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AI chipmaker Cerebras Systems secured $1 billion in fresh capital at a $23 billion valuation, nearly tripling its worth in just four months. The funding round, led by Tiger Global, included a massive $225 million commitment from early backer Benchmark Capital, which created special infrastructure funds specifically for the investment. The raise positions Cerebras to compete more aggressively with Nvidia following its recent $10 billion OpenAI partnership.
OpenAI CEO Sam Altman told the Cisco AI Summit 2026 that companies not set up to quickly adopt AI workers will be at a huge disadvantage. He envisions full AI companies where AI agents actively participate in work rather than serve as passive tools. But Altman warns enterprises are largely unprepared for this shift, facing unresolved challenges around security, governance and data access.
Anthropic's Super Bowl commercials mocking ChatGPT's ad plans triggered a heated response from Sam Altman, who called the rival AI company "dishonest" and "authoritarian." The public feud erupted as both OpenAI and Anthropic released competing AI agent products, signaling an industry shift from conversational chatbots to multi-agent workforce management systems.
OpenAI has begun testing ads in ChatGPT for free and Go subscription users in the US, marking a major shift in its business model. The move drew immediate criticism from rival Anthropic, which aired Super Bowl commercials mocking AI advertising. While OpenAI promises ads won't influence responses or compromise privacy, consumer research shows 83% of users will tolerate ads for free access.
OpenAI has appointed Dylan Scandinaro from rival Anthropic as its new Head of Preparedness, filling a role advertised at up to $555,000 annually. CEO Sam Altman warns that things are about to move quite fast with extremely powerful models, requiring robust safeguards to mitigate severe risks as the company pushes toward artificial general intelligence.
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.
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