- 1. OpenAI and NVIDIA to deploy 10GW of global compute
- 2. Google expands lower-cost AI Plus plan globally
- 3. ElevenLabs launches full AI voice content suite
- 4. Google launches Mixboard, an AI-native whiteboarding tool
- 5. Meta shows new AI-enabled Ray-Ban glasses and EMG wristband
- 6. Google Play adds AI-assisted curation to app store
- Recommended reading
The CFO AI Digest: September 24
AI infrastructure is expanding, pricing for AI productivity tools is becoming tiered, and GenAI features are moving deeper into daily workflows.
Let’s get into it:
1. OpenAI and NVIDIA to deploy 10GW of global compute
OpenAI and NVIDIA will deploy 10 gigawatts of AI computing power around the world, starting in the U.S. in 2026, after NVIDIA invested up to $100 billion in the AI leader. The systems will use NVIDIA’s upcoming GH200 chips and run on infrastructure from third-party providers like CoreWeave, Lambda, and Equinix.
CFO takeaway: AI compute demand isn’t slowing, and OpenAI is choosing to scale through smaller infra providers like CoreWeave. This likely reflects a mix of GPU availability, faster deployment timelines, and a push to avoid over-reliance on AWS or Azure. Expect rising cloud costs and less pricing transparency in the AI infrastructure market as demand outpaces supply.
2. Google expands lower-cost AI Plus plan globally
Google is rolling out Google AI Plus to 40 more countries. The plan includes Gemini integration across Gmail, Docs, Sheets, and access to AI image and video tools like Nano Banana and Veo. With a lower cost than the $19.99/month AI Premium plan, AI Plus is designed for broader adoption, with scaled-down model limits and pricing that varies by market.
CFO takeaway: Google is segmenting its AI offerings the way it did with cloud storage, with premium features for power users and basic functionality for everyone else. AI is now a product line with tiered pricing, region-based rollout, and deep bundling into the tools your team already uses.
3. ElevenLabs launches full AI voice content suite
ElevenLabs released a full-featured AI voice studio that supports voice generation, cloning, and script creation in 29 languages. It’s designed for content teams producing marketing, training, audiobooks, and customer service audio at scale.
CFO takeaway: Microsoft’s VibeVoice showed how small models can handle long-form, natural dialogue. ElevenLabs is taking that momentum commercial, offering voice generation, cloning, and scripting in 29 languages. This could reduce spend on outside help for teams that produce training, support, or marketing content. In-house audio is now a viable, scalable option.
4. Google launches Mixboard, an AI-native whiteboarding tool
Google’s new Mixboard software is an experimental, AI-first canvas for teams to brainstorm and iterate. Users describe ideas in natural language, and the AI helps build diagrams, flows, and layouts in real time.
CFO takeaway: This is Google’s push to bring AI-native collaboration into Google Workspace. Mixboard points to a future where brainstorming sessions can become structured, trackable plans quickly. That includes timestamps (when ideas form), participation data (who contributed), and idea-to-action traceability (how ideas turn into plans) that finance teams can use to speed up and improve planning and analysis.
5. Meta shows new AI-enabled Ray-Ban glasses and EMG wristband
Meta unveiled a prototype of its next-gen Ray-Ban smart glasses with a built-in display and multimodal AI assistant (voice and vision). It also teased its long-in-development EMG wristband, which reads muscle signals to control devices with hand gestures. Meta did not share any pricing or launch dates.
CFO takeaway: Product discovery through camera and voice already exists, but it’s been fragmented across apps and devices. Meta is trying to unify it into a single wearable experience, where users look at a product, say what they want, and buy with a gesture. If that vision becomes a reality, it has implications across commerce, search, and payments.
6. Google Play adds AI-assisted curation to app store
Google is redesigning the Play Store around AI and personalization. New features include a “You” tab for curated content, Gemini-powered Sidekick for real-time game help, and Guided Search that lets users find apps by typing goals like “learn to cook.” These changes also expand community Q&A, cross-device play, and PC game support.
CFO takeaway: App visibility is shifting from keyword targeting to AI-driven intent matching and curated recommendations. If your business depends on mobile growth, success will increasingly depend on how well your product aligns with what Google’s AI surfaces to users.
See you back here next week.
Recommended reading
- How people are using ChatGPT (OpenAI)
- How are developers using AI? Inside our 2025 DORA report (Ryan J. Salva, Senior Director, Product Management, Google)
