openai

why OpenAI is installing Boeing 747 engines in its data farms

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Just three years ago, Blake Scholl, CEO of aviation company Boom Supersonic, had a linear business plan: He would first build the supersonic plane of the future and, much later, retrofit its engines to generate power. However, a phone call changed the order of factors and revealed the desperation of the technology industry. On the other end of the line was Sam Altman. The OpenAI CEO’s message was a direct plea: “Please, please, please get us something.” Altman wasn’t looking for plane tickets; I was looking for electrical power. This anecdote, reported to the Financial Timessummarizes the state of emergency in the sector: artificial intelligence is advancing at breakneck speed, but it has hit the wall of physical infrastructure. While the AI evolves in monthspermits to connect to the electrical grid can take up to ten years in some regions. Faced with this paralysis, the industry has opted for “Plan B” which consists of bypassing the grid and manufacturing its own energy on site. The tall price of urgency. This strategic shift has profound consequences. The first is economic, the “delay” is expensive. According to BNP Paribas analystspower from a gas plant built for Meta in Ohio costs about $175 per megawatt hour, nearly double the average cost for an industrial customer. The second is environmental. Mark Dyson, from Rocky Mountain Institutewarns that the emissions of these plants are much worse than those of the general network, which combines efficient gas with renewables. Despite this, the urgency is such that the authorities are giving in. In Virginia, the world’s data center heartland, it is considering relaxing emissions rules to allow generators to run more frequently. Even polluting plants that were in retirement, like the Fisk plant in Chicagohave canceled their closure to feed the demand for AI. From the sky to the data center. The most surprising solution comes from aeronautical engineering through aeroderivative turbines. The ProEnergy Company are buying motor cores CF6-80C2 of the iconic Boeing 747 to rebuild them as ground power units. A single one of these turbines generates 48 megawatts, enough for a city of 40,000 homes. It is not an isolated case. GE Vernova already supplies this technology for the gigantic Stargate (OpenAI/Microsoft) data center in Texas. Blake Scholl himself confirmed that it will sell Crusoe turbines “practically identical” to those of his supersonic planes to finance his aeronautical project. The return of diesel. Beyond aviation turbines, the sector is rescuing the most reviled fuel: diesel. The manufacturer Cummins has already sold 39 gigawatts of energy to data centers, doubling their capacity this year. What was once emergency equipment for power outages is now in demand as a primary energy source. The situation has escalated to the US Government. Secretary of Energy, Chris Wright, suggested on Fox News an almost war economy measure: requisition the backup generators from data centers or large stores like Walmart to turn them over to the network when the general system falters. The ignored alternative: Is smoke necessary? Not everyone agrees that the return to the fossil is inevitable. A study by researchers at Stripe, Paces and Scale Microgrids maintains that the future is in “off-grid” solar microgrids. According to their calculations, a system with 44% solar energy is already as cheap as gas, and one with 90% renewables would surpass nuclear projects in profitability. The advantage is speed since these solar farms can be built in less than two years in desert areas from Texas or Arizona. Giants like Google have taken note, buying the electric company Intersect Power for 4.75 billion dollars to protect its clean supply and not depend on the network. However, the majority industry prefers diesel and known gas due to a matter of technical inertia, due to the prosaic fear that the cloud will go out if the sun does not shine. AI goes physical. The industry finds itself in a technical paradox. To power the most advanced software on the planet, big technology companies are resurrecting combustion engines and burning fossil fuels on a massive scale. Although these “bridge turbines” allow AI to continue growing today, experts cited by the Financial Times They warn that this fever could cool as the tech giants reduce their capital spending. For now, the cloud has had to come down to earth. The future of artificial intelligence, ironically, depends not only on brilliant code, but on who controls the underground and who manages to turn on enough “plugs” so that the greatest technological revolution of our era is not left in the dark. Image | freepik and Harpagornis Xataka | The exorbitant deployment of data centers for AI has a new problem: salt caverns

Amazon is preparing an investment of 10 billion in OpenAI because if you can’t beat your enemy, the best thing is to join him

