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AMD reported fourth-quarter earnings that beat Wall Street estimates with revenue rising 34% to $10.3 billion, driven by its data center business and AI chip sales. But the company's first-quarter revenue forecast of $9.8 billion, while above consensus, fell short of some investor expectations who sought bigger AI gains. Shares tumbled 13% as concerns emerged about AMD's ability to compete with Nvidia in the booming AI market.
OpenAI CEO Sam Altman revealed the company may invest in or subsidize firms using its AI for drug discovery, taking royalties on successful discoveries instead of charging upfront costs. Speaking at Cisco's AI conference, Altman outlined a potential shift from traditional software pricing to outcome-based financial returns, where OpenAI shares both risk and reward in scientific breakthroughs.
OpenAI's ChatGPT experienced a significant outage affecting more than 12,000 users, with Down Detector recording peak disruption reports. The AI chatbot faced elevated error rates impacting logins, conversations, and voice mode before OpenAI resolved the issue at 5:14 PM ET. Anthropic's Claude AI also experienced similar service failures on the same day.
OpenAI CEO Sam Altman revealed he felt obsolete after his company's AI coding agent Codex generated better feature ideas than his own. The admission sparked fierce backlash from workers facing job insecurity due to AI, while tech executives like former Dropbox CTO Aditya Agarwal echoed similar feelings of grief and disorientation as artificial intelligence rapidly transforms professional identity.
OpenAI CEO Sam Altman called the viral AI social network Moltbook a likely fad at the Cisco AI Summit, but strongly backed the underlying technology behind autonomous AI bots like OpenClaw. Despite growing use cases from medical research to AI-generated coding, Altman admitted AI adoption has been slower than expected, calling himself naive about the pace of change.
Apple has released Xcode 26.3, integrating Anthropic's Claude Agent and OpenAI's Codex directly into its development environment. Using Model Context Protocol, these AI-powered coding agents can autonomously build projects, run tests, and fix errors while accessing Apple's developer documentation. The update marks a shift from basic AI assistance to full agentic coding capabilities for iOS, Mac, and other Apple platform developers.
OpenAI is prioritizing ChatGPT development over experimental research, leading to senior staff departures including VP of Research Jerry Tworek. Sam Altman declared a 'code red' in December following competitive pressure from Google and Anthropic, but now reports ChatGPT monthly growth has rebounded to over 10% with 800 million weekly users.
Five months after announcing plans for a $100 billion investment, Nvidia and OpenAI's mega-deal has stalled. The chipmaker now plans a $20 billion investment instead, while OpenAI quietly pursues alternative chip providers. The tension centers on inference performance issues, with OpenAI reportedly dissatisfied with Nvidia's GPU speed for coding tasks, prompting deals with Cerebras and AMD to reduce dependency.
OpenAI released a new MacOS app for Codex, its AI coding tool, alongside the GPT-5.3-Codex model that runs 25% faster than previous versions. The launch marks OpenAI's push to catch up with Anthropic's Claude Code, which has dominated the agentic coding market and reached $1 billion in annualized revenue within six months of public release.
Cloud data company Snowflake has entered a $200 million multi-year AI deal with OpenAI, bringing advanced models directly into its platform for over 12,600 customers. The partnership embeds OpenAI's capabilities into Snowflake Cortex AI and Snowflake Intelligence, enabling enterprises to build AI agents and run natural language queries on their data across all major cloud providers without compromising security or governance.
OpenAI has begun rolling out advertisements in ChatGPT for free and $8 Go subscribers, with internal pricing reportedly set at $60 per thousand views—matching premium NFL broadcast slots. The company insists ads won't influence ChatGPT answers and will remain clearly labeled, though questions about engagement metrics and value persist as the AI monetization push begins.
A federal judge in San Francisco indicated she may dismiss Elon Musk's xAI lawsuit accusing OpenAI of stealing trade secrets related to the AI chatbot Grok. Judge Rita Lin said xAI failed to plausibly allege that OpenAI acquired or used confidential information, despite claims that former employees downloaded source code before leaving. The ruling adds another chapter to the escalating legal conflict between Musk and OpenAI.
Nvidia CEO Jensen Huang dismissed reports that the chip giant's planned $100 billion investment in OpenAI has stalled, calling such claims 'nonsense.' Despite Wall Street Journal reports of friction and concerns about OpenAI's business discipline, Huang confirmed Nvidia will make its 'largest ever investment' in the AI company, though the final amount remains unspecified.
OpenAI has detailed its security approach for AI agents that browse the web and complete tasks autonomously. As more than 60% of consumers now start at least one daily task with AI, the company warns that malicious links pose serious risks. OpenAI uses link transparency, constrained browsing, and human approval to protect users from phishing attempts and data exposure.
OpenAI will retire GPT-4o on February 13, triggering intense backlash from thousands who formed deep emotional bonds with the AI model. Users describe losing what felt like friends or partners, while the company faces eight lawsuits alleging the model's overly supportive responses contributed to suicides and mental health crises. The controversy highlights the challenge of balancing user engagement with safety in AI chatbots.
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