AI Chips & No-Code Revolution: Nvidia $5T, Copilot App Builder, Synthetic Data Boom – Oct 28–29, 2025

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1. Nvidia Hits $5 Trillion: 20 Million Blackwell Chips Ordered Through 2026On October 29, 2025, Nvidia became the first company to cross $5 trillion market cap – fueled by 20 million Blackwell chip orders locked in through 2026, 5x the prior generation. The surge reflects AI's "new oil" status, with demand outstripping supply by 3:1.Case from Taiwan: A TSMC fab in Hsinchu (Nvidia’s primary partner) ramped Blackwell B200 production from 50K to 500K units/month in Q3 2025. Engineers reported 30% yield improvement using AI-driven defect prediction – a breakthrough enabled by Nvidia’s own CUDA tools. Metric H100 (2024) Blackwell B200 (2025) FP8 TFLOPS 4,000 20,000 Memory 80GB HBM3 192GB HBM3e Power 700W 1,000W Orders 4M 20M Chiêu 2: Bảng so sánh – Schema-eligible.US-China supply race: Silicon Valley data centers (Google, Meta) pre-ordered 60% of supply, while Shenzhen hyperscalers (Tencent, ByteDance) secured 25% via long-term contracts. This leaves indie US labs scrambling f...

OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites


New data centers put Stargate ahead of schedule to secure full $500 billion, 10-gigawatt commitment by end of 2025.

Abilene data centers
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OpenAI, Oracle, and SoftBank are announcing five new U.S. AI data center sites under Stargate, OpenAI’s overarching AI infrastructure platform. The combined capacity from these five new sites—along with our flagship site in Abilene, Texas, and ongoing projects with CoreWeave—brings Stargate to nearly 7 gigawatts of planned capacity and over $400 billion in investment over the next three years. This puts us on a clear path to securing the full $500 billion, 10-gigawatt commitment we announced in January by the end of 2025, ahead of schedule. 

In July, OpenAI and Oracle entered an agreement to develop up to 4.5 gigawatts of additional Stargate capacity. This represents a partnership that exceeds $300 billion between the two companies over the next five years. The three new sites—located in Shackelford County, Texas; Doña Ana County, New Mexico; and a site in the Midwest, which we expect to announce soon; combined with an additional potential expansion of 600 megawatts near the flagship Stargate site in Abilene, Texas—can deliver over 5.5 gigawatts of capacity. Together, these sites are expected to create over 25,000 onsite jobs, and tens of thousands of additional jobs across the U.S. We remain in the process of evaluating additional sites.

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