Weekend roundup; Altman on bubbles, LinkedIn trains on content and more

Investors are starting to worry about overextension in the AI market after a week of strong spending.
Bubble or not, OpenAI grows faster than any company in history — and they need more compute. (Picture: Adobe)
Altman on bubble-talk: «I totally get that»
After a week of announcements and deals totaling somewhere in the ballpark of some $850 billion — or almost half of the expected AI infrastructure spending in the coming years, MSNBC asked him if this might be overkill and wether the market was getting overheated. Said Altman «I totally get that. I think that’s a very natural thing» he added that «This is what it takes to deliver AI,» and that «We are growing faster than any business I’ve ever heard of before»
Read the full story at MSNBC.

Your LinkedIn data will be used for training
LinkedIn says it will start training Microsoft’s AI on profiles, posts, resumes and public activities on the site from November 3, 2025 — and it’s enabled by default. There is an opt-out option, but that only works on future content after you click it, and everything written before that will be used. It affects all users, including in the EU, the EEA, in Switzerland, Canada, Hong Kong, the UK, and also in the USA. Here’s a helpful page on the consequences and how to fight it.
More at TechRadar and Proton.me.

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OpenAI announces five new Stargate sites, aims for adding 1 GW per week

OpenAI announces five new Stargate data centers, but Altman says this is only the beginning.
10 GW is a significant build, but is only the beginning for OpenAI’s ambitions. (Picture: Adobe)
The Stargate program is on track to reach its full 10-gigawatt capacity by the end of 2025, the company says.

The five new data centers are all located in the USA; in Texas, New Mexico, Ohio and at an undisclosed site in the Midwest.

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Nvidia and OpenAI reach «strategic partnership» worth $100 billion

Nvidia invests $100 billion in OpenAI, to be returned in the form of chip purchases.
The deal will see Nvidia become OpenAI’s «preferred» partner for chips. (Picture: Adobe)
Nvidia has made a deal to invest the money in ten gigawatts of compute capacity for OpenAI, and the first gigawatt data center should be coming online in the second half of 2026.

The money will be disbursed in stages and then be «returned» from OpenAI in the form of 4-5 million next-gen gpu purchases by the AI lab.

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OpenAI tops ICPC coding contest for students, Google finished second

OpenAI solved 12 of 12 problems with vanilla GPT-5. Google had a custom model and solved 10.
OpenAI says they will now focus on scientific discovery. (Picture: OpenAI)
ChatGPT solved all 12 of 12 problems in the 2025 International Collegiate Programming Contest (ICPC) — an algorithmic programming contest for university students.

That result would have given it first place if it were human, as the best college teams only solved eleven.

Google also participated with a custom Gemini 2.5 Deep Think and earned Gold status, solving 10 of the problems and finishing second, Google claims.

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Sam Altman on teen use: «Some of our principles are in conflict»

OpenAI will start automatic age checks on its users, and direct teens to clean, "age-appropriate" version.
Happy and clean ChatGPT is coming for teens, and it will call the cops if you cross the line. (Picture: generated).
Trying to balance freedom with safety, OpenAI is going all in on an age-appropriate version of ChatGPT.

Teen use of chatbots and their potential harm is rapidly becoming a hot-button political issue, complete with a Congressional hearing and an FTC probe.

OpenAI is therefore reiterating their new policies on teen use and parental controls, and says they will be rolling out automatic age verification for under-18 users that should default to the teen version when in doubt.

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OpenAI announces GPT-5 Codex

GPT-5 Codex is slightly better than vanilla GPT-5 in benchmarks.
OpenAI is especially proud of the code review function in the new Codex. (Picture: OpenAI)
Savvy users have been using GPT-5-high with the Codex CLI (Command Line Interface) on their terminals for weeks, and consensus seems to be that it competes well with Claude.

Now, OpenAI is launching a custom, optimized version of GPT-5 for the Codex coding agent that they say is faster, more reliable and more steerable than before.

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People are mostly using ChatGPT for personal stuff, OpenAI study finds

Most ChatGPT use is personal, and personal guidance is the top category.
People aren’t using ChatGPT for PhD-level stuff, OpenAI discovers. (Picture: Adobe)
Surprisingly few users are using the ChatGPT app for professional work, finds a new study by OpenAI.

The highest use category for ChatGPT is «non-work-related» messages, according to the study of anonymized ChatGPT usage, having grown from 53% in June 2024 to 73% of all questions posed as of July 2025.

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Huge AI investments in Britain? Nvidia, OpenAI chiefs to travel with Trump

Could it be a new Stargate node in the UK? Billions of AI dollars are reported to be incoming.
Jensen Huang and Sam Altman are on the brink of some serious UK investments. (Picture: Adobe)
There is a UK/US summit coming up next Tuesday, where Donald Trump is expected to get a royal, red carpet welcome — but take a look at the guest list, and some real investments might be behind it, CNBC reports

Traveling with Trump is both OpenAI’s Sam Altman and Nvidia chief Jensen Huang, and speculation is rife that they are carrying some serious investment news.

«Sizable deal»
According to CNBC, both OpenAI and Nvidia are in discussions about a «major investment,» and a «sizable deal» for data center development in the UK that «could be worth billions of dollars.»

