Microsoft has reportedly capped its revenue-share payments to OpenAI at $38 billion. Under their latest deal, OpenAI is expected to save $97 billion by 2030. The report also touches on the relative valuations of Kimi and DeepSeek, and includes a commencement speech by Jensen Huang. AI
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IMPACT Confirms substantial financial commitments between major tech players and AI labs, influencing future investment and development.
RANK_REASON Significant funding-related news involving a major tech company and a leading AI lab. [lever_c_demoted from significant: ic=1 ai=0.7]