Teknotum

Advertising on ChatGPT reaches $1 billion in annualized run-rate revenue

More people are seeing ads on ChatGPT and revenue is growing, OpenAI says. (Picture: generated)

In less than 200 days since launch, OpenAI’s ads business has reached a billion dollars in «annualized revenue run rate,» which means that they project this annual number from current revenue.

Ads started as a project only available to partners and agencies, which now counts more than 50 partners — and became a self-serve system in May, that now consists of a «material share» of the business.

ChatGPT only shows ads on the Free and Go tiers, which is used by the vast majority of their billion plus weekly users, and only in the current context of the conversation. It is possible to opt in to more general context from all conversations, though likely few people do that. The ads themselves have no access to said chats or context and don’t influence ChatGPT’s replies.

Having reached the billion dollar benchmark, OpenAI are now expanding the self-serve ad network to India, Europe, the Middle East and North Africa — reaching a total of 40 countries.

Advertisers are «increasingly global,» and OpenAI says non-US revenue is a «growing share of revenue» as many advertisers are now reaching consumers in «multiple markets.»

OpenAI had originally projected $2.5 billion in advertising revenue for 2026, Reuters reports. They reached $100 million in annualized run-rate revenue in April this year, within six weeks since launch.

Read more: OpenAI’s announcement. Reuters, CNBC, and Axios.

MIT scrambles to counter «pervasive» AI use, as LLMs complete assignments

The prestigious university is reconsidering the fundamentals of teaching due to AI. (Picture: Shutterstock)

AI use has been so integrated into student life at the Massachusetts Institute of Technology that they are thinking of a complete overhaul of the education experience. They have widely researched the issue since January 2026, resulting in a report called «AI and Education».

— MIT students use AI frequently and pervasively, the findings say, but list different motives and «strongly mixed feelings, from curiosity, creative inspiration, and gratitude to resignation, concern, and anxiety.»

In less than three years of availability of competent AI, that can complete most undergrad assignments and exams, it has driven to a major shift in campus culture, the report says, and it has happened «suddenly and dramatically, creating a clear sense of urgency.»

Continue reading “MIT scrambles to counter «pervasive» AI use, as LLMs complete assignments”

Anthropic previews model interface for AI control of physical devices

The proposed new interface standard will not only make it easier to coordinate and control things like factory floors and lab facilities, but it will also infuse AI agents into the process, allowing for scripting — and adding natural language operations and reasoning.

This could potentially be a huge boon for scientific research and real-world labs, where Claude might one day be able to run end-to-end experiments and manipulate instruments, greatly accelerating the process.

Continue reading “Anthropic previews model interface for AI control of physical devices”

After huge revenue beat for Q2 earnings, Nvidia buys Hugging Face

Hugging Face had been looking to raise money and was considering a sale lately. (Picture: generated)

Nvidia’s revenues were up 106% to $96.22 billion last quarter, while predicting a 70% increase in the next fiscal year, so agreeing to acquire Hugging Face for $12.9 billion might seem like pocket change.

It is, however, one of Nvidia’s largest acquisitions, Reuters notes, after the buyout was first reported by The Information.

Hugging Face is the «face» of the open source AI movement and maintains a repository of almost all available models, making this a significant infrastructure investment. AI labs treat publishing their weights on it as their official release.

Nvidia is of course not new to Hugging Face or open source, having as good as bought the OSS AI lab Poolside earlier this week to build their own models. They also invested in a $235 million funding round for Hugging Face in 2023 that valued it at $4.5 billion, and tried to invest $500 million in 2025 at a $7 billion valuation, according to The Financial Times.

It appears that Nvidia is somewhat hedging their bets and is increasingly investing in open source, as the frontier AI labs are increasingly developing their own chips, Reuters writes. Nvidia remains a significant investor in closed source providers, though.

Read more: Reuters, The Information (paywalled), and Business Insider. Discussion on r/Singularity and Hacker News.

OpenAI’s Jalapeño beats Nvidia’s Blackwell in performance per watt

The new chip will be deployed at scale within the year. (Picture: OpenAI)

Using the measure of performance per watt rather than throughput per second, OpenAI ran three open source models, GPT-OSS, DeepSeek R1 and Kimi K2.5 1T, through their new processor on the InferenceX benchmark from SemiAnalysis.

They found that the processor is wicked fast compared with «leading chips,» which means Nvidia’s offerings, specifically the Grace Blackwell 200 which they show getting trounced in some tests.

