AI Newsletter

ChatGPT 5.5 Pro solves doctoral-level mathematical research problems in under two hours – a renowned Fields Medalist confirms the originality of the AI-generated solutions. This demonstrates a paradigm shift: AI is becoming an independent research partner for highly complex problems rather than just a tool.

OpenAI fails to finance its own AI chip with Broadcom because Microsoft, as a critical buyer (40% of production), does not provide a binding commitment – this jeopardizes OpenAI's independence from Nvidia and its GPU dominance. The project reveals the financial dependence of AI startups on tech giants and significantly delays diversification of the chip supply chain.

Chinese AI companies like Deepseek are mobilizing billions and aggressively entering the global market, while top talent from leading US firms (OpenAI) are founding their own startups with record valuations. This intensifies competition for AI dominance, accelerates product cycles, and could threaten the current market leadership of OpenAI and western players.

SoftBank had to reduce its credit secured against OpenAI shares by 40 percent from 10 to 6 billion dollars because lenders doubt the valuation of the private AI company. This signals capital market skepticism toward OpenAI's high valuation and could make it harder for AI startups to secure financing in general.

Anthropic is targeting a funding round of up to 50 billion dollars and approaching a valuation of 900 billion dollars – a sign of massive confidence in AI business models and the company's market leadership alongside OpenAI. With simultaneous fivefold revenue growth, Anthropic demonstrates that its AI solutions (Claude) are commercially viable and not based on speculation alone. This intensifies competition in the AI market and signals to investors that AI unicorns can become profitable.