MacKenzie Sigalos

OpenAI CEO Sam Altman announced GPT-6 is in development with memory as a key feature to enable personalization, and confirmed future ChatGPT versions will comply with Trump administration requirements for ideological neutrality and customizability.

“Author of "Sam Altman on GPT-6: 'People want memory'" in CNBC”

Anthropic's strategy of algorithmic efficiency and disciplined spending with lower compute resources has kept it competitive with larger AI labs like OpenAI despite having a fraction of their capital and compute commitments.

“Author of "Anthropic's 'do more with less' bet has kept it at the AI frontier, co-founder Amodei tells CNBC" in CNBC”

OpenAI signed a $38 billion capacity agreement with Amazon Web Services, signaling its independence from exclusive reliance on Microsoft and marking a significant shift in cloud infrastructure partnerships.

“Author of "Cloud Alliances Are Shifting, and OpenAI Is Steering the Wheel"”

OpenAI and AMD reached a strategic deal valued at billions where OpenAI will deploy 6 gigawatts of AMD Instinct GPUs and can acquire up to 10% stake in AMD, with stock surging 23% on the announcement.

“Author of "AMD Stock Skyrockets 23% as OpenAI Looks to Take Stake in AI Chipmaker" in CNBC”

Sam Altman acknowledges the AI sector is in a valuation bubble with startups raising hundreds of millions on pitch decks alone, yet he and other tech giants are preparing to spend trillions on infrastructure as they believe long-term AI upside will justify current froth.

“Author of "Bubble Talk is Back, and This Time it's AI"”