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Leonidas, had six-pack or not, he died at Thermopylae, but what is curious for our history is exactly what happened afterwards. Xerxes’ Persians had devastated Attica, and faced with the threat that all of Greece would fall, the Spartans—who deeply distrusted the Athenians—agreed to join forces with them. War makes strange allies, they say, and this story is not even close to explaining what is happening with AI. Everyone is joining forces. Then I’ll tell you how it ended with the Spartans and the Athenians. what has happened. OpenAI is negotiating an alliance with Amazon according to which the latter would invest around $10 billion in OpenAI. In The Information They were the first to reveal that negotiation, now confirmed by sources close to the conversations that have been cited on CNBC. What do each other gain?. Thanks to this agreement, Amazon will sell OpenAI its Tranium chips and will also rent more computing capacity in its data centers so that OpenAI can further expand the execution of its AI models and services such as ChatGPT. What OpenAI gains is, once again, economic resources to continue growing. Or what is the same: money to burn on that bonfire that AI has become. A strange agreement. The alliance is surprising, especially considering that Amazon had already put its eggs in another basket. Specifically, Anthropic, OpenAI’s absolute rival in the AI ​​race. It is estimated that Amazon has invested a total of 8 billion dollars at Anthropic, but now there is another reality: that everyone invests in everyone. Anthropic, the best example. The truth is that in recent months we have seen more and more circular financing agreements. Microsoft, which had invested 13 billion dollars, announced last month that would invest $5 billion in Anthropic, and NVIDIA also signed up, doubling that amount: it will invest $10 billion in it. And already, Even Google has teamed up with Anthropic. Long live circular financing. But of course the main protagonist of these agreements is OpenAI, which has been receiving blank checks (or almost) from giants like NVIDIA —100,000 million-, with Broadcom or with amd. We are facing a gigantic house of cards which is in danger of collapsing. But while it doesn’t, players continue adding floors. Or what is the same, money. Win-Win? The agreement is certainly interesting for Amazon, which has been working on its own AI chips since 2015. Trainium are the latest expression of that effort, and the fact that OpenAI is going to use them to train its models—along with those of its competitors, for the record—is good support for that development. In fact, there was perhaps more interesting support recently for those chips: Apple’s. And of course, AWS. In reality, this agreement is a continuation of that (temporary?) love affair between Amazon and OpenAI. The latter, once its ties with Microsoft were released, began to look for new girlfriends in the field of infrastructure, and a little over a month ago announced an agreement with Amazon Web Services worth 38 billion dollars. This is about preservation. All these agreements between big technology companies are not about money, because these circular investments are nothing more than exchanges of kind that compensate each other. What they are about is being stronger and protecting themselves. And if they fall, yes, they will all fall together. Let’s go back to Greece. The alliance between Sparta and Greece crystallized in the naval battle of Salamis (also in 480 BC, shortly after Thermopylae), one of the most important in human history. Sparta reluctantly ceded naval command to Athens, but the strategy worked. That union of forces achieved a decisive victory that saved Greece from being conquered by Persia. Alliances that end as they end. After that battle and that of Plataea a year later, the alliance began to deteriorate and ended up breaking up. Athens and Sparta were enemies again. In fact, 50 years later (430 BC) both would face each other for more than a quarter of a century in the Peloponnesian War. It was totally logical, as it will be that all these alliances end as they should: with each company going about its own thing. Image | OpenAI In Xataka | NVIDIA and OpenAI have just made a masterstroke. One that strengthens them and weakens everyone else

We joke about porn at ChatGPT, but it’s the most lucid financial move OpenAI has had in a long time

