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OpenAI
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"Big Short" investor Steve Eisman: AI boom has an "Achilles' heel," but it's too early to short now
Eisman points out that the "Achilles' heel" of the AI boom lies in its heavy reliance on OpenAI and Anthropic. He states that these two companies contribute approximately 70% of AI revenue from Micros
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Reddit's Q2 Data Licensing Revenue Grew 24% to $43 Million, with Google and OpenAI as Its Two Largest Buyers
Reddit announced Q2 data licensing revenue of $43 million, a 24% year-over-year increase. Google and OpenAI are its two largest data licensing clients, primarily utilizing Reddit's data to train large
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Bank of America Launches Cutting-Edge AI Tracker: Anthropic's Claude Opus 5 Tops Smart Ranking, AI Token Prices Down 9% Monthly Due to OpenAI Price Cuts
Bank of America has released its first Frontier AI Tracker, designed to monitor the intelligence level, usage, token prices, and hardware costs of AI models. Data shows that Anthropic's Claude Opus 5
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Tech giants like OpenAI, Google, and Meta are experiencing an outflow of AI talent, as these professionals move to startups in search of new opportunities.
Brad Lightcap, former COO of OpenAI, departed this week to start a new venture. Four key engineers from Google—Jeff Dean, Sanjay Ghemawat, Oriol Vinyals, and Quoc Le—have also left to co-found Discove
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NVIDIA Scales Back NVIDIA Data Center $250 Billion Guarantee Plan to Less Than $120 Billion
The move is designed to address investor concerns about the chipmaker's exposure.
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Oracle's share price fell by as much as 4.6% due to a nearly six-month delay in a key natural gas pipeline project for its "Stargate" AI data center.
Oracle's $165 billion "Project Jupiter" AI data center, a critical component of its Stargate contract with OpenAI, has encountered new obstacles. Transwestern Pipeline, a subsidiary of pipeline operat
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OpenAI's Chief Revenue Officer and other key executives have successively resigned on the eve of its IPO, raising market concerns about its stability.
OpenAI Chief Revenue Officer Denise Dresser reportedly announced her departure on Thursday, two days after Head of Operations Brad Lightcap also ended his eight-year tenure. Additionally, executive Fi
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Aoris International Fund highlights Microsoft (MSFT) AI strategy, citing its strong position as the second-largest cloud provider and primary infrastructure provider for OpenAI.
In its Q2 2026 investor letter, Aoris International Fund stated that AI presents a significant opportunity for Microsoft, which the company is pursuing with urgency. The fund noted that only about a t
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OpenAI's annualized revenue is expected to exceed $40 billion.
OpenAI's annualized revenue is expected to exceed $40 billion.
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OpenAI and Anthropic introduce new "cost-per-task" metric, aiming to reshape the value of high-premium AI models.
OpenAI and Anthropic are pushing the industry to shift the metric for AI model costs from the traditional "cost-per-token" to "cost-per-task." This move aims to counter market competition from compani
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Financial Times: OpenAI and Anthropic are engaged in a price war and releasing cheaper models in response to the rise of Chinese AI competitors
Financial Times: OpenAI and Anthropic are engaged in a price war and releasing cheaper models in response to the rise of Chinese AI competitors
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OpenAI valued at $852 billion: IPO process initiated, can it reach a trillion-dollar market cap?
Artificial intelligence giant OpenAI confidentially submitted a draft S-1 registration statement for its IPO to the U.S. SEC in June 2026, officially initiating the listing process. The company's latest valuation reached $852 billion, and it completed an employee stock buyback in August 2026. Despite its annualized revenue surpassing $40 billion, OpenAI is currently facing substantial losses. The market is closely watching whether it can achieve profitability in the future and challenge a trillion-dollar market capitalization.
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OpenAI's annualized revenue has reached $400 billion, doubling from the end of 2025, laying the groundwork for its upcoming IPO.
