There Is Only One AI Company. Welcome to the Blob

OpenAI has temporarily closed its San Francisco offices following an alleged threat from an activist who reportedly expressed intentions to cause physical harm to its employees. The warning was communicated via an internal message on OpenAI's Slack platform.

Google's new Antigravity IDE has ignited a debate among developers regarding its classification as a fork of Visual Studio Code. Discussions center on the necessity of another fork, its implications for the VS Code ecosystem, and how issues like open source reuse, lock-in, and fragmentation should be navigated in AI-focused development tools.

OpenAI has announced that it will retire its GPT-4o model from the API platform on February 16, 2026. This decision follows a notification sent to API customers, allowing a three-month transition period for applications still utilizing GPT-4o. While the model will be removed from the API, it will continue to be available to individual users of ChatGPT across various subscription tiers. The company considers GPT-4o a legacy system with lower usage compared to the newer GPT-5.1 series.

Under CEO Lisa Su, AMD has shifted its focus to artificial intelligence (AI) chips, significantly increasing its market value from $90 billion to over $335 billion within three years. This strategic pivot positions AMD to compete directly with Nvidia in the burgeoning AI sector, which is projected to reach $1 trillion annually.

Bloomberg’s Caroline Hyde reports on the recent volatility in markets driven by investor anxiety surrounding AI and cryptocurrency. OpenAI has partnered with Foxconn to design AI data center hardware in the US, while Cerebras CEO Andrew Feldman comments on the US approval for advanced AI chips to be sold to the Middle East.

Google's AI infrastructure chief has informed employees that the company must increase its capacity by a thousandfold over the next five years to meet the growing demand for artificial intelligence. This ambitious goal reflects the company's commitment to scaling its AI capabilities significantly.

Bloomberg's Caroline Hyde reports on a turbulent week for markets driven by investor anxiety surrounding AI and cryptocurrency. OpenAI is collaborating with Foxconn to develop AI data center hardware in the U.S. Additionally, Cerebras CEO Andrew Feldman comments on the U.S. approval for advanced AI chips to be sold to the Middle East.

The judge overseeing the US Justice Department’s antitrust case regarding Google's advertising technology expressed concerns about the duration of a potential forced sale of the company's advertising exchange and the ability to identify suitable buyers.