AI development tools

OpenAI sidesteps Nvidia with unusually fast coding model on plate-sized chips

AI, AI agents, AI chips, AI coding, AI development tools, AI speed, Biz & IT, Cerebras, code agents, machine learning, NVIDIA, openai, sam altman, tokens / Beth Washington / February 12, 2026

But 1,000 tokens per second is actually modest by Cerebras standards. The company has measured 2,100 tokens per second on Llama 3.1 70B and reported 3,000 tokens per second on OpenAI’s own open-weight gpt-oss-120B model, suggesting that Codex-Spark’s comparatively lower speed reflects the overhead of a larger or more complex model.

AI coding agents have had a breakout year, with tools like OpenAI’s Codex and Anthropic’s Claude Code reaching a new level of usefulness for rapidly building prototypes, interfaces, and boilerplate code. OpenAI, Google, and Anthropic have all been racing to ship more capable coding agents, and latency has become what separates the winners; a model that codes faster lets a developer iterate faster.

With fierce competition from Anthropic, OpenAI has been iterating on its Codex line at a rapid rate, releasing GPT-5.2 in December after CEO Sam Altman issued an internal “code red” memo about competitive pressure from Google, then shipping GPT-5.3-Codex just days ago.

Diversifying away from Nvidia

Spark’s deeper hardware story may be more consequential than its benchmark scores. The model runs on Cerebras’ Wafer Scale Engine 3, a chip the size of a dinner plate that Cerebras has built its business around since at least 2022. OpenAI and Cerebras announced their partnership in January, and Codex-Spark is the first product to come out of it.

OpenAI has spent the past year systematically reducing its dependence on Nvidia. The company signed a massive multi-year deal with AMD in October 2025, struck a $38 billion cloud computing agreement with Amazon in November, and has been designing its own custom AI chip for eventual fabrication by TSMC.

Meanwhile, a planned $100 billion infrastructure deal with Nvidia has fizzled so far, though Nvidia has since committed to a $20 billion investment. Reuters reported that OpenAI grew unsatisfied with the speed of some Nvidia chips for inference tasks, which is exactly the kind of workload that OpenAI designed Codex-Spark for.

Regardless of which chip is under the hood, speed matters, though it may come at the cost of accuracy. For developers who spend their days inside a code editor waiting for AI suggestions, 1,000 tokens per second may feel less like carefully piloting a jigsaw and more like running a rip saw. Just watch what you’re cutting.

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Sixteen Claude AI agents working together created a new C compiler

agentic AI, AI, AI agents, AI coding, AI development tools, AI programming, AI research, Anthropic, Biz & IT, Claude Code, code agents, Compilers, large language models, machine learning, Nicholas Carlini, Open Source / Kelly Newman / February 7, 2026

Amid a push toward AI agents, with both Anthropic and OpenAI shipping multi-agent tools this week, Anthropic is more than ready to show off some of its more daring AI coding experiments. But as usual with claims of AI-related achievement, you’ll find some key caveats ahead.

On Thursday, Anthropic researcher Nicholas Carlini published a blog post describing how he set 16 instances of the company’s Claude Opus 4.6 AI model loose on a shared codebase with minimal supervision, tasking them with building a C compiler from scratch.

Over two weeks and nearly 2,000 Claude Code sessions costing about $20,000 in API fees, the AI model agents reportedly produced a 100,000-line Rust-based compiler capable of building a bootable Linux 6.9 kernel on x86, ARM, and RISC-V architectures.

Carlini, a research scientist on Anthropic’s Safeguards team who previously spent seven years at Google Brain and DeepMind, used a new feature launched with Claude Opus 4.6 called “agent teams.” In practice, each Claude instance ran inside its own Docker container, cloning a shared Git repository, claiming tasks by writing lock files, then pushing completed code back upstream. No orchestration agent directed traffic. Each instance independently identified whatever problem seemed most obvious to work on next and started solving it. When merge conflicts arose, the AI model instances resolved them on their own.

The resulting compiler, which Anthropic has released on GitHub, can compile a range of major open source projects, including PostgreSQL, SQLite, Redis, FFmpeg, and QEMU. It achieved a 99 percent pass rate on the GCC torture test suite and, in what Carlini called “the developer’s ultimate litmus test,” compiled and ran Doom.

It’s worth noting that a C compiler is a near-ideal task for semi-autonomous AI model coding: The specification is decades old and well-defined, comprehensive test suites already exist, and there’s a known-good reference compiler to check against. Most real-world software projects have none of these advantages. The hard part of most development isn’t writing code that passes tests; it’s figuring out what the tests should be in the first place.

