OPENAI News & Signals

meme3h agomeme

GPT-6.1+ release forecast: https://poly.market/NRSHyEm Reply to @Polymarket: BREAKING: OpenAI releases GPT-6.1 Terra, claiming it completes professional computer tasks over 3x faster than GPT-6 Astra & GPT-6.1 Sol, with substantially lower costs.

72/100·B+Long

news10h agonews

The next major financial market for AI is the price of compute. Today, Injective is officially releasing the Super Intelligence Compute Index ($SICI), bringing a new financial primitive to the onchain AI economy. For the first time on Injective, traders can access a diversified index of @nvidia GPU rental prices through perpetuals with up to 10x leverage. We also plan to introduce a brand new financial primitive to access $SICI in the coming days. 🟪 A New Onchain Market for the Agentic Economy Trillions are set to be invested into AI infrastructure. From frontier model training to autonomous agents and inference, demand for compute is becoming one of the defining forces shaping the AI industry. This trend is only accelerating with giants like @OpenAI and @AnthropicAI surging in demand. Yet financial markets for compute remain largely underdeveloped, with rental prices fragmented across cloud providers and hardware generations. $SICI changes that. SICI brings five NVIDIA GPU rental rates together into a single onchain benchmark. The index consists of the following: → H100 (Industry standard for AI training): 40% → B200 (Next-generation AI training and inference): 25% → H200 (High-memory AI training and inference): 15% → A100 (Fine-tuning and AI inference): 10% → RTX 4090 (Consumer GPU for affordable AI inference): 10% Using hourly compute marketplace data, SICI creates a novel way to access and trade the economics of AI infrastructure. 🌏 Injective is building the onchain financial markets of tomorrow Injective pioneered the first onchain H100 rental market, launched the $AIX index, and introduced pre-IPO perpetuals for companies including OpenAI, @SpaceX and Anthropic. $SICI takes this vision further. First, Injective brought market exposure to the companies building the future of AI onchain. Now, we're bringing the cost of the infrastructure powering them onchain too. And we will soon be launching entirely new financial primitives to access the onchain agentic economy. The AI economy is creating entirely new asset classes. Injective is building the financial markets to access them for the first time onchain.

72/100·B+Long+16

news10h agonews

OpenAI Private Market subscriptions open soon. Starting next week, an exclusive allocation to OpenAI Private Market Note (OPAIPon) will open for Ondo Private Clients, providing tokenized pre-IPO exposure to OpenAI. OpenAI Private Market Notes are already available for 24/7 trading in secondary markets such as the @OndoPerps spot order book. This primary market offering gives eligible Private Clients a way to subscribe directly. The subscription window will be open for two weeks. To subscribe, sign up for Ondo’s Private Client program ↓ https://app.ondo.finance/private-client

72/100·B+Long+1

meme17h agomeme

Astra gigabit network switch. They're frying me in the OpenAI Instagram Reels comment section so here's the X dot com the everything app exclusive content. ♥️ Retweeted by @banteg from @0x50484244

10/100·CNeutral

meme17h agomeme

@tszzl @esrtweet @OpenAI @AnthropicAI i think the blocks aren't even true. i was hacking my tv with codex when this news went viral. it read as an ad for rea, in the style of "wahh it's so powerful, it's getting blocked" Reply to @tszzl: @OpenAI @AnthropicAI these blocks are mostly accidental and a result of difficult decision boundaries; there is no prohibition against reverse engineering with codex. it's getting fixed

10/100·CNeutral

news20h agonews

1. 国家信息化“十五五”规划：到2030年，我国信息化取得重大进展。
2. 国家信息化“十五五”规划：加快构建全国一体化算力网，推动算力、电力、网络协同发展。
3. 国务院：挖掘传统领域人工智能就业潜能，减缓人工智能应用就业替代影响。
4. 中国信通院报告：2026年6月国内Token日均消耗量约500万亿。
5. 信通院报告：大模型价格回升明显，词元价格较去年下半年翻倍，日均消耗量增长3倍。
6. 马斯克称SpaceX为采购GPU融资400亿美元。
7. 月之暗面推出Kimi K3.1 Pro，高速版提速2至3倍。
8. 无问芯穹与三体宇宙联合发布智子Agent 1.0。
9. OpenAI宣布最先进AI模型训练期间禁止直接访问互联网。
10. DeepSeek完成约1000亿元新融资，刷新中国AI行业单轮融资纪录。
11. AI新突破：通过面部照片预测癌症患者生存情况。
12. 英国将斥资6亿英镑布局AI安全，防范新兴生物威胁。(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-27), AMD reported basic EPS of 2.26, diluted EPS of 2.22, net income of USD 3.680 billion, and revenue of USD 21.789 billion. Consensus expectations: For the upcoming 2026Q3 event on 2026-11-03, consensus EPS is 1.9346 and consensus revenue is USD 13.078 billion.)

