OpenAI AI News & Updates
OpenAI Secures $10 Billion Multi-Year Compute Deal with AI Chipmaker Cerebras
OpenAI has signed a multi-year agreement worth over $10 billion with AI chipmaker Cerebras to deliver 750 megawatts of compute capacity from 2026 through 2028. The deal aims to provide faster, low-latency inference capabilities for OpenAI's customers, with Cerebras claiming its AI-specific chips outperform traditional GPU-based systems. This partnership strengthens OpenAI's compute infrastructure strategy while Cerebras continues raising capital ahead of its delayed IPO.
Skynet Chance (+0.01%): Increased compute capacity and faster inference capabilities marginally increase the potential for more powerful AI systems to be deployed at scale, though the deal focuses on existing architectures rather than fundamentally new capabilities. The infrastructure expansion does provide more resources for capability advancement but doesn't directly address alignment or control challenges.
Skynet Date (+0 days): The massive compute investment and focus on low-latency real-time inference accelerates the deployment and scaling of advanced AI systems, potentially bringing concerns about powerful AI systems forward in time. However, this is infrastructure expansion rather than a fundamental breakthrough, so the acceleration effect is modest.
AGI Progress (+0.02%): Securing 750 megawatts of dedicated compute capacity represents a significant scaling of resources available for training and deploying advanced AI models, which is a key bottleneck in AGI development. The emphasis on faster inference and real-time capabilities also advances the practical deployment of increasingly capable systems.
AGI Date (+0 days): The $10 billion compute deal spanning multiple years substantially accelerates OpenAI's ability to scale AI systems and experiment with larger models and deployments. This major infrastructure investment removes compute constraints that could otherwise slow AGI timeline, though it's an incremental rather than revolutionary acceleration.
AI Language Models Demonstrate Breakthrough in Solving Advanced Mathematical Problems
OpenAI's latest model GPT 5.2 and Google's AlphaEvolve have successfully solved multiple open problems from mathematician Paul Erdős's collection of over 1,000 unsolved conjectures. Since Christmas, 15 problems have been moved from "open" to "solved," with 11 solutions crediting AI models, demonstrating unexpected capability in high-level mathematical reasoning. The breakthrough is attributed to improved reasoning abilities in newer models combined with formalization tools like Lean and Harmonic's Aristotle that make mathematical proofs easier to verify.
Skynet Chance (+0.04%): AI systems autonomously solving high-level math problems previously requiring human mathematicians suggests emerging capabilities for abstract reasoning and self-directed problem-solving, which are relevant to alignment and control challenges. However, the work remains in a constrained domain with human verification, limiting immediate existential risk implications.
Skynet Date (-1 days): The demonstration of advanced reasoning capabilities in a general-purpose model suggests faster-than-expected progress in AI's ability to operate autonomously in complex domains. This acceleration in capability development, particularly in abstract reasoning, could compress timelines for developing systems that are difficult to control or align.
AGI Progress (+0.04%): Solving previously unsolved mathematical problems requiring high-level abstract reasoning represents significant progress toward general intelligence, as mathematics has been a key benchmark for human-level cognitive capabilities. The ability to autonomously discover novel solutions and apply complex axioms demonstrates emerging general problem-solving abilities beyond pattern matching.
AGI Date (-1 days): The breakthrough suggests AI models are progressing faster than expected in abstract reasoning and autonomous problem-solving, key components of AGI. The fact that 11 of 15 recent solutions to long-standing problems involved AI indicates an accelerating pace of capability development in domains previously thought to require uniquely human intelligence.
OpenAI Launches ChatGPT Health for Medical Conversations Despite AI Limitations
OpenAI announced ChatGPT Health, a dedicated space for health-related conversations that keeps medical discussions separate from other chats and can integrate with wellness apps like Apple Health. The company reports 230 million weekly users ask health questions on ChatGPT, though it acknowledges the platform is not intended for medical diagnosis or treatment and that LLMs are prone to hallucinations and don't understand truth. The feature will not use health conversations for model training and is expected to roll out in coming weeks.
