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š OpenAI announces another mega deal, as concerns grow
ALSO: How to create realistic AI voices

Welcome back, Superhuman. False alarm: Rumors yesterday claimed that ChatGPT will no longer give medical and legal advice. OpenAI has since debunked the claim. ChatGPT still discusses both topics ā but it's not intended to be a replacement for licensed professionals.
Today: Microsoft announces a trio of deals, learn how to create realistic AI voices for your content, and get the latest prompts and trending social posts.
TODAY IN AI
1. OpenAI inks mega $38 billion deal with Amazon for compute power: The seven-year partnership will let OpenAI run AI workloads on AWS infrastructure. OpenAI has made similar arrangements with Microsoft, Oracle, Google Cloud, and others to help meet its infrastructure needs. The deal has raised some eyebrows; read our full analysis below.
2. Appleās Siri is getting a Gemini-powered upgrade: Apple is reportedly commissioning a custom version of Google's Gemini AI model to enhance Siri's responses and web search capabilities. The model will run on Apple's Private Cloud Compute to protect user privacy. Expected launch: March 2026.
3. Microsoft announces 3 strategic AI deals. First, a $9.7 billion deal to buy AI computing capacity from the data center firm IREN. Second, approval to ship Nvidia GPUs to the United Arab Emirates, where Microsoft also plans to invest $15.2 billion by 2029. Third, a multi-billion-dollar agreement with Lambda, an AI cloud company, to deploy infrastructure.
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FROM THE FRONTIER
OpenAI has signed billions in compute deals. Is the company getting too big to fail?

OpenAI is growing faster than any startup in history, burning billions, and growing deeply ingrained in the tech economy ā what happens if it fails?
The numbers are making experts nervous. OpenAI has reportedly committed to hundreds of billions in deals this year, including $100 billion to build The Stargate Project, $300 billion for Oracle compute, and tens of billions more with Nvidia, AMD, and Amazon. The problem? OpenAI reportedly may have lost $11.5 billion last quarter.
OpenAIās web of dependencies. What separates OpenAI from other cash-burning startups is its reach. If OpenAI fails, the damage wonāt stop at its shareholders. Itāll cascade across the entire tech sector. Microsoft, which owns 27% of OpenAI, takes a direct hit. Oracle loses its anchor tenant. Nvidiaās growth narrative also falters. Itāll hurt most of the tech sector, which has broader implications for the economy.
Techās growing economic importance. Tech and AI have also played an outsized role in economic growth, with data centers driving nearly all of Americaās GDP growth in the first half of 2025. In 2008, only Microsoft ranked among Americaās 10 largest companies. Today, 7 of the top 10 are tech firms. If the AI boom stumbles, the entire economy will feel the effects.
The case for optimism. ChatGPT is the fastest-growing consumer application in history, with over 800 million users and billions in revenue. The industryās willingness to work with OpenAI signals that they view it as transformational, not speculative. Federal Reserve Chair Jerome Powell also recently said that he does not currently see a dotcom-style bubble forming in AI, pointing to real economic activity underpinning the investments.
THE AI ACADEMY
How to create realistic AI voices for your content

Open Google AI Studio and select āNative Speech Generation.ā
Pick your mode: Single-speaker for narrations or Multi-speaker for dialogues.
Write your script, adding style notes and choosing voices for each speaker.
Click āRunā to generate the audio, then download it for your project.
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IN THE KNOW
Whatās trending on socials and headlines today

Meme of the day
šØš³ Arms Race: Companies are adopting Chinaās AI models at a faster pace than Americaās. Prominent Tech figure Balaji Srinivasan calls it the AI Flippening.
š¤ AI Record: Xania Monet just made history as the first AI-generated singer to earn a spot on Billboard. Listen to her hit track here.
š Model Gap: Epoch AI has started measuring the gap between open and closed weight AI models. Closed models are ahead, but not by much.
š©» Spine Adjustment: Feeling stiff? We would not recommend visiting these AI chiropractors.
Hippocratic AI raised $126 million, valuing the healthcare AI startup at $3.5 billion as it works to build the first LLM for non-diagnostic, patient-pacing applications.
Nvidia is supplying more than 260,000 Blackwell AI chips to South Koreaās government to help develop its sovereign AI infrastructure.
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Until next time ā Zain & the Superhuman AI team