OpenAI's current annualized revenue has exceeded $40 billion, doubling from $20 billion at the end of 2025, according to Bloomberg, citing people familiar with the matter. This builds a stronger funda
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OpenAI introduces 'Ultrafast' mode for GPT 5.6 Sol, boosting speed by 14x to deliver up to 750 output tokens per second
The new mode, currently in preview and powered by a partnership with chipmaker Cerebras, aims to attract enterprise users by offering significantly faster processing. OpenAI suggests it can be deploye
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IBM partners with OpenAI to bolster enterprise AI push, plans to train tens of thousands of consultants on OpenAI's technologies
IBM announced its partnership with OpenAI to bring the AI company’s models and tools to more enterprise customers. Under the agreement, IBM will establish a dedicated OpenAI practice within IBM Consul
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Anthropic Institute Appoints Charles Yang as Chief of Staff to Probe AI's Economic, Societal, and Governance Impact
Charles Yang, who previously served as an AI for Science Fellow at Renaissance Philanthropy and an AI policy Advisor at the U.S. Department of Energy, began his role last month. He will work with the
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OpenAI Chief Revenue Officer Denise Dresser is leaving less than a year after joining, marking the second major executive departure in days
OpenAI Chief Revenue Officer Denise Dresser is leaving less than a year after joining, marking the second major executive departure in days. Dresser's departure follows longtime executive Brad Lightca
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OpenAI CEO Altman tells White House he supports slowing down AI development, believes regulation and safety will become industry focus.
OpenAI CEO Sam Altman stated his support for slowing down the pace of artificial intelligence (AI) development after meeting with White House officials. This comes after an OpenAI system autonomously
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'Big Short' investor Steve Eisman warns AI boom's Achilles heel is over-reliance on OpenAI and Anthropic
Eisman stated that the artificial intelligence boom has become increasingly dependent on the fortunes of just two companies: OpenAI and Anthropic. He noted these two AI startups account for roughly 70
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Wealth management firms cut fees to woo rich AI company employees
Wealth management firms are lowering service fees to attract employees at tech companies like Anthropic and OpenAI who are rich in equity. This move reflects the rise of these employees, who are shift
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OpenAI-backed Thrive Holdings completes new $2 billion funding round, reaching a valuation of $12 billion.
OpenAI-backed Thrive Holdings completes new $2 billion funding round, reaching a valuation of $12 billion.
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According to the latest research by Bank of America analysts, NVIDIA has committed to providing $70 billion in equity investments to ecosystem partners such as OpenAI and Anthropic.
According to the latest research by Bank of America analyst Vivek Arya, NVIDIA has committed $70 billion in equity investments to its ecosystem partners. Recent investments include $30 billion in Open
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CNBC: AI's expensive build-out and slow corporate adoption are causing short-term inflationary pressures, rather than the previously predicted deflation, complicating the Federal Reserve's anti-inflation efforts.
Tech leaders like Elon Musk and OpenAI CEO Sam Altman have predicted that AI will bring about deflationary effects. However, the current rollout of AI in the economy is encountering corporate inertia,
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Situational Awareness hedge fund's past disclosures show 16.6% stake in Taiyo Yuden, causing stock surge despite fund's liquidation
Financial market disclosures made by Situational Awareness, a hedge fund that previously liquidated its stock portfolio, revealed on Wednesday that it held as much as a 16.6% stake in Japanese company
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Barclays Report: OpenAI's safety monitoring requirements will increase the overall computing power costs for the AI industry by approximately 18% starting in 2027, adding over $44 billion in new expenditures.
Barclays' latest research report indicates that OpenAI's safety monitoring requirements for high-capability models, disclosed on August 18, 2026, are expected to increase inference and post-training c
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OpenAI CEO Altman: Confident in the safe development of the AI industry, but disappointed with media coverage.
Altman stated on Tuesday at the Salesforce Dreamforce conference in San Francisco that he believes the AI industry has the capability to advance technology safely without causing significant harm, and
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OpenAI weighs funding round at $1.2tn valuation before IPO
Sam Altman's start-up could capitalise on demand for its technology after new model launches.
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OpenAI's Head of Global Affairs, George Osborne, called Canada an important market for data centers and AI development, and praised its AI strategy.
OpenAI's Head of Geopolitical and Economic Affairs, George Osborne, stated on September 15 during the Canadian Investment Summit that Canada is a "very important market" for OpenAI, with tangible oppo
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OpenAI is issuing new endorsements for the Web of Biological Data Act, AI-Ready Bio-Data Standards Act, and SCALE Biology Act, according to Politico.
