That’s a crazy-seeming investment of $100 billion by Nvidia into OpenAI, its customer, but it’s in stages and you gotta put all that GPU money somewhere, so I guess, why not your customers?

Well, reasons, but enterprise use of artificial intelligence sure isn’t slowing down yet, so AI startups aren’t slowing down either. Indeed, OpenAI said it’s planning no fewer than five of its massive Stargate data centers in the U.S. in coming years. And Nvidia isn’t done there, as it invested in yet another infrastructure company, AI data center startup Nscale’s $1.1 billion round.

Is it all too much? Greenlight Capital’s David Einhorn thinks so. Others are more sanguine.

Databricks joined the OpenAI party too, announcing a multiyear, $100 million partnership to provide OpenAI’s latest models to the 20,000 customers of its Data Intelligence Platform so they can deploy AI agents on top of their own data.

But if the AI boom is to continue, companies need to tamp down “workslop,” a great new term for AI-generated reports that require a lot of time by humans to figure out what they actually saying, and then fix them. Maybe this will get solved over time — hopefully by people doing the actual hard work — but it kind of makes sense why many enterprises aren’t seeing the ROI they want.

There’s not just one but two new CEOs at Oracle (which won’t call them co-CEOs) — given its cloud success lately, well-deserved at least in the case of former cloud chief Clay Magouyrk. Is Safra Catz going to move more into politics again or is she just exiting at the top? Or maybe newly minted media mogul Larry Ellison needs help managing TikTok?

Trump cracked down on H1-B visas by imposing a $100,000-a-head tax. Many tech firms are predicting doom and gloom, and there are worries that it could kneecap startups in particular. If it ends up keeping capable people out of the country in high-talent-demand sectors, that would be bad policy. But the visas have been abused, and the move has drawn the surprising support of Netflix CEO Reed Hastings, a notable Democratic donor who has not been a fan of Trump, since it could mean the visas are used for only high-value jobs. But this is Trump, so he could change his mind depending on who sucks up to him the most.

Intel is talking with Apple to pony up $5 billion for another investment, following the feds and Nvidia. But the talks look early and uncertain, and I’m not sure what this would do for Apple. TSMC may be in the mix, too.

TikTok is here in the U.S. to stay, or so it appears — in what form and under whose precise ownership remain to be seen.

Worth a read: I Thought I Knew Silicon Valley. I Was Wrong by Steve Levy in Wired. I’ve had the same feeling of profound disappointment in an industry that for many years seemed to be at least nominally on the right side of history, promoting innovation, progress and openness. Not only is that no longer true, I’m now doubting it ever was, at least in the past couple of decades: It’s in crises like today’s political environment that people show their true colors, and boy, are we seeing them now. Concentrated wealth, relatively unconstrained social media and AI, and a carelessness about supporting democratic institutions that helped foster the tech industry seem unlikely to be a good combination.

Here’s all the news and views on enterprise and emerging tech this week from SiliconANGLE and beyond:

AI and data: The circular AI economy

Food for thought

Nobel laureates and AI developers call for ‘red lines’ on AI

Retired venture investor Jerry Neumann lays out the shape of AI’s potential and who’s positioned to benefit the most (TL;DR: consumers): AI will not make you rich

Now there’s a term I think will resonate: AI-generated ‘workslop’ is destroying productivity

Money matters

Nvidia will invest up to $100B in OpenAI to finance data center construction Hmm, paying its customers again to buy its products? I wonder how long this circular economy can go on.

And that’s not all: OpenAI to build five more Stargate data centers in the US with Oracle and SoftBank

Also: Databricks, OpenAI team up with $100M deal to simplify enterprise AI deployment

Filevine raises $400M for its legal case management platform

Modular raises $250M to simplify AI deployment across hardware

AppZen raises $180M to automate enterprise finance operations

Signal AI lands $165M to redefine risk and reputation intelligence

Enterprise AI consultancy Distyl AI’s valuation soars to $1.8B after bumper funding round

Factory unleashes Droids software agents with $50M in fresh funding

Omnea raises $50M to power AI-driven supplier relationship management

Obot AI raises $35M to help companies manage standardized access for AI agents

Greptile bags $25M in funding to take on CodeRabbit and Graphite in AI code validation

Vibe coding startup Emergent nabs $23M in funding

Prosper AI raises $5M to deliver voice AI agents for healthcare

Ardent AI beats the odds to launch world’s ‘first agentic engineer’ for data pipeline maintenance

New models and services

Google has been busy…

Google DeepMind expands frontier AI safety framework to counter manipulation and shutdown risks

Google debuts Data Commons MCP Server to ground AI agents in trusted data

Google Cloud debuts new AI tools to boost data science productivity

Google’s newest AI models make robots more intelligent and capable than ever before

