The competition for AI compute in Silicon Valley continues to heat up. According to QbitAI, Anthropic has partnered with SpaceX, gaining over 300 megawatts of new capacity and 220,000 Nvidia GPUs since May; Google Gemini co-lead Noam Shazeer moved to OpenAI after his team's compute was reallocated. SemiAnalysis data shows that the one-year rental price for H100s rose from $1.70 per GPU per hour in October 2025 to $2.35 in March 2026, an increase of nearly 40%.
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WIRED Security and AIWIRED Security and AI · Attention2929
OpenAI released Dots, an always-on online AI agent, at DevDay 2026 in San Francisco. Powered by the GPT-6 Astra model, it continuously crawls the web, completes assigned tasks, pulls context from connected apps, and gradually learns user preferences. The feature is available to ChatGPT Pro subscribers at $100 per month and can be used via ChatGPT, Slack, and Microsoft Teams. Pro users can also join a waitlist to use it through iMessage or Android RC, with plans to bring it to the mass market in the future. Dots also offers "expert" versions for marketing, legal, and accounting. CEO Sam Altman said the company aims to "set a new standard for frontier AI privacy" and took a jab at Meta's rival Muse for failing to protect user data. Meta had previously marketed Muse as a safer alternative to its predecessor OpenClaw, but after launch, Meta itself could still access data from Muse. A security researcher had disclosed a zero-day vulnerability that could take over Muse (since fixed), and 404 Media also reported multiple serious security issues before launch.
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OpenAI releases dots proactive assistant
OpenAI DevDay 2026 发布20余项公告
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FFinancial Times · 人工智能Financial Times · 人工智能 · Attention4141