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[AINews] Poolside gets $12B reverse-execuhire to NVIDIA; founders stay for $1B, employees go for $6B, Infraco scaling to 7GW neocloud
NVIDIA struck a $12B deal with AI coding startup Poolside, licensing its Model Factory and hiring 109 of its technical employees.
NVIDIA spent roughly $12B in an unusual reverse-execuhire of Poolside, licensing the company's Model Factory while hiring 109 of its ~115 technical staff; founders retain a $1B stake and employees receive about $6B. Poolside had raced to raise $2B to fund a 40,000 GB300 cluster after missing a six-week funding window, and founders argue frontier-scale training now requires an order of magnitude more compute plus contracted data center space. An infrastructure arm spun out in January 2026 is scaling toward 7GW as a neocloud. The newsletter also recaps OpenAI and Anthropic agent-platform releases.
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Understanding ChatGPT Work
Simon Willison dissects OpenAI's ChatGPT Work, explaining it is actually two products: a cloud agent and a local desktop variant descended from Codex.
OpenAI launched ChatGPT Work on July 9 and has iterated on it heavily since. Willison explains the product's confusing split architecture: a cloud version accessible via chatgpt.com and mobile apps, and a local version available through the ChatGPT desktop app (formerly Codex) that can access files and run programs directly on a user's computer. He describes the product as powerful but extraordinarily confusing, with the local variant feeling like Codex re-skinned.
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GPT-6 Astra: The next generation in intelligence for work
OpenAI launched GPT-6 Astra, its most capable and aligned model, in ChatGPT Work, Codex, and the API, claiming frontier performance and cybersecurity gains.
GPT-6 Astra is now available in ChatGPT Work, Codex, and the API, with OpenAI claiming state-of-the-art performance in computer use, browsing, professional work, software engineering, cybersecurity, and science. Astra is billed as the first model to reach the Critical cybersecurity capability threshold under OpenAI's Preparedness Framework, with 89% fewer unintended outcomes than GPT-5.6 Sol and 74.7% fewer than Claude Fable 5.1 on OpenAI's internal computer-use safety benchmark. Pricing starts at $10 per million input tokens and $50 per million output tokens, with claims of occupying most of the cost-efficiency frontier on Terminal Bench 4.0 and the Artificial Analysis Intelligence Index. New enterprise admin controls and plugins from Oracle Analytics, Power BI, Navan, and Avalara launched alongside the model.
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ChatGPT’s new feature could give infostealers a map of your Mac activity
OpenAI's Computer History feature for macOS ChatGPT logs app and website activity into memories, raising prompt injection and infostealer privacy risks.
OpenAI's Computer History builds timelines of Mac activity from interaction events and macOS accessibility data, turning them into memories for ChatGPT and Codex. The feature is opt-in, requires Memories, runs only in the ChatGPT macOS desktop app, and is unavailable in the EEA, Switzerland, and the UK. Raw event files stay on-device and are deleted after 48 hours, but generated Markdown memory files are unencrypted and persist until manually deleted. OpenAI itself flagged unencrypted files and prompt injection risks, and security experts warned infostealers could use the logs as a ready-made map of someone's workday.
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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.
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⚡ Weekly Recap: VMware Exploits, Windows 0-Day, MCP Attacks, Browser Hijacks and More
Weekly recap: suspected China-nexus APT exploited VMware vCenter CVE-2026-59310, Lazarus used Windows zero-day CVE-2026-68820, and macOS flaw dropped Monero miners.
The week's top stories included a suspected China-nexus APT exploiting VMware vCenter CVE-2026-59310 (CVSS 9.8), a directory-traversal flaw enabling arbitrary code execution, with backdoors, reverse SSH and Babuk-derived ransomware deployed, per QUIRSO. NCSC-NL reported active exploitation of macOS Screen Sharing flaw CVE-2026-65400 (CVSS 9.8) to install Monero miners on systems with port 5900 exposed. Lazarus Group exploited Windows zero-day CVE-2026-68820 (CVSS 7.0) in Operation Dream Job, delivering ForestTiger and Troy backdoors to defense and aerospace targets. GeoServer patched a critical SQL injection flaw exploited within hours of disclosure, and Jamf analyzed the new Amnesia Stealer for macOS with live browser control.
