OpenAI, Nvidia, and AI Industry Shifts

Several major developments are reshaping the AI industry as of late July 2026. Lilian Weng, co-founder of Thinking Machines, has left the company for health reasons and joined OpenAI, according to an exclusive report. Meanwhile, OpenAI's ChatGPT is nearing 1 billion weekly active users, seven months after its target. Nvidia is also making moves, backing startups like Reflection AI and ChipAgents, while facing pressure from Anthropic. Additionally, Nvidia is reportedly set to guarantee $250 billion in OpenAI debt, a move that has contributed to a 5% market drop.