Currently, AI Mode exists as a separate interface that users must access intentionally, but the trajectory is clear. Google has indicated that AI-generated answers will eventually become a more prominent part of standard search results. While they've walked back statements about making AI Mode the default search experience after initial concerns, the long-term direction remains toward greater AI integration. Traditional search results won't disappear, but AI-generated summaries will occupy increasingly valuable real estate on search result pages.
The new partnership with NVIDIA evolves the long-standing collaboration between the two companies. OpenAI has pledged to consume 2 gigawatts of training capacity on NVIDIA's Vera Rubin systems and an additional 3 gigawatts of computing resources, likely in the form of GPUs, to run specific AI inference tasks. In other words, NVIDIA is spending a lot of money on OpenAI and then OpenAI will turn around and spend a lot of money with NVIDIA. The ouroboros must feed.
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