Operational Excellence (OPEX) Daily Briefing – Tuesday, September 23, 2025: Nvidia & OpenAI: The $100 Billion Deal and Operational Excellence Lessons for Every Business.
Điểm Tin Operational Excellence (OPEX) Mỗi Ngày – Thứ Ba, ngày 23/09/2025: Nvidia & OpenAI: Thương Vụ 100 Tỷ USD Và Bài Học Operational Excellence Cho Mọi Doanh Nghiệp.
Welcome to my unique weekday article for the paid subscriber-only edition.
Operational Excellence (OPEX) Daily Briefing – issued on weekdays (Monday to Friday).
Điểm tin Operational Excellence (OPEX) hằng ngày (phát hành các ngày thứ Hai đến thứ Sáu).
This is the bilingual post in English and Vietnamese. Vietnamese is below.
Đây là bài viết song ngữ Anh-Việt. Tiếng Việt ở bên dưới.
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1. Introduction: The Deal That Shook the AI World
On September 23, 2025, Nvidia – the world’s largest chipmaker and also the symbol of the AI boom – announced a massive-scale partnership with OpenAI. According to the plan, Nvidia will invest up to $100 billion into OpenAI over the coming years. This money will be used to expand AI data center systems, build supercomputers for research and commercialization, and accelerate the development of the next generation of agentic AI (artificial intelligence with higher task capabilities).
This announcement immediately created a ripple effect. Nvidia’s stock surged sharply, pulling the entire U.S. tech sector upward. Investors considered this not just a collaboration, but a historic turning point in the global tech industry.
How big is this deal? For comparison, $100 billion is close to the GDP of a mid-sized country. It is also the largest-ever investment between two tech companies in the AI space. It reflects Nvidia’s confidence in OpenAI’s potential and its ambition to remain the “backbone” of the entire AI industry.
For small and medium-sized enterprises (SMEs), this figure may feel distant. But when viewed through the lens of Operational Excellence (OPEX), there are plenty of practical lessons. A mega-deal like this, when analyzed with OPEX tools, can become a living case study for any business – from a coffee shop, a software startup, to a traditional manufacturing company.