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The Singularity Daily Digest

OpenAI Finishes Pretraining Its Next Flagship Model as Arm Unveils Its First AGI CPU

OpenAI finished pretraining its next flagship model

OpenAI has finished pretraining its next flagship model, codenamed "Spud," and expects it to accelerate the economy within weeks. The company is shutting down Sora, renaming its product org to "AGI Deployment," and Sam Altman is handing off direct control of safety and security teams to focus on raising capital, supply chains, and building data centers.

The Sora shutdown is part of a broader pivot toward business and coding ahead of a potential IPO as early as Q4. Disney has ended its partnership with OpenAI, including plans for a $1 billion stake.

Google Research introduced TurboQuant, quantizing the KV cache to just 3 bits without training or accuracy loss for up to 8x performance on H100 GPUs. The KV cache stores information the model needs to remember during a conversation, and quantizing it means compressing it to use less memory.

Yann LeCun and colleagues unveiled LeWM, the first JEPA that trains stably end-to-end from raw pixels. JEPA stands for Joint Embedding Predictive Architecture, an approach to AI that learns by predicting representations rather than pixels. It plans up to 48x faster than foundation-model-based world models on a single GPU.

AI in science

The newly organized OpenAI Foundation, armed with $1 billion per year, is prioritizing AI to cure Alzheimer's by mapping disease pathways and accelerating treatment personalization.

MIT researchers showed that LLM agents can now autonomously execute high energy physics analysis pipelines, with Claude Code automating everything from event selection to paper drafting.

New products

OpenAI is rolling out visual shopping in ChatGPT, letting users discover products by uploading images.

Anthropic is introducing auto mode in Claude Code, where Claude makes permission decisions on your behalf with safeguards for longer agentic tasks.

People are using Chipotle's order bot for free coding assistance by saying they need help before they can eat their bowl.

Arm's AGI CPU

Arm unveiled its debut "AGI CPU," a dramatic departure from its role as a neutral IP licensor, claiming twice the efficiency of x86 on the most demanding AI workloads.

Meta is the lead partner, co-developing the chip for gigawatt-scale infrastructure alongside its custom MTIA accelerators, with Cerebras, Cloudflare, OpenAI, and others as launch partners.

Arm is projecting $25 billion in revenue by 2031 with $15 billion from AGI CPU sales alone, versus just $4 billion in 2025.

Infrastructure

Microsoft has agreed to rent a 700-megawatt Texas data center originally developed for Oracle and OpenAI, adjacent to the Stargate campus.

Crusoe and Redwood Materials are scaling their renewable-powered compute partnership to nearly 7x the original deployment in Nevada.

CERN has transported antimatter for the first time, ferrying 92 antiprotons in a magnetic bottle on the back of a truck outside Geneva.

Meta's new display-equipped Ray-Ban glasses are being withheld from the EU over AI regulations.

Robotics

Amazon acquired Fauna Robotics, a startup building a 42-inch humanoid that can walk, grip items, and dance.

Germany's Agile Robots and Google DeepMind have partnered to integrate Gemini Robotics models into 20,000 installed solutions worldwide.

Researchers are using radar imagery to spot communities at imminent landslide risk, detecting millimeters of annual ground movement.

Space

SpaceX is aiming to file its IPO prospectus as soon as this week, potentially raising more than $75 billion.

NASA Administrator Jared Isaacman declared that America will "never give up the Moon again," announcing near-monthly lunar equipment landings starting in 2027, MoonFall drones, and crewed surface missions every six months.

Planned lunar mass drivers will double as weapons, since 1 kg of moon rock carries the kinetic energy of 15 kg of TNT on reentry. Mass drivers are electromagnetic launchers that can accelerate objects to high speeds.

For All Mankind has been renewed for a sixth and final season.

Funding and regulation

OpenAI is raising an additional $10 billion, bringing its record funding round to $120 billion.

The newest Clarity Act language would ban yield payments for simply holding a stablecoin, granting rewards only narrowly.

Squirrels in London parks are vaping e-cigarettes.

That's today. More tomorrow.

Matthew Ortiz

CEO, OTZ Group

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