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OpenAI Maps Five-Year Push as Sora 2 Expands and ChatGPT Social Tests Surface

OpenAI details a five-year blueprint funded through partner compute commitments, novel financing mechanisms, plus a potential compute‑provider model to reach trillion‑scale.

Overview

  • OpenAI formally expanded Sora 2, enabling up to 15‑second videos for all users on app and web, up to 25 seconds for Pro on web, with improved realism, audio generation, and a Pro storyboard tool.
  • The company set out a five‑year commercial strategy that prepares for potential spending exceeding $1 trillion and, per reports, targets revenue from enterprise and government solutions, shopping tools, Sora and AI agents, and consumer hardware with Jony Ive.
  • Coverage cites innovative funding plans and a prospective “Stargate” data‑center effort, with the Financial Times estimating more than 26 GW of partner compute commitments in the past month.
  • An Android beta APK teardown suggests early testing of ChatGPT direct messages and user profiles, though the code is disabled and the feature remains unannounced and at an early stage.
  • Foxconn chairman Liu Yang‑wei said he met Sam Altman and plans talks with Nvidia’s Jensen Huang this month to explore cooperation, while Morgan Stanley warned AI assistants are becoming a distribution layer that could erode direct traffic to vertical websites over time.