Welcome back, AI’ers!

Here’s What’s On The Menu For Today

• OpenAI's multi-billion dollar bet on AMD chips

• Jony Ive’s AI device hits major roadblocks

• Sora gets new copyright controls

• AI robots speed up solar farm construction

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TODAY’S TOP STORIES

OpenAI Places Multi-Billion Dollar Bet on AMD Chips

The Recap: OpenAI is challenging Nvidia's market hold by signing a massive supply deal with AMD for AI chips. The multi-year agreement also gives OpenAI the option to acquire up to a 10% stake in the chipmaker.

Unpacked:

• The deal commits AMD to supply six gigawatts of computing power through hundreds of thousands of its AI chips over several years, starting in 2026.

• Beyond a simple purchase, the agreement includes a warrant that could let OpenAI acquire nearly 10% of AMD as partnership milestones are met.

• This move signals a significant push to diversify the AI hardware supply chain, creating a formidable competitor to Nvidia's dominance in the sector.

Bottom line: This partnership provides OpenAI with the immense computing resources needed to develop next-generation AI without relying solely on one vendor. For the broader industry, increased competition in the AI chip market could accelerate innovation and potentially lower costs.

Jony Ive’s 'iPhone of AI' Hits Roadblocks

The Recap: OpenAI's ambitious project with former Apple designer Jony Ive to create a screenless AI device is hitting significant technical and design hurdles. These challenges are casting doubt on the project's original 2026 launch timeline.

Unpacked:

• The project's biggest bottleneck is computing power, with OpenAI reportedly lacking the massive infrastructure needed to process continuous audio and visual data in real-time.

• Developers are struggling to craft the device's personality to feel like a helpful friend, while simultaneously teaching the AI when to speak and when to stay silent.

• An "always on" design that constantly observes the user's environment is creating internal debates around maintaining user privacy without compromising the device's seamless experience.

Bottom line: The delays show just how difficult it is to move from powerful AI software to truly integrated consumer hardware. Cracking these fundamental issues of power, personality, and privacy will be the key to defining the next generation of personal tech.

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👾 AI Tools We Use Everyday

➡️ N8N for AI Agents - Literally use this everyday to write this newsletter (link)

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MORE NEWS

OpenAI Tightens Sora's Copyright Controls

The Recap: After a viral launch saw its Sora 2 platform flooded with copyrighted content, OpenAI is rolling out granular controls for rights holders and exploring a revenue-sharing model, as announced in a new blog post by CEO Sam Altman.

Unpacked:

• The company is shifting from its initial “opt-out” policy, giving content owners tools to proactively manage how their characters are used rather than forcing them to request takedowns.

• Altman signaled a future revenue-sharing model that would pay rights holders who grant permission for their IP, creating a direct path to monetization for creators and studios.

• These changes follow a massive invite-only launch that sent Sora 2 to the #1 spot in the App Store, fueled by videos featuring characters from Pokémon and South Park.

Bottom line: This marks a critical step in defining the commercial relationship between generative AI platforms and established media companies. How OpenAI balances creative freedom with IP protection will likely set a major precedent for the entire AI video industry.

 AI Robots Accelerate Solar Farm Construction

The Recap: AI-powered robots are installing nearly half a million solar panels at an Australian solar farm, speeding up construction and making the process safer for human workers.

Unpacked:

• The LUMI S4 robots use AI-driven pick-and-place technology to autonomously lift and position heavy solar modules, allowing human crews to focus on the skilled task of securing them.

• This deployment is backed by a $4.9 million grant from the Australian Renewable Energy Agency (ARENA), which aims to reduce the cost of renewable energy and shorten project timelines.

• Luminous Robotics and ARENA plan to release the industry's largest open-source robotics dataset from the project to help advance automation across the solar sector.

Bottom line: This project is a powerful real-world example of how automation can solve major labor bottlenecks in building green infrastructure. Its success provides a compelling blueprint for making future solar farm construction faster, safer, and more economical on a global scale.

OTHER NEWS YOU MAY LIKE

Cursor spotted a mysterious new coding model called "Cheetah" in its IDE, sparking speculation about its origins from Google, OpenAI, or Grok due to its blazing-fast performance.

OpenAI plans to unveil "Agent Builder" at its DevDay, a new no-code platform that allows users to create and automate complex AI agent workflows using a drag-and-drop interface.

VCs poured a record $192.7B into AI startups so far in 2025, signaling intense investor confidence and a continuation of the industry's massive funding boom.

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THAT’S IT FOR TODAY

Until next time, stay safe.

-Best of AI Team

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