Skynet Chance (+0.04%): Deployment of AI systems for critical health decisions without true understanding of correctness increases risk of cascading failures and erosion of human oversight in sensitive domains. The large-scale adoption (230 million weekly users) in healthcare despite acknowledged limitations shows concerning normalization of AI in high-stakes contexts.
Skynet Date (+0 days): The rapid commercial deployment of AI in critical domains like healthcare, despite known limitations, suggests an accelerating trend toward AI integration in high-stakes systems. However, the impact on overall timeline is modest as this represents application-layer deployment rather than fundamental capability advancement.
AGI Progress (+0.01%): This represents incremental progress in contextual awareness and domain-specific application rather than fundamental AGI advancement. The system's acknowledged inability to understand truth and tendency to hallucinate highlights persistent gaps in reasoning capabilities essential for AGI.
AGI Date (+0 days): This is primarily a product packaging and user interface change rather than a fundamental capability breakthrough, thus having negligible impact on the pace toward AGI development. The underlying technology remains the same LLM architecture already deployed.
OpenAI Seeks New Head of Preparedness Amid Growing AI Safety Concerns
OpenAI is hiring a new Head of Preparedness to manage emerging AI risks, including cybersecurity vulnerabilities and mental health impacts. The position comes after the previous head was reassigned and follows updates to OpenAI's safety framework that may relax protections if competitors release high-risk models. The move reflects increasing concerns about AI capabilities in security exploitation and the psychological effects of AI chatbots.
Skynet Chance (+0.04%): The acknowledgment that AI models are finding critical security vulnerabilities and can potentially self-improve, combined with weakening safety frameworks that adjust to competitor pressures, indicates reduced oversight and increasing autonomous capabilities that could be exploited or lead to loss of control.
Skynet Date (-1 days): The competitive pressure causing OpenAI to consider relaxing safety requirements if rivals release less-protected models suggests an acceleration of deployment timelines for powerful AI systems without adequate safeguards, potentially hastening scenarios where control mechanisms are insufficient.
AGI Progress (+0.03%): The revelation that AI models are now sophisticated enough to find critical cybersecurity vulnerabilities and references to systems capable of self-improvement represent tangible progress in autonomous reasoning and problem-solving capabilities fundamental to AGI.
AGI Date (-1 days): The competitive dynamics pushing companies to relax safety frameworks to match rivals, combined with current models already demonstrating advanced capabilities in security and potential self-improvement, suggests accelerated development and deployment of increasingly capable systems toward AGI-level performance.
OpenAI Pursues Massive $100B Funding Round at $830B Valuation Amid Rising Compute Costs
OpenAI is reportedly seeking to raise up to $100 billion in funding that could value the company at $830 billion by the end of Q1 2026, potentially involving sovereign wealth funds. The fundraising effort comes as OpenAI faces escalating compute costs for inference, intensifying competition from rivals like Anthropic and Google, and broader market skepticism about sustained AI investment levels. The company currently generates approximately $20 billion in annual run-rate revenue and holds over $64 billion in existing capital.
Skynet Chance (+0.01%): Massive capital infusion enables OpenAI to scale AI systems more aggressively with less financial constraint, potentially reducing safety consideration pressure in competitive race. However, the focus on inference costs suggests deployment of existing models rather than fundamentally new capabilities.
Skynet Date (+0 days): Substantial funding accelerates OpenAI's ability to deploy and scale AI systems rapidly, reducing financial bottlenecks that might otherwise slow development. The company's trillion-dollar spending commitments and global expansion suggest an aggressive timeline for advanced AI deployment.
AGI Progress (+0.02%): The $100 billion funding round would provide substantial resources to overcome compute constraints and scale AI development, addressing current bottlenecks in inference and training infrastructure. This level of capital enables sustained investment in research and infrastructure necessary for AGI development despite rising costs.
AGI Date (-1 days): Massive capital injection directly addresses compute cost barriers and enables accelerated scaling of AI systems, potentially shortening the timeline to AGI. The funding allows OpenAI to maintain aggressive development pace despite market cooling and chip supply constraints that might otherwise slow progress.
