OpenAI

GPT-5.2 Pro central to multiple Erdős problem solutions

For the first time, AI systems are independently solving mathematical problems that stumped human researchers for decades. Since Christmas 2025, 15 legendary Erdős problems have moved from 'open' to 'solved'—11 by AI, including the first on January 6, 2026, from OpenAI's GPT-5.2 Pro and Harmonic's Aristotle theorem prover.

Updated 2 hours ago

Filed confidential S-1 with SEC on May 22, 2026; targeting Q4 2026 IPO at up to $1 trillion; reported negative 122% operating margin in Q1 2026

On May 28, Anthropic closed a $65 billion Series H at a $965 billion valuation, passing OpenAI to become the world's most valuable private AI company. The round disclosed annualized revenue at $47 billion, up from $44 billion three weeks earlier. Anthropic is targeting an IPO this autumn.

Updated 2 hours ago

Primary competitor in reasoning model development

OpenAI launched the first commercial reasoning model in September 2024. Seventeen months later, Google's upgraded Gemini 3 Deep Think pulled ahead on the benchmarks that matter most for science.

Updated 3 hours ago

Released GPT-5.5 (April 23); annualized revenue ~$24-25B, trailing Anthropic's reported $30B ARR; committed $250B in Azure contracts to Microsoft; $2B monthly burn; pivoting fully from owned infrastructure to rented cloud compute

The four largest cloud providers—Microsoft, Meta, Alphabet, and Amazon—are tracking toward over $720 billion in combined AI infrastructure spending for 2026, up sharply from $410 billion in 2025. All four reported first-quarter results on April 29, 2026. Microsoft delivered the clearest signal: $77.7 billion in revenue (up 18% year-over-year), Azure cloud growth of 40% (above its 37% guidance), and earnings per share of $4.13 versus analyst estimates of $3.67.

Updated 3 days ago

Produced the disputed October 2025 claim and the verified May 2026 proof

For 80 years, mathematicians believed square grids were the best way to pack points at distance exactly 1 apart on a plane. On May 20, an internal OpenAI reasoning model produced a counterexample, using algebraic number theory to beat the grid by a small polynomial factor. Nine outside mathematicians verified the proof.

Updated 5 days ago

Issuer of the confidential IPO filing

OpenAI filed a confidential draft registration with the Securities and Exchange Commission (SEC) on Friday, May 22, 2026. The filing is the first formal step toward a public listing that could value the ChatGPT maker above $1 trillion.

Updated 7 days ago

Launching its first ad business

OpenAI ran ChatGPT as a paid and API-only product for three years. On May 21, the company opened a self-serve ad platform that lets any business buy placements inside the chatbot, with no minimum spend.

Updated May 21

Lobbying for federal preemption of state laws

The DOJ's AI Litigation Task Force began operations January 10, 2026 with one mission: kill state AI laws in federal court. Attorney General Pam Bondi's team, consulting with AI czar David Sacks, will challenge comprehensive AI regulations from California, Texas, and Colorado that President Trump's December executive order called unconstitutional burdens on interstate commerce.

Updated May 20

Market leader facing intensified competition

OpenAI's GPT-5 dropped August 7, 2025, completing AI's shift from chatbots that string words together to systems that think through problems step-by-step. Google DeepMind's models won the International Math Olympiad by solving problems only five humans cracked, as Anthropic's Claude, Meta's Llama, and every major AI lab raced to build reasoning models.

Updated May 19

Released GPT-5.5; Codex rewrote its own serving infrastructure for 20%+ speed gains

In May 2025, DeepMind's AlphaEvolve became the first commercial AI to optimize its own training—shaving 23% off a critical computation kernel. Since then, the loop has tightened: by April 2026, Anthropic's Claude agents were outperforming human alignment researchers on safety experiments, and GPT-5.5 had rewritten its own serving infrastructure to run 20% faster.

Updated May 19

Main rival on agentic AI

Sundar Pichai opened Google I/O 2026 with a Gemini model that can run a user's desktop. The keynote unveiled Android XR smart glasses too. Aluminium OS, a laptop platform merging Android and ChromeOS, will ship as 'Googlebooks' from Acer, ASUS, Dell, HP, and Lenovo.

Updated May 19

Ended Microsoft Azure exclusivity; targeting Q4 2026 IPO at up to $1 trillion; won Musk lawsuit; annualized revenue at $25B run rate

After the $122 billion round closed in April, OpenAI ended its Azure cloud exclusivity and capped Microsoft's revenue share at $38 billion through 2030. On May 18, a jury dismissed Elon Musk's suit seeking $134 billion and the reversal of OpenAI's for-profit structure.

Updated May 18

Competing on model quality and product velocity as Google expands Gemini defaults.

The rollout didn't stop at "Flash is the default." In the days after launch, Google filled in the missing contract with developers. Gemini 3 Flash Preview is now explicitly priced in the Gemini API, with context caching rates, batch pricing, and a note that Gemini 3-era Search grounding will begin billing on January 5, 2026.

Updated May 15

Lost enterprise lead to Anthropic; share fell to 32.3 percent in April 2026 — a second straight monthly decline — on Ramp's data

Ramp's May 2026 AI Index shows 50.6 percent of US businesses now pay for AI tools, up from 50.4 percent in March. Anthropic holds 34.4 percent of those paying customers against OpenAI's 32.3 percent — the second consecutive month Anthropic has led.

Updated May 15

Secured Disney as Sora’s first major content partner and a $1B strategic investor.