72/100·B+Long+8

meme23h agomeme

Anthropic token price hits record low, rapidly catching down to openAI

20/100·CNeutral

meme23h agomeme

AI Semis Trade: From Arousal to Reality The past few weeks have been painful for AI semi investors. One of our mistakes early in the month was not realizing how much of an impact Anthropic’s ARR print would have on the AI trade, and not “sussing” out the set up heading in: lower distillation revs, OpenAI taking share in September, & META/MSFT off-ramps. These were all things that were reported on; if this was an earnings print, we wouldn’t have wanted to be long in the weeks heading into it. In hindsight — knowing what we know now, it was a perfect set up to reduce exposure into it. The upside of whiffing on that trade and the market’s renewed focus on Lab ARRs and financing? It has forced me (and other investors) to sharpen our pencils and better understand the different moving pieces of the trade, and how they play off each other. Let’s rewind a bit before diving into where we are now: For the first three years of the AI semi trade, and especially during the May/June go-go days, investors were in the throes of the honeymoon phase: maximum arousal, minimum scrutiny. Every piece of news was looked at with rose-colored-glasses. It’s just like the beginning of a new relationship when the infatuation is so strong that your partner can do no wrong. Even when she tells you she believes in an "open-source relationship," you somehow hand-wave it away and convince yourself it’s just going to soak up more of the frontier labs' excess demand. When your level-headed friends pull you aside to point out glaring red flags, like the fact that she’s running a shadowy circular-financing scheme with her roommates, you don’t listen; you just stop inviting them to parties. Before you know it, you’ve turned on Gavin Baker’s X notifications and forward SemiAnalysis to anyone who thinks you’re moving too fast, the ultimate wingmen who never stop hyping her up and telling you what you want to hear. “It’s way bigger than just coding, bro. She’s going to replace the entire global labor force.” Before long, the endorphins and dopamine completely take the wheel. Even if you carry the scars from past relationships — whether the early 2000s, GFC, 2019 SaaS, or the 2020–2022 Covid binge — the blinders go right back on. Those exes weren’t real supercycles and everyone knows there’s no dark fiber in GPUs, you tell yourself as you stare at GPU rental prices. You’ve even picked out baby names: Bel if it’s a girl; Claude if it’s a boy. But eventually the dopamine wears off, and you have to get to know the person you’ve been telling everyone is perfect. You begin to see the flaws and start asking practical questions about spending habits, expectations, whose money is actually paying the bills. Can we afford this lifestyle on those lab ARRs, or are we just annualizing the honeymoon and assuming the capital stays cheap forever? And is there enough power in ’28 to keep the spark alive? Things suddenly feel a lot more complicated, and we feel some investors longing for the simpler, more intoxicating days of May and June. But we see the end of the honeymoon as a chance for the relationship to mature. That means accepting where we are, adjusting expectations, and focusing our attention on where the strengths are rather than the flaws... Retweeted by @jukan05 from @TMTBreakout(Historical earnings: For fiscal 2026Q3 (period ended 2026-03-31), Microsoft reported basic EPS of 13.19 and diluted EPS of 13.14, with net income of USD 97.983 billion, versus basic EPS of 10.03, diluted EPS of 9.99, and net income of USD 74.599 billion in the prior-year period. In the preceding quarter (2026Q2, period ended 2025-12-31), basic EPS was 8.91, diluted EPS 8.87, and net income USD 66.205 billion. Consensus expectations: For the upcoming 2027Q1 event on 2026-10-28, consensus EPS estimate is 4.7184 and revenue estimate is USD 90.707 billion.)

25/100·CNeutral+10

meme10/25meme

Daishin Securities CSPs and AI labs: CSPs and AI labs had requested the development of lower-stack HBM products, such as 4-high and 6-high configurations, for use in low-end inference products. Those plans now appear to have been shelved, with 8-high once again emerging as the minimum stack height. NVIDIA: Rubin’s specifications have changed amid base die supply constraints and requests from customers prioritizing bandwidth over cost efficiency. The original plan called for a mix of 8-high and 12-high HBM, but the 8-high option appears to have been dropped. For Rubin Ultra, scheduled for release in 2027, multiple architectural variants are currently undergoing tape-out. Initial versions are expected to use the highest-specification 8-high HBM4, while subsequent versions are expected to adopt either 8-high or 12-high HBM4E. AMD: AMD is expected to use a mix of 8-high and 12-high HBM4 in its 2027 products. One notable development is the upcoming MI450, which is expected to increase the number of HBM stacks within the CoWoS package to 12, delivering 288GB of HBM4. The increase from eight to 12 HBM stacks per CoWoS package is a positive development for HBM content over the medium to long term. OpenAI and Anthropic: OpenAI is expected to adopt 12-high HBM4, while Anthropic is expected to use 8-high HBM4.

