Daily AI Brief

OpenAI and AMD have signed a multi-year agreement in which AMD will supply up to 6 gigawatts of Instinct MI450 GPUs, beginning with a 1 gigawatt deployment starting second half of 2026. The deal includes a warrant enabling OpenAI to acquire up to 160 million shares of AMD under milestone conditions.

Facing backlash for default use of copyrighted characters in generated videos, OpenAI says it will build more granular control tools for copyright holders (e.g. dispute forms, usage restrictions) rather than blanket opt-out.

After the AMD-OpenAI deal, the S&P 500 and Nasdaq moved toward all-time closing highs, with tech and AI names leading investor enthusiasm.

Nvidia has announced a strategic partnership with Fujitsu to co-develop AI solutions for sectors such as healthcare, manufacturing, and robotics.

A recent preprint frames generative AI as a strategic asset under Industry 5.0, highlighting how access, infrastructure, and data are becoming instruments of national power.

The preprint "Generative AI as a Geopolitical Factor in Industry 5.0: Sovereignty, Access, and Control" argues that AI is reshaping power dynamics — those who control compute, models, and data gain strategic influence.

A synthesis paper explores how generative AI tools affect human cognition (memory, creativity, critical thinking) and proposes design principles to protect and augment cognition.

A new affordance analysis shows that OpenAI's voluntary safety framework leaves many high-risk pathways permitted, essentially allowing deployment of systems capable of severe harm under "Medium" classification.

Their joint site reports the roadmap to gradually ramp AMD GPU deployment across generations.

Community threads suggest that early shipments, API upgrades, "AgentKit" and new evaluation tools (Evals, RFT) are being unveiled. The OpenAI News page already lists "Introducing AgentKit, new Evals, and RFT for agents" among items.

A new industry report estimates the AI-enabled PC market will grow from USD 61 billion to nearly USD 992 billion by 2035 (32.16% CAGR).

On the OpenAI News page, they've just announced AgentKit, along with updates to Evals and Reward-for-Text (RFT) systems — tools essential for building, evaluating and iterating AI agent behaviours.