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There are people so hooked on AI who needs professional help to get out of there. Others they fall in love with one and even they cheat on their partners. In the midst of the debate about the effects of AI on mental healthOpenAI took a radical turn: would allow erotic content on ChatGPT. Porn on ChatGPT is on the decline, and it may be the push OpenAI needs to start monetizing its invention. adult mode. They count in The Verge A few days ago the head of OpenAI applications confirmed the approximate date for the arrival of this new mode. The adult mode was expected to be ready for this month of December, but apparently they do not have the age prediction system ready yet, so it will arrive sometime in the first quarter of 2026. Rudder turn. The measure represents a turn in Altman’s speech, which in August of this year He was “proud of not making a sexbot to squeeze profits”, in which many of us saw a swipe at Elon Musk and his competitor Grok. His change of position provoked criticism from many users, to which responded saying that Open AI was not “the world’s moral police” and that “as AI becomes more important in people’s lives, giving them the freedom to use it as they wish is an important part of our mission.” Subscriptions. Only one word is needed to understand the change in position: money. If there is something that OpenAI needs as May water, it is money, a lot of money. The subscriptions They were proposed as the most logical way to monetize AI chatbots, but the reality is that of the 1.8 billion users that ChatGPT has, only 3% pay any of the subscriptions. OpenAI’s plan is that by 2030 the number of subscribers will increase by at least 8.5% and adult mode is part of that plan. A sector that moves millions. Grok is one of the AI ​​chatbots that has fewer restrictions regarding erotic content, but there are more apps like Character.Ai or Replika that also allow sexual content. They count in The Economist that the adult content AI market will bill $2.5 billion in 2025 and is expected to increase 27% annually until at least 2028. It is too juicy a business to be left out, even if that means going against what he said just a few months ago. Something more will be needed. Sam Altman himself recently said that OpenAI’s spending projections over the next eight years amount to $1.4 trillion (European trillions, add twelve zeros). Although the adult mode was a success and they managed to double their subscribers, There is still a long way to go to achieve the desired profitability. OpenAI has other open fronts such as the creation of the highly anticipated “AI iPhone” or robotics, but they are businesses that require a huge investment. The advertising It is emerging as another path to follow and, together with porn, they seem to be the two most realistic and effective ideas of all those that OpenAI has on the table. Image | Unsplash In Xataka | OpenAI has lost $11.5 billion in a single quarter. Sam Altman doesn’t like to be reminded

OpenAI knows that it needs to continue generating memes and virals. That’s why she’s willing to pay Disney a lot of money for her content.

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Disney and OpenAI have announced a three-year licensing agreement that will allow users to create short videos featuring more than 200 Disney, Marvel, Pixar and Star Wars characters through soraOpenAI’s AI video generation platform. The operation includes an investment of $1 billion by the Mickey Mouse company in the AI ​​startup. Change of sight. Disney has gone from sue AI platforms like Midjourney for unauthorized use of its characters to become OpenAI’s first major content licensing partner. The company also sent a cease and desist letter to Character.AI in September for the same reason. This change in strategy gives clues to Disney’s move, choosing to monetize and control the use of its intellectual property instead of trying to stop it completely. What users can do. Starting in early 2026, according to OpenAI, Sora users will be able to generate short videos for social networks with characters such as Mickey Mouse, Iron Man, Darth Vader, Elsa, Simba or Groot, as well as iconic costumes, accessories, vehicles and settings from these franchises. From ChatGPT, users will also be able to create static images of these same characters using text instructions. The agreement expressly excludes the faces and voices of real actors. The business model behind the agreement. OpenAI need viral content to maintain the attention of users, and in recent months it has made it clear to us that this route is its current main source of income to attract more users who want to go through the hoops of its subscription plans. Disney characters are precisely the type of content that fits this vision. That is why the company is willing to pay to license this intellectual property. Disney as a corporate client of OpenAI. Beyond the license, Disney will become a “major customer” of OpenAI, under the terms of the agreement. The company will deploy ChatGPT to its employees and use OpenAI APIs to build new tools, products and experiences, including functionality for Disney+. In fact, perhaps the most striking thing about the agreement is that a curated selection of videos generated by Sora It will be available to play from the streaming platform. Investment and purchase options. Disney will provide $1 billion in equity investment and will receive warrants to acquire additional stakes in OpenAI in the future. The transaction is still subject to negotiation of definitive agreements and approvals prior to closing. Commitments on responsible use. Both companies say in the joint statement that they will maintain “robust controls” to prevent the generation of illegal or harmful content, respect the rights of content creators and protect the use of people’s voice and image. OpenAI is further committed to implementing age-appropriate policies and other safety measures on the service. The vision of the CEOs. Bob Iger, CEO of Disney, assures that “the rapid advance of artificial intelligence marks an important moment for our industry” and defends that collaboration will allow “extending the reach of our narrative in a thoughtful and responsible way.” For his part, Sam Altman, head of OpenAI, affirms that the agreement “shows how AI companies and creative leaders can work together responsibly to advance innovation.” What’s coming now? It remains to be seen if this licensing model extends to other studios and large content owners. Everything indicates that it certainly will not be the only large company to take advantage of this type of agreement. The litmus test will be when all the content in Sora is released and if it gains enough traction on networks for OpenAI to consider it a small victory in its quest for make ChatGPT a profitable tool for your business. In Xataka | Quietly, a country is becoming a technological power thanks to data centers: India