The benchmark found that Jalapeño delivers 1.9x more tokens per second when measured per watt on peak efficiency, and is 17.8x faster on higher token density, which translates to raw performance in handling requests.

They also found that end-to-end latency was between 1.7x and 3.4x lower depending on the model, meaning the user will spend less time waiting for responses.

These two measures combined are key, as most chips have to make tradeoffs between latency and throughput, and few can be good at both, OpenAI hardware vice president Richard Ho tells The Verge.

Jalapeño was developed in record time — 9 to 16 months — assisted by AI, and OpenAI says their upcoming Astra model is already busy working on the second generation, which they say is «in deep development.»

OpenAI will deploy and «operate Jalapeño at scale» within their compute infrastructure «by the end of the year.»

Read more: OpenAI’s report, X post. The Verge, Bloomberg (paywalled) and The Register. Discussion on Hacker News and r/Singularity.

Nvidia’s inference rack Groq 3 LPX delivers record 3,431 tokens per second

Nothing chews through inference tasks as fast as Nvidia’s Groq. By far. (Picture: Nvidia/generated)

The never-before-seen feat was achieved running Google’s Gemma 4 31B through Artificial Analysis’ standard tests, and is way ahead of anything on the market.

The only comparable score is that of OpenAI’s GPT-Sol running on Cerebras chips, which achieved 750 tokens per second earlier in August. They called this «Ultrafast mode.»

For more normal hardware setups, Opus 5 gets 58.8 tokens per second, and GPT-5.6-Sol clocks in at 74.4 per second, while the «faster» Gemini 3.7 Flash gets 371.1 throughput tokens.

Nvidia further says that it achieved this output score while maintaining hundreds of thousands of context tokens, and that Groq is some 34X faster than today’s quickest hardware in time to generate 5,000 tokens.

A Groq chip pairs 500 MB of high speed SRAM on die, directly next to the chip, that delivers 150 TB/s throughput. They come in racks of 256 chips stacked together for a total of 40 petabytes of memory bandwidth.

While they are great for inference tasks, GPUs will still be the workhorse of AI data centers, as they can handle both training and later inference — but Jensen Huang of Nvidia recommends setting aside 25% of data center space for the new Groq chip racks, according to CNBC.

The new test scores come as Nvidia is announcing that Groq 3 chips are now in production with Samsung and are generally available.

Read more: Nvidia’s announcement, production note. Writeups on CNBC and The Register.

Nvidia warns of price hikes, moves toward its own frontier, open weight AI

Even a $4 trillion company is not immune from RAMageddon. (Picture: generated)

Nvidia has told its largest customers to expect a price increase for its AI systems of more than 15%, Bloomberg reports.

The hikes come amid soaring prices on memory, components and storage as AI buildouts create unprecedented demand in the market.

The systems involved will be based on both Vera Rubin and Grace Blackwell, and prices will depend on both chip and memory configurations. Increases are expected early next year, writes Reuters.

At the same time, Nvidia is pushing harder into making its own AI services, announcing what is «not an acquisition» and «not an acquihire» — before doing both to AI startup Poolside.

Nvidia will be paying $6 billion to the company to license its software, and is concurrently offering jobs to 109 of its staff. On top of that comes a straight-up investment of $1 billion at a $12 billion valuation.

The purpose of the move is to build frontier open source AI, says the WSJ, in a bid to compete with the likes of DeepSeek and Kimi K3 — while indirectly firing shots at some of its largest customers.

Frontier models are struggling to retain users, the Financial Times reports, as open models are catching up to their baseline at much lower costs.

Read more: Bloomberg (paywalled), Reuters, r/Technology. The Next Web, The WSJ (paywalled), r/LocalLLaMA, Financial Times.

ChatGPT gets an Apple Messages plugin — and it looks kind of useful

ChatGPT can now send messages on your behalf, but be careful with the permissions. (Picture: generated)

ChatGPT with Messages works in Work and Codex but not in regular chats. It can work across apps on your computer, so you can ask it to check the calendar for which days you are free for dinner and send it in a message to anyone in your Contacts.

The plugin can also search and analyze your messages and give you a list of, say, who you exchange the most messages with, which spam messages you can delete, or what messages need follow-ups.

OpenAI does say to be careful with permissions, as the plugin is required by default to get your approval before it sends any messages in your name. Without this setting, things can quickly get out of hand, so they recommend you keep it on.