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AI companies want you to stop chatting with bots and start managing them

agentic AI, AI, AI agents, AI and work, AI assistants, AI benchmarks, AI coding, AI development tools, AI security, Anthropic, Biz & IT, chatbots, Claude Code, Claude Opus, Claude Opus 4.6, code agents, Codex, generative ai, GPT-5.3-Codex, large language models, machine learning, openai, sam altman / Kelly Newman / February 5, 2026

Claude Opus 4.6 and OpenAI Frontier pitch a future of supervising AI agents.

On Thursday, Anthropic and OpenAI shipped products built around the same idea: instead of chatting with a single AI assistant, users should be managing teams of AI agents that divide up work and run in parallel. The simultaneous releases are part of a gradual shift across the industry, from AI as a conversation partner to AI as a delegated workforce, and they arrive during a week when that very concept reportedly helped wipe $285 billion off software stocks.

Whether that supervisory model works in practice remains an open question. Current AI agents still require heavy human intervention to catch errors, and no independent evaluation has confirmed that these multi-agent tools reliably outperform a single developer working alone.

Even so, the companies are going all-in on agents. Anthropic’s contribution is Claude Opus 4.6, a new version of its most capable AI model, paired with a feature called “agent teams” in Claude Code. Agent teams let developers spin up multiple AI agents that split a task into independent pieces, coordinate autonomously, and run concurrently.

In practice, agent teams look like a split-screen terminal environment: A developer can jump between subagents using Shift+Up/Down, take over any one directly, and watch the others keep working. Anthropic describes the feature as best suited for “tasks that split into independent, read-heavy work like codebase reviews.” It is available as a research preview.

OpenAI, meanwhile, released Frontier, an enterprise platform it describes as a way to “hire AI co-workers who take on many of the tasks people already do on a computer.” Frontier assigns each AI agent its own identity, permissions, and memory, and it connects to existing business systems such as CRMs, ticketing tools, and data warehouses. “What we’re fundamentally doing is basically transitioning agents into true AI co-workers,” Barret Zoph, OpenAI’s general manager of business-to-business, told CNBC.

Despite the hype about these agents being co-workers, from our experience, these agents tend to work best if you think of them as tools that amplify existing skills, not as the autonomous co-workers the marketing language implies. They can produce impressive drafts fast but still require constant human course-correction.

The Frontier launch came just three days after OpenAI released a new macOS desktop app for Codex, its AI coding tool, which OpenAI executives described as a “command center for agents.” The Codex app lets developers run multiple agent threads in parallel, each working on an isolated copy of a codebase via Git worktrees.

OpenAI also released GPT-5.3-Codex on Thursday, a new AI model that powers the Codex app. OpenAI claims that the Codex team used early versions of GPT-5.3-Codex to debug the model’s own training run, manage its deployment, and diagnose test results, similar to what OpenAI told Ars Technica in a December interview.

“Our team was blown away by how much Codex was able to accelerate its own development,” the company wrote. On Terminal-Bench 2.0, the agentic coding benchmark, GPT-5.3-Codex scored 77.3%, which exceeds Anthropic’s just-released Opus 4.6 by about 12 percentage points.

The common thread across all of these products is a shift in the user’s role. Rather than merely typing a prompt and waiting for a single response, the developer or knowledge worker becomes more like a supervisor, dispatching tasks, monitoring progress, and stepping in when an agent needs direction.

In this vision, developers and knowledge workers effectively become middle managers of AI. That is, not writing the code or doing the analysis themselves, but delegating tasks, reviewing output, and hoping the agents underneath them don’t quietly break things. Whether that will come to pass (or if it’s actually a good idea) is still widely debated.

A new model under the Claude hood

Opus 4.6 is a substantial update to Anthropic’s flagship model. It succeeds Claude Opus 4.5, which Anthropic released in November. In a first for the Opus model family, it supports a context window of up to 1 million tokens (in beta), which means it can process much larger bodies of text or code in a single session.

On benchmarks, Anthropic says Opus 4.6 tops OpenAI’s GPT-5.2 (an earlier model than the one released today) and Google’s Gemini 3 Pro across several evaluations, including Terminal-Bench 2.0 (an agentic coding test), Humanity’s Last Exam (a multidisciplinary reasoning test), and BrowseComp (a test of finding hard-to-locate information online)

Although it should be noted that OpenAI’s GPT-5.3-Codex, released the same day, seemingly reclaimed the lead on Terminal-Bench. On ARC AGI 2, which attempts to test the ability to solve problems that are easy for humans but hard for AI models, Opus 4.6 scored 68.8 percent, compared to 37.6 percent for Opus 4.5, 54.2 percent for GPT-5.2, and 45.1 percent for Gemini 3 Pro.

As always, take AI benchmarks with a grain of salt, since objectively measuring AI model capabilities is a relatively new and unsettled science.

Anthropic also said that on a long-context retrieval benchmark called MRCR v2, Opus 4.6 scored 76 percent on the 1 million-token variant, compared to 18.5 percent for its Sonnet 4.5 model. That gap matters for the agent teams use case, since agents working across large codebases need to track information across hundreds of thousands of tokens without losing the thread.

