The $ 100 billion partnership between Nvidia and OpenAI, announced Monday, represents – for now – the latest mega-deal reshaping the AI infrastructure landscape. The agreement involves non-voting shares tied to massive chip purchases and enough computing power for more than 5 million U.S. households, deepening the mutual dependence between two of AI’s most powerful players.

Meanwhile, Google Cloud is placing a different bet entirely. While the industry’s biggest players cement ever-tighter partnerships, Google is hellbent on capturing the next generation of AI companies before they become too big to court.

Francis deSouza, its COO, has seen the AI revolution from multiple vantage points. As the former CEO of genomics giant Illumina, he watched machine learning transform drug discovery.

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