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Friday roundup: OpenAI deals with Microsoft, makes a movie, and Albania gets an AI-generated minister

The first feature length movie made almost entirely by AI is set to debut at next year's Cannes Festival.
Made with «OpenAI resources,» this movie is built from animated uploaded drawings and prompts. (Picture: Screenshot, Critterz)
Microsoft agrees with OpenAI to keep talking
Microsoft is in a complex business relationship with OpenAI, where the early investor gets access to the latest AI tech and OpenAI gets access to computing power. They have just reached a “non-binding memorandum of understanding (MOU) for the next phase of our partnership.” This could allow OpenAI to go for-profit, under the control of a non-profit entity said to retain an ownership stake of more than $100 billion. Many takes on this today, but OpenAI has been moving away from Microsoft for funding, operations and cloud computing lately. The final deal will likely include some kind of a new investment in the now $500 billion company, and may unlock further market opportunities for OpenAI.
More at: OpenAI and Microsoft’s joint statement, x.com announcement, Reuters, Axios.

OpenAI goes to the movies
A new animated a-list movie, «Critterz» is under development using «OpenAI’s resources.» It should be ready for the Cannes Film Festival, meaning production time will be drastically sped up to only nine months. The script is written by part of the team from «Paddington in Peru», and it is spearheaded by Chad Nelson, who is a creative specialist at OpenAI. The technique looks to be to feed drawings to a large language model and have it animate them. The movie therefore streamlines animation, but wont skimp on voice actors, Gizmodo writes.
More at: The Wall Street Journal, Gizmodo and Engadget.

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Report: OpenAI signed $300 billion cloud computing deal with Oracle

OpenAI is revealed as one of the largest Oracle customers with outstanding orders of some $300 billion.
The 4.5 GW data center run by Oracle in Abilene, Texas is at the heart of the deal. (Picture: OpenAI)
In what could be one of the largest data center deals ever, OpenAI is identified by The Wall Street Journal as a significant contributor to Oracle’s recent jump in new orders.

The cloud computing giant announced on Tuesday a jump of some 359% in committed deals for $455 billion in outstanding orders — surprising the market and sending its stock up 35.95% on Wednesday, CNBC reports.

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OpenAI paper: Why hallucinations happen, and what can be done to fix them

Still confounding the AI industry is what to do with confidently wrong answers, aka hallucinations.
If we reward no answers instead of wild guesses, the industry might move away from hallucinations, OpenAI argues in a new paper. (Picture: generated).

Confidently wrong answers by large language models have been plaguing both users and labs since AIs inception, but a new study from OpenAI seeks to find a solution.

LLMs are trained on finding the next word in huge datasets, they say, focusing solely on finding the correct word in a sequence rather than looking for accuracy.

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Friday roundup: Unis hiring AI officers, OpenAI on jobs and Nano Banana

Broadcom touts a $10 billion order from a mystery client, believed to be OpenAI.
Not much is known about the custom chips Broadcom will make for OpenAI, scheduled for next year. (Picture: Adobe)

OpenAI will make custom chips with Broadcom
With Nvidia lurking in the background, more companies are working on their custom AI chips. Now OpenAI has entered the fray, said to produce their own chips with Broadcom next year. It will be for internal use, and won’t be released broadly. They have a long history with this, having first entered talks with TSMC last year. Broadcom said on its earnings call this Thursday that it had secured a $10B order for AI chips without naming from whom, and now the Financial Times is reporting that it is, indeed, OpenAI, who has no comment on this.
More at: Financial Times (Paywalled) and Reuters.

Amazon lens lets you shop for anything you can see
The latest feature in the Amazon Shopping app on iOS lets you simply point your camera on anything you like, and shop for the same or similar items in real-time. It partners with Amazon’s AI shopping assistant, Rufus, to also answer questions about the products in the shop. It should «roll out to more customers in the coming weeks,» meaning there’s likely an Android version in the works.
More at: Amazon’s product page, and The Verge.

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OpenAI to route sensitive prompts to reasoning models, introduce parental controls

Messages of acute distress will be routed to reasoning models in the future.
ChatGPT should better detect mental health issues, and OpenAI has convened a panel of experts. (Picture: generated)
Following a teen’s suicide and another murder-suicide aided by ChatGPT in a single week, OpenAI is proactively announcing wellness updates coming in the next months.

This includes alerting parents of teens in distress, routing queries to a more powerful reasoning model when appropriate, and giving parents more control over their kid’s usage.

The company has assembled a council of experts in «youth development, mental health, and human-computer interaction,» which will shape how AI will «support people’s well-being,» they say in a blog post.

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OpenAI set to build India data center of «at least» one gigawatt

The monetary number has not been set, but the data center should consume "at least" 1 gigawatt of energy.
Months after Google announced data centers in India, OpenAI is doing the same. (Picture: Adobe)
After first saying they would open India offices in August, then launching a five dollar subscription in the country — they are now said to be scouting partners for a huge data center, according to Bloomberg, citing anonymous sources.

India is the second largest market for ChatGPT in the world, after the USA, and this marks their first foray into data centers in the country, which usually shuns products not produced locally.

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Friday roundup: A good week for coding, speech models

Coding and speech models grab the headlines for this weeks roundup.
Both OpenAI and Microsoft are out with speech-to-speech models this week. (Picture: OpenAI)
OpenAI makes Realtime API generally available
The agentic Realtime model is a native speech-to-speech model that can be used to make customer service agents, phone reps and voice navigation features. It doesn’t go through speech-to-text and text-to-speech loops and generates audio «directly through a single model and API.» OpenAI is marketing this to developers who want more natural flowing speech, and it’s not available as distinct model in ChatGPT – yet. You can hear it and see it in use at places like Zillow, T-mobile, StubHub and Oscar Health, though. With general availability, it will surely show up in a lot more places soon.
More at: OpenAI’s launch page, discussion on r/OpenAI.

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