Pricing for the API stays the same as Opus 4.5 at $5 per million input tokens and $25 per million output tokens, with a premium rate of $10/$37.50 for prompts that exceed 200,000 tokens. Opus 4.6 is available on claude.ai, the Claude API, and all major cloud platforms.

The market fallout outside

These releases occurred during a week of exceptional volatility for software stocks. On January 30, Anthropic released 11 open source plugins for Cowork, its agentic productivity tool that launched on January 12. Cowork itself is a general-purpose tool that gives Claude access to local folders for work tasks, but the plugins extended it into specific professional domains: legal contract review, non-disclosure agreement triage, compliance workflows, financial analysis, sales, and marketing.

By Tuesday, investors reportedly reacted to the release by erasing roughly $285 billion in market value across software, financial services, and asset management stocks. A Goldman Sachs basket of US software stocks fell 6 percent that day, its steepest single-session decline since April’s tariff-driven sell-off. Thomson Reuters led the rout with an 18 percent drop, and the pain spread to European and Asian markets.

The purported fear among investors centers on AI model companies packaging complete workflows that compete with established software-as-a-service (SaaS) vendors, even if the verdict is still out on whether these tools can achieve those tasks.

OpenAI’s Frontier might deepen that concern: its stated design lets AI agents log in to applications, execute tasks, and manage work with minimal human involvement, which Fortune described as a bid to become “the operating system of the enterprise.” OpenAI CEO of Applications Fidji Simo pushed back on the idea that Frontier replaces existing software, telling reporters, “Frontier is really a recognition that we’re not going to build everything ourselves.”

Whether these co-working apps actually live up to their billing or not, the convergence is hard to miss. Anthropic’s Scott White, the company’s head of product for enterprise, gave the practice a name that is likely to roll a few eyes. “Everybody has seen this transformation happen with software engineering in the last year and a half, where vibe coding started to exist as a concept, and people could now do things with their ideas,” White told CNBC. “I think that we are now transitioning almost into vibe working.”

Benj Edwards is Ars Technica’s Senior AI Reporter and founder of the site’s dedicated AI beat in 2022. He’s also a tech historian with almost two decades of experience. In his free time, he writes and records music, collects vintage computers, and enjoys nature. He lives in Raleigh, NC.

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OpenAI built an AI coding agent and uses it to improve the agent itself

agentic AI, AI, AI agents, AI assistants, AI coding, AI development tools, AI programming, AI work, Anthropic, Biz & IT, chatbots, Claude, code agents, Codex, Dario Amodei, generative ai, GitHub Copilot, Google, GPT-5, large language models, machine learning, Mistral, Open Source, openai, Programming, sam altman, Simon Willison, software development, vibe coding / Kelly Newman / December 13, 2025

“The vast majority of Codex is built by Codex,” OpenAI told us about its new AI coding agent.

With the popularity of AI coding tools rising among some software developers, their adoption has begun to touch every aspect of the process, including the improvement of AI coding tools themselves.

In interviews with Ars Technica this week, OpenAI employees revealed the extent to which the company now relies on its own AI coding agent, Codex, to build and improve the development tool. “I think the vast majority of Codex is built by Codex, so it’s almost entirely just being used to improve itself,” said Alexander Embiricos, product lead for Codex at OpenAI, in a conversation on Tuesday.

Codex, which OpenAI launched in its modern incarnation as a research preview in May 2025, operates as a cloud-based software engineering agent that can handle tasks like writing features, fixing bugs, and proposing pull requests. The tool runs in sandboxed environments linked to a user’s code repository and can execute multiple tasks in parallel. OpenAI offers Codex through ChatGPT’s web interface, a command-line interface (CLI), and IDE extensions for VS Code, Cursor, and Windsurf.

The “Codex” name itself dates back to a 2021 OpenAI model based on GPT-3 that powered GitHub Copilot’s tab completion feature. Embiricos said the name is rumored among staff to be short for “code execution.” OpenAI wanted to connect the new agent to that earlier moment, which was crafted in part by some who have left the company.

“For many people, that model powering GitHub Copilot was the first ‘wow’ moment for AI,” Embiricos said. “It showed people the potential of what it can mean when AI is able to understand your context and what you’re trying to do and accelerate you in doing that.”

A place to enter a prompt, set parameters, and click — The interface for OpenAI’s Codex in ChatGPT. Credit: OpenAI

It’s no secret that the current command-line version of Codex bears some resemblance to Claude Code, Anthropic’s agentic coding tool that launched in February 2025. When asked whether Claude Code influenced Codex’s design, Embiricos parried the question but acknowledged the competitive dynamic. “It’s a fun market to work in because there’s lots of great ideas being thrown around,” he said. He noted that OpenAI had been building web-based Codex features internally before shipping the CLI version, which arrived after Anthropic’s tool.

