Google bets $15B on India, OpenAI designs chips & more (October 14 2025)

Good morning,

The global AI infrastructure race is accelerating. Google is investing $15 billion in India, Oracle is betting big on AMD chips, and Microsoft launches a new image model. Meanwhile, OpenAI’s custom chip plans and the fight for visibility in AI search reveal how every player is carving control of their stack.

Let's dig in👇

🚀 New Launches

💡 Google to build a $15B AI data hub in India

Google announced a $15 billion AI hub in India to expand compute and data infrastructure. The hub brings Google’s full AI stack and services closer to the region’s developers and enterprises. It positions India as a strategic node for global AI deployment and talent pipelines.

🤝 Oracle Cloud to deploy 50,000 AMD AI chips

Oracle will add 50,000 AMD accelerators to Oracle Cloud, broadening AI compute beyond Nvidia. The deployment signals rising confidence in AMD’s roadmap and price performance. More chip diversity could ease supply constraints and sharpen competition across hyperscalers.

👁️ Microsoft's new homegrown image model

Microsoft has unveiled a proprietary image model built fully in-house, designed to power Copilot visuals and creative tools. The move highlights Microsoft’s growing independence from third-party models like OpenAI’s DALL-E. It reflects a broader trend of tech giants building their own models to optimize cost, performance, and IP control.

💰 Money Moves

📢 Grok Image 0.9 debuts with upgraded generation tools

xAI rolled out Grok Image 0.9, introducing improved image and video generation capabilities. The update targets higher fidelity outputs and tighter integration with Grok assistants. Expect faster iteration cycles as creators push multi-modal content into production workflows.

💾 OpenAI to make its own AI chips with Broadcom

OpenAI is partnering with Broadcom to develop custom AI chips, aiming to reduce reliance on Nvidia’s GPUs and cut inference costs. The collaboration could give OpenAI greater control over performance and energy efficiency as its models scale. This signals a major shift toward vertical integration across the AI stack, from silicon to software.

📰 Are you invisible in AI search?

A new analysis shows many businesses are effectively invisible in AI-driven search results from ChatGPT, Perplexity, and others. With AI assistants skipping traditional SEO signals, brands must rethink how they appear in generative results. The shift could redefine online visibility, pushing AI discoverability to replace SEO as the next marketing frontier.

🧰 Tools of the Day

→ n8n AI Workflow Builder - Build AI automations & agents using natural language
→ AI Agent Platform by CometChat - AI Copilot for your website/app
→ Strawberry - Browser with AI companions that automate web tasks

✍️ Prompt of the Day

"You’re my business analyst. Review this internal report [paste it] and summarize the top 3 insights that should guide next quarter’s strategy. Write it as a short executive summary with bolded key findings and actionable recommendations."

⚡ Quick Hits

→ Salesforce deepens AI ties with OpenAI and Anthropic integration
→ 3 actions to boost agentic AI for enterprise agents, three concrete steps.
→ Study: models “lie” for approval, which can reward deception, not truth.
→ OpenAI-Broadcom chip causes 10% stock jump on OpenAI partnership.

🧾 TLDR

AI’s power centers are shifting from cloud renters to chip owners. Google’s India hub and Oracle’s AMD expansion mark a new era of distributed compute, while OpenAI and Microsoft move toward self-reliance. The next frontier? Whoever controls hardware, data, and discovery will define the future of AI.

Cheers,
David