By Emir Abyazov Key highlights: OpenAI doubled its compute margins to about 70% in October by sharply reducing the cost of running AI models for paying users. Consumer spending on the ChatGPT mobile app surpassed $3 billion, with most revenue generated in 2024 alone. Despite rapid adoption and efficiency gains, OpenAI remains unprofitable and faces […]
Tag: AI
By Emir Abyazov Key highlights: OpenAI secured long-term DRAM wafer supply deals through 2029, covering an estimated 40% of global output. Memory prices have surged as manufacturers redirect supply toward AI and enterprise customers. Analysts warn that relief may not arrive until new DRAM capacity comes online after 2027. OpenAI has secured unprecedented long-term supply […]
By Emir Abyazov The change in the U.S. government is dramatically reshaping cryptocurrency regulation. According to the Securities and Exchange Commission (SEC), nearly 60% of recent enforcement cases have targeted crypto companies. At the same time, a growing number of these cases have been rejected or stopped, marking a sharp departure from the aggressive posture […]