OpenAI

OpenAI has acquired Roi, a New Yorkโ€“based personal finance startup founded in 2022 that built an AI companion to aggregate and advise on a userโ€™s full financial footprint across stocks, crypto, DeFi, real estate, and NFTs. The move extends a year of acqui-hires at OpenAI, following Context.ai, Crossing Minds, and Alex. Personalization is becoming the moat for AI consumer products. Models are converging in capability, so durable advantage shifts to data, context, and engagement design. OpenAIโ€™s Roi acqui-hire is less about a finance app and more about owning the personalization layer across consumer AI.
California has enacted SB 53, a first-of-its-kind AI safety law aimed at large model developers, with ripple effects for enterprises that build, buy, or operate AI at scale. SB 53 targets โ€œfrontierโ€ AI developersโ€”think OpenAI, Anthropic, Meta, and Google DeepMindโ€”requiring public transparency on how they apply national and international standards and industry best practices. It institutionalizes safety incident reporting to Californiaโ€™s Office of Emergency Services and extends protections for whistleblowers who surface material risks. The California Department of Technology will recommend updates annually, ensuring the regime evolves with the tech.
OpenAI is reportedly preparing a standalone app for its next-gen video model, positioning AI-only short video as a consumer format in its own right. The app reportedly delivers a vertical feed with swipe navigation, reactions, and remixing familiar mechanics that lower friction for discovery and creation. Every clip is generated by Sora 2 rather than uploaded, with current limits around 10 seconds per video. A recommendation engine powers a personalized โ€œFor Youโ€ experience, aligning with how short-form attention is won and retained today. A notable feature is identity verification tied to likeness usage. Expect provenance signals and watermarking frameworks (for example, C2PA-style manifests) to become table stakes for platforms that remix human likeness at scale.
ChatGPT users in the U.S. can now buy from Etsy sellers without leaving the conversation, with more than a million Shopify merchants โ€œcoming soon.โ€ The feature, called Instant Checkout, is available to logged-in Free, Plus, and Pro users. It supports Apple Pay, Google Pay, Stripe, and credit cards. The flow is simple: ask for ideas, get curated products with images, prices, and reviews, tap Buy, confirm shipping and payment, and the merchant fulfills the order using its existing systems. Brands like Glossier, Skims, Spanx, and Vuori are expected to be part of the broader Shopify rollout.
Two narratives are converging: Silicon Valleyโ€™s rush to add gigawatts of AI capacity and a quiet revival of bunkers, mines, and mountains as ultra-resilient data hubs. Recent headlines point to unprecedented AI infrastructure spending tied to OpenAI. The draw is physical security, thermal stability, data sovereignty, and a narrative of longevity in an era where outages and cyberโ€‘physical risks are rising. Geopolitics, regulation, and escalating outage impact are reshaping site selection and architectural choices. The AI buildโ€‘out collides with grid interconnection queues, water scarcity, and rising scrutiny of carbon and noise. Set hard thresholds on PUE and WUE; require realโ€‘time telemetry and thirdโ€‘party assurance.
Databricks is adding OpenAIโ€™s newest foundation models to its catalog for use via SQL or API, alongside previously introduced open-weight options gpt-oss 20B and 120B. Customers can now select, benchmark, and fine-tune OpenAI models directly where governed enterprise data already lives. The move raises the stakes in the race to make generative AI a first-class, governed workload inside data platforms rather than an external service tethered by integration and compliance gaps. For telecom and enterprise IT, it reduces friction for AI agents that must safely traverse customer, network, and operational data domains.
OpenAI introduced ChatGPT Pulse, a new capability that assembles personalized morning briefs and agendas without a prompt, indicating a clear shift from reactive chat to proactive, task-oriented assistance. Pulse generates five to ten concise reports while you sleep, then packages them as interactive cards inside ChatGPT. Each card contains an AI-generated summary with source links, and users can drill down, ask follow-up questions, or request new briefs. Beyond public web content, Pulse can tap ChatGPT Connectors, such as Gmail and Google Calendar -to highlight priority emails, synthesize threads, and build agendas from upcoming events. If ChatGPT memory is enabled, Pulse weaves in user preferences and past context to tailor briefs.
OpenAI plans five new US data centers under the Stargate umbrella, pushing the initiativeโ€™s planned capacity to nearly 7 gigawattsโ€”roughly equivalent to several utility-scale power plants. Three sitesโ€”Shackelford County, Texas; Doรฑa Ana County, New Mexico; and an undisclosed Midwest locationโ€”will be developed with Oracle following their previously disclosed agreement to add up to 4.5 GW of US capacity on top of the Abilene, Texas flagship. Two additional sites in Lordstown, Ohio and Milam County, Texas will be developed with SB Energy, SoftBankโ€™s renewables and storage arm. OpenAI also expects to expand Abilene by approximately 600 MW, with the broader program claiming tens of thousands of onsite construction jobs, though ongoing operations will need far fewer staff once live.
New analysis from Bain & Company puts a stark number on AIโ€™s economics: by 2030 the industry may face an $800 billion annual revenue shortfall against what it needs to fund compute growth. Bain estimates AI providers will require roughly $2 trillion in yearly revenue by 2030 to sustain data center capex, energy, and supply chain costs, yet current monetization trajectories leave a large gap. The report projects global incremental AI compute demand could reach 200 GW by 2030, colliding with grid interconnect queues, multiyear lead times for transformers, and rising energy prices.
OpenAI and NVIDIA unveiled a multiโ€‘year plan to deploy 10 gigawatts of NVIDIA systems, marking one of the largest single commitments to AI compute to date. The partners outlined an ambition to stand up AI โ€œfactoriesโ€ totaling roughly 10GW of power, equating to several million GPUs across multiple sites and phases as capacity and supply chains mature. NVIDIA plans to invest up to $100 billion in OpenAI, with tranches released as milestones are met; the first $10 billion aligns to completion of the initial 1GW. The first waves will use NVIDIAโ€™s nextโ€‘generation Vera Rubin systems beginning in the second half of 2026.
Tens of billions in new US tech commitments are set to reshape the UKโ€™s data center footprint, power needs, and network design over the next four years. Microsoft plans to deploy $30 billion into UK AI infrastructure, its largest commitment in the country, split between new-build capacity and financing via partners such as Nscale. Alphabet added roughly ยฃ5 billion for AI research and infrastructure over two years and opened a new data center campus in Hertfordshire. These moves sit under a broader US-UK โ€œTech Prosperity Dealโ€ announced during a state visit, spanning AI, quantum, and nuclear cooperation. The overall vector is clear: more compute, closer to UK users, on a faster timeline.
SK Telecom has been named OpenAIโ€™s exclusive B2C partner among Korean carriers as OpenAI opens its Korea office, signaling an aggressive push to scale consumer AI access and localize go-to-market in a strategically important market. The two companies unveiled a promotion for ChatGPT Plus, giving new or returning subscribers who purchase one month two additional months at no cost. While the immediate focus is consumer-facing, SK Telecom indicates the partnership will extend toward business services and potential collaborations across the broader SK Group.

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