OpenAI’s customers apparently love the command line version, though. Embiricos said Codex usage among external developers jumped 20 times after OpenAI shipped the interactive CLI extension alongside GPT-5 in August 2025. On September 15, OpenAI released GPT-5 Codex, a specialized version of GPT-5 optimized for agentic coding, which further accelerated adoption.

It hasn’t just been the outside world that has embraced the tool. Embiricos said the vast majority of OpenAI’s engineers now use Codex regularly. The company uses the same open-source version of the CLI that external developers can freely download, suggest additions to, and modify themselves. “I really love this about our team,” Embiricos said. “The version of Codex that we use is literally the open source repo. We don’t have a different repo that features go in.”

The recursive nature of Codex development extends beyond simple code generation. Embiricos described scenarios where Codex monitors its own training runs and processes user feedback to “decide” what to build next. “We have places where we’ll ask Codex to look at the feedback and then decide what to do,” he said. “Codex is writing a lot of the research harness for its own training runs, and we’re experimenting with having Codex monitoring its own training runs.” OpenAI employees can also submit a ticket to Codex through project management tools like Linear, assigning it tasks the same way they would assign work to a human colleague.

This kind of recursive loop, of using tools to build better tools, has deep roots in computing history. Engineers designed the first integrated circuits by hand on vellum and paper in the 1960s, then fabricated physical chips from those drawings. Those chips powered the computers that ran the first electronic design automation (EDA) software, which in turn enabled engineers to design circuits far too complex for any human to draft manually. Modern processors contain billions of transistors arranged in patterns that exist only because software made them possible. OpenAI’s use of Codex to build Codex seems to follow the same pattern: each generation of the tool creates capabilities that feed into the next.

But describing what Codex actually does presents something of a linguistic challenge. At Ars Technica, we try to reduce anthropomorphism when discussing AI models as much as possible while also describing what these systems do using analogies that make sense to general readers. People can talk to Codex like a human, so it feels natural to use human terms to describe interacting with it, even though it is not a person and simulates human personality through statistical modeling.

The system runs many processes autonomously, addresses feedback, spins off and manages child processes, and produces code that ships in real products. OpenAI employees call it a “teammate” and assign it tasks through the same tools they use for human colleagues. Whether the tasks Codex handles constitute “decisions” or sophisticated conditional logic smuggled through a neural network depends on definitions that computer scientists and philosophers continue to debate. What we can say is that a semi-autonomous feedback loop exists: Codex produces code under human direction, that code becomes part of Codex, and the next version of Codex produces different code as a result.

Building faster with “AI teammates”

According to our interviews, the most dramatic example of Codex’s internal impact came from OpenAI’s development of the Sora Android app. According to Embiricos, the development tool allowed the company to create the app in record time.

“The Sora Android app was shipped by four engineers from scratch,” Embiricos told Ars. “It took 18 days to build, and then we shipped it to the app store in 28 days total,” he said. The engineers already had the iOS app and server-side components to work from, so they focused on building the Android client. They used Codex to help plan the architecture, generate sub-plans for different components, and implement those components.

Despite OpenAI’s claims of success with Codex in house, it’s worth noting that independent research has shown mixed results for AI coding productivity. A METR study published in July found that experienced open source developers were actually 19 percent slower when using AI tools on complex, mature codebases—though the researchers noted AI may perform better on simpler projects.

Ed Bayes, a designer on the Codex team, described how the tool has changed his own workflow. Bayes said Codex now integrates with project management tools like Linear and communication platforms like Slack, allowing team members to assign coding tasks directly to the AI agent. “You can add Codex, and you can basically assign issues to Codex now,” Bayes told Ars. “Codex is literally a teammate in your workspace.”

This integration means that when someone posts feedback in a Slack channel, they can tag Codex and ask it to fix the issue. The agent will create a pull request, and team members can review and iterate on the changes through the same thread. “It’s basically approximating this kind of coworker and showing up wherever you work,” Bayes said.

For Bayes, who works on the visual design and interaction patterns for Codex’s interfaces, the tool has enabled him to contribute code directly rather than handing off specifications to engineers. “It kind of gives you more leverage. It enables you to work across the stack and basically be able to do more things,” he said. He noted that designers at OpenAI now prototype features by building them directly, using Codex to handle the implementation details.

The command line version of OpenAI codex running in a macOS terminal window. Credit: Benj Edwards

OpenAI’s approach treats Codex as what Bayes called “a junior developer” that the company hopes will graduate into a senior developer over time. “If you were onboarding a junior developer, how would you onboard them? You give them a Slack account, you give them a Linear account,” Bayes said. “It’s not just this tool that you go to in the terminal, but it’s something that comes to you as well and sits within your team.”

