112 articles
SpaceX, OpenAI and Anthropic are reportedly preparing potential IPOs as early as 2026, with combined valuations that could exceed $1.5 trillion and capital raises in the tens of billions of dollars. Even one listing could surpass the entire 2025 US IPO market.
Citi warns that OpenAI's operating costs will surge from late 2026, creating concentration risk for tech firms heavily exposed to OpenAI contracts. Amazon shows the lowest backlog exposure at 16% compared to Oracle's 58% and Microsoft's 39%.
OpenAI's GPT-5.2 reaches its highest benchmark position yet in no-reasoning tasks, ranking 14th, while GPT-5.1-high maintains the top spot at 8th place among reasoning-focused models in the latest LMArena data.
OpenAI rolled out December 2025 updates to its Realtime API audio models, slashing error rates and hallucinations while delivering stronger performance in transcription, speech generation, and real-time instruction following.
OpenAI is rolling out ChatGPT Go across Latin America as regional usage surges. The company is teaming up with Rappi to offer free trials in nine countries.
Despite explosive revenue growth forecasts, OpenAI faces persistent negative cash flow as compute costs match every dollar earned
Anthropic has donated the Model Context Protocol to the newly created Agentic AI Foundation under the Linux Foundation. The initiative, backed by OpenAI, Google, Microsoft, and other tech giants, aims to establish open standards for agentic AI systems.
Deutsche Bank analysis reveals OpenAI's projected losses through 2029 will exceed the combined pre-profitability losses of Amazon, Tesla, Spotify, and Uber—marking unprecedented territory for any startup in history.
OpenAI is testing four new AI models ahead of a potential release next week that could rival Google's Gemini 3.0, according to recent reports.
DeepSeek just dropped two new AI models, with V3.2 Speciale beating GPT-5 High on key benchmarks while staying completely open-source. The release also shows strong performance against Gemini 3.0 Pro at way lower costs.
OpenAI's infrastructure partners have borrowed roughly $96 billion to fund the AI company's rapid expansion, with Oracle, SoftBank, CoreWeave, Blue Owl and Vantage leading the financing push.
OpenAI wraps up its first AI hardware prototypes with Jony Ive and targets a two-year timeline for launching an always-on assistant device, CNBC reports. The project pairs custom device design with expanded U.S.-based AI infrastructure.
HSBC analysis reveals OpenAI could face a $207 billion funding shortfall as AI infrastructure demands surge. The projection assumes ChatGPT reaches 3 billion users globally by 2030.
Oracle's five-year credit default swap spreads have spiked to 90-100 basis points while major AI companies like Meta and Google issued $66 billion in corporate debt this year, raising concerns about leverage across the tech sector.
New projections suggest OpenAI's electricity usage could surpass UK and Germany consumption within five years and potentially exceed India's within eight years, sparking concerns about AI sustainability and energy policy.
Sam Altman revealed a major shift in AI development, with models advancing from seconds-long tasks to 5-hour workflows in GPT-5. The next goal is enabling AI systems to operate across months or even years using integrated enterprise context.
Nano Banana 2 and Gemini 3.0 are launching next week, with early tests suggesting major capability improvements. The timing puts fresh competitive pressure on OpenAI and Anthropic in the race for AI model leadership.
OpenAI brought in around $6B during the first half of 2025 and reached a $13B annualized run rate by June. Despite strong growth, the company isn't on track to hit its $20B ARR goal by year-end.
Thinking Machines Lab, led by Mira Murati, is in early talks to raise funding at a $50 billion valuation—more than four times what it was worth just months ago.
Disney announced during its latest earnings call that Disney+ will support user-generated content and that the company has been in "productive conversations" with AI firms—possibly including discussions about OpenAI's Sora model.
We use cookies to improve your experience on our site and to show you relevant advertising. To find our more, read our privacy policy and cookie policy
Eseandre Mordi
Artem Voloskovets
Usman Salis
Saad Ullah
Victoria Bazir
Marina Lyubimova
Peter Smith