72/100·B+Long+4

news10/25news

Elon has AGI and will acquire OpenAI

10/100·CNeutral

meme10/25meme

NEAR AI's agent solved all 672 PutnamBench math problems at a mean cost of $0.17 each, using DeepSeek V4. Rival perfect scores built on OpenAI's GPT-5.6 and Anthropic's Claude Opus 5 reported $44.5 and $3.52 a problem. @NEARProtocol Retweeted by @NEARProtocol from @MSBIntel

72/100·B+Long

meme10/25meme

BREAKING: OpenAI just banned a man for fixing his own TV. He was taking it apart on his own computer. OpenAI flagged it as “cyber abuse” and shut his account. He says he lost $500. People say Claude stopped helping with this kind of work this week too. You paid for the TV, paid for the AI and you still need their permission. This is why I run open models. Nobody can ban you from your own computer. Retweeted by @zerohedge from @alex_verem

10/100·CNeutral

meme10/25meme

Man uses Astra to find a C.IA backdoor into Samsung televisions. Gets banned by OpenAI within 24 hours. Quoted @log4j: i own a relatively new (2025) samsung tv. i kept getting weirdly targeted ads. i tried reversing the firmware but it was aes encrypted and no keys unless tear it apart and do uart/jtag magic. zero days it is. root shell on new samsung TVs! discovered PRIVACY HORROR. write up? Retweeted by @zerohedge from @cirnosad

10/100·CNeutral+1

news10/25news

Texas sues OpenAI for failing to adequately protect against AI risks

72/100·B+Short

news10/25news

Техас подал в суд на OpenAI за недостаточную защиту от рисков ИИ

meme10/25meme

SemiAnalysis’s Dylan Patel, in a conversation with Stacy Rasgon and Austin Lyons: “Anthropic has already begun developing its own custom chip and is aiming to do it in half the time it took OpenAI.”

20/100·CNeutral

news10/25news

Money20/20 USA is one of the world's leading gatherings for banking, payments and fintech. This year in Las Vegas, participants included @Visa, @Mastercard, @AmericanExpress, @PayPal, @stripe, @Google and @OpenAI. We joined industry peers at @money2020 to explore how agents can transact on behalf of people and businesses. Three developments stood out: ▷ Identity and payment are coming together. Proof and @circle paired x401 identity verification with x402 USDC payments in a joint demo. ▷ B2B is moving into live pilots. @Visa, BILL and Billtrust launched a pilot for agents to complete buyer-approved supplier invoice payments. ▷ Checkout needs to work on today's web. Evervault launched Browser Tokens so agents can complete purchases without seeing the underlying card details. This is the foundation we're building with Kite Agent Passport: verifiable agent identity, user-defined permissions and spending limits, and agentic payments. Thank you to everyone who stopped by our booth and shared their perspectives. Let's keep building the agent economy. 🪁(Historical earnings: For 2026Q2 (period ended 2026-06-30), reported basic EPS of 14.41, diluted EPS of 14.24, and net income of USD 174.771 billion. Consensus expectations: Consensus for 2026Q3 expects EPS of 3.0047 and revenue of USD 127.853 billion.)