Glean introduces Enterprise Graph, new personalization features for AI assistant

Cloudflare unveils NET Dollar stablecoin secure transactions for the agentic web

Salesforce’s newest AI agents seek to transform customer engagement in life sciences

Snowflake-led coalition targets data fragmentation with vendor-neutral semantic standard

Snowflake launches new program for startups

Cloudera’s AI-in-a-Box gives enterprises a new way to build private AI And some deeper analysis: Evolve25 keynote analysis: Industry analyst weighs in on AI ROI and hybrid edge

Liquid AI debuts extremely small, high-performance foundation models for on-device processing

Asana targets collaboration, not automation, as its AI teammates launch in beta

Microsoft adds AI code modernization features to GitHub Copilot and Azure Migrate

Adobe expands Photoshop and Firefly Boards with new generative AI tools and third-party models

CData links AI systems to more than 300 data sources

Verdent launches an agentic AI coding suite that orchestrates multiple agents

Exclusive: Creatio expands AI integration with ‘bring your own model’ support

Incorta launches Nexus suite to drive agentic workflows and real-time data insights

Apiiro expands AI Bill of Materials to govern agents and MCP servers

There’s even more AI and big data news on SiliconANGLE

Around the enterprise: H1-B or not to B

Policy

Trump administration imposes $100K annual fee on H-1B visas, sparking criticism and panic

Microsoft blocks Israeli military’s access to some cloud services to prevent mass surveillance

Apple calls on EU lawmakers to repeal DMA tech regulation

European Commission launches antitrust probe into software giant SAP

Money matters

Report: Intel in talks with Apple over potential investment and chip manufacturing deal

AI data center builder Nscale raises $1.1B round backed by Nvidia

Micron beats expectations again on soaring AI memory chip demand

Empower Semiconductor raises $140M+ for its power management chips

Flox raises $25M to make software development environments more efficient

BlackBerry reports Q2 profit compared with loss a year ago, raises guidance

New products and services

Dell’s private cloud gets simpler management, better security

Pure Storage launches cyber resilience, IT efficiency and hybrid cloud capabilities

JumpCloud expands IT toolkit with new asset management solution

We have lots more news on cloud, infrastructure and apps

Cyber beat: SIM attack nixed

Attack & response

Secret Service disrupts plot to cripple New York cell phone system

Darktrace reveals ShadowV2 botnet exploiting Docker misconfigurations in AWS

New services

Okta expands identity fabric with AI agent lifecycle security, Cross App Access and verifiable credentials

Sumo Logic introduces Dojo AI to bring agentic intelligence to security operations center teams

Nametag debuts Signa to secure agentic AI with verified human signatures

Orchid Security debuts SailPoint-certified orchestration to cut identity management fragmentation

Dragos debuts Platform 3.0 to speed operational technology cyber defense

Proofpoint targets AI risks with new agentic workspace security capabilities

Commvault and BeyondTrust team up to strengthen privileged access security in backup environments

Darktrace debuts ‘Forensic Acquisition & Investigation’ to accelerate cloud threat probes

Money matters

Allseek and Haicker join Aikido to transform penetration testing into sub-hour automated assessments

Mycroft launches with $3.5M to bring agentic AI to security and compliance

More cybersecurity news here

Elsewhere in tech: Larry Ellison, media mogul

TikTok will stay: Trump signs executive order to keep app in the US

Oracle to oversee TikTok algorithm in Trump-backed deal

Larry Ellison, a media mogul like no other (per the New York Times) … as media consolidates into ever smaller hands, and fewer voices except those of the loud and the rich.

Amazon reaches $2.5 billion settlement with FTC over ‘deceptive’ Prime program

Oura ring maker reportedly raising $875M Series E, bringing valuation to $11B (per Bloomberg)

And check out more news on emerging tech, blockchain and crypto and policy

Comings and goings: CEO shuffle

Oracle appoints Clay Magouyrk and Mike Sicilia CEOs amid AI growth

QumulusAI taps Michael Maniscalco as CEO to drive growth in neocloud era

Former RSA CEO Rohit Ghai is new CEO of cybersecurity provider Barracuda Networks, succeeding Hatem Naguib.

SentinelOne hired board member Ana Pinczuk, former exec at Anaplan, Dexterity, Hewlett Packard Enterprise and Cisco Systems, as president of product and technology.

One Identity appointed former Smartsheet President of Product & Innovation Praerit Garg CEO.

AI startup MythWorx named former Oracle exec Jason Williamson CEO.

Meta poached OpenAI scientist Yang Song to help lead Superintelligence Labs (per Wired)

What’s next

Events

Sept. 29-Oct. 2: UiPath Fusion, Las Vegas: TheCUBE will be onsite Sept. 30-Oct. 1 and SiliconANGLE will have all the news.

Earnings

Thursday, Sept. 29: Progress Software

And that’s all, folks.

Image: SiliconANGLE/Reve