ChatGPT Hits 800M Weekly Users
4IR - Daily AI News
Welcome back to 4IR. Here’s today’s lineup:
OpenAI DevDay unveils Apps SDK as ChatGPT hits 800M weekly users - Platform play transforms ChatGPT into app ecosystem, Jony Ive joins fireside chat on “building in the age of AI”
AMD stock surges 34% on OpenAI chip deal worth tens of billions - 6 gigawatts of GPUs plus equity warrant reshapes semiconductor industry dynamics
Anthropic lands Deloitte deal to deploy Claude to 470,000 employees - Largest enterprise deployment ever spans 150 countries as AI assistants move from pilots to core business infrastructure
OpenAI DevDay unveils Apps SDK as ChatGPT hits 800M weekly users
The story: OpenAI transformed DevDay 2025 into a coming-out party for its platform ambitions, announcing the Apps SDK that lets developers build applications directly inside ChatGPT. The company revealed 800 million weekly active users (up from 700 million just one month ago), 4 million developers on the platform, and 8 billion API requests per minute. Live demos showed Canva creating business posters and Coursera streaming educational videos without leaving the chat interface—Coursera stock jumped 6% during the presentation.
What we know:
Apps SDK enables paid applications inside ChatGPT using new Agentic Commerce Protocol
1,500+ developers attended at Fort Mason in San Francisco—OpenAI’s largest DevDay yet
Sora 2 video generation now available through API for developer integration
New AgentKit framework launched with enhanced tools for building AI agents
Sam Altman stated revenue and profitability “not in his top 10 concerns”
Fireside chat with Jony Ive about “the craft of building in the age of AI” (not livestreamed)
Ive joined OpenAI in May 2025 after company acquired his hardware startup for $6.4 billion
Why it matters: OpenAI is executing the classic platform playbook—build massive distribution first, then let other developers create value on top of your infrastructure. This is the same strategy that made iOS and Android dominant: ChatGPT isn’t just a chatbot anymore, it’s becoming an operating system where developers can build and sell apps. The 100 million user gain in just one month shows adoption is accelerating, not slowing down.
The Apps SDK with commerce built-in creates a direct path for developers to make money inside ChatGPT, similar to how the App Store transformed iOS. The non-livestreamed Jony Ive conversation suggests OpenAI is working on hardware behind the scenes but isn’t ready to show it publicly yet. This platform expansion happening now—right before potential browser and device launches—shows OpenAI is building a protective moat before competitors catch up.
AMD stock surges 34% on OpenAI chip deal worth tens of billions
The story: OpenAI and AMD announced a partnership to deploy 6 gigawatts of AI infrastructure using AMD’s chips, valued at tens of billions in revenue for AMD. The first wave of next-generation chips deploys in late 2026. The deal includes something unusual: AMD gave OpenAI the right to buy 160 million AMD shares at just one penny each—essentially giving OpenAI ~10% ownership of the company if milestones are hit. AMD shares jumped 34% to $203.71, adding roughly $80-100 billion in value—the company’s biggest single-day gain in nine years.
What we know:
6 gigawatts total across multiple chip generations, first wave deploys second half 2026
AMD expects over $100 billion in new revenue over four years from this deal and related business
160M share deal at $0.01 per share vests based on hitting milestones and stock price targets
Comes just weeks after Nvidia pledged $100B for 10 gigawatts to OpenAI
OpenAI has committed roughly $1 trillion in infrastructure in under two weeks
AMD CEO Lisa Su called it “transformative, not just for AMD, but for the dynamics of the industry”
Why it matters: OpenAI just validated AMD as a serious alternative to Nvidia while securing the computing power needed for the next generation of AI models. For AMD, this single deal transforms the company from “also-ran” to “essential” in AI infrastructure—the market reaction shows investors recognize the shift. This also reduces OpenAI’s risk of depending on a single chip supplier, giving them negotiating leverage and supply chain resilience.
The penny-stock warrant is the clever part—AMD is essentially paying OpenAI to become a major customer through equity instead of discounts. This creates alignment that goes deeper than a standard supply contract. The timing matters: OpenAI needed to diversify suppliers, and AMD needed validation that its chips can compete at the highest level. Both got what they needed, and this fundamentally reshapes the competitive landscape in AI hardware.
Anthropic lands Deloitte deal to deploy Claude to 470,000 employees
The story: Anthropic announced its largest enterprise deployment ever—Deloitte will roll out Claude to over 470,000 employees across 150 countries. Both companies are making significant financial and engineering resource investments in the partnership, which builds on a relationship first unveiled in 2024. Chief Commercial Officer Paul Smith emphasized the substantial commitment from both sides. The deployment adds to Anthropic’s existing base of 300,000 business customers.
What we know:
470,000+ Deloitte employees across 150 countries getting Claude access
“Significant financial and engineering resource investments” from both companies
Builds on partnership announced in 2024, now expanding to full deployment
Anthropic currently serves 300,000 business customers
Competes directly with OpenAI’s ChatGPT Enterprise and Microsoft’s Copilot
Deloitte will use Claude for client work and internal operations
Why it matters: This is enterprise AI moving from pilot programs to core business infrastructure at massive scale. When a Big Four consulting firm commits to deploying an AI assistant to nearly half a million employees globally, it signals AI has moved beyond experimentation into operational necessity. This also shows Anthropic is winning major competitive battles against OpenAI and Microsoft in the enterprise market, where reliability and trust matter more than being first to market.
Deloitte choosing Claude over ChatGPT Enterprise is significant—consulting firms are notoriously risk-averse and only bet on technology they trust with client work. The “significant engineering resources” language suggests deep integration, not just seat licenses. This deployment could become a proof point that accelerates other Fortune 500 adoptions. For Anthropic, landing one 470K-employee customer is worth more than thousands of small business accounts—it’s recurring revenue at scale with a reference customer that every other enterprise recognizes.
Note: Commentary sections are editorial interpretation, not factual claims
More and more people are becoming reliant on it more than Google searching.