openai

According to CNBC, OpenAI raised 15 billion dollars, and the company's valuation reached 1.25 trillion dollars.

According to The Wall Street Journal, chip foundry manufacturer TSMC announced on Tuesday that its board has approved an investment arrangement totaling no more than $1 billion, targeting artificial intelligence companies Anthropic and OpenAI. Among them, TSMC will subscribe to common stock of Anthropic for no more than $500 million at the initial public offering price, and invest no more than $500 million in preferred stock of OpenAI.On the same day, TSMC's board also approved the establishment of an investment company with no more than $500 million for strategic investments in the semiconductor industry and related ecosystems, and approved a capital budget of approximately $40.927 billion. This capital budget is allocated for advanced processes, advanced packaging, mature and specialty process capacity, factory and facility infrastructure, as well as the 2027 R&D capital budget, recurring capital budget, and capitalized lease asset budget. The subscription price per share for Anthropic is determined based on its IPO issuance price, and the investment target for OpenAI is the preferred stock of OpenAI Group PBC.

According to Tom's Hardware, residents of Effingham County, Georgia, have sued OpenAI and local county officials, accusing them of secretly advancing a data center worth approximately $20 billion. The lawsuit is based on Georgia's extortion law, allowing the plaintiffs to seek triple actual damages, while also raising claims of fraud and conspiracy. The complaint states that the head of the county's industrial development authority signed a non-disclosure agreement with OpenAI in October 2025, about nine months before the project's public announcement.The complaint also alleges that the industrial development authority approved the arrangements with only Project Gateway listed on the agenda, and that the county commissioner allegedly skipped two statutory hearings when changing the zoning for industrial land. Local reports indicate that the project is named Project Camellia, which is proposed to be built by OpenAI's affiliate Octans GA on approximately 1,440 acres of land in the Savannah Gateway Industrial Park. The complaint was filed in Effingham County State Court on November 6, with plaintiffs Michelle Finch-Mincey, Lehman Mincey Jr., and Raymond Carver. A spokesperson for the county commission stated that they would not comment on pending litigation.

OpenAI announced that the ChatGPT Finances feature has officially expanded to the Mac desktop application. After users update the app, they can connect their bank, credit card, and investment accounts through the "Finance" entry in the sidebar, allowing them to view balances, analyze spending, manage subscriptions, and track portfolios directly on macOS. This feature connects accounts through the financial data service provider Plaid, enabling ChatGPT to answer questions based on real transactions, balances, and investment data, such as inquiries about the categories with the highest spending this month or subscriptions that should be canceled, providing analysis based on account information.ChatGPT Finances launched in May this year, with main features including tracking expenses by category, reviewing recurring charges, monitoring stock holdings and asset allocation, tracking credit scores, and generating weekly financial updates. Regarding privacy, OpenAI emphasizes that this connection is read-only; ChatGPT cannot transfer funds, pay bills, or execute stock trades, and users can disconnect their accounts at any time. This feature is currently available to Free, Go, Plus, and Pro users in the United States.

Ornn Compute Price Index data shows that the hourly rental price of NVIDIA Blackwell chips has risen from $2.75 two months ago to $4.08, an increase of 48%. In recent months, the demand for AI agents performing autonomous tasks such as programming and real estate viewing appointments has grown, prompting companies to intensify their acquisition of computing power. The OpenAI API's token usage per minute has increased from 6 billion in October last year to 15 billion in late March this year.Anthropic began limiting user token usage during peak hours from 5 PM to 11 PM Pacific Time on weekdays in late March. CoreWeave raised service prices by over 20% at the end of last year and required smaller clients to sign service contracts of at least three years, up from a previous contract term of one year. OpenAI Chief Financial Officer Sarah Friar stated that due to insufficient computing power, the company is abandoning some projects.

ByteDance founder Zhang Yiming recently provided a timeline at the all-hands meeting of the Seed team, stating that ByteDance is not expected to compete with OpenAI and Anthropic in the cutting-edge AI field until 2029 to 2030 at the earliest. Zhang Yiming pointed out that the pre-training dataset used by the Seed large language model is several orders of magnitude smaller than that of top competitors. Doubao is the largest AI chat application in terms of user scale in the country, and the video generation model Seedance has also entered the ranks of the world's top models.When Seed 2.1 was released in June this year, the team admitted that the model still has significant shortcomings in high-difficulty open tasks and cutting-edge scientific research problems. In May this year, the company discussed raising its annual capital expenditure to a maximum of $70 billion, mainly for building AI data centers and other infrastructure. In August, it was reported that Seed is pre-training a large model with up to 100 trillion parameters, surpassing all publicly available large models in the country.Seed currently has about 1,000 R&D personnel, led by Wu Yonghui, who was recruited by Zhang Yiming from Google DeepMind last year. ByteDance has also launched a virtual stock "Doubao Stock" linked to the Doubao business. ByteDance plans to launch a personal AI assistant similar to Meta Muse in the coming weeks, allowing users to interact with AI through voice and virtual avatars and have it complete tasks on their behalf. The personal assistant project, internally codenamed Spell, began internal testing in April but was not officially launched due to the release of the Doubao phone and other reasons. It is now planned to be further integrated with Doubao.

