell B200 (2025) FP8 TFLOPS 4,000 20,000 Memory 80GB HBM3 192GB HBM3e Power 700W 1,000W Orders 4M 20M Chiêu 2: Bảng so sánh – Schema-eligible.US-China supply race: Silicon Valley data centers (Google, Meta) pre-ordered 60% of supply, while Shenzhen hyperscalers (Tencent, ByteDance) secured 25% via long-term contracts. This leaves indie US labs scrambling f...
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AI November 2025: The Week the Cloud Wars Exploded

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  1. OpenAI + AWS: $38B, 7-Year, Hundreds of Thousands of GPUs – Microsoft Just Lost the Keys On November 3 , OpenAI dropped the biggest cloud bomb in history: a 7-year, $38 billion strategic partnership with Amazon Web Services . Starting immediately , OpenAI gains hundreds of thousands of NVIDIA GPUs and the right to scale to tens of millions of CPUs . All capacity online by end-2026 , with expansion clauses into 2027+. This is not just a contract. This is divorce papers for Microsoft’s de-facto monopoly . A YC W25 founder in Palo Alto told me yesterday: “We were quoted $1.2M/month for GPT-4o inference on Azure. Same workload on AWS + OpenAI Bedrock? $380K. We migrated in 4 hours.” USA Cloud Spend 2025: Player 2025 Cloud Commitment GPU Access Exclusive Lock OpenAI on Azure $250B (old) 400K H100 Yes OpenAI on AWS $38B Hundreds of K Blackwell No Anthropic on AWS $8B 200K Yes Shenzhen unicorn “AgentOS” (stealth, $2B valuation) switched 60% of their agentic workflow to AWS Bedroc...
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AI Chips & No-Code Revolution: Nvidia $5T, Copilot App Builder, Synthetic Data Boom – Oct 28–29, 2025

Image
1. Nvidia Hits $5 Trillion: 20 Million Blackwell Chips Ordered Through 2026On October 29, 2025, Nvidia became the first company to cross $5 trillion market cap – fueled by 20 million Blackwell chip orders locked in through 2026, 5x the prior generation. The surge reflects AI's "new oil" status, with demand outstripping supply by 3:1.Case from Taiwan: A TSMC fab in Hsinchu (Nvidia’s primary partner) ramped Blackwell B200 production from 50K to 500K units/month in Q3 2025. Engineers reported 30% yield improvement using AI-driven defect prediction – a breakthrough enabled by Nvidia’s own CUDA tools. Metric H100 (2024) Blackwell B200 (2025) FP8 TFLOPS 4,000 20,000 Memory 80GB HBM3 192GB HBM3e Power 700W 1,000W Orders 4M 20M Chiêu 2: Bảng so sánh – Schema-eligible.US-China supply race: Silicon Valley data centers (Google, Meta) pre-ordered 60% of supply, while Shenzhen hyperscalers (Tencent, ByteDance) secured 25% via long-term contracts. This leaves indie US labs scrambling f...
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OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites

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New data centers put Stargate ahead of schedule to secure full $500 billion, 10-gigawatt commitment by end of 2025. Listen to article 4:38 Share OpenAI, Oracle, and SoftBank are announcing five new U.S. AI data center sites under Stargate, OpenAI’s overarching AI infrastructure platform. The combined capacity from these five new sites—along with our flagship site in Abilene, Texas, and ongoing projects with CoreWeave—brings Stargate to nearly 7 gigawatts of planned capacity and over $400 billion in investment over the next three years. This puts us on a clear path to securing the full $500 billion, 10-gigawatt commitment we announced in January by the end of 2025, ahead of schedule.  In July, OpenAI and Oracle entered an  agreement  to develop up to 4.5 gigawatts of additional Stargate capacity. This represents a partnership that exceeds $300 billion between the two companies over the next five years. The three new sites—located in Shackelford County, Texas; Doña Ana Coun...
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Google AI Studio: Your Gateway to Building with Gemini - A Comprehensive Guide

Meta Description (Suggested): Unlock Gemini's power with Google AI Studio! This step-by-step tutorial shows you how to use AI Studio, design prompts & build amazing AI apps. Start today! Introduction: Google AI Studio – The AI Playground for Everyone (Even If Code Makes You Dizzy!) Do you marvel at the power of Google Gemini AI ? Got a ton of "awesome" ideas you want to test out with AI? But... Does the mere sight of code make your head spin and your hands tremble? If your answer is a resounding "YES!", then believe me... Google AI Studio is the "lifesaver" you've been searching for! [Insert Image: A humorous before/after meme: "Me trying to code AI" (complex, messy code screen) vs. "Me using Google AI Studio" (simple, intuitive interface with a happy user). Suggested content: A relatable meme contrasting the frustration of coding AI from scratch with the ease of using AI Studio.] To put it simply, Google AI Studio ...
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