Given this teammate approach, will there be anything left for humans to do? When asked, Embiricos drew a distinction between “vibe coding,” where developers accept AI-generated code without close review, and what AI researcher Simon Willison calls “vibe engineering,” where humans stay in the loop. “We see a lot more vibe engineering in our code base,” he said. “You ask Codex to work on that, maybe you even ask for a plan first. Go back and forth, iterate on the plan, and then you’re in the loop with the model and carefully reviewing its code.”

He added that vibe coding still has its place for prototypes and throwaway tools. “I think vibe coding is great,” he said. “Now you have discretion as a human about how much attention you wanna pay to the code.”

Looking ahead

Over the past year, “monolithic” large language models (LLMs) like GPT-4.5 have apparently become something of a dead end in terms of frontier benchmarking progress as AI companies pivot to simulated reasoning models and also agentic systems built from multiple AI models running in parallel. We asked Embiricos whether agents like Codex represent the best path forward for squeezing utility out of existing LLM technology.

He dismissed concerns that AI capabilities have plateaued. “I think we’re very far from plateauing,” he said. “If you look at the velocity on the research team here, we’ve been shipping models almost every week or every other week.” He pointed to recent improvements where GPT-5-Codex reportedly completes tasks 30 percent faster than its predecessor at the same intelligence level. During testing, the company has seen the model work independently for 24 hours on complex tasks.

OpenAI faces competition from multiple directions in the AI coding market. Anthropic’s Claude Code and Google’s Gemini CLI offer similar terminal-based agentic coding experiences. This week, Mistral AI released Devstral 2 alongside a CLI tool called Mistral Vibe. Meanwhile, startups like Cursor have built dedicated IDEs around AI coding, reportedly reaching $300 million in annualized revenue.

Given the well-known issues with confabulation in AI models when people attempt to use them as factual resources, could it be that coding has become the killer app for LLMs? We wondered if OpenAI has noticed that coding seems to be a clear business use case for today’s AI models with less hazard than, say, using AI language models for writing or as emotional companions.

“We have absolutely noticed that coding is both a place where agents are gonna get good really fast and there’s a lot of economic value,” Embiricos said. “We feel like it’s very mission-aligned to focus on Codex. We get to provide a lot of value to developers. Also, developers build things for other people, so we’re kind of intrinsically scaling through them.”

But will tools like Codex threaten software developer jobs? Bayes acknowledged concerns but said Codex has not reduced headcount at OpenAI, and “there’s always a human in the loop because the human can actually read the code.” Similarly, the two men don’t project a future where Codex runs by itself without some form of human oversight. They feel the tool is an amplifier of human potential rather than a replacement for it.

The practical implications of agents like Codex extend beyond OpenAI’s walls. Embiricos said the company’s long-term vision involves making coding agents useful to people who have no programming experience. “All humanity is not gonna open an IDE or even know what a terminal is,” he said. “We’re building a coding agent right now that’s just for software engineers, but we think of the shape of what we’re building as really something that will be useful to be a more general agent.”

This article was updated on December 12, 2025 at 6: 50 PM to mention the METR study.

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Google tells employees it must double capacity every 6 months to meet AI demand

AI, AI chips, AI compute, AI development tools, AI GPU, AI infrastructure, alphabet, Amin Vahdat, API, Biz & IT, capital expenditures, Cloud Computing, datacenters, generative ai, Google, large language models, machine learning, Sundar Pichai, Tensor Processing Unit, TPU / Kelly Newman / November 22, 2025

While AI bubble talk fills the air these days, with fears of overinvestment that could pop at any time, something of a contradiction is brewing on the ground: Companies like Google and OpenAI can barely build infrastructure fast enough to fill their AI needs.

During an all-hands meeting earlier this month, Google’s AI infrastructure head Amin Vahdat told employees that the company must double its serving capacity every six months to meet demand for artificial intelligence services, reports CNBC. The comments show a rare look at what Google executives are telling its own employees internally. Vahdat, a vice president at Google Cloud, presented slides to its employees showing the company needs to scale “the next 1000x in 4-5 years.”

While a thousandfold increase in compute capacity sounds ambitious by itself, Vahdat noted some key constraints: Google needs to be able to deliver this increase in capability, compute, and storage networking “for essentially the same cost and increasingly, the same power, the same energy level,” he told employees during the meeting. “It won’t be easy but through collaboration and co-design, we’re going to get there.”

It’s unclear how much of this “demand” Google mentioned represents organic user interest in AI capabilities versus the company integrating AI features into existing services like Search, Gmail, and Workspace. But whether users are using the features voluntarily or not, Google isn’t the only tech company struggling to keep up with a growing user base of customers using AI services.