OpenAI Opens ChatGPT App Store to Third-Party Developers
OpenAI announced that developers can now submit apps for review and publication in ChatGPT's new app directory, often referred to as an "app store." The Apps SDK allows developers to extend ChatGPT's capabilities by integrating services like grocery ordering, presentation creation, and apartment searches directly into chat conversations. Major platforms including Expedia, Spotify, Zillow, and Canva have already announced integrations, with more apps expected to launch throughout the coming year.
Skynet Chance (+0.01%): Expanding ChatGPT's ability to take real-world actions through third-party apps marginally increases surface area for unintended consequences or misuse, though controlled through review process. The integration of action-taking capabilities represents a small step toward AI systems having broader real-world influence.
Skynet Date (+0 days): The expansion of AI systems' ability to interface with multiple services and take actions accelerates the timeline slightly by demonstrating practical deployment of agentic capabilities. However, this is a controlled commercial rollout rather than a fundamental capability breakthrough.
AGI Progress (+0.01%): This represents progress toward more capable AI systems that can interact with multiple tools and services, a key component of general intelligence. The ecosystem approach demonstrates scaling of AI utility beyond pure conversation toward multi-domain task completion.
AGI Date (+0 days): Building an app ecosystem that extends AI capabilities across domains accelerates the path to AGI by creating infrastructure for multi-tool reasoning and action. The commercial incentive structure will likely drive rapid expansion of integrated capabilities.
Former UK Chancellor George Osborne Joins OpenAI to Lead Government Partnerships Initiative
Former British finance minister George Osborne has joined OpenAI as managing director to lead OpenAI for Countries, an initiative helping governments build AI infrastructure and localize ChatGPT. He also took a more active role at Coinbase, joining a growing trend of British politicians moving to major U.S. tech companies, including Nick Clegg at Meta and Rishi Sunak advising Microsoft and Anthropic. The moves raise concerns about the revolving door between government and private tech sectors, particularly regarding regulatory influence.
Skynet Chance (+0.01%): Hiring government officials to navigate regulations could potentially weaken oversight mechanisms that constrain AI development, though the impact is modest as this primarily concerns commercial expansion rather than fundamental safety architecture. The focus on "democratic AI rails" suggests some alignment consideration.
Skynet Date (+0 days): Facilitating government partnerships and reducing regulatory friction could marginally accelerate AI deployment globally, though this represents incremental commercial expansion rather than fundamental capability advancement. The regulatory navigation focus suggests modest timeline acceleration.
AGI Progress (0%): The OpenAI for Countries initiative and Stargate project expansion represent infrastructure scaling that enables broader AI deployment, though this is organizational growth rather than technical breakthrough. The focus is on localization and partnerships rather than capability advancement toward AGI.
AGI Date (+0 days): The $500 billion Stargate infrastructure initiative and government partnership expansion could accelerate compute availability and deployment scale, potentially shortening timelines by reducing resource constraints. However, this represents infrastructure rather than algorithmic breakthroughs, suggesting modest acceleration.
Amazon in Talks for $10B Investment in OpenAI, Valuing Company Above $500B
Amazon is reportedly in early discussions to invest up to $10 billion in OpenAI, potentially valuing the AI lab at over $500 billion. The deal would involve OpenAI using Amazon's AI chips and cloud infrastructure, marking another circular investment pattern in the AI industry where tech giants invest in AI companies that then commit to using their hardware and cloud services.
Skynet Chance (+0.01%): The deal represents further concentration of AI power and resources among a few major players with circular investment patterns that may prioritize commercial scaling over safety considerations. However, the investment structure itself doesn't directly increase control or alignment risks beyond existing trajectories.
Skynet Date (-1 days): The massive $10B investment and circular deal structure will accelerate OpenAI's access to compute resources and chip infrastructure, potentially speeding up deployment of increasingly capable systems. The financial backing enables faster scaling of AI systems before alignment challenges are fully resolved.
