Breaking: OpenAI has partnered with AMD in a massive five-year GPU supply agreement to deploy 6 Gigawatts of AMD GPUs over multiple years. Deal Highlights: – The deal gives AMD a seat at the table as one of OpenAI’s core compute suppliers
– AMD issued OpenAI a warrant for up
MARKET TRENDS
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OpenAI Partners AMD Five-Year GPU Supply Agreement Six Gigawatts
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DeepSeek V4 vs Gemini 3 Pro: October Release Race
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It’s October. DeepSeek V4 or Gemini 3 Pro, who wants to go first?
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AI in 5 minutes: GLM-4.6, OpenAI acquires Roi, device with Jony Ive
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5 minutes of reading = 1 month ahead on AI This morning in my newsletter: → GLM-4.6: the Chinese model rivaling Claude (48% win rate)
→ OpenAI acquires Roi to turn ChatGPT into a personal financial advisor
→ The OpenAI + Jony Ive AI device
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OpenAI DevDay 2026: Expectations and New Checkpoint Announcements
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Por moderar expectativas el DevDay de hace dos años estuvo bien cargado de novedades y el del año pasado fue muy estéril respecto a novedades… Así que tengo dudas de cómo vendrá OpenAI este año. Esta herramienta pinta bastante bien, y si la acompañan con un nuevo checkpoint de
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India Advances Global AI Leadership at IMC 2025 Conference
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How is India turning its digital strength into global AI leadership? Explore the answers at @OfficialINDIAai , IMC 2025, where innovation meets inclusion and vision meets action. October 8–11, 2025 Hall 1 | Stalls B2 & B6-7 | Yashobhoomi, New Delhi @AshwiniVaishnaw
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Smaller Models Emerge as Big AI Model Pipeline Slows
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I don’t think any major new big models will come out – it’s takes years to train them and nothing new seems to be in the pipeline. We already have quite a few. But there could be advances in smaller models (SLMs) – that more suited to specific domains and tasks. For legal,
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Social Feed Value and Emerging Network Graphs in AI
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I’m spending all day on it, but don’t find much value or interest in the feed. I also don’t really see posts with more than 3-5 likes. Maybe the cameo network becomes the valuable graph here.
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LLM Capabilities Fragmented: Vision, Tools, and Heavy Thinking Models
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The state of LLMs is messy: Some AI features (like vision) lag others (like tool use) while others have blind spots (imagegen and clocks). And the expensive "heavy thinking" models are now very far ahead of all the other AIs that most people use. None of this is well-documented.