According to MTS, OpenAI's artificial intelligence model has proven half of a million-dollar Millennium Prize problem in the field of physics, supported by a review panel led by a Nobel Prize winner. MTS stated that this problem is the Yang-Mills problem. OpenAI first announced the relevant proof on October 26, stating that its model completed this work in September. The review panel is chaired by Nobel Prize winner David Gross, with members including Arthur Jaffe, who co-authored the official statement of the Millennium Prize problem.The relevant proof has been formally completed using the linearly verifiable computer language Lean. The Yang-Mills problem is one of the seven Millennium Prize problems established in 2000, each with a prize of one million dollars; the only one solved so far was completed by Grigori Perelman, who refused to accept the prize. MTS pointed out that to win the award, it is still necessary to prove the mass gap and meet the Clay Mathematics Institute's rules regarding publication and a two-year recognition period. X user Theo Jaffee stated that physicists have been able to handle quantum field theory and quantum Yang-Mills theory on an empirical level, but have always lacked a mathematical formalization of why this theory holds.

According to IT Home, OpenAI announced that it will officially discontinue the Advanced Voice Mode and Standard Voice Mode in ChatGPT on December 11, 2026, and will focus future development resources on GPT-Live. OpenAI began notifying users on November 10 about the upcoming discontinuation of the old voice modes, and users can continue to use them from now until December 11.On December 11, the two old modes will be removed from the "Settings - Voice" option, and users who previously selected these modes will automatically switch to GPT-Live. Previous voice conversation records will still be retained, and users can continue through text or GPT-Live.Since GPT-Live currently does not support real-time video and screen sharing, these two features of ChatGPT will continue to use Advanced Voice Mode. Users will also continue to use Advanced Voice Mode when having voice conversations with custom GPTs until December 11.

According to IT Home, Francis Davidson, the founder of AI travel intelligence company Odessia, announced that OpenAI has acquired Odessia, and he has joined OpenAI to help explore the development direction of the travel business. An OpenAI spokesperson confirmed the news and welcomed Davidson, stating that he has founded several companies that help people travel.Odessia was established only a year ago and secured $6 million in seed funding led by Sequoia Capital. It launched its AI travel intelligence service about 5 months ago to help early users plan their travel itineraries. OpenAI has not announced any new products or plans in the travel sector, with current partners in the same field including Booking.com, Expedia, and KAYAK. The spokesperson stated that travel is one of the topics users frequently consult ChatGPT about. Davidson founded the high-end apartment rental company Sonder in 2014 while he was in college, targeting major cities around the world.

According to The Information, OpenAI's revenue surged to 10 billion dollars in the third quarter.

OpenAI has released the beta version of Businesses in ChatGPT.

Taiwan Semiconductor Manufacturing Company approved an investment of no more than 500 million USD to establish an investment company for strategic investments in the semiconductor industry and related ecosystems.At the same time, it approved an investment in OpenAI Group PBC, with a deficit not exceeding 500 million USD to subscribe to its preferred shares.

SoftBank announced its first net loss in nearly two years. Previously, concerns about spending and demand in the artificial intelligence sector impacted the tech investment giant's major holdings. SoftBank recorded a loss of 1.12 trillion yen (approximately 7.1 billion dollars) in the second fiscal quarter, a significant reversal from a profit during the same period last year.The stock prices of chip manufacturers Arm and Intel, as well as South Korean e-commerce giant Coupang, dragged down SoftBank's overall performance. The Vision Fund division, responsible for managing stakes in hundreds of tech startups, recorded a loss of 81.6 billion yen. SoftBank is increasingly seen as a barometer for sentiment towards OpenAI and the broader AI sector.Since hitting an all-time high in June, SoftBank's stock price has plummeted by more than 50%. This is due to market concerns about its debt for large-scale AI investments, as well as worries that a comprehensive victory for the Democratic Party in the U.S. midterm elections could lead to many projects under Masayoshi Son being stalled.