20/100·CNeutral+6

news10/25news

WSJ: ФБР подозревает экс-инженера OpenAI в шпионаже в пользу Саудовской Аравии

meme10/25meme

@AiswaryaVenkit1 Agreed, building beats reading. Deployment is the half no course grades you on: where state lives, what happens when a request fails halfway. One project someone else depends on teaches that faster than the next ten tutorials. Reply to @AiswaryaVenkit1: Want to learn Azure AI? Build something. A chatbot teaches you the basics. A working system teaches you about retrieval, tools, deployment, and evaluation. Here are 20 projects you can follow: Chatbots & document workflows → Microsoft Foundry + RAG chatbot: https://t.co/sOVxt572xd → End-to-end Azure RAG chatbot: https://t.co/8lBHVliIaZ → Deploy a chatbot on Azure: https://t.co/DQTW3SagGd → AI invoice processing: https://t.co/hDhrrfESfe → Translation & summarization app: https://t.co/yYlP7Ona3j → Image caption generator with Azure Vision: https://t.co/ZhqcGK4wh2 → Computer vision + Azure OpenAI web app: https://t.co/mHwU4a715w → Document Intelligence application: https://t.co/M86AhLahFW Multimodal AI & agents → Multimodal content analyzer: https://t.co/PCpJDW2EBh → Document research agent: https://t.co/L3KtF9Eq2t → Multi-agent workflow with human approval: https://t.co/uqie1frC7e → AI voice narration app: https://t.co/j4f29lGyNN → Real-time speech-to-text prototype: https://t.co/JJTqWfMamv → Insurance policy agent with RAG + MCP: https://t.co/P3KBPWlbPu → MCP-powered agent on Azure: https://t.co/NOHaTTYqia → AI data analyst with Code Interpreter: https://t.co/a67frjn0Hj Search, Foundry & evaluation → Build your first Foundry agent: https://t.co/ZZPlcigofY → Enterprise search index + RAG pipeline: https://t.co/8lBHVliIaZ → Hybrid search with Azure AI Search: https://t.co/PM98F9VcXF → Automated AI evaluation pipeline: https://t.co/qh1DTTIPCt Pick one that solves a problem you understand. Follow the tutorial, then change the data, add a feature, and test how well it works. Which project would you build first? 𝗕𝗲𝗰𝗼𝗺𝗲 𝗯𝗲𝘁𝘁𝗲𝗿 𝗮𝘁 𝗔𝗜 𝗶𝗻 𝗷𝘂𝘀𝘁 𝟭 𝗺𝗶𝗻𝘂𝘁𝗲 𝗮 𝗱𝗮𝘆. 𝗝𝗼𝗶𝗻 𝗺𝘆 𝘄𝗲𝗲𝗸𝗹𝘆 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿 𝘄𝗵𝗲𝗿𝗲 𝗜 𝗱𝗼𝗰𝘂𝗺𝗲𝗻𝘁 𝘁𝗵𝗲 𝗿𝗲𝗮𝗹-𝘄𝗼𝗿𝗹𝗱 𝗷𝗼𝘂𝗿𝗻𝗲𝘆 𝗼𝗳 𝗔𝗜 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺𝗮𝘁𝗶𝗼𝗻. 👉 𝗦𝗶𝗴𝗻 𝘂𝗽 𝗳𝗿𝗲𝗲 now → https://t.co/Kj8zW95H9X Join Me On Youtube And Insta : Youtube : https://t.co/45eggOUdoZ Instagram : https://t.co/cexIKa2AK5(Historical earnings: For fiscal 2026Q3 (period ended 2026-03-31), Microsoft reported basic EPS of 13.19 and diluted EPS of 13.14, with net income of USD 97.983 billion. Consensus expectations: For the upcoming 2027Q1 event, consensus expects EPS of 4.7184 and revenue of USD 90.707 billion.)

10/100·CNeutral+2

market10/25market

OPENAI

GPT-6.1+ release forecast: https://poly.market/NRSHyEm Reply to @Polymarket: BREAKING: OpenAI releases GPT-6.1 Terra, claiming it completes professional computer tasks over 3x faster than GPT-6 Astra & GPT-6.1 Sol, with substantially lower costs.

Astra gigabit network switch. They're frying me in the OpenAI Instagram Reels comment section so here's the X dot com the everything app exclusive content. ♥️ Retweeted by @banteg from @0x50484244

Anthropic token price hits record low, rapidly catching down to openAI

Elon has AGI and will acquire OpenAI

NEAR AI's agent solved all 672 PutnamBench math problems at a mean cost of $0.17 each, using DeepSeek V4. Rival perfect scores built on OpenAI's GPT-5.6 and Anthropic's Claude Opus 5 reported $44.5 and $3.52 a problem. @NEARProtocol Retweeted by @NEARProtocol from @MSBIntel

Texas sues OpenAI for failing to adequately protect against AI risks

Техас подал в суд на OpenAI за недостаточную защиту от рисков ИИ

SemiAnalysis’s Dylan Patel, in a conversation with Stacy Rasgon and Austin Lyons: “Anthropic has already begun developing its own custom chip and is aiming to do it in half the time it took OpenAI.”

WSJ: ФБР подозревает экс-инженера OpenAI в шпионаже в пользу Саудовской Аравии

OPENAI/USDT Smart Money Whales Bearish Long $1.11M to $1.11M AvgEntry $1502.38, Short $2.04M to $4.66M AvgEntry $1475.23, L/S Ratio 0.24