OpenAI released three proprietary audio models to its API: gpt-4o-transcribe and gpt-4o-mini-transcribe for speech-to-text, and gpt-4o-mini-tts for speech generation. The transcription models replace Whisper, and OpenAI says they handle accented and varied speech better in chaotic environments, with streaming speech-to-text allowing continuous audio input and a real-time text stream. gpt-4o-mini-tts accepts steerable instructions — the demo instruction was 'use a serene voice' — and the company showed adding voice to an existing text app in roughly nine lines of code on the Agents SDK it shipped the week before.

The notable decision is licensing. OpenAI has historically released Whisper versions for commercial use under MIT, and it explicitly said it does not plan to do so for the new models, calling them much bigger than Whisper and not good candidates for open release, while pointing to end-user devices as the interesting case for open-source work.

Google Cloud announced an agreement to acquire Wiz, the cloud security company, for $32 billion in cash — the largest acquisition in Alphabet's history, roughly two and a half times the $12.5 billion paid for Motorola Mobility in 2012, and reportedly the largest purchase of an Israeli tech company to date. The price is a 39% premium over the $23 billion Google had offered in 2024, when Wiz's CEO Assaf Rappaport walked away and instead raised $1 billion at a $12 billion valuation.

Wiz scans cloud environments across AWS, Azure and Google Cloud for vulnerabilities and misconfigurations without installing agents on individual workloads, and had crossed $500 million in annual recurring revenue while approaching $1 billion. Google had already bought Mandiant for $5.4 billion in 2022, plus Chronicle, Siemplify and VirusTotal. The deal still needs regulatory approval and was expected to close in 2026.

Jensen Huang opened GTC 2025 in San Jose by calling AI an inflection point, arguing that reasoning and agentic AI demand orders of magnitude more compute than what came before, and projecting Nvidia data center infrastructure revenue reaching $1 trillion by 2028. He detailed Blackwell Ultra, which he said was designed specifically for that moment and would ship in the second half of 2025, and the Vera Rubin platform succeeding Blackwell in the second half of 2026, with one exaflop of FP4 performance and a 25x increase over Hopper.

The open-source releases were the part with lasting consequences. Nvidia unveiled Isaac GR00T N1, described as the first open, fully customizable foundation model for generalized humanoid reasoning and skills, paired with an updated Cosmos world model for generating synthetic training data and working with the Omniverse simulation stack and a new Dynamo inference software layer Huang called essentially the operating system of an AI factory. At the end of the keynote he announced Newton, an open-source physics engine for robotics simulation developed with Google DeepMind and Disney Research. Nvidia also announced a partnership with General Motors on next-generation vehicles, factories and robots, and Halos, an automotive safety system.