OpenAI is issuing new endorsements for the Web of Biological Data Act, AI-Ready Bio-Data Standards Act, and SCALE Biology Act, according to Politico.
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OpenAI CFO Sarah Friar says AI safety must be taken seriously
OpenAI CFO Sarah Friar says AI safety must be taken seriously
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TechCrunch reviews AI project failures: OpenAI's "super app" rollback, Apple Siri AI repeatedly delayed, Humane AI Pin business shutdown.
TechCrunch published an article detailing failed AI projects, including OpenAI's attempt to turn ChatGPT into a "super app," which was quickly rolled back due to user criticism of its cluttered interf
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Truist analyst Sam Grelck believes tech stocks are trading at their cheapest levels since ChatGPT's launch, suggesting the market may be overreacting to AI slowdown fears.
In a Tuesday note, Grelck stated that while calls from industry leaders like Anthropic CEO Dario Amodei, OpenAI's Sam Altman, and Elon Musk to slow AI development inject uncertainty, demand for chips,
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Analysts believe Broadcom is poised to reach a market capitalization of $2.6 trillion by 2027, joining a new echelon of the "trillion-dollar club."
Analysis indicates that despite Broadcom's stock price falling 17% in the past month, its Q3 AI semiconductor revenue surged 221% year-over-year to $16.7 billion. CEO Hock Tan projects AI semiconducto
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OpenAI, Anthropic, and Google DeepMind have been negotiating for weeks on AI safety issues, while the Trump team dismisses safety concerns.
OpenAI's Global Policy Head, Chris Lehane, confirmed to reporters on Tuesday that the company has been in talks with rivals Anthropic and Google DeepMind for several weeks regarding AI safety. This fo
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AMD's Q2 Data Center Revenue Surges 107% to $6.72B, Securing Multi-Gen AI Deals with OpenAI & Meta, While Intel's Foundry Posts $2.1B Loss
AMD's Data Center segment revenue reached $6.72 billion in Q2 2026, marking a 107% year-over-year increase, driven by strong demand for EPYC and Instinct products. The company also secured multi-gener
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Legendary investor Paul Tudor Jones warns investors could face 'negative 10-year returns' for S&P 500
Jones points to the U.S. stock market capitalization currently at 252% of GDP and the S&P 500's price-to-earnings (PE) ratio of 22, historically implying negative 10-year forward returns. He also high
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Musk's X Corp and SpaceXAI Withdraw Antitrust Lawsuit Against Apple
The two companies said in court filings on Monday that they had withdrawn their lawsuit against Apple, but did not state why or whether a settlement had been reached. The lawsuit, filed in August 2025
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Trump and OpenAI CEO Sam Altman split over AI safety after private meeting last week
According to MS NOW, President Trump privately met OpenAI CEO Sam Altman last week to discuss AI and its growing power. Days later, their positions diverged sharply, with Altman backing slowing fronti
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OpenAI acquires Glass Imaging, a startup developing smartphone camera technology, in a deal valued over $300 million
OpenAI acquires Glass Imaging, a startup developing smartphone camera technology, in a deal valued over $300 million
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Apple Seeks Accelerated Discovery into OpenAI's Unreleased Device to Uncover Confidential Material and Access Details
Apple filed a request in federal court on Monday, seeking accelerated discovery into OpenAI's internal communications, devices, accounts, and employees. This move aims to determine if allegedly confid
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Trump Rejects Calls to Slow AI Development, Stating "Whoever Wins, AI Wins"; Former Senator Manchin Demands Freeze on AI Company IPOs
Former U.S. President Donald Trump stated in a CNBC interview on Monday that the U.S. leads China in AI, and he wants to maintain this advantage, asserting that "whoever wins, AI wins," directly refut
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Anthropic's Amodei and OpenAI's Altman spoke with U.S. Senator Mark Warner over the weekend about AI risks, according to a Senate spokesperson.
Anthropic's Amodei and OpenAI's Altman spoke with U.S. Senator Mark Warner over the weekend about AI risks, according to a Senate spokesperson.