AGI Progress (+0.02%): The $500B+ valuation and substantial capital injection signal strong market confidence in OpenAI's path toward AGI, while providing significant resources for scaling compute and talent acquisition. Access to Amazon's chip infrastructure and AWS cloud services removes key bottlenecks for training larger, more capable models.
AGI Date (-1 days): The deal accelerates AGI timeline by providing OpenAI with substantial compute infrastructure through Amazon's chips and cloud services, removing resource constraints. The $10B investment enables faster model development cycles and more aggressive scaling of capabilities.
Google Releases Gemini 3 Pro-Powered Deep Research Agent with API Access as OpenAI Launches GPT-5.2
Google launched a reimagined Gemini Deep Research agent based on its Gemini 3 Pro model, now offering developers API access through the new Interactions API to embed advanced research capabilities into their applications. The agent, designed to minimize hallucinations during complex multi-step tasks, will be integrated into Google Search, Finance, Gemini App, and NotebookLM. Google released this alongside new benchmarks showing its superiority, though OpenAI simultaneously launched GPT-5.2 (codenamed Garlic), which claims to best Google on various metrics.
Skynet Chance (+0.04%): Advanced autonomous research agents capable of multi-step reasoning and decision-making over extended periods increase AI capability to operate independently with reduced oversight. The competitive release timing between Google and OpenAI suggests an accelerating capabilities race that could outpace safety considerations.
Skynet Date (-1 days): The simultaneous competitive releases of advanced reasoning agents from both Google and OpenAI demonstrate an intensifying AI capabilities race. Integration into widely-used services like Google Search indicates rapid deployment of autonomous decision-making systems at massive scale.
AGI Progress (+0.03%): Long-horizon autonomous agents with improved factuality and multi-step reasoning represent significant progress toward AGI's core capabilities of independent problem-solving and information synthesis. The API availability democratizes access to advanced agentic capabilities.
AGI Date (-1 days): The competitive simultaneous releases from OpenAI and Google signal dramatically accelerated progress in autonomous reasoning capabilities. Integration into mainstream consumer products indicates these advanced capabilities are moving from research to deployment at unprecedented speed.
OpenAI Releases GPT-5.2 in Three Variants to Compete with Google's Gemini 3 Leadership
OpenAI launched GPT-5.2 in three variants (Instant, Thinking, and Pro) targeting developers and enterprise users, claiming superior performance in coding, math, and reasoning benchmarks. The release follows internal "code red" concerns about losing market share to Google's Gemini 3, which currently leads most benchmarks, and represents OpenAI's attempt to reclaim competitive advantage. The model focuses on reliability for production workflows and agentic systems, though it comes with higher compute costs and lacks new image generation capabilities.
Skynet Chance (+0.04%): The increased emphasis on agentic workflows and autonomous multi-step decision-making systems, combined with more reliable reasoning capabilities, marginally increases the potential for AI systems to operate with reduced human oversight. However, the competitive dynamics and safety measures mentioned suggest ongoing institutional controls remain in place.
Skynet Date (-1 days): The competitive race between OpenAI and Google is accelerating deployment of increasingly capable autonomous reasoning systems into production environments, potentially shortening timelines for when AI systems might operate with insufficient human control. The focus on reliability in production use and agentic workflows specifically targets real-world autonomous deployment.
AGI Progress (+0.03%): GPT-5.2 demonstrates measurable improvements in multi-step reasoning, mathematical logic, coding, and complex task execution across extended contexts, representing incremental but significant progress toward general problem-solving capabilities. The 38% error reduction in reasoning tasks and benchmark leadership in multiple domains indicates meaningful advancement in cognitive reliability.
AGI Date (-1 days): The rapid iteration cycle (GPT-5 in August, 5.1 in November, 5.2 in December) combined with massive infrastructure commitments ($1.4 trillion) and intense competitive pressure is accelerating the pace of capability improvements. However, the reliance on expensive compute-intensive reasoning approaches may create scaling bottlenecks that partially offset the acceleration.