Nvidia’s $100B OpenAI Bet, Disney’s Kimmel Reversal, Google’s Antitrust Fight & UN Push for Palestine

23rd September 2025

Nvidia is preparing a $100 billion investment in OpenAI to supercharge next-gen AI infrastructure while loosening the startup’s reliance on Microsoft. Disney reverses its suspension of Jimmy Kimmel after political backlash, Google heads into a high-stakes antitrust trial to fend off an ad tech breakup, and world leaders rally at the UN in a diplomatic wave of recognition for Palestinian statehood. All this and more in today’s Read It And Eat!

Major Headlines 

• Nvidia plans to invest up to $100B in OpenAI 

Nvidia announced Monday it plans to invest up to $100 billion in OpenAI as part of a deal to build out massive data centers for training and running AI models. The companies say they signed a letter of intent to deploy 10 gigawatts, enough to power millions of homes, worth of Nvidia systems to power OpenAI’s next generation of AI infrastructure.

The deal may help OpenAI as it reduces its reliance on Microsoft, its largest investor and supplier of cloud computing resources. In January, Microsoft announced changes to its partnership with OpenAI, allowing the ChatGPT maker to build additional AI infrastructure with other partners. Since then, OpenAI has teamed up with various partners on AI data center projects, such as Stargate. Nvidia says the deal will complement existing partnerships OpenAI has, including agreements with Microsoft, Oracle, and SoftBank.

OpenAI says it will work with Nvidia as a “preferred strategic computer and networking partner” for its AI factory growth. It’s unclear whether Nvidia’s investment will be paid out in chips, cloud credits, cash, or otherwise. TechCrunch 

Disney says Kimmel will return to the air on Tuesday, six days after suspension 

Disney (DIS.N), said on Monday it would return comedian Jimmy Kimmel to late-night television on Tuesday, six days after his show was threatened with a regulatory probe and suspended over comments he made about conservative activist Charlie Kirk's assassination.

Disney's move to restore the "Jimmy Kimmel Live" show to the lineup of its ABC network represented the highest-profile challenge yet from a communications company to an escalating crackdown by U.S. President Donald Trump on his perceived media critics through litigation and warnings of regulatory action.

The U-turn came after several prominent conservatives, including U.S. Senator Ted Cruz, a Texas Republican who leads oversight of the Federal Communications Commission, joined Democrats in criticizing the head of the FCC for threatening retaliation against ABC.

Disney also faced pressure from consumers rallying against Kimmel's suspension by canceling their subscriptions to the Disney+ streaming subscription service. Kimmel, who has frequently ridiculed Trump on his show, drew outrage from conservatives for saying that Trump's supporters were desperate to characterize Kirk's accused assassin "as anything other than one of them" and for trying to "score political points" from his murder.

The comments came in the opening monologue of Kimmel's Monday night broadcast, five days after Kirk, an influential Trump ally, author and radio-podcast host, was shot dead while speaking on the campus of Utah Valley University in Orem. In the wake of threats of investigation, fines, and broadcast license revocations from FCC Chairman Brendan Carr, and a boycott by many of ABC's affiliate stations, Disney said last Wednesday it was shutting down production of Kimmel's program indefinitely. In announcing Kimmel's return on Tuesday, Disney said it had initially suspended the show "to avoid further inflaming a tense situation at an emotional moment for our country." Reuters

• Google seeks to avoid ad tech breakup as antitrust trial begins

Alphabet's Google is seeking to avoid a forced sale of part of its online advertising business in its latest face-off with U.S. antitrust enforcers that began on Monday in Alexandria, Virginia. The trial is the government's next best shot at curbing what a judge has ruled is Google's monopoly power, after losing a separate bid to make Google sell its Chrome browser earlier this month. Online publishers and rival ad tech developers, some of whom have separately sued Google for damages, will be watching the case closely.

The U.S. Department of Justice and a coalition of states are trying to make Google sell its ad exchange, AdX, where online publishers pay Google a 20% fee to sell ads in auctions that happen instantly when users load websites. The government is also seeking to require Google to make the mechanism that decides the winner of those auctions open source.

Julia Tarver Wood, an attorney with the Justice Department's antitrust division, said in her opening statement that making Google sell AdX was necessary to restore competition after U.S. District Judge Leonie Brinkema's ruling that the company illegally tied AdX to its publisher ad server, a platform used by websites to store and manage their digital ad inventory. "Leaving Google with the motive and the means to recreate that tie is simply too great a risk," she said.

Brinkema is presiding over the trial to decide what remedies to impose on the company, which she found holds unlawful monopolies in web advertising technology.

Google attorney Karen Dunn called the DOJ's proposals "radical and reckless" in her opening statement, saying they would harm competition by taking Google out of the market. Reuters

• World leaders rally behind Palestinian statehood at UN, defying US and Israel

Dozens of world leaders gathered at the United Nations on Monday to embrace a Palestinian state, a landmark diplomatic shift nearly two years into the Gaza war that faces fierce resistance from Israel and its close ally the United States. President Emmanuel Macron announced that France would recognize Palestine's statehood at a meeting he convened with Saudi Arabia - a milestone that could boost Palestinian morale but appeared unlikely to change much on the ground.

The most far-right government in Israel's history has declared there will be no Palestinian state as it pushes on with its fight against militant group Hamas in Gaza following the October 7, 2023, attack on Israel that killed some 1,200 people. Israel has drawn global condemnation over its military conduct in Gaza, where more than 65,000 Palestinians have been killed, according to local health authorities. In recent weeks, Israel has begun a long-threatened ground assault on Gaza City with few prospects for a ceasefire. "We must pave the way for peace," Macron said at the start of the session at the United Nations in New York.

"We must do everything within our power to preserve the very possibility of a two-state solution, Israel and Palestine living side by side in peace and security," he said before announcing the diplomatic move drawing lengthy applause from the audience. Israel has said such moves will undermine the prospects of a peaceful end to the conflict.

Turkish President Tayyip Erdogan, Canadian Prime Minister Mark Carney and United Nations Secretary-General Antonio Guterres were among those who also spoke during the event. Spanish Prime Minister Pedro Sanchez, whose leftist government recognized the state of Palestine in 2024, told Reuters in an interview on Monday that the recent recognition moves were very important. Reuters

Minor Headlines 

• Blue Origin wins NASA deal to ferry VIPER rover to lunar south pole TechCrunch 

  
  

• Oracle promotes two presidents to co-CEO role TechCrunch 

  
  

• Charities end links with 'Fergie', UK's Duchess of York, over Epstein email Reuters

  
  

• US hits Brazilian judge's wife with sanctions as Trump showdown deepens Reuters

  
  

• Oura Ring Maker to Become $11 Billion Company With Latest Raise Bloomberg 

  
  

• Trump urges pregnant women to avoid Tylenol over unproven autism risk Aljazeera

  
  

• PSG's Dembele, Barca's Bonmati win Ballon d'Or awards in Paris Reuters

  
  

• Supreme Court takes up dispute over Trump's authority to fire FTC member CNBC