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Musk reiterates long-standing concerns about AI risks, stating he has been "sounding the alarm."
Tesla and SpaceX CEO Musk stated that he has long been "ringing the AI alarm" and agreed with Anthropic CEO Dario Amodei's view on proceeding cautiously with AI. Amodei believes that AI's recursive se
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Anthropic Still Eyes 2026 Nasdaq IPO, OpenAI Leans Towards 2027
Axios reports that AI company Anthropic is still likely to go public in 2026, despite growing debate over AI safety and regulation. The Claude maker reportedly views public-market transparency as pote
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NVIDIA fell 2% pre-market, while Broadcom, Intel, and Marvell Technology dropped 3%, 5%, and 7% respectively, after AI company CEOs called for a slowdown in AI development.
Anthropic CEO Dario Amodei published an article over the weekend, calling for AI companies to slow down the development of their most powerful models due to safety risks, and pointing out that China's
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Yahoo Finance analysis: CrowdStrike (CRWD) reported FY2026 revenue of nearly $4.8 billion, up 21.7%, while UiPath (PATH) saw revenue grow 12.7% to $1.6 billion.
The analysis favors CrowdStrike as a better buy for 2026, noting CrowdStrike's net loss of approximately $162.5 million and UiPath's net income of nearly $282.3 million. CrowdStrike also established a
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Broadcom expects Anthropic to surpass Google as its largest XPU hardware client by 2027.
Broadcom stated on its Q3 FY2026 earnings call on September 2 that it expects AI chip customer Anthropic's sales to surpass Google in 2027, making it Broadcom's largest XPU hardware purchaser. Anthrop
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CoreWeave shares fell nearly 7% in pre-market trading on Monday after Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman issued warnings about AI risks and called for slowing development
Bernstein analyst Madison Rezaei noted that CoreWeave is highly exposed to any slowdown in AI development, as 25% of its existing active U.S. power and an additional ~74% of contracted power are in Ti
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OpenAI valued at $852 billion: Secretly filed, how will its trillion-dollar IPO path unfold?
AI giant OpenAI, with its latest valuation reaching $852 billion in August 2026, secretly filed its S-1 prospectus in June, officially initiating the IPO process. Despite facing substantial losses and high cash burn, the company plans to go public in 2027 or earlier, targeting a valuation of one trillion dollars. This IPO is seen as a crucial barometer for validating the AI investment frenzy, with the market divided on its profitability model and valuation prospects.
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OpenAI valued at $852 billion: IPO process initiated, can it reach a trillion-dollar market cap?
Artificial intelligence giant OpenAI confidentially submitted a draft S-1 registration statement for its IPO to the U.S. SEC in June 2026, officially initiating the listing process. The company's latest valuation reached $852 billion, and it completed an employee stock buyback in August 2026. Despite its annualized revenue surpassing $40 billion, OpenAI is currently facing substantial losses. The market is closely watching whether it can achieve profitability in the future and challenge a trillion-dollar market capitalization.
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Visa Partners with OpenAI as USDC Settlements Surpass $7 Billion: A Look Ahead to a New Era of AI Payments
Payment giant Visa recently announced a strategic partnership with OpenAI aimed at introducing AI agents into commercial transactions to enable “agent-driven commerce.” Meanwhile, the annualized settlement volume of Visa’s stablecoin settlement pilot program has surpassed $7 billion and has expanded to nine blockchain networks. These developments signal that artificial intelligence and blockchain technology are deeply converging, jointly shaping a more automated, efficient, and secure future for payments and propelling the global payment system toward the “AI payments era.”
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What is DALLE2? Where can I buy and sell DALLE2?
DALLE2 is not a cryptocurrency in the traditional sense; it refers to an AI image-generation system developed by OpenAI. Users can generate images based on text descriptions and must pay a fee to obtain “generation credits” or “tokens” to use the service. Currently, there is a cryptocurrency on the market called “DALL-E DAO (DALLE),” but it has no direct connection to OpenAI’s DALL-E 2 system. Therefore, DALL-E 2 itself cannot be bought or sold on cryptocurrency exchanges, whereas DALL-E DAO (DALLE) can be traded on cryptocurrency platforms that support it.
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