The AI race between the US and China enters a new phase: Washington loosens Nvidia export rules, but Beijing reportedly halts purchases. China wants to shield its chip industry and may require buyers to also purchase domestic chips.
Salesforce has launched a new Slackbot built on Anthropic's Claude AI model. According to co-founder and Chief Technology Officer Parker Harris, the company is also testing alternatives. The AI assistant lives directly inside Slack and can search data across Slack, Salesforce, Google Drive, Box, and Atlassian's Confluence. It uses context from conversations, files, and channels to answer questions, create content, and prepare meetings, while respecting existing access rights and permissions.
Slackbot is now available for Business+ and Enterprise+ customers, with a gradual rollout running through February. Down the road, Slackbot will also be able to work with Agentforce and other AI agents.
A new leak reveals details about OpenAI's planned hardware, an audio device designed to compete with Apple's Airpods. X and Weibo leaker "Smart Pikachu" claims OpenAI is developing a device codenamed "Sweetpea" with designer Jony Ive reportedly involved. The alleged September launch targets 40 to 50 million units in year one.
The device supposedly features an oval metal housing with two capsule-shaped components worn behind the ear, running on a 2nm chip with Samsung Exynos as the frontrunner. A separate chip would enable iPhone control through Siri. Material costs are reportedly close to smartphone level.
If the leak proves accurate, Foxconn could produce up to five OpenAI devices by 2028, including a pen codenamed "Gumdrop." The manufacturer reportedly sees this as a chance to recover after losing all Airpods programs to Luxshare. OpenAI allegedly favored Luxshare initially but switched to Foxconn to enable production outside China.
Anthropic's Claude Code inventor says his tool wrote almost all the code for Claude Cowork. Claude Cowork is a newly launched AI tool from Anthropic that builds on Claude Code but adds a user-friendly interface for non-programmers. According to Claude Code inventor Boris Cherny, "pretty much" all the code was generated using Claude Code.
Product Manager Felix Rieseberg says the app came together in just a sprint and a half, roughly one and a half weeks. The team had already built some prototypes and explored ideas beforehand, though, and the current release is still a research preview with a few rough edges, Rieseberg says. Claude Code also provided an extensive foundation to build on; Rieseberg is likely referring mainly to the front-end work.
OpenAI is buying health app Torch for around 100 million dollars. The deal includes 60 million upfront and the rest in retention shares, The Information reports. Torch unifies scattered health records into what the founders call a "medical memory for AI", "a context engine that helps you see the full picture, connect the dots, and make sure nothing important gets lost." The app runs on OpenAI models. All four employees, including CEO Ilya Abyzov, are joining OpenAI.
The deal signals OpenAI's push toward a personalized health assistant in ChatGPT. Last week, the company launched a ChatGPT Health section and an offering for healthcare companies. Anthropic recently added health features to Claude as well. The moves reflect a shared bet on a massive market: hundreds of millions of weekly chatbot conversations already focus on health.
Leading figures in China's AI industry are tempering expectations: China won't overtake the US in the AI race anytime soon. Justin Lin, head of Alibaba's Qwen model series, puts the odds of a Chinese company surpassing OpenAI or Anthropic in the next three to five years at less than 20 percent. Tang Jie from Zhipu AI warned at the AGI Next Summit in Beijing that the gap with the US may actually be widening, though recent open-source releases suggest otherwise.
At the conference, executives cited limited computing capacity and US export controls on advanced chips as key hurdles. US infrastructure is one to two orders of magnitude larger, forcing Chinese companies to focus resources on current projects.
Yao Shunyu, a former OpenAI researcher and now Tencent's AI chief scientist, was more optimistic. He cited three to five years as a realistic timeframe for China to catch up but said the lack of advanced chipmaking machines was the main technical hurdle.
The cautious outlook follows a strong week on the stock market. Startups Zhipu AI and MiniMax Group together raised over one billion dollars in Hong Kong, with MiniMax shares doubling on their first day of trading.
OpenAI is bringing in the team behind Convogo, an AI startup that built software for evaluating executives, as part of its broader cloud strategy. Founder Matt Cooper announced the news on LinkedIn. Convogo's software used AI to automatically analyze interviews, surveys, and psychometric tests.
According to OpenAI (via Techcrunch), the acquisition is about the people, not the product. The three founders, Matt Cooper, Evan Cater, and Mike Gillett, will help drive OpenAI's AI cloud efforts. The deal was settled entirely in shares, though the amount remains undisclosed. Convogo's software is being shut down.
The founding team's strong product focus likely made them attractive. Cooper writes that the key to closing the gap between AI's potential and its actual use lies in well-designed, purpose-driven applications, a "usage gap" narrative that Microsoft and OpenAI have both pushed before.
The acquisition also fits OpenAI's strategy of controlling the entire value chain, from infrastructure to models to the end product. This push likely reflects how differentiating on model capabilities alone is getting harder as performance converges and cheaper open-source alternatives catch up.
Last fall, OpenAI reportedly set aside a stock pool for employees worth about ten percent of the company. Based on the $500 billion valuation from October 2024, that comes to around $50 billion, according to The Information, citing two people familiar with the plans.
OpenAI has also already issued $80 billion in allocated shares. Combined with the new stock pool, employees now own about 26 percent of the company. Meanwhile, OpenAI is in early talks with investors about a new funding round worth roughly $750 billion.
A previous analysis found that OpenAI pays its employees more than any tech startup in history, with stock-based compensation averaging about $1.5 million per employee. That level of spending complicates the path to profitability: the company is targeting around $20 billion in ARR. But on top of hefty payroll, development costs, and day-to-day operations, OpenAI faces about $1.4 trillion in data center commitments over the next eight years.
In a glorious AI future, you'll order pizza directly from Excel. Microsoft and Stripe are teaming up to bring shopping to the AI assistant Copilot. US users will soon be able to buy products directly in the chat without ever leaving the app. At launch, the feature includes Etsy retailers and brands like Urban Outfitters and Anthropologie.
Called "Copilot Checkout," the feature runs on Stripe and uses the "Agentic Commerce Protocol," an open standard for AI-powered commerce that Stripe helped develop. ChatGPT already uses the same protocol with Stripe Checkout.
Meanwhile, Google is developing its own open protocol called "Agent Payments Protocol" (AP2), backed by more than 60 companies, including Mastercard, PayPal, Coinbase, and Adobe. Both OpenAI and Google have also announced partnerships with PayPal to enable payments directly in AI chats.
There's real money at stake here. If purchases happen through chatbots, the providers can take a cut of every transaction. OpenAI recently launched its own product research agent to position chatbots as a shopping channel. Copilot in Edge already offers AI-powered shopping tools in the US.
