AI Chips now, pay later? 💣

Welcome, AI Explorers

🧠 TL;DR – This Week in AI

Big compute tie ups shape who gets power next. NVIDIA x OpenAI looks like vendor financing at very large scale. Google Photos adds voice edits. A 15 minute Perplexity method helps you turn a broad question into a clear brief. Five fresh tools. Three fast news bites. One question for you, plus a smart reader reply.

In today’s AI Spotlight :

Read time: 4 minutes

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On my radar

Compute and market power

NVIDIA and OpenAI line up a ten gigawatt build with a one hundred billion dollar supply plan

Reports describe a multi year path for chips and full systems so OpenAI can access ten gigawatts of AI compute. Think of this as a pipeline to keep hardware flowing.

Snapshot
• 10 GW, 100 billion dollars, long term allocation.
What is the underlying point?

I read this as vendor financing in disguise. Vendor financing means the supplier fronts gear now and is paid later from usage. OpenAI burns cash and wants capacity fast, so NVIDIA fronts the stack and OpenAI pays over time. Cisco tried similar models in the dot com era and some clients folded, which left unpaid bills. If demand softens or margins shrink, NVIDIA holds credit risk while compute becomes even more concentrated. This may speed progress, but it also raises the barrier for smaller labs.

Everyday AI features

Google Photos now takes voice commands for edits

Say “remove the person in the background”, “brighten the face”, or “make the sky blue” and Photos applies the change

Snapshot
• Natural language edits inside Photos on your phone.

What is the underlying point ( my take)?

I expect casual edits to grow and trust in images to fall. I will look for stronger watermarks and context labels inside sharing apps.

Hands on AI

🎉 Deep research with Perplexity in 15 minutes

A simple, everyday example: plan a short city break

Goal: Use Perplexity to plan a two day family trip to a city you choose, with a budget, must-see spots, opening times, and tickets. End with a one page note you can share.

Before you start

• Create a free Perplexity account.

• Pick a city and a budget. Example: two days in Paris, budget 250 euro.

• Decide your output: a one page plan with links.

  Steps

  1. Set your ask.
     Type: “Make a two day plan for a family of three in Paris. Budget 250 euro. Include timings, tickets, links, and a short why for each stop.”
     

  2. Tighten the search.
     Add after:YYYY-MM-DD to focus on fresh info.
     Example: “after:2025-08-01”
     

  3. Open Sources and pin the key ones.
     Pin the museum site, train site, and official city page. Skip blogs that only copy others.
     

  4. Check the details.
     Ask: “Confirm opening hours for Saturday and Sunday with the source link.”
     Then: “Show total cost for tickets and travel inside the city.”
     

  5. Tailor to your family.
     Ask: “Swap one museum for a park with a good play area. Keep travel time short.”
     

  6. Create the one page plan.
     Ask: “Summarize as a one page plan with times, ticket links, and a short tip for each stop.”
     

  7. Copy and share.
     Use Copy or Export and paste into Notes or Docs.
     

  Time check: You should reach a clean plan in 15 minutes.

  Quality checks

  • Verify dates on every link.
    

  • Favor official sites for prices and times.
    

  • Mark anything uncertain with “please recheck on the day.”
    

  Reusable starter prompt
   “You are my trip planner. Ask one question to confirm my city and budget. Then give me a two day plan with times, ticket links, costs, and a short reason for each stop. Keep it simple.”

AI Toolbox Spotlight

Trending AI tools

• 🧭 Mapify.so - Turn a long page or PDF into a mind map you can scan in a minute. Great for onboarding docs.

• 🎒 YouZeno - Turn YouTube videos into learning cards and paths. Good for self paced study.

• 🧪 Flowstep.ai - Go from a prompt to wireframes and user flows you can test with users.

• ☀️ Try.solar - Drag and drop small agents and tools to make tiny apps and simple automations.

Quick Bytes

• Apple adds MCP support in iOS betas. MCP is a safe way for tools to talk, which can let agents act inside apps with fewer workarounds. What changes for you: expect more mobile actions from chat apps soon.

• ChatGPT “alpha agents” briefly appeared. This hints at built in autonomous runs for longer tasks. What changes for you: watch for chores like pull data, draft, check, and send inside one flow.

• Perplexity Email Assistant lands. You cansummarize and reply to emails from inside Perplexity. What changes for you: faster sorting for busy inboxes.

Closing Remark

If speech can reshape any photo and vendor financing can reshape who gets compute, what will count as proof for you in daily life now
Reply with one example from your week.

Reader spotlight from last week
Praveen Kumar wrote:
“A lot of big market for Robots will be available as percentage of older people grows, in hospitals and homes,”.

Until next time, stay curious and keep exploring!

Srini

Last issue’s poll: How will you start with ChatGPT Agent?

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