Good morning, AI enthusiast.

OpenAI is making a major move into the hardware space, announcing a landmark strategic partnership that gives the AI leader a potential 10% stake in chipmaker AMD. In exchange, AMD will supply a massive 6 gigawatts of its AI GPUs, signaling a significant escalation in the AI infrastructure arms race.

The deal solidifies AMD as a serious challenger to Nvidia's dominance in the AI chip market. With this immense commitment to compute, is the industry on the verge of a new phase of accelerated model development, fueled by an increasingly concentrated group of tech giants?

In today’s AI recap:

• OpenAI's strategic stake in AMD

• Google's Gemini learns to browse

• OpenAI's AI-powered coding gains

• Sora 2's public partner release

• 8 trending AI Tools

AMD's Big AI Bet

The Recap: OpenAI and AMD announced a massive strategic partnership to advance AI infrastructure. The multi-year deal involves AMD supplying 6 gigawatts of its AI GPUs while OpenAI receives a warrant to acquire up to a 10% stake in the chipmaker.

Unpacked:

• The 6 gigawatts of computing power is immense, roughly equivalent to the average power demand of New York City or the output of six large-scale nuclear reactors.

• The deal isn't a simple hardware purchase; OpenAI's warrant allows it to buy 160 million shares at just $0.01 each as milestones are met, effectively trading a stake in AMD for a guaranteed revenue stream.

• This partnership deepens the trend of a circular AI economy, where a handful of tech giants (like OpenAI, Nvidia, and now AMD) trade capital, equity, and compute power among themselves to accelerate development.

Bottom line: This landmark agreement solidifies AMD as a formidable competitor to Nvidia in the high-stakes AI chip market. For the industry, this scale of investment signals a major acceleration in the compute arms race to build next-generation AI models.

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AI Tools of the Day

1. 🤖 Kiro – Build software faster with an agentic IDE that transforms simple prompts into structured specs and automated coding workflows.

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Google's AI Gets a Browser

The Recap: Google has released Gemini 2.5 Computer Use, a new AI model that can navigate and interact with websites just like a person. It enables AI agents to click, scroll, and type to complete tasks on sites without needing an API.

Unpacked:

• The model works by analyzing a screenshot of a user's screen and a text prompt to determine the next action, from filling out forms to dragging and dropping elements.

• It is designed to automate workflows on the vast number of websites that lack dedicated APIs, opening up new possibilities for UI testing and data entry automation.

• Google claims its browser-only agent outperforms leading alternatives on key benchmarks with lower latency, and you can try out a live demo to see it in action.

Bottom line: This technology moves AI agents from just processing information to actively completing tasks within the digital tools we use every day. The ability to operate standard web interfaces is a critical step toward creating more useful and autonomous personal assistants.

AI Training

How to Automate Your Web Scraping in LLM-Ready Format (n8n + Firecrawl + rss.app)

The Recap: We just posted our very first (of many!) AI automation training videos on YouTube. In this video, we walk through how to use n8n, firecrawl, and rss.app to scrape virtually any piece of web content and transform it into LLM-ready output.

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OpenAI's Secret Weapon

The Recap: OpenAI CEO Sam Altman revealed that its AI coding assistant, Codex, is now responsible for writing the majority of new code internally, leading to massive productivity gains and its official general availability.

Unpacked:

• OpenAI engineers now complete 70% more pull requests each week, with internal adoption of Codex surging from just over 50% to 92% of all engineers.

• The new Agent Builder tool was built end-to-end in under six weeks because Codex wrote 80% of the pull requests.

• Enterprise customers like Cisco are also seeing major benefits, cutting code review times by 50% and reducing project timelines from weeks to days.

Bottom line: OpenAI is demonstrating that AI is not just a product it sells, but a core engine for its own development. This internal success story provides a clear look at a future where human-AI collaboration becomes the standard for shipping products faster.

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Sora 2 Unleashed

The Recap: OpenAI's powerful text-to-video model, Sora 2, is now available to the public for the first time. Instead of a direct release, access is being opened through third-party platforms like Higgsfield and invideo, kickstarting a new wave of AI video creation.

Unpacked:

• While OpenAI’s native Sora 2 app remains invite-only, partners are providing unrestricted, worldwide access without a waitlist.

• These platforms remove previous limitations, offering full-length video generation at 1080p quality with no watermarks and audio-sync capabilities.

• The developer community is already building on top of this access, with new projects like Sora Extend emerging as an open-source tool to bypass length limits and create longer videos.

Bottom line: Foundational model access is shifting from direct-to-consumer to a partner-led ecosystem, accelerating mass adoption. This strategy puts cinematic-quality AI video tools into the hands of creators and businesses much faster than a limited release.

The Shortlist

IBM partnered with Anthropic to integrate the Claude family of models into its software products, starting with its integrated development environment.

LayerX reported that 77% of enterprise employees using generative AI tools paste data into queries, with over a fifth of those instances involving sensitive personal or payment information.

Innate launched MARS, a general-purpose AI robot for builders under $2,000 that features a 5-DoF arm and an onboard agentic OS built on ROS2.

Senator Bernie Sanders warned in a new report that AI could eliminate nearly 100 million U.S. jobs over the next decade, proposing a 32-hour workweek with no loss in pay in response.

Signing off,

David, Lucas, Mitchell — The Recap editorial team