OpenAI and Google deny that they are going to put ads in ChatGPT and Gemini. The reality is that accounts do not come only with subscriptions

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What AI has a profitability problem It is something well known. All you have to do is look at the OpenAI accounts, which in the last consolidated quarter lost a whopping $11.5 billion. The subscriptions were presented as a way to monetize chatbotsbut ChatGPT barely has 5% of the total users on one of your payment plans. The numbers do not come out and, although companies deny it, the shadow of advertising hangs over AI. what’s happening. Rumors that some very popular chatbots are integrating ads are intensifying in recent days. First they began to circulate alleged screenshots of an ad on ChatGPT and later a media specialized in advertising claimed that Gemini will have announcements in 2026. Companies deny it. Google has been quick to deny the information, ensuring that Gemini has no ads and “there are currently no plans in place to change it.” What stands out above all is that “currently”, which continues to leave the door open to include advertising in the future. For its part, OpenAI has come out to deny it ensuring that what appeared in that screenshot “was either not real or it was not an advertisement.” What was seen was a suggestion to connect the account of Target, the popular American hypermarket chain. When the river sounds… Despite the forcefulness in denying it, a few days ago we learned that OpenAI is preparing the ground to include advertising in ChatGPT. ChatGPT beta version for Android includes explicit references to an ad feature and tags like “content bazaar” and “ad carousel.” Additionally, the company is hiring experts in advertising platformsso the appearance of ads is not a question of “if”, but of “when.” In the case of Google, we haven’t seen any screenshots or traces in the code, so there isn’t that sense of imminence. However, there are rumors that there will be announcements in AI summaries and taking into account that advertising is the company’s main business, it does not sound crazy that they end up integrating ads into their chatbot. Investment vs return. The imbalance between what technology companies are spending on AI with what they are earning is totally unbalanced. Big tech companies like Google are increasing their revenue, but It is not thanks to AI, but to its cloud services. In the case of OpenAI, without an infrastructure to minimize the impact, the disconnection between expenses and income is brutal. Subscriptions are not enough. AI has managed to penetrate the general public and, according to the consulting firm Menlo Venturesalready has 1.8 billion users around the world. The problem is that only 3% pay any type of subscription. OpenAI currently has 5% paying users and expects that by 2030 the figure will increase to 8.5%. It is still not enough to achieve the desired profitability. According to a study by JP Morgan, For the AI ​​industry to achieve a 10% return on everything they have spent, it would take $650 billion a year, which is the same as saying that 1.4 billion people pay more than $400 each year to use AI. They may succeed, but for now ads seem like a faster way to generate income. Image | Generated with Gemini In Xataka | AI has become the best example that if you don’t pay for the product, you are the product