— Persistent approval removes your final chance to review a message before ChatGPT sends it as you. Use it only when you accept that risk, OpenAI warns in its instructions.

The plugin runs locally on the user’s Mac and «doesn’t create an index of someone’s messages,» according to TechCrunch.

ChatGPT with Messages is free and available on all plans in the ChatGPT desktop app for macOS on Apple Silicon, and it can read and reply to anything Messages can receive. It does not, however, work the other way — and won’t let you interact with ChatGPT through SMS.

Read more: Announcement post and instructions. More on 9to5Mac, TechCrunch, MacRumors, and Bloomberg (paywalled).

Stripe buys OpenRouter, reportedly for $8 billion

OpenRouter says they are vendor neutral and builds on the same principles as Stripe. (Picture: OpenRouter, generated)

OpenRouter will continue as normal after the deal, supporting token- and task-optimized routing between models and keeping their neutrality.

Stripe is a huge fintech darling that routes some $1.9 trillion in payments each year and has a revenue of $5.1 billion from clients like Ford, Spotify, OpenAI and Anthropic. The still privately held company has attracted early investments from Elon Musk and Peter Thiel, according to Wikipedia, and they are also trying to buy PayPal, Axios reports.

OpenRouter had raised $164 million in May 2026 at a valuation of $1.3 billion, so the Axios report of an $8 billion price is at a premium as well as highlighting their stellar growth since their establishment in 2023, just as the AI market started emerging.

— Tokens are the central currency for companies building with AI, and it’s clear that the real-world economic potential will depend on making good use of scarce compute resources, says Patrick Collison, co-founder and CEO of Stripe in their press release, hinting at how price-sensitive enterprise AI usage has become.

Earlier this year, Stripe were giddish on AI, declaring that the start of 2026 also marked «the beginning of the singularity,» according to an investor letter published by Eric Newcomer, as they reached customers in 88% of the Forbes AI 50 list, according to Axios.

Read more: Stripe presser, OpenRouter release. Writeups on Axios, CNBC, and TechCrunch. Discussion on Hacker News and r/Singularity

As future models grow more capable in training, OpenAI pauses for security

Astra was already on hold, but now other models are joining the pause. (Picture: generated)

While calling for industry-wide coordination on safety in model training, OpenAI has unilaterally decided to pause the training of upcoming models.

— As models become more capable, the risks associated with developing and testing them internally also grow. Our standards for monitoring, alignment, and security must stay ahead of those risks, OpenAI writes.

This comes after the Hugging Face incident and Astra reaching critical on OpenAI’s Preparedness Framework and already being delayed.

Combined with rapid progress in their internal research, OpenAI says they have implemented a two week pause in training future models, while the «largest planned frontier reinforcement learning run» is put on hold.

They will now implement stronger sandboxing for certain code execution, better network isolation and internet caps, and pursue continuous testing for security, alignment, deception and reward hacking, with a thirty minute warning system for any adverse incident.

The AI lab expects most of this safety training to be handled by their own models in the future, greatly expanding their scope while also reducing the time needed.

Read more: OpenAI’s announcement and Sam Altman on X. Writeups on Axios, The Verge, and TechCrunch. Discussion on r/Singularity.

OpenAI to lease massive 8GW compute from PORTS-Pike facility in Ohio

The new data center will be at full capacity in six years, greatly expanding OpenAI’s capacity. (Picture: generated)

The operation will be owned by SoftBank’s SB Energy and backstopped by Nvidia guarantees of $105 billion, with the first 800 megawatts of capacity coming online in 2028.

The completed capacity by 2032 would quadruple the compute currently held by OpenAI, said to be about 1.9 GW in 2025, yet growing exponentially.

The facility, built on land previously used for uranium enrichment by the US government, will exclusively use chips and networking from Nvidia, who expects it to represent 1.5 million of their GPUs and revenue of $150—$200 billion, not including future upgrades, according to Jensen Huang.

OpenAI says the data center will use its own energy and recycle its water supply, lessening the load on consumer facilities.

It will also supply the local community with 35,000 construction jobs over six years of building, and 2,500 jobs in operations once it’s finished.

In addition, OpenAI are providing $85 million in Codex credits to Ohio college students for the 2026/27 academic year, in addition to a «community grant fund» of some $40 million.

Read more: OpenAI’s announcement and X post, Nvidia’s presser, Jensen’s X post. Writeups on Axios, CNBC, and Reuters.

