{"id":25255,"date":"2026-05-02T10:21:27","date_gmt":"2026-05-02T10:21:27","guid":{"rendered":"https:\/\/www.europesays.com\/ai\/25255\/"},"modified":"2026-05-02T10:21:27","modified_gmt":"2026-05-02T10:21:27","slug":"openais-new-model-spurs-debate-over-computing-power","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/ai\/25255\/","title":{"rendered":"OpenAI\u2019s New Model Spurs Debate Over Computing Power"},"content":{"rendered":"

Andrew here. The conversation we began<\/a> on Thursday about Anthropic\u2019s potential computing constraints is continuing, as OpenAI unveils a new model that supporters say doesn\u2019t suffer from a lack of resources. We look at what that might mean for businesses, customers and national security.<\/p>\n

Also, Apple blew away earnings expectations. But as it faces questions about its A.I. strategy, the company announced a new plan that could give it more cash to invest in the technology. More below.<\/p>\n

The compute question<\/p>\n

Earlier this week, many in the technology industry were asking whether OpenAI was in danger of falling behind in the artificial intelligence race. But the release of the company\u2019s new model may change its fortunes \u2014 and is contributing to a wider debate about the importance of computing resources.<\/p>\n

Meet GPT-5.5-Cyber. The mouthful of a name is OpenAI\u2019s newest cybersecurity model<\/a>, which Sam Altman, the company\u2019s C.E.O., said on Thursday would be released to \u201ccritical cyber defenders\u201d in a few days.<\/p>\n

Altman said OpenAI would work \u201cwith the entire ecosystem and the government\u201d to figure out how to quickly roll out wider access for the model in the name of safeguarding global computing systems. \u201cWe want to rapidly help secure companies\/infrastructure,\u201d he added.<\/p>\n

It was an implicit rebuke to his rival Anthropic, even as Altman is doing something similar<\/a>. Anthropic has restricted access to its Claude Mythos Preview model to several dozen companies and a growing number of U.S. federal agencies, arguing that Mythos\u2019s ability to ferret out cybersecurity threats was a potential weapon that could be easily abused.<\/p>\n

David Sacks cited GPT-5.5-Cyber in a different critique of Anthropic. Sacks, the venture capitalist who served as A.I. czar in the current Trump administration, wrote on social media<\/a> that GPT-5.5-Cyber \u201cappears not to be token constrained,\u201d unlike Mythos. (Worth noting: Sacks has a long-running beef with Anthropic<\/a>.)<\/p>\n

Lack of computing power is becoming a big topic of discussion. The Wall Street Journal reported this week that the Trump administration was worried that Anthropic might not have enough resources<\/a> to adequately power Mythos for both corporate and government users.<\/p>\n

Some users have already accused Anthropic of quietly downgrading the performance<\/a> of its Claude chatbot to conserve compute resources. (An Anthropic executive said the company publicly disclosed the change<\/a>.)<\/p>\n

OpenAI, which has been scrutinized for its sky-high investment plans for data centers, has said that running out of compute would be disastrous. Anthropic has criticized OpenAI\u2019s approach, but is also planning major spending on A.I. infrastructure.<\/p>\n

Is this enough to change the outlook for OpenAI? It has reportedly missed internal business targets<\/a> as many corporate customers have switched to Anthropic, citing better performance from its tools.<\/p>\n

But if the new OpenAI model has caught up in performance, and users now worry about computing resource constraints, Altman\u2019s company may have gotten a new chance to retake the lead in the A.I. race.<\/p>\n

In other A.I. news: Elon Musk suggested on the witness stand in the OpenAI trial on Thursday that his xAI had \u201cpartly\u201d trained its models<\/a> on OpenAI\u2019s via a controversial practice known as distillation.<\/p>\n

HERE\u2019S WHAT\u2019S HAPPENING <\/p>\n

Berkshire Hathaway prepares for its first annual meeting of the Greg Abel era. Abel, who succeeded Warren Buffett as C.E.O. this year, will preside over an event that has long been called \u201cWoodstock for capitalists,\u201d though attendance looks like it will be down slightly this year<\/a>. Investors will want to know how Abel plans to lift Berkshire\u2019s moribund stock price<\/a> and how he might spend some of the company\u2019s $373 billion in cash.<\/p>\n

