OpenAI’s DevDay 2025 highlights AgentKit, a toolkit for building and scaling agents, and the ChatGPT app ecosystem, now reaching 800M weekly users.
OpenAI secured a multi-year partnership with AMD for 6GW of AI compute, starting in late 2026. The deal links OpenAI to nearly 10% of AMD equity and sparked a record stock surge.
The European Commission will launch the “Apply AI Strategy” on October 7, allocating €1B to strengthen European AI in healthcare, defense, and industry.
AI “actor” Tilly Norwood, launched by Particle6, draws criticism from stars including Emily Blunt and Whoopi Goldberg as SAG-AFTRA reiterates contract rules.
OpenAI’s Instant Checkout brings in-chat purchasing to U.S. users via ACP with Stripe. Etsy is live at launch; >1M Shopify merchants are slated to follow.
The Alibaba and Nvidia deal integrates Physical AI into PAI, expands data centers across eight countries, and boosts AI spending while China curbs Nvidia chip sales.
Stargate expands with five new U.S. data centers to serve 700M weekly users, lifting capacity near 7 GW and $400B investment, on track for 10 GW by 2025.
The $100B OpenAI – NVIDIA Deal for 10 GW of compute introduces a financing model that links investment, hardware purchases, and leasing into one circular structure.
Huawei’s Atlas 950/960 SuperPoDs and yearly Ascend chip upgrades aim to build giant, China-made AI clusters, challenging Nvidia and reshaping compute supply.
