Weekly AI Digest: OpenAI’s $100B Restructure, Nvidia’s Long-Context GPU & Europe Looking to Catch Up on AI
Week 37, 2025
This week’s big story is OpenAI’s restructuring. Its nonprofit parent will own more than $100 billion worth of equity in the company. Watching how the company handles governance while racing toward profit should be a show worth following.
Other headlines: Nvidia launched a GPU designed for massive long-context inference, and Mistral just raised Europe’s largest AI round ever, backed by ASML. Let’s go Europe!
OpenAI’s Nonprofit Parent Grabs $100B Stake
OpenAI restructured so that its nonprofit parent now owns over $100 billion in the ChatGPT maker’s equity. Microsoft remains a core partner under a renewed collaboration memorandum.
The move strengthens the nonprofit’s grip over OpenAI’s mission while keeping investor money in play.
Read more on Investopedia
Nvidia Unveils Rubin CPX – GPU for Long-Context Inference
Nvidia introduced the Rubin CPX, a new GPU purpose-built for inference with context windows exceeding 1 million tokens. The chip integrates video encoders/decoders and is set for release by late 2026.
AI hardware is shifting from raw compute to context handling as models demand memory and bandwidth for ever-larger windows.
Read more on TechCrunch
Mistral Raises $1.7B in Europe’s Largest AI Round
French startup Mistral AI raised €1.7 billion (~$2B) in Series C funding. ASML invested €1.3B and became its largest shareholder with ~11%.
The round values Mistral at ~€11.7B, making it Europe’s most valuable AI startup. The partnership ties European chip leadership (ASML) directly to AI model development (Mistral).
Beyond the investment, ASML will join Mistral’s strategic committee. Both companies will explore applying AI to semiconductor R&D and production.
This creates a rare Europe-first hardware-software alliance in the AI race, with implications for reducing dependency on US and Chinese players.
Read more on NYT and Crunchbase
OpenAI Building AI Jobs Platform
Reports indicate that OpenAI is developing an AI-driven jobs and recruiting platform. If launched, it could rival Microsoft’s LinkedIn directly.
Given Microsoft’s investment and tight ties with OpenAI, this move could create both collaboration and competition inside the same ecosystem.
Read more on CNBC
The week showed three clear fronts: governance reshaping at OpenAI, hardware leaps at Nvidia, and Europe muscling in with Mistral and ASML. The AI landscape is no longer just about who builds the smartest model.
As always, stay curious,
– Ivo