The U.S. economy grows, despite a surge in energy prices. G.D.P. grew 2 percent<\/a> in the first three months of the year, suggesting that private investment \u2014 especially on artificial intelligence infrastructure \u2014 consumer spending and government expenditures remained in solid shape before the war with Iran and in its first weeks. But economists think persistently higher fuel prices<\/a>, with the average national gas price nearing $4.40 a gallon<\/a>, could curb consumer spending.<\/p>\n

Oil giants\u2019 profits climb in the early days of the war with Iran. Exxon Mobil and Chevron both beat analyst expectations<\/a> for their first-quarter earnings, benefiting from higher prices for oil and natural gas in the early days of the fighting. (They both took hits from an accounting quirk related to hedging contracts<\/a>.) Analysts expect the companies to continue to benefit from elevated energy prices, despite production outages related to the war.<\/p>\n

Senators bar themselves from trading on prediction markets. The Senate voted unanimously to immediately forbid lawmakers and their staff<\/a> from betting on the platforms, amid growing concern that insiders have used information about classified government operations to profit from wagers on military actions in Venezuela and the Middle East. Congress has also long faced criticism over lawmaker investments in stocks.<\/p>\n

The test for Apple\u2019s next C.E.O.<\/p>\n

John Ternus made his first public comments as Apple\u2019s incoming C.E.O. on Thursday, during the company\u2019s quarterly earnings call<\/a>, telling Wall Street analysts that he planned to maintain the financial discipline that defined the tenure of his predecessor, Tim Cook.<\/p>\n

Ternus expressed enthusiasm about Apple\u2019s prospects, as the company announced some of its best-ever financial results. But analysts raised questions about the company\u2019s readiness for the artificial intelligence era.<\/p>\n

The highlights:<\/p>\n

Apple reported a 19 percent year-on-year jump in quarterly profit, to $29.6 billion, a record for its fiscal second quarter. Revenue in the quarter rose 17 percent, to $111 billion.<\/p>\n

IPhone revenue climbed 22 percent, to $57 billion, thanks to the new iPhone 17 model.<\/p>\n

Services, an increasingly important source of revenue, grew 16 percent to $31 billion.<\/p>\n

Apple\u2019s gross profit margin grew to an astounding 49.3 percent, though higher prices for things like memory chips are expected to erode that.<\/p>\n

\u201cThis moment for the transition is the right one,\u201d Cook told analysts during the call.<\/p>\n

Ternus said it was \u201cthe most exciting time in my 25-year career at Apple to be building products and services.\u201d<\/p>\n

But analysts wanted to know about Apple\u2019s A.I. plans, a big concern for the company given its stumbles with upgrading its Siri digital assistant and its struggles to develop in-house models.<\/p>\n

\u201cThe key is less about the March results and June guide, and more about Ternus\u2019 ability to pull AI rabbits out of his hat<\/a>,\u201d Gene Munster, the managing partner at the investment firm Deepwater Asset Management, wrote on social media.<\/p>\n

Apple signaled it\u2019s making a big move on that front: It will retain more cash instead of returning it to shareholders via stock buybacks and dividend payouts.<\/p>\n

The company has long been a cash-generation machine, holding $62 billion on its balance sheet even with its voluminous stock buybacks. That financial firepower could help pay for further investments in A.I.<\/p>\n

\u201cWe believe A.I. is a really important investment area for Apple,\u201d Kevan Parekh, Apple\u2019s C.F.O., told analysts. \u201cWe\u2019re going to be doing that incrementally, on top of what we normally invest in our product road map.\u201d<\/p>\n

The Epstein wedge in the Rothschild empire<\/p>\n

The Jeffrey Epstein files continue to jolt the business world with their revelations of the convicted sex offender\u2019s connections with global business leaders. Among these are Ariane de Rothschild, the billionaire C.E.O. of the bank Edmond de Rothschild.<\/p>\n

