Anthropic plans to contract for up to one million Google Cloud TPUs in an expansion worth tens of billions of dollars. The capacity, expected in 2026, exceeds one gigawatt and strengthens Google’s chip offering against Nvidia.
ChatGPT Atlas debuts on macOS with a built-in assistant, browsing memory and task automation. OpenAI is entering a market dominated by Chrome, though agent mode introduces new security risks.
OpenAI will design AI accelerators with Broadcom and deploy 10 GW between 2026 and 2029. It is the company’s third major infrastructure deal in three weeks, following agreements with Nvidia and AMD.
ChatGPT will integrate services such as Spotify, Canva, and Zillow into its conversations. OpenAI has also unveiled AgentKit and opened GPT-5 Pro and Sora 2 to developers.
OpenAI will deploy 6 GW of AMD accelerators over several years, starting with 1 GW of MI450 chips in the second half of 2026. If it meets the agreed milestones, it could acquire up to 160 million AMD shares at a nominal price.
An employee share sale pushes OpenAI past SpaceX as the most valuable private company. The deal brings in no new capital but lets employees cash out part of their holdings.
Sora 2 creates video with synchronized dialogue and sound effects, while a new app lets users insert their own likeness and share the results. OpenAI is turning its generator into a TikTok-style social platform.
Nvidia will fund AI infrastructure in phases, equivalent to millions of chips. The deal strengthens OpenAI’s capacity while fueling debate over the mutual dependence between the chipmaker and one of its biggest customers.
Claude’s creator has nearly tripled its valuation in six months. Annualized revenue topped $5 billion in August, driven by businesses and tools such as Claude Code.
MIT NANDA finds that just 5% of enterprise generative AI pilots accelerate revenue. The problem appears to lie less with the models than with integration, adaptation to work and project selection.
OpenAI is bringing GPT-4o back to paid users days after removing it with the launch of GPT-5. The backlash shows that choosing a model is no longer just about speed or capability.
OpenAI brings Operator and Deep Research together in ChatGPT Agent, a system that browses the web, analyzes data and uses a virtual computer to complete tasks. The launch brings autonomous agents closer to the mainstream, with limitations and risks the company acknowledges.
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