Amazon Puts Its Ads Inside ChatGPT and Turns Prime Video Into a Store
Amazon made two moves on September 10 that push the same idea from opposite directions. It agreed to place advertisers’ campaigns inside ChatGPT, and it expanded the shopping features of…
OpenAI Turns ChatGPT Into a Junior Analyst for Wall Street
OpenAI released on September 10 a version of ChatGPT built for finance, and it recruited two of the firms that will compete with it to help design the thing. ChatGPT…
Researchers Go Public With a Case for Slowing the AI Race
The safety debate moved from internal channels to the open internet this week. Between September 9 and 11, a string of current and former researchers at OpenAI and Anthropic posted…
Microsoft Plans to Triple Data Center Capacity to 38 Gigawatts
Bloomberg reported on September 10, citing people familiar with the plans, that Microsoft intends to expand its global data-center capacity from roughly 12 gigawatts today to more than 38 gigawatts…
Adobe Hands the Top Job to Chakravarthy as Narayen Steps Back
The earnings call carried two announcements, and the second one will outlast the first. Adobe reported record quarterly revenue on Thursday, and in the same call its chief executive of…
Oracle’s Cloud Revenue Doubles as Its Balance Sheet Strains
The numbers that landed after Thursday’s close told two stories at once. Oracle reported first-quarter cloud infrastructure revenue that more than doubled from a year earlier, to $7.4 billion, while…
OpenAI Ends the Dollar-a-Year Federal Deal, Keeps Half-Off Pricing
The dollar-a-year experiment is over. OpenAI will end the pilot program that let U.S. government agencies use its models for a single dollar a year, according to the General Services…
Nvidia’s Grace Blackwell Shipments Climb as AI Demand Holds
The number that reached the market Friday is a measure of how fast the AI buildout is still running. Nvidia’s Grace Blackwell platform shipments rose 27 percent month over month,…
SpaceX Says Starship-Launched Satellites Will Start Paying Off This Month
The chief financial officer put a date on it. Bret Johnsen, SpaceX’s CFO, said Thursday that the company expects the first upgraded Starlink satellites launched aboard Starship to begin generating…
OpenAI Opens the Codex Tooling Behind Its Agents
The developer platform changed hands this week. OpenAI said it is moving its Agents API into public beta, opening to any developer the agent framework and infrastructure that previously ran…