Major tech companies are in a race to build out data centers. Google competitor OpenAI is planning to build six massive data centers across the US through its Stargate partnership project with SoftBank and Oracle, committing over $400 billion in the next three years to reach nearly 7 gigawatts of capacity. The company faces similar constraints serving its 800 million weekly ChatGPT users, with even paid subscribers regularly hitting usage limits for features like video synthesis and simulated reasoning models.

“The competition in AI infrastructure is the most critical and also the most expensive part of the AI race,” Vahdat said at the meeting, according to CNBC’s viewing of the presentation. The infrastructure executive explained that Google’s challenge goes beyond simply outspending competitors. “We’re going to spend a lot,” he said, but noted the real objective is building infrastructure that is “more reliable, more performant and more scalable than what’s available anywhere else.”

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Meta’s star AI scientist Yann LeCun plans to leave for own startup

AI, AI alignment, AI development tools, AI infrastructure, AI research, AI strategy, Alexandr Wang, Anthropic, Biz & IT, convolutional neural networks, deep learning, FAIR, Fundamental AI Research, Google, large language models, machine learning, mark zuckerberg, Meta, New York University, openai, Scale AI, startups, Turing award, world models, Yann LeCun / Mike M. / November 12, 2025

A different approach to AI

LeCun founded Meta’s Fundamental AI Research lab, known as FAIR, in 2013 and has served as the company’s chief AI scientist ever since. He is one of three researchers who won the 2018 Turing Award for pioneering work on deep learning and convolutional neural networks. After leaving Meta, LeCun will remain a professor at New York University, where he has taught since 2003.

LeCun has previously argued that large language models like Llama that Zuckerberg has put at the center of his strategy are useful, but they will never be able to reason and plan like humans, increasingly appearing to contradict his boss’s grandiose AI vision for developing “superintelligence.”

For example, in May 2024, when an OpenAI researcher discussed the need to control ultra-intelligent AI, LeCun responded on X by writing that before urgently figuring out how to control AI systems much smarter than humans, researchers need to have the beginning of a hint of a design for a system smarter than a house cat.

Mark Zuckerberg once believed the “metaverse” was the future and renamed his company because of it. Credit: Facebook

Within FAIR, LeCun has instead focused on developing world models that can truly plan and reason. Over the past year, though, Meta’s AI research groups have seen growing tension and mass layoffs as Zuckerberg has shifted the company’s AI strategy away from long-term research and toward the rapid deployment of commercial products.

Over the summer, Zuckerberg hired Alexandr Wang to lead a new superintelligence team at Meta, paying $14.3 billion to hire the 28-year-old founder of data-labeling startup Scale AI and acquire a 49 percent interest in his company. LeCun, who had previously reported to Chief Product Officer Chris Cox, now reports to Wang, which seems like a sharp rebuke of LeCun’s approach to AI.

Zuckerberg also personally handpicked an exclusive team called TBD Lab to accelerate the development of the next iteration of large language models, luring staff from rivals such as OpenAI and Google with astonishingly large $100 to $250 million pay packages. As a result, Zuckerberg has come under growing pressure from Wall Street to show that his multibillion-dollar investment in becoming an AI leader will pay off and boost revenue. But if it turns out like his previous pivot to the metaverse, Zuckerberg’s latest bet could prove equally expensive and unfruitful.

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Expert panel will determine AGI arrival in new Microsoft-OpenAI agreement

agi, AI, AI development tools, AI infrastructure, AI regulation, artificial general intelligence, azure, Biz & IT, machine learning, microsoft, openai, public benefit corporation / Shannon Garcia / October 28, 2025

In May, OpenAI abandoned its plan to fully convert to a for-profit company after pressure from regulators and critics. The company instead shifted to a modified approach where the nonprofit board would retain control while converting its for-profit subsidiary into a public benefit corporation (PBC).

What changed in the agreement

The revised deal extends Microsoft’s intellectual property rights through 2032 and now includes models developed after AGI is declared. Microsoft holds IP rights to OpenAI’s model weights, architecture, inference code, and fine-tuning code until the expert panel confirms AGI or through 2030, whichever comes first. The new agreement also codifies that OpenAI can formally release open-weight models (like gpt-oss) that meet requisite capability criteria.

However, Microsoft’s rights to OpenAI’s research methods, defined as confidential techniques used in model development, will expire at those same thresholds. The agreement explicitly excludes Microsoft from having rights to OpenAI’s consumer hardware products.

The deal allows OpenAI to develop some products jointly with third parties. API products built with other companies must run exclusively on Azure, but non-API products can operate on any cloud provider. This gives OpenAI more flexibility to partner with other technology companies while keeping Microsoft as its primary infrastructure provider.

Under the agreement, Microsoft can now pursue AGI development alone or with partners other than OpenAI. If Microsoft uses OpenAI’s intellectual property to build AGI before the expert panel makes a declaration, those models must exceed compute thresholds that are larger than what current leading AI models require for training.