A police raid in March of the bank\u2019s Paris townhouse office, over a former employee who had been an Epstein associate, put the focus on Ariane\u2019s friendship with the disgraced financier. Edmond de Rothschild paid Epstein a $25 million consulting fee, and the C.E.O. had visited with her daughters on his island. (After Epstein\u2019s arrest in 2019, the bank said Ariane had never met him, and she has denied knowledge of Epstein\u2019s crimes.)<\/p>\n

The mess has also reignited tensions<\/a> between Edmond de Rothschild and another part of the Rothschild empire, the investment bank Rothschild & Co., The Wall Street Journal reports:<\/p>\n

Now, the Epstein headlines were a concern for clients. Not to mention, it was personally unpleasant for family members to read Ariane\u2019s unvarnished thoughts. In a 2017 email to Epstein that had just been made public, she called the cousins at Rothschild & Co. \u201ca dead breed.\u201d<\/p>\n

Alexandre de Rothschild, one of those cousins and the young CEO of Rothschild & Co., had a simple message for his teams, according to people familiar with the matter. Relationship managers should tell concerned patrons: Not us. The other ones.<\/p>\n

In other Epstein news: The Times reports that a possible suicide note that Epstein reportedly wrote<\/a> before his death in a Manhattan jail in 2019 has been kept secret since then, locked up in a New York courthouse.<\/p>\n

Talking A.I. with the C.E.O. of Doximity<\/p>\n

Every week, we\u2019re asking a leader how he or she uses artificial intelligence. This week, Jeff Tangney, who leads Doximity, a maker of digital tools for physicians, told Sarah Kessler that he uses A.I. to digest customer feedback. The interview has been condensed and edited.<\/p>\n

How do you personally use A.I.?<\/p>\n

My favorite thing to do with A.I. around the house \u2014 I have three kids \u2014 is to use Google\u2019s Nano Banana to do superhero images of them crushing their math exam or doing well on their track meet.<\/p>\n

What about at work?<\/p>\n

A.I. is very good at taking lots of text comments and sorting them into buckets and reporting that, say, 23 percent of the feedback you\u2019re getting is about this. It\u2019s great for market research and summarizing that research.<\/p>\n

I think there\u2019s a future where instead of doing focus groups, we\u2019re going to have a much more flexible model of folks giving video feedback to A.I., which distills it.<\/p>\n

What have you told your employees about how you want them to use A.I.?<\/p>\n

For our software engineers, we first did these \u201clunch and learns\u201d where people would share what was working. But last quarter, we shifted to expecting that a quarter of all code committed should be done using A.I.<\/p>\n

It really makes sure everyone is pushing through the first few weeks to actually get past the productivity plateau.<\/p>\n

THE SPEED READ <\/p>\n

Deals<\/p>\n

KKR has reportedly raised more than $10 billion<\/a> to set up Helix Digital Infrastructure, a venture that will design, build and run things like data centers and be led by a former C.E.O. of Amazon Web Services. (Bloomberg)<\/p>\n

Blue Owl\u2019s C.E.O. said it had sold about half its investment in SpaceX<\/a> at a $1.25 trillion valuation. Separately, investor interest<\/a> in Blue Owl\u2019s private credit funds appears to have stalled. (Reuters, FT)<\/p>\n

Politics, policy and regulation<\/p>\n

Best of the rest<\/p>\n

We\u2019d like your feedback! Please email thoughts and suggestions to dealbook@nytimes.com<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"Andrew here. The conversation we began on Thursday about Anthropic\u2019s potential computing constraints is continuing, as OpenAI unveils…\n","protected":false},"author":2,"featured_media":25256,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[982,1556,25,11248,17058,157,1588,17057,4639],"class_list":{"0":"post-25255","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-openai","8":"tag-altman","9":"tag-anthropic-ai-llc","10":"tag-artificial-intelligence","11":"tag-cyberattacks-and-hackers","12":"tag-david-o","13":"tag-openai","14":"tag-openai-labs","15":"tag-sacks","16":"tag-samuel-h"},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/25255","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/comments?post=25255"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/posts\/25255\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media\/25256"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/media?parent=25255"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/categories?post=25255"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/ai\/wp-json\/wp\/v2\/tags?post=25255"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}