Google has OpenAI cornered. Altman has reasons to go into crisis mode

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Sam Altman has pressed the red button on OpenAI. After three years of being the startup that terrorized Google, it is now Pichai’s company that has the creator of ChatGPT on the ropes. Why is it important. OpenAI’s CEO sent an internal memo on Monday declaring “code red”: all resources are focused on improving ChatGPT. Projects like advertising in the free versionAI agents for health and purchasing or the deployment of the personal assistant Press are postponed. The company that forced Google to react is now the one that reacts. The backdrop. In 2022, Google panicked when ChatGPT changed our expectations about generative AI. Three years later, the roles have been reversed. Gemini 3, launched a few weeks ago, has surpassed OpenAI models in benchmarks key and in general it has arrived with a great reception. Marc Benioff, CEO of Salesforce, he said it bluntly a few days ago: “I’ve been using ChatGPT every day for three years. After two hours with Gemini 3, I won’t go back.” The figures. Google has gone from 450 million monthly active users on Gemini in July to 650 million in October. ChatGPT maintains leadership with more than 800 million weekly usersbut the speed at which Google is advancing is what has set off all the alarms. The difference in spending capacity is abysmal: Google brought in $102 billion in just the last quarterwith three quarters coming from advertising. OpenAI projects to reach 20 billion revenues this year, but will need 200 billion by 2030 to be profitable according to their own projections. Its infrastructure commitments add up 1.4 trillion dollars in the next eight years. The money trail. Google can afford to spend between $91 billion and $93 billion this year on AI infrastructure because it has a high-margin cash machine behind it. OpenAI, on the other hand, continues to rely on funding rounds while racking up record losses. Yes, but. OpenAI still retains advantages. Its 800 million weekly users represent a moat that can only be conquered person by person. ChatGPT is today synonymous with conversational AI in the same way that Google is with search. Changing the habits of hundreds of millions of users is much more difficult than convincing a few CEOs to switch chip suppliers. Between the lines. OpenAI’s refusal to monetize ChatGPT through advertising is increasingly inexplicable. Google dominated search precisely because it understood that an advertising model not only generates revenue: it improves the product. More users generate more feedbackmore purchasing signals allow for more personalized responses, and margins improve as scale grows. OpenAI has been avoiding this evidence for three years, but it has not stopped signing spending commitments exceeding one trillion. Unexpected twist. three years ago It was Google who declared code red in the face of the ChatGPT threat. The empire now counterattacks with an overwhelming structural advantage: control of distribution (Android, Chrome, Search, YouTube, Docs…), comfortable financial capacity and its own chips. OpenAI has users, but Google has the money, infrastructure and patience to fight a war of attrition. At stake. The question is whether OpenAI will survive as an independent company when its technological advantages evaporate and its business model continues to fail. Altman He usually says that he doesn’t like to think too much about the competition.. Those days are over. In Xataka | NVIDIA is the most valuable company in the world because it had no competition. Until Google started making chips Featured image | Google, OpenAI

To the question of what sense it makes to compete with Google, OpenAI or Anthropic in AI, Mistral has an answer: small and local models

