OpenAI's major AMD deal

PLUS: OpenAI launches an app store for ChatGPT, and the holiday shopping AI boom

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OpenAI just held its annual DevDay event, unveiling a major strategic shift for its flagship product. ChatGPT is evolving from a simple chatbot into a full-fledged platform, complete with an app store and tools for building AI agents.

This move establishes an ecosystem within the AI interface millions use daily, positioning it as a foundational layer for digital interaction. The question now is whether developers will flock to the new platform and how it will reshape the way we use software.

Today in AI:
  • OpenAI launches an app store for ChatGPT

  • OpenAI's major compute deal with AMD

  • AI set to drive holiday shopping surge

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What’s new? At its annual DevDay event, OpenAI unveiled a suite of updates that transform ChatGPT from a chatbot into an interactive platform for running apps and building AI agents.

What matters?

  • Users can now run integrated 'Apps' from companies like Canva and Figma directly inside conversations, allowing you to complete tasks without switching tabs.

  • The new AgentKit gives developers a suite of tools, including a visual, no-code 'Agent Builder', to create and deploy complex AI agents.

  • This move establishes an app store model within ChatGPT, creating a new ecosystem where developers can distribute and monetize their creations directly in the chat interface.

Why it matters?

This update moves ChatGPT beyond a simple conversational tool, positioning it as a foundational platform for interacting with the digital world. It opens the door for a new wave of applications and automations built directly into the primary AI interface that millions already use.

PROMPT STATION

What’s new? OpenAI announced a strategic, multi-year partnership with AMD to secure six gigawatts of GPU capacity. This move signals a major effort to diversify its AI chip supply beyond Nvidia.

What matters?

  • The deal gives OpenAI access to an enormous 6GW of computing power, starting with AMD's upcoming MI450 chips scheduled to deploy in late 2026.

  • As part of the arrangement, OpenAI has the option to acquire up to a 10% stake in AMD, tying the two companies' success closely together.

  • This partnership diversifies OpenAI's hardware sources, creating a critical alternative to Nvidia and strengthening its negotiating position for future compute needs.

Why it matters?

This landmark agreement establishes AMD as a formidable force in the AI hardware market, directly challenging Nvidia’s long-standing dominance. For the broader tech industry, increased competition among chip suppliers may lead to greater innovation and more accessible high-performance computing.

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What’s new? Adobe's new forecast predicts a massive 520% surge in AI-assisted online shopping for the U.S. holiday season, signaling a major shift in consumer behavior.

What matters?

  • The 520% increase highlights how rapidly consumers are adopting AI to find product recommendations and hunt for deals.

  • This AI-driven traffic is expected to fuel record spending, with Cyber Monday projected to generate $14.2 billion and Black Friday hitting $11.7 billion.

  • The trend goes beyond simple search, with shoppers increasingly relying on AI to guide them through the entire purchasing journey, from discovery to checkout.

Why it matters?

This rapid consumer adoption creates a significant opportunity for developers and retailers to build and integrate valuable AI-powered features. AI is quickly evolving from a background tool into a primary interface for how people shop online.

Everything else in AI

Anthropic open-sourced Petri, a new testing tool that uses AI agents to automatically audit other models for misaligned behaviors like deception and sycophancy.

Perplexity launched its AI-native browser, Comet, to the public, offering a new way to browse the web with integrated AI-powered search and summarization.

Google made its Nano-banana image editing model generally available in the Gemini API, adding support for 10 aspect ratios and image-only outputs.

Lindy introduced Gaia, a low-latency AI phone agent with memory that can integrate with tools like CRMs for more complex, stateful conversations.

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