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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.

Latent Space · 26d agoAI industry

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.

Simon Willison · 17d agoAI industry

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.

OpenAI News · 7d agoModel release1

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.

Help Net Security · 29d agoAI safety & security

[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 · 20d agoAI industry

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.

The Decoder · 9d agoAI industry

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.

The Decoder · 7d agoModel release

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.

The Verge · AI · 8d agoAI industry

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.

Simon Willison · 15d agoAI tools & infra1

[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.

Latent Space · 1d agoAI safety & security

Anthropic merges Claude chat and Cowork in one interface

Anthropic unified Claude chat, Cowork, and Artifacts into one auto-routing interface, adding Docs and Slides creation with PDF and PowerPoint export.

Anthropic merged the Claude chat and Cowork front-ends so one window routes requests automatically, ending customer confusion over which tab to use. The update adds Claude Docs and Slides with PDF and PowerPoint export, collaborative sections, and comments, and makes Claude Design, launched in April, available anywhere in Claude. It rolls out to Pro and Max plans on web, desktop, and mobile over coming weeks, with Free and Team tiers later, following a recent Cowork memory upgrade.

TechCrunch · AIupdated · 6h agofirst · 8h agoAI industry 5 sources

When the Whole Company Adopts AI: What It Does to Your SOC

Analysis of 16.9 million SOC alerts finds AI-related alerts at 0.43%, growing 685% since February, with 94.1% noise and 0.02% real attacks.

A review of roughly 16.9 million SOC alerts found about 73,000 (0.43%) were AI-related, a share that grew 685% between February and June 2026. Of AI-related alerts, 94.1% were noise, 5.8% genuine risks, and 0.02% real attacks; 79.8% received benign verdicts, 81.7% were automatically suppressed, and only 5.4% reached a human analyst. The only confirmed attacks were phishing campaigns that weaponized AI brand names as lures, while developer coding agents spawning shells and reading credential stores routinely tripped detections written before AI agents existed.

The Hacker News · 4d agoResearch1

Chrome is now shipping updates every 2 weeks as AI changes the security landscape

Google switches Chrome to two-week release cycles starting with Chrome 153, shrinking the N-day patch gap as AI-driven threats accelerate.

Chrome officially moved from a four-week to a two-week release schedule with Tuesday's launch of Chrome 153 on desktop, iOS, and Android. Google ties the change to its evolving security strategy, saying faster releases shrink the N-day patch gap as AI tools and community bug reports increase patch volume. Mozilla, Microsoft, and Brave have already adopted the two-week cadence, and Google is also racing AI-native browsers like Brave, Dia, Opera Neon, and Perplexity's Comet while experimenting with AI features in Chrome.

TechCrunch · Security · 8d agoIndustry

Shadow AI in Financial Services | Risk & Governance

Huntress warns financial services firms that unsanctioned 'Shadow AI' tool use creates data leakage and compliance risks faster than governance controls can keep pace.

Huntress argues Shadow AI — employee use of unapproved AI tools such as ChatGPT and Microsoft Copilot — is spreading across financial services faster than visibility and controls. Uploading regulated customer data into public generative models risks breaches of client confidentiality, data protection rules, and market conduct obligations. The piece recommends secure web gateways, DNS filtering, DLP, application allowlisting, and corporate SSO/MFA for approved tools rather than outright bans, which can push usage onto personal devices.

Huntress · 13d agoIndustry