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The Latest Breaking News from OpenAI

Nvidia's Growth Story Is No Longer Bulletproof, Ed Yardeni Warns

One of Wall Street's loudest bulls just hit the brakes on Nvidia Corp. (NASDAQ: NVDA), raising questions over its slowing growth and head-scratching billion-dollar bets, even as the AI titan crossed a $4.4 trillion market cap.

Benzinga

OpenAI Accidentally Rolls Out New AI Agent

OpenAI might have just given us an unexpected preview of its next big update. Earlier today, the company accidentally pushed an unreleased feature called

Geekflare

Microsoft 365 users can now choose between ChatGPT and Claude for their AI needs

Some Microsoft Copilot functionalities can now use Claude models alongside those from OpenAI.

TechRadar

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Microsoft adds Anthropic AI to Copilot 365 — after claiming OpenAI's GPT-4 model is "too slow and expensive"

Microsoft recently announced its plan to integrate Anthropic's AI models into Copilot, potentially releasing itself from an overdependence on OpenAI's tech.

Windows Central

Germany is getting its own sovereign version of OpenAI

SAP and Microsoft will host a dedicated Germany-only version of OpenAI for the public sector.

TechRadar

OpenAI and Nvidia's AI spending spree could be a risky bet

The success of the companies' mega-billion deals will depend on long-term demand for AI.

Axios

Elon Musk Is Looking For Help In Building Macrohard, The AI Software Company That Could 'Simulate' Microsoft

Elon Musk is ramping up hiring for Macrohard, his newly announced AI software venture, through which he plans to create simulations of software companies like Microsoft Corporation (NASDAQ:MSFT).

Benzinga

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Anthony Scaramucci Says SEC Should Cut Some Red Tape So Everyday Joes Can Get A Piece Of SpaceX And OpenAI: 'Hard For The Public To Get Access'

Anthony Scaramucci, the SkyBridge founder known as "The Mooch," once argued that heavy-handed Securities and Exchange Commission rules are shutting ordinary Americans out of the country's most exciting companies.

Benzinga

Sam Altman’s AI empire will devour as much power as New York City and San Diego combined. Experts say it’s ‘scary’

Andrew Chien told Fortune he’s been a computer scientist for 40 years but we’re close to “some seminal moments for how we think about AI and its impact on society.”

Fortune

Microsoft boss says its new AI-infused web browsing experience is like ‘a little angel on your shoulder doing the boring hard work’

Mustafa Suleyman said using AI in Microsoft’s Edge browser is a “magical experience.”

Fortune

OpenAI may lease Nvidia GPUs instead of buying them — financial engineering deal could cut hardware costs in pursuit of 10GW buildout

OpenAI is in advanced talks to lease high-performance GPUs from Nvidia, rather than purchase them outright, as part of its plan to build out custom AI data centers over the next several years.

Tom’s Hardware

Google's new AI Plus subscription is now available in over 40 countries — and it only costs $5

Google's AI chatbot Gemini is getting cheaper but only in select countries (for now).

Tom’s Guide

Oracle Stock Slips As Company Taps Debt Market For AI Infrastructure Spending: Report

Oracle (NYSE:ORCL) stock slipped after it moved to raise $15 billion in the U.S. investment-grade bond market on Wednesday, according to people familiar with the transaction.

Benzinga

AI investors are in for a rude awakening

There is a huge gap between investment and revenue from LLMs. Investors wrongly assume everyone will be a winner

The Guardian - US

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Fortune

Before he revolutionized tech with Steve Jobs, Jony Ive wanted to quit Apple. Now he’s forging a new power pairing with OpenAI’s Sam Altman

Ive has joined Altman at OpenAI to create new AI-native devices.

MarketBeat

Broadcom Price Targets Just Reached Above $400 for the First Time

Just like Broadcom shares, Wall Street analysts are lifting their price targets on the stock to new heights. Two analysts now see the stock moving above $400.

Fortune

Nvidia and OpenAI partnership is a catalyst for enterprise AI growth, says Wedbush’s Dan Ives

Nvidia will invest up to $100 billion in OpenAI as the artificial intelligence lab sets out to build hundreds of billions of dollars in data centers.

The Guardian - UK

Adviser to UK minister claimed AI firms would never have to compensate creatives

Exclusive: Kirsty Innes made statement in now-deleted post on X seven months before taking up role as Liz Kendall aide

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Fortune

Markets are selling off after Powell said six words investors don’t want to hear: ‘Equity prices are fairly highly valued’

Investors are wary of any sign that the Fed thinks “irrational exuberance”—as former Fed chair Alan Greenspan once called it—has kicked in.

The Independent UK

ChatGPT boss predicts when AI could cure cancer

Sam Altman’s claims follow announcement of ‘biggest AI infrastructure project in history’

Benzinga

OpenAI, Oracle, SoftBank Unveil $500 Billion Stargate Plan With 5 New US AI Data Centers As Nvidia Commits $100 Billion To Support ChatGPT-Parent

OpenAI, Oracle Corp (NYSE:ORCL) and SoftBank Group (OTC:SFTBF) (OTC:SFTBY) on Tuesday announced plans to build five new U.S. data centers as part of the $500 billion Stargate project, a massive private-sector effort to power the next wave of artificial intelligence.

Kiplinger

How Consumers Are Tinkering with Cutting-Edge AI

Companies launching artificial intelligence tools are jostling for consumer attention. Some products are already building a deep connection with users.

Fortune

OpenAI plans to build 5 giant U.S. 'Stargate' datacenters, a $400B challenge to Meta, Microsoft, and Google in the AI arms race

The ChatGPT maker, along with Oracle and SoftBank, drew reporters to rural West Texas to tour the flagship Stargate data center, provide an update on new sites, and dispel doubts about the partnership’s momentum.

The Independent UK

OpenAI and Oracle show off Stargate AI data center in Texas and plan five more elsewhere

OpenAI CEO Sam Altman has announced that the Stargate AI data center in Texas will be joined by five more across the U.S. This expansion is part of a $500 billion infrastructure investment promoted by President Donald Trump

Benzinga

What Will Nvidia's $100 Billion OpenAI Investment Reap?

Nvidia (NASDAQ:NVDA) plans to invest up to $100 billion in OpenAI, a move that could generate billions in long-term revenue.

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