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6 entries tagged Microsoft · 6 wires .
OpenAI published internal data on June 25 showing Codex at 85% of employee output tokens and 137x growth in non-developer use. The agent stack just became the default interface.
OpenAI and Broadcom unveiled Jalapeño, OpenAI's first in-house inference chip, design to tape-out in nine months, with gigawatt-scale deployment by end of 2026. The frontier lab is building its own foundation.
OpenAI launched GPT-Realtime-2 plus voice translation and transcription. Same week, AI moved inside Excel, Word, and Acrobat. The tools are reshaping us.
OpenAI made GPT-5.5 Instant the default for every ChatGPT user, claiming a 52.5% drop in hallucinations. The default still earns no automatic trust.
Cerebras prices 28M shares at $115-$125, targeting a $26.6B valuation on $510M revenue. Pentagon AI contracts freeze out Anthropic. Microsoft Agent 365 goes GA.
Anthropic is closing a $50B round at a ~$900B valuation in two weeks, leapfrogging OpenAI's $852B. The frontier labs are now pricing each other.