NewsBite

OpenAI

Yesterday

Sebastian Siemiatkowski

‘I’m nervous’: Major AI backer warns against trillion-dollar spending

Klarna chief and OpenAI investor Sebastian Siemiatkowski says the technology industry is committing too much money to building huge computing infrastructure.

This Month

David Higgins, chief technology officer for financial security and fraud prevention firm, Eftsure, warns real-time payments can equal real-time fraud.

Fintech Eftsure growing amid fears of AI-boosted business scams

This American tech boss fell in love with Tim Tams and Vegemite. Now, he’s helping Australian fintech Eftsure go global.

Tech CEOs call for sovereign digital infrastructure investment

Technology executives say the “economy is toast” without the ability to operate AI models on Australian soil, and we can’t rely on temperamental allies.

Character.AI is changing its interface for users under 18.

Why it’s time to scrap the chatbot

Character.ai is among the companies opting for a little less conversation and a lot more thought about building products that are safer for teens.

Anthropic’s Claude chatbot and underlying technology have gained traction with enterprise customers in sectors like finance and health care, as well as with developers.

Anthropic commits $76b to build AI data centres in the US

The new sites, which Anthropic will develop with UK-based Fluidstack, will start coming online throughout 2026 in several US locations including Texas.

Advertisement
Masayoshi Son.

SoftBank sells Nvidia stake for $8.9b to fund AI bets

Founder Masayoshi Son has been unwinding positions to pay for a plethora of AI projects, including Stargate data centres and an AI manufacturing hub in Arizona.

Woolworths chief executive Amanda Bardwell on stage alongside UBS analyst Shane Cousins at the UBS Australasia Conference in Sydney.

Woolworths’ Bardwell gets to work convincing the market of turnaround

The low-profile supermarket executive told fund managers she was focused on growing private label sales and overhauling the retail giant’s complex structure.

The AI boom has sparked a huge debt binge on Wall Street.

AI’s bubble just quietly entered a new phase. This one’s debt-fuelled

The $184 billion artificial intelligence giants raised in seven weeks to fund their investments is making Bank of America markets guru Michael Hartnett nervous.

Nvidia boss Jensen Huang says the investment marks a “historic collaboration” between the two companies.

Nvidia boss predicts China will win AI race with US

CEO of the world’s most valuable company Jensen Huang criticises Western AI “cynicism” while Beijing loosens regulations and cuts energy costs for data centres.

The internet, and especially AI, have made it harder to screw over customers.

No more rip-offs: AI turns everyone into an expert negotiator

When everyone has a genius in their pocket, they will be less vulnerable to mis-selling – benefiting them and improving overall economic efficiency.

Goodman promises to walk the talk as data centre rollout surges

Goodman is dramatically ramping up its global rollout of data centres, which will account for three-quarters of its $17.5 billion-plus workbook by next year.

The big tech stocks in the US are mainly consumer-facing.

Why is the ACCC backing off Big Tech crackdown?

AI increases the urgency of proper regulation. So why did the government defund and disband the competition watchdog’s world-leading team of digital markets experts?

Iren’s $15b Microsoft mega-deal sign of an AI surge that won’t stop

Daniel Roberts, a former Macquarie banker who runs the Nasdaq-listed data centres business, says the agreement is only the first of many as demand booms.

Iren’s Will and Daniel Roberts.

Microsoft signs $14.8b deal with Australian data centre firm

Sydney-based Iren will provide Microsoft with data centres for artificial intelligence under a five-year deal that is expected to generate billions in revenue.

October

xx

ANZ flags $1.1b hit; Atlassian CFO exits; From prince to pauper

Read everything that’s happened in the news so far today.

Advertisement
Just how far could OpenAI take its investment banking push? The question is starting to be kicked around in some of Australia’s top boardrooms, who are trying to peer decades into the future.

AI investment bankers show the threat to your business model

Having trained a chatbot to do the work of junior bankers, could OpenAI, with some assistance and deep pockets, potentially start its own investment bank?

Canva co-founder and head of product Cameron Adams.

Canva dismisses bubble fears after unveiling new AI model

The company unveiled a swath of artificial intelligence-powered products on Friday in its latest bid for market share ahead of its long-awaited Nasdaq listing.

The results came a day after a new deal with OpenAI pushed Microsoft to $US4 trillion in valuation for the second time this year.

Microsoft’s quarterly sales and profit surge

The software maker reported that its quarterly sales grew 18 per cent and that its profit in the September quarter increased by 22 per cent.

Meta founder Mark Zuckerberg and Microsoft’s chief executive Satya Nadella are both trying to explain why the AI future is so bright it needs huge investment.

Nadella and Zuckerberg insist you keep faith in the AI boom

The US giants have unsuccessfully attempted to allay fears about an artificial intelligence bubble as the technology enters the era of “jagged intelligence”.

Doing deals with Sam Altman’s OpenAI is proving lucrative, but the outlay will need to be recouped.

AI’s brutal equation is clear: More dollars mean bigger job cuts

As the artificial intelligence money-go-round fires up again – with OpenAI, PayPal, Microsoft and Nvidia deals – it once more raises the question of returns.

Original URL: https://www.afr.com/topic/openai-6g14