The revenue-sharing arrangement between the companies will continue until the expert panel verifies that AGI has been reached, though payments will extend over a longer period. OpenAI has committed to purchasing $250 billion in Azure services, and Microsoft no longer holds a right of first refusal to serve as OpenAI’s compute provider. This lets OpenAI shop around for cloud infrastructure if it chooses, though the massive Azure commitment suggests it will remain the primary provider.

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Nvidia sells tiny new computer that puts big AI on your desktop

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For the OS, the Spark is an ARM-based system that runs Nvidia’s DGX OS, an Ubuntu Linux-based operating system built specifically for GPU processing. It comes with Nvidia’s AI software stack preinstalled, including CUDA libraries and the company’s NIM microservices.

Prices for the DGX Spark start at US $3,999. That may seem like a lot, but given the cost of high-end GPUs with ample video RAM like the RTX Pro 6000 (about $9,000) or AI server GPUs (like $25,000 for a base-level H100), the DGX Spark may represent a far less expensive option overall, though it’s not nearly as powerful.

In fact, according to The Register, the GPU computing performance of the GB10 chip is roughly equivalent to an RTX 5070. However, the 5070 is limited to 12GB of video memory, which limits the size of AI models that can be run on such a system. With 128GB of unified memory, the DGX Spark can run far larger models, albeit at a slower speed than, say, an RTX 5090 (which typically ships with 24 GB of RAM). For example, to run the 120 billion-parameter larger version of OpenAI’s recent gpt-oss language model, you’d need about 80GB of memory, which is far more than you can get in a consumer GPU.

A callback to 2016

Nvidia founder and CEO Jensen Huang marked the occasion of the DGX Spark launch by personally delivering one of the first units to Elon Musk at SpaceX’s Starbase facility in Texas, echoing a similar delivery Huang made to Musk at OpenAI in 2016.

“In 2016, we built DGX-1 to give AI researchers their own supercomputer. I hand-delivered the first system to Elon at a small startup called OpenAI, and from it came ChatGPT,” Huang said in a statement. “DGX-1 launched the era of AI supercomputers and unlocked the scaling laws that drive modern AI. With DGX Spark, we return to that mission.”

Nvidia sells tiny new computer that puts big AI on your desktop Read More »

AMD wins massive AI chip deal from OpenAI with stock sweetener

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As part of the arrangement, AMD will allow OpenAI to purchase up to 160 million AMD shares at 1 cent each throughout the chips deal.

OpenAI diversifies its chip supply

With demand for AI compute growing rapidly, companies like OpenAI have been looking for secondary supply lines and sources of additional computing capacity, and the AMD partnership is part the company’s wider effort to secure sufficient computing power for its AI operations. In September, Nvidia announced an investment of up to $100 billion in OpenAI that included supplying at least 10 gigawatts of Nvidia systems. OpenAI plans to deploy a gigawatt of Nvidia’s next-generation Vera Rubin chips in late 2026.

OpenAI has worked with AMD for years, according to Reuters, providing input on the design of older generations of AI chips such as the MI300X. The new agreement calls for deploying the equivalent of 6 gigawatts of computing power using AMD chips over multiple years.

Beyond working with chip suppliers, OpenAI is widely reported to be developing its own silicon for AI applications and has partnered with Broadcom, as we reported in February. A person familiar with the matter told Reuters the AMD deal does not change OpenAI’s ongoing compute plans, including its chip development effort or its partnership with Microsoft.

AMD wins massive AI chip deal from OpenAI with stock sweetener Read More »

Why iRobot’s founder won’t go within 10 feet of today’s walking robots

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In his post, Brooks recounts being “way too close” to an Agility Robotics Digit humanoid when it fell several years ago. He has not dared approach a walking one since. Even in promotional videos from humanoid companies, Brooks notes, humans are never shown close to moving humanoid robots unless separated by furniture, and even then, the robots only shuffle minimally.

This safety problem extends beyond accidental falls. For humanoids to fulfill their promised role in health care and factory settings, they need certification to operate in zones shared with humans. Current walking mechanisms make such certification virtually impossible under existing safety standards in most parts of the world.

The humanoid Apollo robot. Credit: Google

Brooks predicts that within 15 years, there will indeed be many robots called “humanoids” performing various tasks. But ironically, they will look nothing like today’s bipedal machines. They will have wheels instead of feet, varying numbers of arms, and specialized sensors that bear no resemblance to human eyes. Some will have cameras in their hands or looking down from their midsections. The definition of “humanoid” will shift, just as “flying cars” now means electric helicopters rather than road-capable aircraft, and “self-driving cars” means vehicles with remote human monitors rather than truly autonomous systems.

The billions currently being invested in forcing today’s rigid, vision-only humanoids to learn dexterity will largely disappear, Brooks argues. Academic researchers are making more progress with systems that incorporate touch feedback, like MIT’s approach using a glove that transmits sensations between human operators and robot hands. But even these advances remain far from the comprehensive touch sensing that enables human dexterity.

