$100B to Keep AI Running (and GPUs Flying)

Biz Analyst Club Newsletter

by The Business Model Analyst

Hello, Biz Enthusiasts!
Today’s lineup is wild: Nvidia is writing OpenAI a $100B love letter and Chinese EVs are quietly turning Europe into their personal showroom. Meanwhile, Anthropic’s new AI worked harder than half of Silicon Valley (30 hours straight, no coffee breaks) and engineers say coding tools made them ship 61% more code. Let’s dive in before AI starts asking for PTO.

Hot Takes 🚀

1. Nvidia Drops $100B on OpenAI 💸🤖
Nvidia is investing up to $100B in OpenAI to build enough data centers to power the AI boom—10 gigawatts of energy and up to 5M GPUs. It’s basically an infinite GPU loop: Nvidia gives chips to OpenAI, OpenAI buys more chips, Nvidia stock pumps. The virtuous cycle Jensen Huang dreamed of.
👉 See how this “monumental” deal reshapes AI

2. China’s EVs Now Rule Half the World 🌍⚡
Made-in-China EVs now make up over 50% of global sales, with BYD, Geely, and MG outpacing Tesla in parts of Europe. In Thailand, they own 93% of the EV market. They’re cheaper, loaded with features, and spreading fast despite tariffs. Europe is negotiating to slow them down, but good luck.
👉 See how Chinese EVs are dominating”

3. Engineers + AI Tools = 61% More Code 👩‍💻⚡
A year-long study of 300 engineers found AI coding tools cut PR review times by 31.8%, boosted shipped code by 61%, and made senior devs 44% more productive. Translation: fewer late-night commits, more time for side projects (or, let’s be honest, more meetings).
👉 Check out the data on AI-powered productivity

4. ‘Big Brother’ Meets Big Data 🎥🤖
Banijay, the reality TV giant behind Big Brother and MasterChef, is using AI to index 200,000 hours of footage to fuel YouTube growth. From recipe compilations to the biggest blowups, AI helps churn out endless clips as YouTube cements its spot as the new “TV.”
👉 See how Banijay is using AI to win on YouTube

5. Anthropic’s AI Coded for 30 Hours Straight 💻🦾
Claude Sonnet 4.5 just spent 30 hours coding an entire Slack-like app with 11,000 lines of code… solo. Anthropic calls it the “best model in the world” for AI agents and coding. Somewhere, a software team just realized their new competitor doesn’t need sleep or snacks.
👉 Meet the AI dev who doesn’t need coffee

Strategy Deep Dive

Quick Hits 📰

• Prologis Jumps Into Data Centers 🏢⚡The warehouse giant is investing $8B into data centers, with 1.1 gigawatts of power already secured and a 10 GW opportunity ahead.
  👉 See how Prologis is powering up in data centers

• EA Goes Private for $55B 🎮 The biggest buyout ever—backed by Saudi Arabia’s wealth fund and private equity giants.
  👉 Read about the gaming mega-deal

• Huntington’s Breakthrough: 75% Slower Decline 🧠✨ For the first time, doctors slowed Huntington’s disease by 75% with gene therapy. Patients expected to be in wheelchairs are walking—and one even returned to work.
  👉 See why doctors are calling this “spectacular”

• Kidpreneurs Are Cashing In 👧💼 From face painting to 3D printing, kids as young as seven are running side hustles and pulling in serious cash—some making over £1,000 a year.

  👉 Read about the rise of junior entrepreneurs

• Walmart CEO on AI 🛒 Says AI will change every job—but promises no mass layoffs.
  👉 See how Walmart is handling AI

• Nike Sales Set to Drop 👟 Revenue expected to fall nearly 5% amid tariffs and turnaround plans.
  👉 See what’s ahead for Nike

• Web Creator’s Regret 🌐 Tim Berners-Lee gave the web away for free—now wonders if it’s still truly free.
  👉 Read his reflection

• Moxion’s Founder Is Back 🔋 After bankruptcy, the battery startup’s founder returns with a new venture, Anode.
  👉 See how he plans to finish what he started

• Silicon Valley’s 996 Hustle 🕘➡️🕘 9 a.m. to 9 p.m., 6 days a week—China’s grueling culture hits California.
  👉 Would you work 72 hours a week?

• Ecopreneurs in Africa 🌱 50,000 farmers in Zambia join carbon-credit projects to restore forests and fight climate change.
  👉 Meet the “ecopreneurs” reviving carbon markets

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