Instagram has hit 3 billion monthly users, parent Meta Platforms announced this week, an increase of one billion since the company last disclosed figures in October 2022. Meta’s other social platforms, Facebook and WhatsApp, both crossed the 3 billion mark earlier this year. The milestone coincides with a redesign of the Instagram app’s homepage putting more emphasis on Reels short-form videos and private messaging that have largely driven the platform’s growth. Meta has begun testing a version of the app in India that opens directly into Reels instead of a traditional feed. Read more

OpenAI has laid out plans for five new U.S. data centers to bring its Stargate AI infrastructure project to a total of 7 gigawatts of capacity within three years. The company says that puts OpenAI on track to formalize its $500 billion, 10-gigawatt plans for Stargate by the end of 2025, ahead of schedule. The disclosure follows media coverage critical of OpenAI for moving too slowly toward its goals. There is also a SoftBank-imposed deadline of January 1 to corporately restructure in a way that allows investors to more fully participate in profits or risk losing $20 billion in funding. Read more

Google TV is introducing Gemini as a conversational AI assistant to help find content and get more information about a favorite TV show or movie. Gemini on Google TV goes beyond the simple queries and commands of Google Assistant, which has been around since 2017, and allows “free-flowing conversations with your big screen,” the company explains. “Just say ‘Hey Google’ or press the microphone button on your TV remote” to tap into Gemini for TV to activate the new feature. Gemini is now available on the TCL QM9K series, with more TCL models coming onboard later this year. Google says additional functionality for Gemini on TV is coming soon. Read more

Google is giving the Play Store an AI makeover with a new strategy behind Play Games and a new You tab for personalized content. A new Guided Search feature will help users find apps and games by typing in keywords or a generalized description rather than the app’s name. The hope is that artificial intelligence can turn the mobile marketplace into more of a destination rather than just a place to download apps. More than 4 billion people use Google Play, and the company would like to have them spend more time there. Play’s integrated gaming platform and You tab will begin rolling out this week, starting with select Play Points markets, and will be adding additional countries on October 1. Read more

Nvidia is investing up to $100 billion in a partnership with OpenAI that will result in what Nvidia CEO Jensen Huang predicts will be “the biggest AI infrastructure deployment in history.” The project will use about 10 gigawatts worth of Nvidia systems — including the upcoming Vera Rubin platform — power equivalent to 4 million to 5 million GPUs. “This partnership is about building an AI infrastructure that enables AI to go from the labs into the world,” Huang said on CNBC’s “Halftime Report,” explaining the $100 billion will be invested in stages as each gigawatt is deployed. The investment will be all-cash with Nvidia receiving an undisclosed amount of OpenAI equity. Read more