💰OpenAI Rents Google’s AI Chips | 🧠Microsoft’s Next-Gen AI Chip Faces Major Delays| ⚡Meta’s $100M AI Talent War

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OpenAI Turns to Google’s AI Chips

What Happened: Facing sky-high demand for ChatGPT and its other AI products, OpenAI has begun renting Google’s advanced AI chips to supplement its own infrastructure. The move comes as competition for Nvidia GPUs intensifies and as OpenAI looks to scale up its offerings without building new data centers from scratch.

Why It Matters: This partnership underscores just how resource-intensive state-of-the-art AI has become—and how even the biggest players need to cooperate (or at least rent from each other) to keep up. If you thought your cloud bill was high, imagine OpenAI’s.

Microsoft’s Next-Gen AI Chip Faces Major Delays

What Happened: Microsoft’s ambitious Maia AI chip project—internally code-named Braga—has hit a significant roadblock, with mass production now postponed by at least six months to 2026 instead of the originally planned 2025. The delay stems from a combination of unexpected design changes, high employee turnover, and staffing shortages. Microsoft had hoped to deploy Braga in its data centers this year to reduce its reliance on Nvidia’s costly GPUs, but ongoing technical and organizational hurdles have stalled progress. When Braga finally arrives, it is expected to underperform Nvidia’s latest Blackwell chip, raising questions about the competitiveness of Microsoft’s custom silicon strategy

Why It Matters: This setback highlights the steep challenges tech giants face in building in-house AI hardware. While Google and Amazon have successfully rolled out advanced custom chips—Google’s seventh-generation TPU and Amazon’s upcoming Trainium3—Microsoft is falling behind in the AI arms race. The delay not only prolongs Microsoft’s dependence on Nvidia but also puts its broader chip roadmap under scrutiny, with future projects like Braga-R and Clea now facing uncertainty. The episode illustrates just how difficult it is to keep pace in a market where hardware innovation is moving at breakneck speed

Meta’s AI Talent War Goes Thermonuclear

What Happened: Meta is aggressively poaching top AI talent from OpenAI and Google DeepMind, reportedly offering compensation packages north of $100 million. The company also took a 49% stake in Scale AI and signed a 20-year nuclear power deal to future-proof its data centers. While Meta’s Llama 4 models have received mixed technical reviews, Zuckerberg is betting big on a vertically integrated AI strategy—talent, data, and energy all under one roof.

Why It Matters: The AI arms race isn’t just about algorithms anymore—it’s about who can secure the best brains and the most compute. Meta’s gamble could pay off in the long run, but with one of the worst talent retention rates among Big Tech, it might be like pouring water into a leaky bucket.

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Big Tech stocks are steady, with the FAANG index showing resilience despite Google’s carbon woes and Meta’s AI spending spree. Startup funding is still flowing, especially for AI and semiconductor plays—see Thinking Machines’ monster round and Biren Technology’s $207 million raise ahead of its Hong Kong IPO. Infrastructure is the name of the game: Core Scientific shares surged 33% on buyout rumors, and everyone’s chasing more data center capacity. The wild card? Airline stocks dipped after American Airlines’ tech outage, a reminder that digital infrastructure can ground more than just code.

S&P 500: $SPY ( ▼ 0.43% ) 

DowJones: $DJI ( ▼ 0.98% ) 

Nasdaq: $QQQ ( ▲ 0.09% ) 

German DAX: $DAX ( ▼ 1.31% ) 

Indian NIFTY: $NIFTY50.NSE ( ▲ 0.45% ) 

Bitcoin: $BTC.X ( ▼ 0.67% ) 

Ethereum: $ETH.X ( ▲ 5.03% ) 

Coinbase Bets Big on U.S. Perpetual Futures

What Happened: Coinbase will launch regulated U.S. perpetual-style futures contracts on July 21, giving American traders access to a product that’s long been popular overseas. Unlike offshore perpetuals, these contracts have five-year expirations and are designed to closely mimic the real thing. CEO Brian Armstrong also confirmed Coinbase is buying more bitcoin every week, reinforcing its bullish stance.

Why It Matters: This move positions Coinbase as a leader in compliant crypto derivatives, just as U.S. regulatory headwinds start to ease. For traders, it means more options—and for Coinbase, a shot at new revenue streams.

Ripple Drops Cross-Appeal, SEC Drama Nears Endgame

What Happened: Ripple Labs announced it will drop its cross-appeal against the SEC, signaling the end of a years-long legal battle that’s cast a shadow over XRP. The decision follows a judge’s rejection of a $50 million settlement, but both sides seem ready to move on. XRP spiked 3% on the news, with CEO Brad Garlinghouse hinting at “clarity and growth” ahead.

Why It Matters: This could mark a turning point for crypto regulation in the U.S., setting a precedent for how digital assets are classified and policed. For Ripple, it’s a chance to focus on business instead of courtrooms