Amodei calls for better regulation, sees «early glimmers» on diseases soon

Dario Amodei wants disproportionally tougher regulation on the heavyweights than for early stage startups. (Picture: Shutterstock)

Anthropic CEO Dario Amodei posted a lengthy essay on X during the weekend, where he argues for more regulation of frontier AI models, saying that AI is «structurally a technology that tends to concentrate power.»

He lands in favor of redistribution-like regulations that benefit newer startups and «those catching up,» while disadvantaging the more powerful frontier labs.

Open source models should also be vetted once they reach a certain level, as the White House has agreed to. Open source brings «specific risks,» he argues, although he doubts they will solve the distribution or concentration problem.

On AI’s generally negative public image lately, Amodei says this is fundamentally an issue of trust:

— I think that ordinary people don’t trust companies, governments, or the tech industry and always suspect that we are cooking up some new way to screw them over, he writes.

Continue reading “Amodei calls for better regulation, sees «early glimmers» on diseases soon”

GLM-5.3 edges Fable 5 and GPT Sol on cybersecurity, will release open weights

The Chinese open weights model surpasses GPT-5.6 Sol and Fable 5, the sanitized Mythos model, on CyberGym — a widely watched benchmark for cybersecurity — as Z.ai says defensive cyber functions should not be «the privilege of the few,» according to The South China Morning Post.

GLM-5.3 scored 84.5% on the benchmark, slightly higher than Fable 5’s 83.8% and GPT-5.6 Sol’s 83.6%.

On ExploitBench, which is more a measure of a model’s offensive ability, the model trailed the frontiers with 54.5% versus 78% for Fable 5 and 76.5% for GPT Sol.

Z.ai, the lab behind the model, says they will release it as open source with open weights in about two weeks, according to Reuters, after first letting «selected security partners» evaluate it in «controlled settings,» Z.ai writes on security.

Continue reading “GLM-5.3 edges Fable 5 and GPT Sol on cybersecurity, will release open weights”

Google debuts «workhorse model» Gemini 3.7 Flash, just weeks after 3.6

Gemini’s latest «workhorse model» does well in coding and web dev, but is not on the frontier. (Picture: Google/generated)

After a management shakeup and worries over coding capabilities, Google is out with a new, fast mid-tier model that looks quite capable.

Gemini 3.7 Flash specifically addresses coding («strong gains»), web development («generates more functional layouts») and knowledge work («significantly outperforms 3.6 Flash»).

On Google’s selected benchmarks, it beats Claude Sonnet 5 (not to be confused with the more capable Opus 5) more often than not, goes toe to toe with GPT-5.6 Terra, and handily beats the previous generation, sometimes by a lot.

The Artificial Analysis index puts it just ahead of yesterday’s DeepSeek V4 Pro but behind Grok 4.6 and Muse Spark 1.2 and well below the larger frontier models.

Pricing is also favorable at $0.75/1M input tokens and $3.75/1M out as an «introductory price» lasting out the year, returning to $1.50 in and $7.50 out in 2027.

It is available as a «workhorse model» in Google’s developer tools, the API, enterprise platform and in Spark for Pro and Ultra subscribers in «supported countries,» meaning that the Spark agent isn’t available in Europe.

Read more: Google’s announcement, X post. Writeups on Axios, Ars Technica, and 9to5Google. Discussion on Hacker News and r/Singularity.

DeepSeek launches V4 Pro final, with bargain pricing — if they can keep it

The new V4 Pro is one of the best open weights models, and comes with a low price. (Picture: generated)

The stealthy upgrade to version 0831 yesterday had many excited, and there was an impressive screenshot of benchmarks circulating and creating buzz all day long, but nobody has been able to verify its origin.

What is confirmed is that DeepSeek has indeed updated its V4 Pro model for the first time since April, and just recently posted this message to its website:

«🎉 The official version of DeepSeek-V4-Pro has been released, featuring significantly enhanced agent capabilities and support for the Responses API and Codex integration. It is now fully available across the web, mobile app, and API; we welcome your testing and feedback.»

The kicker lies in the price, which ticks in at $0.435 per 1M input tokens and $0.87 for 1M outputs. This pricing might not last, as DeepSeek posted a warning of significantly higher costs just days ago. You can check the latest prices here.

The official Pro version performs better than Gemini 3.6 Flash and GPT-5.6 Luna on the official Artificial Analysis benchmark of benchmarks.

Continue reading “DeepSeek launches V4 Pro final, with bargain pricing — if they can keep it”