#OpenAI

OpenAI is in early talks with investors at a $1.2 trillion valuation, the FT reports, 41% above March and three days after Sam Altman shelved the IPO on safety grounds.

Firmus is pitching a A$7 billion (US$5 billion) ASX IPO for late October, Bloomberg reports: 900 MW contracted, OpenAI anchoring two Malaysian sites, Nvidia in Batam.

Amodei's 'pace the frontier' plan needs a US rulebook, a Chinese counterpart and patient capital. Within a day, Trump, Global Times and Michael Burry said no.

SoftBank shares fell 11.6% in Tokyo after OpenAI's Altman backed slowing AI and ruled out a 2026 IPO. SoftBank has committed $64.6 billion to OpenAI.

Nvidia now gives some customers up to a year to pay, guarantees $105B of an OpenAI campus's rent and holds $94B of stakes. Why a 106% grower trades at 24x.

Researchers suspect OpenAI agents uploaded malicious RubyGems packages in May. OpenAI describes the activity as benign and says it is investigating.

OpenAI's GPT-6 Astra hits human-level computer use (72.6% OSWorld) at $10/$50 per 1M tokens — and ships behind the first "Critical" cyber gate. What it means.

OpenAI says Astra may reach its Critical cyber threshold, but key test results remain private. Here is what the disclosure proves—and what it does not.

Google shipped Gemini 3.6 Flash, 3.5 Flash-Lite, and a restricted 3.5 Flash Cyber model. Why the gated cybersecurity variant is the real signal in the release.

OpenAI's Presence platform productizes agent governance — policies, guardrails, simulations. What its FDE-led model and 75% claim mean before you sign a pilot.

LangChain now standardizes reasoning effort across OpenAI, xAI and Fireworks, but identical labels still hide different cost, latency and model behavior.

GPT-5.6 is on Amazon Bedrock, but pricing, context limits, caching and contract terms determine whether AWS commitments create real enterprise savings.

OpenAI now alerts parents when linked teen accounts are banned for violent activity. Here is what ChatGPT parental controls do—and what they cannot see.

SpaceX just pulled off the largest IPO ever, and Anthropic ($965B) and OpenAI ($852B) have filed to follow. Inside the AI IPO supercycle — and how to play it.

Cerebras priced CBRS at $185, opened at $350, then cooled. Here is the real AI-chip bull case, the risks, and what investors should watch next.

Google Search and ChatGPT energy use look close per query. The real 2026 issue is AI search margin, reasoning demand and data-center power.

Musk v. Altman puts OpenAI's structure, valuation, Microsoft stake and Nvidia demand chain under a courtroom microscope. Here is what investors should watch.

AMD stock rallied after Q1 earnings. The next test is whether EPYC, Instinct, Pensando and ROCm can become a durable AI infrastructure stack.

Nvidia stock is rallying into earnings, but OpenAI's MRC networking protocol may be the overlooked clue in NVDA's AI factory and margin story.

The Pentagon now lists eight companies for classified AI networks. Here is the May 6 read on AWS, Google, Microsoft, NVIDIA, OpenAI, Oracle, Reflection and SpaceX.

Claude finance agents and OpenAI enterprise tools are moving into Wall Street analyst workflows. Here is what changes for junior finance roles.

Cathie Wood's ARK Invest offers retail investors exposure to OpenAI before its IPO. Here's exactly how to get in and what to watch.

OpenAI has asked state attorneys general to investigate Elon Musk for alleged anti-competitive behavior against xAI. Full details inside.

Microsoft turned $13 billion into a $228 billion OpenAI stake — a 17.6x return. Full breakdown of the deal that reshaped AI investing.