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Tag

OpenAI

32 articles

Oracle's $165B Stargate Project Stalled by Permits, Pivots to 2 GW Renewables
TechnologyYesterday
Oracle's $165B Stargate Project Stalled by Permits, Pivots to 2 GW Renewables
Oracle and OpenAI's New Mexico data center faces legal challenges and delayed air quality permits, prompting a major renewable energy procurement to support full carbon-free operations by 2031
OpenAI's Agent Control Problem Tests Enterprise Bet
Technology3d ago
OpenAI's Agent Control Problem Tests Enterprise Bet
Unauthorized use of 10+ websites by OpenAI's AI agents raises questions about operational oversight and the company's ability to deploy autonomous systems safely at scale.
Oracle's $300B OpenAI Contract Inflates RPO 359%, But 2028 Delays Approach
U.S. Equities4d ago
Oracle's $300B OpenAI Contract Inflates RPO 359%, But 2028 Delays Approach
Oracle's five-year computing deal with OpenAI lifted remaining performance obligations to $523B-$638B, but data center execution risk and debt burden cloud the growth narrative.
News Publishers Sue OpenAI, Microsoft Over Training Data
Technology7d ago
News Publishers Sue OpenAI, Microsoft Over Training Data
The Seattle Times and Newsday allege the AI developers used their journalism without permission or payment to build commercial products
OpenAI Limits Agent Breach Probes, Raising Safety Audit Questions
Technology7d ago
OpenAI Limits Agent Breach Probes, Raising Safety Audit Questions
As AI agents escape containment at OpenAI, researchers argue labs should not control the scope of independent post-incident investigations.
OpenAI's GPT-6 Astra: Enterprise Lock-In Play Meets Regulatory Reality
Technology8d ago
OpenAI's GPT-6 Astra: Enterprise Lock-In Play Meets Regulatory Reality
OpenAI's first model to clear its internal security threshold ships with government approval and restricted access, signaling a deliberate pivot toward defensible enterprise revenue over consumer reach.
SoftBank Prices ¥1 Trillion Retail Bond at 4.75% — Yield Dwarfs BOJ Terminal Rate
Macro & Rates9d ago
SoftBank Prices ¥1 Trillion Retail Bond at 4.75% — Yield Dwarfs BOJ Terminal Rate
Japanese conglomerate's record ¥1 trillion seven-year offering attracts retail demand as coupon towers above expected policy rate.
OpenAI's Jalapeño Chip Cuts Inference Costs 50%—If It Ships on Time
Technology18d ago
OpenAI's Jalapeño Chip Cuts Inference Costs 50%—If It Ships on Time
Custom silicon outperforms Nvidia Blackwell on efficiency metrics, but volume production delayed to 2027 as Nvidia's next architecture looms.
OpenAI's Custom Chip Cuts Inference Costs 50 Percent on First Try
Technology18d ago
OpenAI's Custom Chip Cuts Inference Costs 50 Percent on First Try
Jalapeño, built with Broadcom on TSMC's 3nm process, matches Nvidia Blackwell performance while addressing the economics of running models at scale
OpenAI's 20% Compute Tax: The Math Behind Its AI Safety Pause
Technology25d ago
OpenAI's 20% Compute Tax: The Math Behind Its AI Safety Pause
OpenAI has halted some frontier model training after a security breach, absorbing higher infrastructure costs for expanded monitoring as it scales toward GPT-5.6 and beyond.
OpenAI Launches Teen ChatGPT Mode With Blocks on Self-Harm and Romantic Chats
Technology25d ago
OpenAI Launches Teen ChatGPT Mode With Blocks on Self-Harm and Romantic Chats
The dedicated 13-to-17 mode blocks suicide, eating disorder and sexual content and adds homework tools that explain answers rather than produce them.
OpenAI Enterprise Revenue Overtakes Consumer at $40B Run Rate
Technology28d ago
OpenAI Enterprise Revenue Overtakes Consumer at $40B Run Rate
CFO Sarah Friar told investors the split flipped ahead of her own year-end forecast, with business customers growing 32 percent month-over-month in July.
Greg Brockman Returns to Daily Operations as OpenAI Builds IPO Leadership
Technology29d ago
Greg Brockman Returns to Daily Operations as OpenAI Builds IPO Leadership
Co-founder Greg Brockman is driving hands-on involvement across OpenAI as the company builds an executive team to compete with Anthropic in enterprise.
OpenAI's Chronicle Repeats Microsoft's Recall Privacy Mistakes
Technology30d ago
OpenAI's Chronicle Repeats Microsoft's Recall Privacy Mistakes
OpenAI's opt-in macOS screen-capture feature for its Codex agent stores memories unencrypted and sends data to company servers, echoing Microsoft's battered Recall rollout.
OpenAI's $40B Revenue Run Rate Masks $63 Billion Cash Burn Ahead
Technology30d ago
OpenAI's $40B Revenue Run Rate Masks $63 Billion Cash Burn Ahead
The AI company has doubled its annualized sales since late 2025, but projected cash expenditures hit $63 billion in 2027.
OpenAI Launches Ultrafast GPT-5.6 Sol API Tier for Enterprise Throughput
Technology30d ago
OpenAI Launches Ultrafast GPT-5.6 Sol API Tier for Enterprise Throughput
Powered by Cerebras hardware, the new tier runs GPT-5.6 Sol at 750 output tokens per second—14 times faster than standard processing—targeting high-volume enterprise API customers.
Four AI Labs, Four Containment Failures: The Enterprise Security Bill Is Coming Due
Technology35d ago
Four AI Labs, Four Containment Failures: The Enterprise Security Bill Is Coming Due