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ChatGPT claws back web traffic share to 55.5 percent as Gemini's brief comeback fades
Similarweb data shows ChatGPT regaining chatbot web traffic share to 55.5% while Gemini slipped to 25.6% and Claude grew to 9.3%.
Similarweb figures show ChatGPT's share of AI chatbot website traffic rising from 52.7% three months ago to 55.5%, though it remains far below its 73.3% share a year ago. Google Gemini declined from 27.8% to 25.6% after a brief comeback, while Anthropic's Claude grew from 1.9% to 9.3% year-over-year. DeepSeek (3.4%), Grok (2.4%), Copilot (1.6%), and Perplexity (0.9%) trail the leaders. The data covers website traffic only and excludes mobile and desktop app usage.
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ChatGPT Images 2.5: Faster, more precise, but not the same for everyone
OpenAI released GPT-Image-2.5 (Flare and Sunburst variants), cutting image generation latency up to 50% and improving multi-round edit consistency.
OpenAI launched GPT-Image-2.5 in two API variants: Flare, the faster default with higher quality than GPT-Image-2 at up to 50% lower latency, and Sunburst, built for precise multi-round edits. Both cost $8 per million input and $30 per million output tokens, with new xhigh and max quality tiers; a max-tier 1024x1024 image runs roughly $0.21. Testing found edit consistency strong in ChatGPT Work but inconsistent in Chat, and OpenAI has not documented how ChatGPT routes users between the models.
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ChatGPT Sketch turns your bad drawings into detailed AI images
OpenAI launched ChatGPT Images 2.5 with a Sketch feature that turns user doodles into images, plus 50% lower latency.
OpenAI released ChatGPT Images 2.5 and a new Sketch feature, activated by typing @Sketch, that lets users draw doodles inside ChatGPT and use them as image generation prompts. The update claims more natural lighting, richer textures, better multi-turn instruction following, and up to 50% latency reduction versus Images 2.0. Users can also leave inline comments on parts of an image to request specific edits. It is available for ChatGPT, ChatGPT Work, and Codex users on desktop, mobile, and web.
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Codex bundles LibreOffice
OpenAI's Codex desktop app bundles 1.7GB of runtimes including full Python, Node.js, Poppler, git, and LibreOffice binaries.
Blogger Simon Willison found that the OpenAI Codex desktop app (since rebranded to ChatGPT) keeps about 1.7GB in a ~/.cache/codex-runtimes/codex-primary-runtime folder, including full Python and Node.js installations plus native binaries for Poppler, git, and the LibreOffice office suite. Bundled skills in the plugins directory instruct Codex on how to find and use these binaries. The observation highlights the heavyweight local runtime stack shipped with agentic coding tools.
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Hackers Use Fake Claude and ChatGPT Installers to Infect Mac Users With Password-Stealing Malware
Attackers distribute MacSync macOS infostealer via fake Claude and ChatGPT installers and sponsored search ads, stealing passwords, cookies, keys, and wallets.
SEQRITE reports a malware-as-a-service campaign pushing MacSync, a macOS password stealer, through sponsored search results and fake Claude and ChatGPT download pages. ClickFix-style prompts trick users into pasting a Terminal command that launches a stager, which loads an in-memory AppleScript to harvest credentials. The malware collects browser vaults, Keychain data, SSH keys, session cookies, messaging sessions, and cryptocurrency wallets, then persists via renamed LaunchAgents and can request screen-recording permissions.
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[AINews] AEF-1 standard emerges for Third Party Evaluators, as Xai, OpenAI, and Anthropic all cosign
xAI, OpenAI, and Anthropic cosign the AEF-1 third-party evaluation standard while Dario Amodei proposes embedded evaluators for safety verification.
The AI Evaluator Forum published AEF-1, a baseline standard for independent third-party AI evaluations covering access, conflicts of interest, funding relationships, recusal, and transparency, cosigned by xAI, OpenAI, and Anthropic. Dario Amodei wrote a rare personal blogpost proposing embedded evaluators such as METR with desks, badges, company laptops, and internal-risk-team-level access to verify safety commitments, plus democratic and global coordination frameworks. The roundup also covers the pacing debate: Bilal Chughtai left Google DeepMind arguing progress may outrun alignment, while critics including Aidan Gomez and Cohere push back against slowdowns and lab gatekeeping. Additional items include Cline Desktop's launch with open-weight model support.
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