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French startup Mistral AI Mistral 3 has been launcheda family of 10 open source artificial intelligence models that represent its most ambitious commitment to date. The Parisian company, which is often considered the main European hope in the development of AI, seeks to differentiate itself from the large American technology companies by betting on flexibility and deployment in all types of devices instead of raw power. Under these lines we tell you all the news. What Mistral has presented. The Mistral 3 family includes a flagship model called Mistral Large 3, with 675 billion parameters, and nine compact models grouped under the name Ministral 3 (in three sizes: 14,000, 8,000 and 3 billion parameters). All models are released under Apache 2.0 license, allowing unrestricted commercial use. The large model also has multimodal capacity, being able to process text and images. It is also multilingual, with a special emphasis on European languages. On the other hand, small models can run on devices with just 4 GB of memory, making them perfect for modest laptops, mobile phones and embedded systems without the need for an internet connection. Why strategy matters. While OpenAI, Google and Anthropic focus on increasingly powerful and closed systems with agentic capabilitiesMistral has focused on the breadth and scope of its models, efficiency and what its co-founder Guillaume Lample calls “distributed intelligence.” According to declared told VentureBeat, the company believes the future of AI is defined not by scale, but by ubiquity: models small enough to run in drones, vehicles, robots and consumer devices. The economic and practical argument. Lample explained It means that in more than 90% of cases, a small, specifically tuned model can get the job done, especially if it is trained with synthetic data for specific tasks. According to Lample, this is not only cheaper and faster, but it eliminates concerns about privacy, latency and reliability. The company also has teams that work directly with customers to analyze specific problems and fine-tune small models that perform specific tasks. This, above all, can attract companies that become frustrated when choosing the best possible model for a specific task and, if it does not perform adequately, they end up giving up. Europe is lagging behind. If we talk about innovation and technology around AI, we do not hesitate to say that Europe is leagues away of what companies in the United States and China are offering. This is why Mistral AI advocates a different approach in which it prioritizes massive deployment in devices and the flexibility of its smaller models. The capacity offered by open models can be a great asset to continue betting on these technologies. In China, for example, the open models of DeepSeek, Alibaba or Kimi are emerging widelyabove in certain tasks even competitors as large as ChatGPT. Lample explained that most leading Chinese models are exclusively text-based, with separate image processing systems. For this reason, they also want to opt for a multimodal approach. A complete ecosystem. Mistral no longer only offers language models. The company has built an entire ecosystem that includes Mistral Agents APIwith connectors for code execution, web search and image generation; Masterlyyour reasoning model; Mistral Code for programming assistance; and AI Studioan application deployment platform that also has analytical and logging capabilities. Furthermore, his assistant Le Chat It has incorporated a deep research mode, voice capabilities and a list of more than 20 enterprise integrations. Thus, in addition to its model offering, the company can provide other companies with a whole layer of personalized products and services, with the aim of being their main source of financing. Digital sovereignty. Although Mistral is often characterized as Europe’s answer to OpenAI, the company prefers to consider itself as ‘a transatlantic collaboration’. Its CEO, in fact, is in the United States, has teams on both continents and trains these models in collaboration with American teams and infrastructure. However, its positioning as a defender of European digital sovereignty has earned it strategic partnerships with the French army, the country’s employment agency, the Luxembourg government and various European public organizations. The European Commission presented in October a strategy to promote European AI tools that provide security and resilience while boosting the continent’s industrial competitiveness. Offline capabilities for democratization. The use cases that Mistral has designed for its small models include, above all, local applications, such as factory robots that use sensor data in real time and without relying on the cloud, drones in natural disasters or rescues that operate offline, and smart cars with functional AI assistants in remote areas. Lample stood out that there are billions of people without internet access but with laptops or cell phones capable of running these small models, which he considers potentially revolutionary. Additionally, by running on the device, these apps preserve the privacy of user data. Real “open source” debate. Not everyone celebrates Mistral’s approach. Some critics question his decision to opt for models’open weight‘, that is, free to access but providing less information about their code than truly “open source” models, which provide the code and training data necessary to train a model from scratch. Andreas Liesenfeld, assistant professor at Radboud University and co-founder of the European Open Source AI Index, declared to the Financial Times that data at scale is the missing key in the European AI innovation ecosystem and that Mistral does not contribute to that at all. The long-term strategic bet. Lample recognize that their models are “a little behind” the most advanced closed systems, but argued that the important thing is that “they are catching up quickly.” Time will tell if Mistral’s approach to low-cost, versatile models with local applications ends up working for them to end up positioning themselves as one of the great European bets on AI. Cover image | Mistral AI In Xataka | China already has an army of 5.8 million engineers. His new plan involves accelerating doctorates

Google hit the red button when ChatGPT came upon it. Now it is OpenAI who has pressed it, according to WSJ