Today, few people spend their days near humanoid robots, but Brooks’ 3-meter rule stands as a practical warning of challenges ahead from someone who has spent decades building these machines. The gap between promotional videos and deployable reality remains large, measured not just in years but in fundamental unsolved problems of physics, sensing, and safety.

Why iRobot’s founder won’t go within 10 feet of today’s walking robots Read More »

California’s newly signed AI law just gave Big Tech exactly what it wanted

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On Monday, California Governor Gavin Newsom signed the Transparency in Frontier Artificial Intelligence Act into law, requiring AI companies to disclose their safety practices while stopping short of mandating actual safety testing. The law requires companies with annual revenues of at least $500 million to publish safety protocols on their websites and report incidents to state authorities, but it lacks the stronger enforcement teeth of the bill Newsom vetoed last year after tech companies lobbied heavily against it.

The legislation, S.B. 53, replaces Senator Scott Wiener’s previous attempt at AI regulation, known as S.B. 1047, that would have required safety testing and “kill switches” for AI systems. Instead, the new law asks companies to describe how they incorporate “national standards, international standards, and industry-consensus best practices” into their AI development, without specifying what those standards are or requiring independent verification.

“California has proven that we can establish regulations to protect our communities while also ensuring that the growing AI industry continues to thrive,” Newsom said in a statement, though the law’s actual protective measures remain largely voluntary beyond basic reporting requirements.

According to the California state government, the state houses 32 of the world’s top 50 AI companies, and more than half of global venture capital funding for AI and machine learning startups went to Bay Area companies last year. So while the recently signed bill is state-level legislation, what happens in California AI regulation will have a much wider impact, both by legislative precedent and by affecting companies that craft AI systems used around the world.

Transparency instead of testing

Where the vetoed SB 1047 would have mandated safety testing and kill switches for AI systems, the new law focuses on disclosure. Companies must report what the state calls “potential critical safety incidents” to California’s Office of Emergency Services and provide whistleblower protections for employees who raise safety concerns. The law defines catastrophic risk narrowly as incidents potentially causing 50+ deaths or $1 billion in damage through weapons assistance, autonomous criminal acts, or loss of control. The attorney general can levy civil penalties of up to $1 million per violation for noncompliance with these reporting requirements.

California’s newly signed AI law just gave Big Tech exactly what it wanted Read More »

Why does OpenAI need six giant data centers?

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Training next-generation AI models compounds the problem. On top of running existing AI models like those that power ChatGPT, OpenAI is constantly working on new technology in the background. It’s a process that requires thousands of specialized chips running continuously for months.

The circular investment question

The financial structure of these deals between OpenAI, Oracle, and Nvidia has drawn scrutiny from industry observers. Earlier this week, Nvidia announced it would invest up to $100 billion as OpenAI deploys Nvidia systems. As Bryn Talkington of Requisite Capital Management told CNBC: “Nvidia invests $100 billion in OpenAI, which then OpenAI turns back and gives it back to Nvidia.”

Oracle’s arrangement follows a similar pattern, with a reported $30 billion-per-year deal where Oracle builds facilities that OpenAI pays to use. This circular flow, which involves infrastructure providers investing in AI companies that become their biggest customers, has raised eyebrows about whether these represent genuine economic investments or elaborate accounting maneuvers.

The arrangements are becoming even more convoluted. The Information reported this week that Nvidia is discussing leasing its chips to OpenAI rather than selling them outright. Under this structure, Nvidia would create a separate entity to purchase its own GPUs, then lease them to OpenAI, which adds yet another layer of circular financial engineering to this complicated relationship.

“NVIDIA seeds companies and gives them the guaranteed contracts necessary to raise debt to buy GPUs from NVIDIA, even though these companies are horribly unprofitable and will eventually die from a lack of any real demand,” wrote tech critic Ed Zitron on Bluesky last week about the unusual flow of AI infrastructure investments. Zitron was referring to companies like CoreWeave and Lambda Labs, which have raised billions in debt to buy Nvidia GPUs based partly on contracts from Nvidia itself. It’s a pattern that mirrors OpenAI’s arrangements with Oracle and Nvidia.

So what happens if the bubble pops? Even Altman himself warned last month that “someone will lose a phenomenal amount of money” in what he called an AI bubble. If AI demand fails to meet these astronomical projections, the massive data centers built on physical soil won’t simply vanish. When the dot-com bubble burst in 2001, fiber optic cable laid during the boom years eventually found use as Internet demand caught up. Similarly, these facilities could potentially pivot to cloud services, scientific computing, or other workloads, but at what might be massive losses for investors who paid AI-boom prices.

Why does OpenAI need six giant data centers? Read More »