This article breaks down the massive debt and revenue milestones that AI leaders (NVIDIA, OpenAI, Anthropic) must hit to justify the $9–15 trillion in planned data-center build-out. It shows how banks, hyperscalers, and chipmakers need AI services to generate over $2 trillion annually by 2030 or risk a market collapse.

Leaked SEC filings show OpenAI’s revenue jumped from $3.7 billion in 2024 to $13.07 billion in 2025 but its R&D alone cost $19.18 billion, including $10.59 billion paid to Microsoft. High compute, sales, and marketing expenses drove its operating loss to $20.92 billion in 2025, about 160 percent of revenue, even as it targets profitability by 2030.

OpenAI bought Ona to power persistent, secure agents in its Codex platform, while Anthropic lifted its hidden safeguards after researchers flagged degraded outputs. The issue also covers Xiaomi’s MiMo Code AI assistant beating Claude on long tasks and dives into tokenizers, vintage LLM builds, compute markets, data debugging, and PyTorch optimizations.

The article compares OpenAI’s Codex “Oracle” approach—using server-side compaction to maintain a single coherent thread—with Anthropic’s Claude “Firm” method of delegating tasks to multiple sub-agents. It breaks down trade-offs in cost, speed, coherence, and memory loss, and predicts a future hybrid of both strategies.

OpenAI aimed to hit specific revenue and user growth targets this year but missed both as it rushes toward an IPO. The company’s slower-than-expected enterprise sales and more cautious consumer uptake forced it to revise financial projections downward. Investors are watching closely to see if OpenAI can regain momentum before going public.

Elon Musk’s lawsuit over OpenAI’s shift to a for-profit model kicks off in Oakland, with Musk, Sam Altman and Microsoft’s Satya Nadella set to testify. The case highlights internal clashes as OpenAI faces fierce AI competition and gears up for a potential $1 trillion IPO.

Secondary-market trades on Forge Global pushed Anthropic’s valuation to about $1 trillion, surpassing OpenAI’s roughly $880 billion price. The surge reflects scarce share supply, rapid revenue growth (from a $9 billion to $39 billion annual run rate), and partnerships with Amazon and Palantir.

Elon Musk is suing Sam Altman’s OpenAI for billions in damages, claiming breaches stemming from their 2015 co-founding agreement. The jury trial, starting Monday, could reshape the competitive dynamics in the A.I. industry.

OpenAI CEO Sam Altman accused Anthropic of using scare tactics to hype its new Mythos cybersecurity model, likening it to selling a bomb shelter after building a bomb. He argued that fear-based marketing keeps AI tools in the hands of a select elite and noted that such hype is common across the industry.

OpenAI has rolled out ChatGPT Images 2.0, its upgraded image-generation feature within ChatGPT. The update adds multiple output modes—classic, horizontal, square, and vertical—for more flexible image creation directly in the chat interface.

OpenAI trained a new LLM, GPT-Rosalind, on 50 common biological workflows and major public databases to help researchers navigate massive genomic and protein datasets. The model links genotype to phenotype, suggests biological pathways, and prioritizes potential drug targets by leveraging mechanistic understanding.

New CRO Denise Dresser tells staff the AWS Bedrock partnership is driving massive enterprise demand while the long-term Microsoft tie-up has boxed OpenAI in. She also challenges Anthropic’s revenue reporting and compute capacity, urging the team to unite around the Amazon alliance and sharpen customer focus.

This piece breaks down The New Yorker’s 18,000-word deep dive into Sam Altman’s trust issues and OpenAI’s turbulent history—from his firing and secret “shadow board” deal to safety disputes and the botched investigation into his conduct. It highlights key conflicts with Musk, Dario Amodei, Microsoft’s unauthorized India release, and a fleeting “sell to Putin” brainstorm.

This article breaks down The New Yorker’s 18,000-word exposé on Sam Altman and OpenAI, detailing boardroom coups, safety disputes, secret pacts, and clashes with Musk, Amodei, and others. It then covers OpenAI’s policy “new deal” proposal and their acquisition of TBPN.