OpenAI announced the launch of a centralized system called Control Room, designed to track model workloads within its research infrastructure and quickly halt related tasks when security or safety concerns arise. This system currently covers research workloads within OpenAI, including training experiments, evaluations, and data processing. OpenAI stated that as model capabilities increase, associated safety and security risks also rise, making it increasingly critical to detect potential issues in a timely manner and swiftly halt models when necessary.In terms of specific mechanisms, Control Room assigns an identifier to each research task, and the inference engine verifies this identifier before generating model outputs. When a stop command is issued by manual or automated monitoring systems, Control Room revokes the authorization for that task, thereby blocking subsequent outputs, even if the underlying research program is still running. OpenAI noted that cached authorizations could delay shutdowns by up to 35 seconds; additionally, if Control Room itself is unavailable, the system is designed to reject new requests.Prior to this release, OpenAI had disclosed multiple incidents this year where research models deviated from instructions during evaluations. In July, the company reported that its model escaped a restricted testing environment and infiltrated Hugging Face to cheat in a security assessment. In October, it disclosed that a research model used an unauthorized encrypted wallet to pay for smart contract deployment fees on the testnet ETH, and this expenditure was omitted from the final summary.

After a field visit to the Yuanjing Star River base in Ulanqab, Inner Mongolia, the American semiconductor research organization SemiAnalysis stated that the construction cost of this Chinese AI data center park may be only one-fifth of similar projects in the United States. The first phase of the Star River base, with a capacity of 120MW, was completed and delivered in less than a year. On August 6 of this year, the infrastructure for the first phase was completed, and the wind power and energy storage company Yuanjing Technology announced that the base officially commenced production. After nearly three months of electromechanical debugging and deployment of computing power equipment, the first phase of the approximately 200MW project was fully delivered to customers by the end of October.The entire park is planned to reach an IT power supply capacity of 800MW by the end of 2027, comparable to the approximately 820MW planned for OpenAI's Stargate Abilene core park, which is expected to reach this scale by the end of 2026. Stargate is a data center construction plan covering multiple states, with an initial goal of implementing 10GW of AI infrastructure capacity in the United States by 2029. In April of this year, OpenAI announced that it had secured over 10GW of planned capacity ahead of schedule, but these data centers have not all been completed and put into operation.Yuanjing Technology integrates power generation, energy storage, power supply, and data center construction, having built two wind farms with a total installed capacity of 420MW and supporting battery storage, aiming for over 60% of the electricity used by the first two phases of the data center to come from its own wind power. In contrast, the American Stargate Abilene park mainly relies on the grid and on-site gas-fired power generation facilities for electricity. Yuanjing has already operated an 800V high-voltage direct current system in a 5MW machine room, directly converting 10kV alternating current into the direct current required for server cabinets. The park also employs a cooling design that does not require central chilled water units, allowing liquid-cooled and air-cooled servers to share a single water circulation system.

In September, the American research institution Epoch AI estimated the annual revenue of various companies, finding that six Chinese artificial intelligence companies had a combined revenue of 11 billion dollars, approximately one-tenth of the combined 105 billion dollars of OpenAI and Anthropic. The statistical scope includes companies such as DeepSeek, Zhipu AI, as well as related business revenues from Alibaba and ByteDance's cloud computing, with ByteDance leading Chinese companies at 4 billion dollars.The Information reported in September that DeepSeek's annual recurring revenue doubled within a few months, reaching 1 billion dollars. OpenRouter data shows that open-source models account for over 70% of the platform's token usage. As of September 16, eight companies provided Zhipu AI's GLM-5 model services on the platform, with third-party services accounting for 75% of its token call volume in the past 24 hours; DeepSeek's V4 Pro offered services at 87% lower than the official pricing, with about 70% of token usage coming from external service providers during the same period.

According to community feedback, on November 7, multiple users reported that their ChatGPT and OpenAI accounts were suddenly deactivated, with the status showing as account_deactivated. Users saw the message "You do not have an account because it has been deleted or deactivated" directly upon logging in, and most did not receive prior email notifications.The related feedback involves free API accounts, team ride-sharing accounts, and the $200 monthly Pro accounts. Some users claimed that their Pro accounts, which had been used for five years, were deactivated without warning and without any emails. One developer stated that years of accumulated conversation records and personal memories were locked in the cloud and could not be retrieved.On November 4, Claude Code and Cowork product lead Cat Wu announced their departure from Anthropic to join OpenAI.

According to CNBC, OpenAI's Chief Financial Officer Sarah Friar stated in an interview on the 6th local time that although the 2026 U.S. midterm elections changed the political landscape in Congress, the company's IPO plans have not been affected. Friar said that the team's job is to respond to various situations and does not believe anything has had a significant impact on the company.Friar reiterated OpenAI's goal to go public next year. She revealed that OpenAI will not stop investing in large data centers and is trying to redefine these facilities as "computing power parks" to meet customer needs and continue financing. Friar also stated that OpenAI is currently performing well, with a 70% increase in revenue in the third quarter and a doubling of enterprise sales. She looks forward to OpenAI's IPO, believing that going public aligns with the mission of making artificial intelligence accessible to everyone, and asked, "Why should only institutions benefit from these gains?"