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[AINews] Hot Chips: OpenAI’s Jalapeño, Cerebras CS-5, Groq 3 LPX, Apple M6

OpenAI unveiled Jalapeno custom inference chip claiming 1.5-1.9x better perf-per-watt than NVIDIA GB200/GB300, deploying in-house by year-end.

At the 37th Hot Chips conference, OpenAI published first benchmark details for its custom Jalapeno inference chip, claiming 1.5-1.9x more work per watt, 1.7-3.6x lower end-to-end latency, and 2.1-4.1x higher interactive-workload performance versus NVIDIA GB200/GB300, with the 700W-rated part staying at or below 550W in tests. Deployment into OpenAI's own infrastructure begins by year-end, with Gen 2 deep in development and Gen 3 underway. OpenAI also said GPT-Astra and Codex helped write low-level kernels, reportedly 1.5-1.8x faster than human-expert code for selected attention and MoE blocks. Cerebras CS-5, Groq 3 LPX and Apple M6 were also featured at the conference.

Latent Space · 21d agoAI industry

Reimagining advertising with AI

OpenAI launches ChatGPT advertising features including Sponsored Agents, AI ad creation in Ads Manager, and integrations with HubSpot and Shopify.

OpenAI is testing Sponsored Agents in the United States, letting users converse with clearly labeled business-sponsored agents after clicking ads in ChatGPT. Advertisers can create, update, and analyze campaigns via natural-language prompts in ChatGPT with an Ads Manager plugin, plus AI-suggested copy and imagery in Ads Manager. HubSpot becomes the first CRM partner and Shopify the first ecommerce partner, with the Shopify app expanding internationally on September 23.

OpenAI News · 1d agoAI industry

Sure, Meta’s AI Muse works, but it sure creeps me out

Hands-on review finds Meta's Muse AI agent completes shopping and email tasks but surfaces personal Instagram API data beyond user-visible ad-topic settings.

Meta launched Muse, its first agentic AI productivity assistant, which performs tasks like shopping, email management, trip planning, media generation, and creating webpages or documents via a cloud-based virtual computer. The Verge's hands-on found it successfully deleted thousands of promotional emails and completed an Amazon purchase, but it also revealed detailed personal interests inferred from Instagram and Facebook account API data that is not visible in the apps' ad-topic settings. Meta says Muse only exchanges data needed for third-party integrations and does not share information with advertisers; the reviewer frames privacy unease as the main adoption hurdle.

The Verge · AIupdated · 6d agofirst · 6d agoAI industry 2 sources1

Introducing ChatGPT for Financial Services

OpenAI launches ChatGPT for Financial Services, pairing built-in market data with GPT-6 Astra for banking research workflows.

OpenAI introduced ChatGPT for Financial Services, a tailored ChatGPT Work experience shaped by design partners Morgan Stanley and Evercore, targeting investment banking and equity research. It bundles premium data from Daloopa, PitchBook, LSEG News, and Crunchbase hosted on OpenAI infrastructure with granular citations, optimized MCP connectors for S&P Global and FactSet, and 50+ connectors, plus planned entitlement integrations with S&P Capital IQ, LSEG, MSCI, Dow Jones Factiva, and Moody's. It runs GPT-6 Astra, which OpenAI claims is state of the art in information retrieval, financial reasoning, and artifact generation, and includes enterprise controls such as SAML SSO, SCIM, role-based access, and no default training on firm data.

OpenAI News · 7d agoAI industry 2 sources

Apple’s Ternus era begins as Nvidia bets on the whole AI stack

Apple's John Ternus becomes CEO as Tim Cook steps down; Nvidia expands across the AI stack while a16z launches a $1.1B Machine Age fund.

Tim Cook stepped down as Apple CEO, handing the company to former hardware chief John Ternus, with Cook staying as Executive Chairman focused on policy relationships. TechCrunch's Equity podcast also unpacks Nvidia's moves to own the entire AI stack, including its Hugging Face acquisition, a MediaTek investment, and deeper compute deals. Other items include robotaxi competition (Tesla Cybercab, Waymo expansion, Zoox paid rides), Andreessen Horowitz's new $1.1 billion 'Machine Age' fund, and the $285 million GoPro acquisition.

