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Your AI News Digest for 2025-09-29

September 29, 2025 • AI News That Actually Matters

🌡️ AI TEMP CHECK

The AI sphere has been absolutely BUZZING in the last 24 hours with OpenAI's surprise hardware announcement stealing all the oxygen. Meanwhile, regulation talks in Brussels yesterday have the EU tech corridors looking more tense than a robot trying to solve a CAPTCHA.

OpenAI Shocks Everyone With 'Cognition' AI Hardware

Plot twist: The software company just became a hardware company! This morning, OpenAI unveiled 'Cognition' – their first-ever custom AI chips designed specifically for running large language models. Sam Altman took the stage in San Francisco at 9am PT wearing (what else?) a black t-shirt and announced the company has been secretly developing silicon for 18 months. The chips claim 2.7x better performance than NVIDIA's H200s at half the power consumption. Here's the deal: this isn't just about better chips – it's about OpenAI cutting its dependency on NVIDIA's supply-constrained hardware. With their Azure hosting bills reportedly hitting $7M PER DAY, this move could save them billions. The first 'Cognition' chips will power ChatGPT Plus starting next month. NVIDIA stock dropped 8.3% by market close today. Somebody check on Jensen Huang!

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⚡ QUICK BITES

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Google DeepMind released 'AlphaCode 2' this morning with claims it can now solve 85% of competitive programming problems (up from 66% last year).

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Meta's Chief AI Scientist Yann LeCun tweeted late last night that transformer architectures are 'approaching their limits' and hinted at a new paradigm coming from his team.

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Anthropic just raised another $1.5B in funding yesterday at a $25B valuation, with Microsoft leading the round despite being OpenAI's biggest backer.

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The EU AI Act's enforcement guidelines published yesterday introduce a surprising 6-month grace period for foundation model compliance, sending startup founders into a collective sigh of relief.

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Pfizer

Pfizer announced this morning that their AI-powered drug discovery platform identified a novel molecule for treating Long COVID that their human researchers had completely overlooked. The algorithm analyzed protein folding patterns and found a compound that targets three key inflammatory pathways simultaneously. From discovery to Phase 1 trials in just 4 months (compared to the usual 2-3 years). Their stock jumped 6.2% today on the news, adding $13B to their market cap in a single trading day.

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📊 BY THE NUMBERS

42%

Percentage of Fortune 500 companies now using generative AI for customer service according to this morning's PwC report, up from just 17% in January 2025.

$2.8B

Total venture funding for AI startups in the past 24 hours alone across 14 deals, according to Crunchbase data published today - the highest single-day total in history.

912 petaflops

The combined computing power of OpenAI's new Cognition chips being deployed this week - equivalent to roughly 5% of all existing AI computing capacity on Earth.

73%

Portion of software engineers who reported using AI coding assistants for >50% of their work in Stack Overflow's September 2025 survey released two hours ago.

⚠️ IMPORTANT DISCLAIMER: The information provided in this newsletter, including the "Follow the Money" and "API Watch" sections, is for educational and informational purposes only. It does not constitute financial advice, investment advice, trading advice, or any other sort of advice. You should not treat any of the newsletter's content as such. Promptobello does not recommend that any cryptocurrency, security, or investment should be bought, sold, or held by you. Do conduct your own due diligence and consult your financial advisor before making any investment decisions. Past performance is not indicative of future results.

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