Overview
- Microsoft CEO Satya Nadella said the company will replicate and extend OpenAI’s customized chip and system designs under a revised agreement granting research access through 2030 and model use through 2032.
- OpenAI hired Intel’s chief technology and AI officer Sachin Katti to design and build its compute infrastructure, a move Intel confirmed as its CEO steps in to cover the role.
- Forbes-based estimates peg Sora’s compute at roughly $15 million per day, and OpenAI has said it will sharply cut free video generation because the current economics are unsustainable.
- Investor materials show OpenAI projecting heavy near‑term cash burn and large data center outlays—about $9 billion burned this year and plans approaching $100 billion in capacity—contrasted with Anthropic’s forecast to reach break‑even around 2028.
- AMD CEO Lisa Su defended large AI spending as the right bet for innovation, while Eric Schmidt warned many countries could gravitate to lower‑cost Chinese open‑source models for budget reasons.