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Sam Altman has activated high alert on OpenAI. Just like share From Wall Street Journal, the company’s CEO announced this Monday in an internal memo that the company enters “code red” to improve ChatGPTthe tool that has catapulted the company to stardom but that now sees its rivals closing the gap at breakneck speed. what’s happening. OpenAI is postponing several important projects to focus all its resources on improving the daily ChatGPT experience, according to the internal memo to which WSJ has had access. According to Altman, the chatbot urgently needs advances in personalization, speed, reliability and the ability to answer a broader range of questions. Among the postponed projects are initiatives to include advertising in the free version of ChatGPT, AI agents for health and purchases (the latter was announced very recently), and Pressa personal assistant in development. why now. The pressure comes mainly from Google. Your model Gemini 3released last month, has outperformed OpenAI in industry benchmarks and sent the Mountain View giant’s stock soaring. Just like assures In the middle, Gemini’s monthly active users went from 450 million in July to 650 million in October, a meteoric growth that sets off all the alarms at OpenAI. Although ChatGPT maintains the lead with approximately more than 800 million weekly users, the speed at which Google is gaining ground is worrying. The underlying problem. OpenAI is in a delicate position. The company it is not profitable and it needs constant rounds of financing to survive, which puts it at a disadvantage compared to Google and other technology companies that can finance their investments with their own income. It’s also spending more aggressively than its main startup rival, Anthropic. According to their own financial projectionsOpenAI will need to reach revenues of approximately $200 billion to be profitable in 2030. All while being committed to investments of hundreds of billions in data centers. The last setbacks. The company has had a difficult time lately balancing the security of its chatbot with making it more attractive to users. The GPT-5 model Launched in August, it disappointed some users, who complained about its colder tone and problems answering simple math and geography questions. OpenAI had to update the model last month to make it warmer and better able to follow user instructions. OpenAI’s response. According to point In the middle, Altman has established daily calls for those responsible for improving ChatGPT and has encouraged temporary team transfers. WSJ assures that the company uses three color codes: yellow, orange and red, to describe the different levels of urgency necessary to address problems. According to the outlet, prior to this “code red”, OpenAI had declared a “code orange” in its effort to improve the chatbot. Nick Turley, Head of ChatGPT at OpenAI, stated in X that ChatGPT represents 70% of global AI-assisted activities and 10% of search activities. An unexpected script twist. This represents a radical change compared to three years ago, when it was Google who declared its own code red in response to the threat posed by ChatGPT. And after a groundbreaking Google I/O Last May, those from Mountain View have witnessed brutal growth in all the directions in which the AI ​​race is currently pointing, with improvements in their chatbot, the deployment of countless AI agents, improvements in their applications and more. Now it seems that it is OpenAI who must defend its position. And now what. Altman advertisement that next week OpenAI will launch a new reasoning model that, according to internal evaluations, surpasses Google’s Gemini 3. However, he acknowledges that there is still a lot of work to be done in the everyday chatbot experience. Cover image | OpenAI and Xataka Android In Xataka | China already has an army of 5.8 million engineers. His new plan involves accelerating doctorates

OpenAI will show ads on ChatGPT because it has no choice: the free AI business is unsustainable

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OpenAI has started laying the groundwork to introduce advertising on ChatGPT. The code for the latest beta version of your Android app includes explicit references to search adsadvertising carousels and commercial content. It is something that can be seen coming from afar and has been rumored, but there is a trace of OpenAI itself. Why is it important. The company cannot sustain free access to a technology that is very expensive to operate indefinitely. Google and Meta can afford something like this because they finance their chatbots with huge prior advertising deals, but OpenAI continues to accumulate debt and burning cash without a clear profitable model. A $200/month Pro plan user has already reported seeing a Peloton ad during a conversation. The publicity seems inevitable, perhaps even for those who pay… in the absence of knowing if that was a mistake or part of the next new normal. In Xataka Privacy is dying since ChatGPT arrived. Now our obsession is for AI to know us as best as possible Between the lines. Sam Altman has gone from calling ads “the last resort” in 2024 to praising Instagram’s advertising model months later. Leaked internal forecasts anticipated $1 billion in “free user monetization” by 2026. The company has been hiring specialized personnel in advertising platformsattribution systems and campaign tools. The discourse has changed: it now talks about finding a format that “benefits the user.” Yes, but. Reuters informs that OpenAI has declared internal “code red” to improve ChatGPT (just the opposite of what happened when ChatGPT arrived) and is postponing initiatives such as advertising. The priority now is to respond to the launch of Gemini 3do not monetize free users. {“videoId”:”x9rqykw”,”autoplay”:false,”title”:”Apps in ChatGPT”, “tag”:”technology”, “duration”:”69″} The hidden advantage. Conversational AIs know their users better than anyone cookie or web tracking pixel. We tell them our concerns, intimacies and interests without filters. We navigate obsessed with not being tracked, but We give ChatGPT a perfect advertising profile. Google knows what you are looking for. ChatGPT knows what you think. The difference determines the value of the ad. At stake. OpenAI handles 800 million weekly users processing 2.5 billion daily queries. That beastly audience turns any advertising model into potential billions of annual revenue. The current free plan isn’t going away, but it will likely include ads. Payment plans could become more expensive when the restructuring comes. The company needs revenue that doesn’t rely solely on subscriptions to close its huge operating deficit. In Xataka |ChatGPT has been a tool. If you start remembering all our conversations, it’s going to be something else: a relationship. Featured image |Solen Feyissa (function() { window._JS_MODULES = window._JS_MODULES || {}; var headElement = document.getElementsByTagName(‘head’)(0); if (_JS_MODULES.instagram) { var instagramScript = document.createElement(‘script’); instagramScript.src=”https://platform.instagram.com/en_US/embeds.js”; instagramScript.async = true; instagramScript.defer = true; headElement.appendChild(instagramScript); – The news OpenAI will show ads on ChatGPT because it has no choice: the free AI business is unsustainable was originally published in Xataka by Javier Lacort .

