#OpenAI

OpenAI’s updated Sora 2 AI video generation service is causing concern among content creators. This powerful tool, generating videos from text prompts, faces objections from Hollywood organizations and talent agencies regarding copyright infringement. Concerns center on unauthorized use of copyrighted material to train AI, potentially leading to derivative works. OpenAI is modifying Sora 2’s handling of sensitive content, but the technology’s capabilities raise fundamental questions about creativity and the future of creative professions. Sora 2 and similar technologies are poised to reshape content creation and consumption.

Hollywood agency CAA has criticized OpenAI’s Sora platform, citing risks to intellectual property and creators’ rights. CAA questions OpenAI’s compensation and attribution stance, advocating for control, permission, and compensation for artists. Other agencies like WME and UTA have also voiced concerns, with Disney sending a warning letter to OpenAI. The Motion Picture Association urges action against copyright infringement. The entertainment industry’s increasing apprehension reflects broader legal uncertainties surrounding AI-generated content and copyright law.

OpenAI has expanded its ChatGPT Go subscription plan, offering a more affordable option, to 16 additional Asian countries, bringing the total to 18. This rollout, following successful launches in India and Indonesia, aims to democratize access to advanced AI technologies like GPT-5 in emerging markets. ChatGPT Go provides enhanced features and higher usage limits compared to the free version, with localized pricing strategies to cater to diverse economic landscapes. This move signifies OpenAI’s focus on accelerating global AI adoption and gaining a competitive edge in the Asian market.

AMD’s stock surged following OpenAI’s announcement of increased procurement of AMD’s AI hardware, signaling a challenge to Nvidia’s dominance. OpenAI may acquire up to a 10% stake in AMD based on performance milestones. AMD’s market cap is $380 billion, marking its best weekly gain since 2016. AMD CEO Lisa Su emphasized the scalable nature of its AI chips. Nvidia CEO Jensen Huang described OpenAI’s potential equity stake in AMD as “surprising”, acknowledging increased competition.

AMD is challenging Nvidia’s AI chip dominance with a potentially multi-billion dollar GPU deal with OpenAI. This partnership aims to diversify OpenAI’s supplier base and mitigate antitrust concerns surrounding Nvidia’s 90% market share. AMD’s stock surged following the announcement, reflecting investor confidence. The deal is expected to generate significant revenue for AMD and positions the company as a stronger competitor in the AI hardware market, attracting regulatory attention amid concerns about market concentration and potential tariffs.

Nvidia CEO Jensen Huang expressed surprise at AMD’s strategy to grant OpenAI warrants representing a 10% stake in exchange for a multi-year purchase commitment of 6 gigawatts of AMD’s computing power. Huang highlighted the unconventional nature of the deal, contrasting it with Nvidia’s plan to invest $100 billion directly into OpenAI. He emphasized Nvidia’s ability to sell directly to OpenAI and noted OpenAI will need to raise capital to fund the Nvidia deal.

Altimeter’s Brad Gerstner views OpenAI’s partnerships with Nvidia and AMD cautiously, emphasizing the difference between announcements and actual hardware deployment. OpenAI’s pursuit of advanced silicon reflects the escalating demand for AI compute power and intensifying industry competition. Gerstner notes the world will remain “compute-constrained.” The AI hardware race between the U.S. and China is also highlighted, with concerns raised about Chinese AI firm DeepSeek’s potential government alignment and the need for increased compute capacity for U.S. firms like OpenAI to maintain competitiveness.

Figma (FIG) shares jumped 7% after OpenAI’s DevDay, where Sam Altman showcased its ChatGPT integration. This integration, enabled by OpenAI’s Apps SDK, allows ChatGPT users to leverage Figma for diagram creation and design workflows. Figma’s proactive AI assistance within ChatGPT streamlines user experience, potentially transforming product development. The stock surge, the largest since Figma’s July IPO, reflects investor optimism in AI-driven integrations and Figma’s commitment to AI-powered design tools. OpenAI plans to monetize these integrations, fostering a sustainable AI ecosystem.

OpenAI and AMD have reportedly finalized a deal where OpenAI will take a 10% stake in AMD, driving AMD’s stock up. OpenAI plans to deploy 6 gigawatts of AMD’s GPUs, starting with 1 gigawatt in 2026. AMD will issue OpenAI a warrant for 160 million shares, vesting upon achievement of deployment and performance milestones. This partnership aims to alleviate supply chain concerns and diversify OpenAI’s hardware sources. This deal, alongside existing agreements with Nvidia, signifies OpenAI’s massive $1 trillion investment in AI infrastructure. Analysts highlight the interconnectedness and potential vulnerabilities within this AI supply chain.