OpenAI’s ChatGPT Health adds a HIPAA-compliant wrapper over its regular models but delivers no new technology and raises doubts about data use and fine-tuning. It feels like another marketing stunt as Big Tech probes the healthcare market without real change.

In a memo to investors, OpenAI says it plans to deploy 30 gigawatts of compute power by 2030, versus Anthropic’s expected 7–8 gigawatts by end of 2027, labeling its rival “compute constrained.” The note underscores OpenAI’s infrastructure edge, compounding efficiency gains, and race for dominance ahead of both companies’ potential IPOs.

In April, a jury will decide whether OpenAI’s shift from nonprofit to for-profit was fraudulent under Musk’s $150 billion suit. A ruling against OpenAI could unsettle every AI company that started as a nonprofit or public-benefit entity and derail its IPO plans.

The article details the internal conflict at OpenAI that led to CEO Sam Altman's firing, driven by concerns from board member Ilya Sutskever about Altman's honesty and safety protocols. After a swift backlash from employees and investors, Altman was reinstated just days later, highlighting the tensions around leadership and trust in AI development.

OpenAI and Anthropic are approaching record IPOs but face enormous costs for AI model training. OpenAI expects a staggering $121 billion in computing expenses by 2028, leading to significant projected losses, while Anthropic anticipates similar challenges but on a smaller scale. Both companies are rapidly releasing new AI models, intensifying the competition and cost pressures.

A former Azure engineer details how Microsoft's mismanagement and unrealistic plans jeopardized its relationship with OpenAI and the US government. The article outlines the internal chaos and lack of clarity that led to significant operational failures.

OpenAI has purchased TBPN, an online talk show that focuses on technology news and executive interviews, positioning itself to compete with major financial news outlets like Bloomberg and CNBC. The terms of the deal were not disclosed. TBPN staff will assist OpenAI with marketing and communications while maintaining editorial independence.

OpenAI raised $122 billion in its latest funding round, marking the largest in Silicon Valley's history. The investment, which values the company at $852 billion, includes major contributions from Amazon, Nvidia, and SoftBank, and expands access for individual investors through ARK Invest's funds.

Anthropic's AI tool, Claude, has gained significant traction among consumers, with paid subscriptions more than doubling this year. The growth coincides with a public feud with the Department of Defense and effective Super Bowl ads that positioned Claude as a safer alternative to competitors. Despite this success, Claude still trails behind ChatGPT in overall user numbers.

OpenAI's decision to introduce ads for free users reflects a broader trend in the tech industry, where advertising is essential for providing free services to a large audience. Despite concerns about privacy and data usage, ads can enhance user experience by delivering relevant content and maintaining accessibility. The article explores various monetization models for AI, emphasizing that ads will likely be critical for scaling these technologies.

OpenAI has introduced a Health mode for ChatGPT, allowing users to securely share health information and connect medical records and wearables. While this aims to enhance accessibility and privacy, concerns arise over the potential for misleading medical advice and data security, especially given previous incidents involving harmful guidance.

OpenAI has introduced ChatGPT Health, a dedicated platform for users to discuss health-related topics with the AI. This feature aims to separate health conversations from regular chats and can integrate with wellness apps, while also addressing challenges in the healthcare system. However, OpenAI emphasizes that the tool is not intended for diagnosing or treating health conditions.

OpenAI is rolling out a new model called GPT-5.2-Codex-Max for subscribers, which enhances the capabilities of its Codex tool. This version improves performance on long tasks, tool use reliability, and understanding of visual content, building on the features introduced in GPT-5.2. Further details about the model are expected to be released soon.

The article analyzes the unit economics of large language models (LLMs), focusing on the compute costs associated with training and inference. It discusses how companies like OpenAI and Anthropic manage their financial projections and cash flow, emphasizing the need for revenue growth or reduced training costs to achieve profitability.

OpenAI has transitioned its for-profit subsidiary into a public-benefit corporation, allowing Microsoft to acquire a 27% stake and pushing its valuation above $4 trillion. This change aims to facilitate fundraising and talent acquisition while addressing concerns over OpenAI's commitment to its nonprofit mission amid ongoing litigation.