OpenAI needs a lot of money. And to keep giving it to them, they are promising things that cost even more money.

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That OpenAI is in trouble is something we’ve been talking about from long agobut the last few weeks have aggravated the situation even more if possible. The company continues burning money like there’s no tomorrow and the income does not match. OpenAI needs investors and to justify those investments it needs to diversify into new markets. It’s going to be very difficult. The problem. On the one hand we have an OpenAI that dominated the AI ​​chatbot market with ChatGPT, but no longer enjoys the technological advantage it used to. Sam Altman himself acknowledged in an internal email that Google was technologically catching up with them with Gemini 3 and user figures indicate that Gemini is getting dangerously close, with 650,000 monthly users in front of the 800,000 weekly ChatGPT users. Losing the market leadership they themselves created would be a serious problem, but unfortunately for OpenAI, it is not the only one. The other problem. OpenAI’s spending projections for the next eight years are $1.4 trillion, said by Sam Altman himself. Let’s pause: 1.4 European billion, that is, 1,400,000,000,000. Thirteen figures, that’s nothing. To justify those astronomical investments, Altman talks about getting into robotics, cloud computing services and the highly anticipated (although nothing concrete) personal device designed by Jony Ive and which It will be “the iPhone of AI”. It sounds good, the problem is that at the moment OpenAI does not have the infrastructure and it does not say how it plans to compete in these markets. The OpenAI business. The barrier to entry to create an AI chatbot in 2022, when ChatGPT came out, was much lower than that presented by the sectors with which OpenAI is flirting. In the Wall Street Journal newsletter They point out something key: they are markets with fierce competition and huge companies that have been well established for years. Let’s look at the panorama they face: Robotics: Humanoid robots are still a developing segment and we have doubts that it becomes mainstreambut already There are many companies competing to put a robotic butler in our home. That OpenAI would manufacture its own robots seems completely unlikely because they do not have the infrastructure and it would cost them a fortune, something they do not have. The most feasible scenario would be to work with a robotics company to integrate their AI. In the United States it would have to compete with Figure and Tesla, both with their own AI. In China, with Unitree and Deep Robotics. Complicated. Cloud computing: getting computing power is another of OpenAI’s problems and the center of its multi-million dollar deals with amazon, NVIDIA either amd to mention a few. Setting up your own business in the cloud would mean competing with giants like Microsoft, Google or Amazon, who are also your own partners and you need them. Not to mention that Personal devices: It is the sector in which they have a more concrete plan, and yet we hardly know anything about this supposed “iPhone of AI”, a device so revolutionary that the smartphone would be a thing of the past, or so Ive and Altman said. We have not seen a single image of the device and the project has been delayedbut assuming OpenAI ends up launching it, it has the difficult task of convincing the world that it is better than a smartphone. Humane didn’t make it. For now it works for them. In October OpenAI closed a share sale that raised its valuation to $500 billionmaking it the most valuable startup in the world. It is an astronomical figure especially considering that the company’s expenses are also astronomical; only in the last quarter They lost a whopping 11.5 billion dollars. Investors have remained confident until now, the question is how long the party will continue. OpenAI needs it to last several years to be able to have that business that is going to cost 1.4 billion to build. Images | Wikipedia In Xataka | We have reached a point where not even the CEOs of Google or Microsoft deny that we have an AI bubble

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