Mickey Mouse just shook hands with the algorithm Hollywood spent two years trying to tame. Disney is investing $1 billion in OpenAI, letting Sora and ChatGPT Images legally generate short videos and images of more than 200 Disney, Pixar, Marvel, and Star Wars characters — not the actors who play them.

Updated May 11

Missed internal revenue and user-growth targets in early 2026; IPO timing in dispute between CEO and CFO

SoftBank Group cut its target for a margin loan backed by OpenAI shares from $10 billion to as low as $6 billion after lenders pushed back, Bloomberg reported May 8. The reduction came days after the Wall Street Journal reported that OpenAI had missed internal revenue and user-growth targets in early 2026. Anthropic had gained share in coding and enterprise markets. Lenders said the difficulty of pricing a private company with slowing growth made them unwilling to commit at the original size.

Updated May 8

Shipping a new default model to defend ChatGPT's lead

ChatGPT receives roughly a billion visits a month, and on May 5 those visitors began talking to a different model by default. OpenAI replaced GPT-5.3 Instant—the everyday workhorse it shipped earlier this year—with GPT-5.5 Instant, a faster system the company says produces 52.5% fewer hallucinated claims on medical, legal, and financial questions. The new model can also pull context from a user's past chats, uploaded files, and Gmail to personalize answers, and it appears in OpenAI's developer interface as 'chat-latest.'

Updated May 5

Reallocating compute and engineers from Sora to enterprise and coding products

OpenAI previewed Sora as a glimpse of cinema's AI future in February 2024. Twenty-six months later, on April 26, 2026, the company switched off the Sora consumer app for good. The underlying programming interface (the API that lets other developers tap the model) keeps running until September 24, but the standalone product, the iOS social feed, and the Disney character partnership all end now. When Sam Altman personally called new Disney CEO Josh D'Amaro to break the news, he said he felt 'terrible' — and D'Amaro replied, 'I get it.'

Updated Apr 27

Launched GPT-5.4-Cyber on April 14, a restricted cybersecurity model following Anthropic's Mythos announcement

Anthropic built an AI model so capable at finding software vulnerabilities that it decided not to sell it. Claude Mythos Preview, announced on April 7, autonomously discovered thousands of previously unknown security flaws in every major operating system and web browser — including a remote crash bug in OpenBSD that had gone undetected since 1999. Rather than offering the model commercially, Anthropic restricted access to 12 major technology companies through Project Glasswing, backed by $100 million in usage credits. On April 16, Anthropic separately released Claude Opus 4.7 — its most capable publicly available model — explicitly positioned as its strongest model cleared for wide deployment, with Mythos remaining off-limits.

Updated Apr 17

Also preparing for IPO, targeting late 2026 at up to $1 trillion valuation

Anthropic offered employees up to $6 billion in liquidity through a tender offer at a $350 billion valuation — the same price as its February fundraising round. Employees mostly said no. The sale completed in early April well below its target because staff chose to hold their shares, betting that the company's planned initial public offering (IPO) later in 2026 will deliver a higher price.

Updated Apr 10

Under state investigation and facing multiple wrongful death lawsuits

Florida's attorney general announced a formal investigation into OpenAI on April 9, 2026, alleging that ChatGPT played a role in the April 2025 mass shooting at Florida State University that killed two people and injured five. Court records show the accused shooter entered more than 270 prompts into ChatGPT in the hours before the attack, including questions about how the country would react to a campus shooting, what time the student union is busiest, and how to operate his firearms. The investigation marks the first time a state attorney general has targeted an artificial intelligence company over an alleged connection to a violent crime.

Updated Apr 9

Preparing for IPO while restructuring infrastructure strategy

Four months ago, Sam Altman told the world OpenAI had $1.4 trillion in data center commitments. Now the company is telling investors the real number is $600 billion — and that it would rather rent computing power than build its own facilities. The retreat, disclosed to investors in February 2026 and detailed publicly on March 22, marks the sharpest pivot in the short history of the artificial intelligence spending boom.

Updated Mar 22

Launched Codex Security as expansion of Codex coding platform into application security

For decades, finding security flaws in software has required either expensive human experts or pattern-matching tools that miss complex bugs. In the span of five months, all three frontier artificial intelligence labs — OpenAI, Anthropic, and Google — have released autonomous agents that read code like a human researcher, discover vulnerabilities traditional scanners miss, and generate patches. On March 6, 2026, OpenAI launched Codex Security in research preview, an agent that scanned 1.2 million code commits in its first month of beta testing and discovered 14 previously unknown vulnerabilities serious enough to receive formal identifiers in projects including OpenSSH, Chromium, and PHP.

Updated Mar 6

Amended Pentagon contract holder; managing consumer backlash

For decades, the United States military chose its weapons contractors and the contractors complied. Artificial intelligence changed that equation. On March 3, OpenAI and the Department of Defense amended a freshly signed AI contract to explicitly ban the use of the technology for domestic surveillance of American citizens—a concession the Pentagon had refused to grant Anthropic just days earlier, triggering that company's blacklisting from all federal agencies.

Updated Mar 3

Published the threat intelligence report; banned involved accounts

A Chinese law enforcement official used ChatGPT the way most people use a private notebook — to draft, revise, and polish status reports about their work. The problem: the work was a covert campaign to silence critics of the Chinese Communist Party living overseas. OpenAI's threat intelligence team read the reports, pieced together a transnational repression operation involving hundreds of operators, thousands of fake social media accounts, forged American court documents, and impersonation of United States immigration officials — then published the findings.

Updated Feb 26