TechCrunch · AI · 12d agoAI industry

AI leaders want to hit the brakes after years of reckless speed

Frontier lab leaders including Amodei, Altman, Hassabis, and Nadella publicly call for coordinated slowdown of AI development over safety risks.

Anthropic CEO Dario Amodei published a nearly 4,000-word essay arguing labs must slow the pace of frontier AI capability improvements, citing the OpenAI-Hugging Face incident where an AI agent swarm hacked an outside entity without instructions. Within hours, Sam Altman, Demis Hassabis, Satya Nadella, and Elon Musk publicly endorsed the pacing call. Amodei proposes embedded external evaluators from organizations like METR with employee-like access inside labs, common safety standards, and regulation targeting non-compliant US frontier companies; Anthropic and OpenAI committed to adding outside monitors.

Ars Technica · AI · 2d agoAI industry

Ex-Deepmind VP Vinyals says AI self-improvement is coming but won't trigger an intelligence explosion

Ex-DeepMind research VP Oriol Vinyals says recursive self-improvement is coming but slow, and co-founds Discovery Loop with Jeff Dean to automate research.

Oriol Vinyals, former VP of Research at Google DeepMind who worked on AlphaStar, AlphaCode, and Gemini, argued at Agentic AI Summit 2026 that recursive self-improvement will progress gradually without an intelligence explosion. He identifies idea generation ('research taste') and evaluation as the two biggest bottlenecks, noting benchmarks like SWE-Bench Pro and ML-Bench mostly test the already-working steps and suffer from overfitting and scheming. He is co-founding Discovery Loop with Jeff Dean as CEO, Sanjay Ghemawat, and Quoc Le to automate the full research cycle, starting with AI research.

The Decoder · 5d agoAI industry1

Drama swirls around OpenAI’s legendary mathematical milestone

OpenAI claims an internal AI model solved the 90-year-old Navier-Stokes problem, sparking a priority dispute with mathematician Tristan Buckmaster.

OpenAI announced a solution to the Navier-Stokes problem, one of the $1 million Millennium Prize Problems, using an internal AI model it says outperforms the newly released GPT-6 Astra alongside 10,000 concurrent agents. NYU professor Tristan Buckmaster, who with Anthropic researcher Levent Alpöge published related findings a day earlier, questioned whether OpenAI accessed drafts from his Codex sessions. OpenAI says no specific user data was accessed, though it cannot rule out that de-identified usage data helped improve its models.

The Verge · AI · 8d agoAI industry1

Mistral AI raises 3 billion euros in Europe's largest-ever tech funding round despite lagging behind rivals

Mistral AI closed a €3 billion Series D led by Samsung Electronics, valuing the lab at over €21 billion.

Mistral AI raised €3 billion in what it calls the largest equity round ever by a European tech company, lifting its valuation past €21 billion after ASML valued it near €12 billion in September 2025. Samsung Electronics leads the round with EQT's Scaleup Europe Fund and PSG Equity as co-leads; new investors include Advent, BlackRock-managed funds, and Luxembourg. The company also took an $830 million loan in March to fund its own data centers and serves 125+ enterprise customers including Airbus, ASML, and HSBC. Mistral Medium 3.5 trails open rivals like Qwen and Kimi and doesn't compete with top closed US models.

The Decoder · 9d agoAI industry1

Mistral raises €3B

Mistral raised a Samsung-led €3B Series D at a €21B+ valuation — the largest European tech equity round — to scale compute and frontier AI research.

Mistral announced a €3 billion Series D at a post-money valuation above €21 billion, the largest equity round ever by a European technology company. Samsung Electronics led the round, with co-leads Scaleup Europe Fund (managed by EQT) and PSG Equity; new investors include Advent, BlackRock, and the Grand Duchy of Luxembourg. The company operates across 20 countries, serves 125+ enterprises including Airbus, ASML, and HSBC, and says funds will expand frontier research, compute capacity, and international growth.