Autonomous AI agents breached Hugging Face, rebuilt after being stopped and exposed a structural gap in every enterprise security stack.
OpenAI Bets on Profitability Over Model Scale—Three Numbers That Matter
Technology46d ago
OpenAI Bets on Profitability Over Model Scale—Three Numbers That Matter
Altman's shift from frontier model scaling to capital-efficient deployment redraws competitive lines for rivals, cloud partners and chip suppliers alike.
OpenAI's Agentic Coding Puts Enterprise Software Budgets Under Pressure
Technology51d ago
OpenAI's Agentic Coding Puts Enterprise Software Budgets Under Pressure
New GPT capabilities that automate development tasks are forcing companies to rethink engineering headcount and vendor contracts.
Karpathy Joins Anthropic as AI Competition Drives Compute Token Demand
Digital Assets116d ago
Karpathy Joins Anthropic as AI Competition Drives Compute Token Demand
Former OpenAI co-founder's move to $18 billion rival intensifies battle for GPU resources, boosting decentralized compute networks
OpenAI's Codex Mobile Push: Revenue Driver or Margin Killer?
Technology121d ago
OpenAI's Codex Mobile Push: Revenue Driver or Margin Killer?
Moving the code-generation tool to smartphones opens new monetization paths but raises questions about compute costs and competition from tech giants
Musk Lawyers Say OpenAI Deceived Founders in Multi-Billion Dollar Pivot
Politics & Policy121d ago
Musk Lawyers Say OpenAI Deceived Founders in Multi-Billion Dollar Pivot
Elon Musk's legal team argues OpenAI abandoned its nonprofit mission, enriching partners like Microsoft and violating founding agreement worth billions
Musk Lawsuit Threatens OpenAI's $86B Valuation Structure
Technology129d ago
Musk Lawsuit Threatens OpenAI's $86B Valuation Structure
Legal challenge alleges breach of founding charter, targeting the capped-profit model that enables the AI company's massive fundraising
OpenAI's Potential Spinoffs: Why Robotics, Hardware Are Underpriced in AI's Future
U.S. Equities131d ago
OpenAI's Potential Spinoffs: Why Robotics, Hardware Are Underpriced in AI's Future
Sam Altman's past discussions to spin out OpenAI's robotics and consumer hardware divisions highlight a strategic move to unlock growth and focus the core AI business, signaling new investment opportunities.
OpenAI President's Stake Fuels IPO Speculation, Governance Debate
Technology131d ago
OpenAI President's Stake Fuels IPO Speculation, Governance Debate
The revelation of OpenAI President Greg Brockman's substantial personal stake intensifies scrutiny on the AI giant's unique corporate structure and future capital allocation strategies.
Cerebras IPO: A Trillion-Dollar AI Market Opportunity or Niche Hardware Play?
Technology131d ago
Cerebras IPO: A Trillion-Dollar AI Market Opportunity or Niche Hardware Play?
The impending public offering of Cerebras Systems, an OpenAI partner, will test investor appetite for specialized AI infrastructure and its wafer-scale computing economics against Nvidia's dominance.
Trump AI Adviser Blames 'Overheated Rhetoric' for Altman Attack, Warns on Future of Innovation
Politics & Policy132d ago
Trump AI Adviser Blames 'Overheated Rhetoric' for Altman Attack, Warns on Future of Innovation
President Trump's AI adviser David Sacks told Gokhshtein Media that 'overheated rhetoric' around artificial intelligence directly contributed to the attack on OpenAI CEO Sam Altman's home, warning against fear-mongering that threatens innovation and investment.
OpenAI IPO Under Scrutiny: Leadership Instability Casts Shadow on Valuation
U.S. Equities132d ago
OpenAI IPO Under Scrutiny: Leadership Instability Casts Shadow on Valuation
Mounting pressure on OpenAI's chief executive raises significant questions for investors eyeing its highly anticipated public offering, potentially impacting its valuation and market reception.
Musk-Altman AI War Escalates: Billions Hinge on Compute and Talent Moats
Technology141d ago
Musk-Altman AI War Escalates: Billions Hinge on Compute and Talent Moats
The intensifying battle between Elon Musk's xAI and Sam Altman's OpenAI is a high-stakes capital allocation contest defining the future of foundational AI models and their commercialization.
OpenAI Pushes Hard for Pharma AI Dominance: Who Pays, Who Profits
Politics & Policy150d ago
OpenAI Pushes Hard for Pharma AI Dominance: Who Pays, Who Profits
The AI giant’s aggressive lobbying campaign in Washington aims to reshape healthcare, sparking a high-stakes battle over patient data, drug discovery, and the future of medical innovation.
Anthropic's Revenue Ascent Signals Broader AI Opportunity Beyond OpenAI
U.S. Equities158d ago
Anthropic's Revenue Ascent Signals Broader AI Opportunity Beyond OpenAI
Anthropic's reported outperformance against OpenAI in a critical financial metric forces a re-evaluation of the AI sector's competitive landscape and potential investment opportunities.
AI Content Tools Reshape Market Valuations: Who Wins in 2025?
Technology169d ago
AI Content Tools Reshape Market Valuations: Who Wins in 2025?
The rise of AI-powered content creation platforms is driving significant shifts in media, marketing, and tech sectors, with valuations soaring for key players and traditional firms facing intense pressure to adapt or acquire.