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May 12, 2025 9 mins
In this episode, we dive into OpenAI's role in AI-generated scientific research and its collaborative efforts. We explore the evolving partnership between OpenAI and Microsoft, focusing on their investment strategies. The discussion introduces the Stargate project and the "OpenAI for Countries" initiative, highlighting their potential impact. We cover the launch of a supercomputing campus, emphasizing the scale and ambitions of Stargate. Additionally, we examine BBVA's adoption of ChatGPT and its effect on productivity. The episode also reflects on broader trends of AI integration across various industries. We wrap up with a conclusion and sign-off, summarizing the key insights.
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(00:00):
Can artificial intelligence truly generateoriginal scientific research?

(00:05):
Welcome to The OpenAI Daily Brief, your go-tofor the latest artificial intelligence updates.
Today is Monday, May 12, 2025.
Here’s what you need to know about OpenAI'sambitious exploration into the realm of novel
research using AI models.
Let’s dive in.

(00:26):
Imagine having an assistant that does not justfollow your instructions but can actually think
independently and contribute new ideas to yourresearch.
That’s the future OpenAI’s chief scientist,Jakub Pachocki, envisions with their latest
reasoning models.
Since joining OpenAI in 2017, Pachocki has beenat the forefront of developing these advanced

(00:48):
systems, which are designed to tackle complextasks in science, mathematics, and coding.
Pachocki believes that soon, artificialintelligence will not just be a tool for
researchers but a collaborator capable ofgenerating original science.
He points out that with tools like OpenAI’sDeep Research, AI models are already able to

(01:10):
work unsupervised for short periods,synthesizing vast amounts of information to
produce useful outputs.
The potential for these models to solve openresearch problems by spending more
computational power is immense.
Reinforcement learning plays a crucial role inthis development.
Originally, OpenAI's models, like ChatGPT,started with unsupervised pre-training where

(01:34):
they absorbed a massive amount of data to builda foundational understanding of the world.
This was followed by reinforcement learning,which, with human feedback, helped refine these
models into effective assistants.
Now, the focus is on enhancing thisreinforcement-learning phase to enable models
to develop their own methods of reasoning.

(01:55):
While these models do not "think" like humans,as they lack awareness of how or when they
learned information, they approximate reasoningin a way that’s proving increasingly useful.
By combining pre-training with reinforcementlearning, OpenAI aims to create models that can
not only assist but innovate, potentiallytransforming the landscape of scientific

(02:15):
research.
OpenAI and Microsoft are shaking up the techworld with a renegotiation of their
partnership, setting the stage for OpenAI'spotential public offering.
This move is drawing attention because ithighlights the evolving dynamics in one of the
most significant alliances in artificialintelligence today.

Now, picture this (02:36):
Microsoft, having poured over thirteen billion dollars into OpenAI, is
considering reducing its equity stake.
Why?
To secure access to future artificialintelligence models beyond the year 2030.
This shift speaks volumes about the valueMicrosoft sees in staying connected to OpenAI's

(02:56):
cutting-edge developments, even if it meansholding a smaller piece of the pie.
The original deal between these two tech giantsdates back to 2019 when Microsoft initially
invested one billion dollars in OpenAI.
Fast forward to today, and the landscape haschanged.
OpenAI is reportedly telling investors it willshare a smaller slice of revenue with Microsoft

(03:20):
and other major backers as part of itsrestructuring, according to reports from The
Information.
In January, Microsoft made headlines byupdating parts of its agreement with OpenAI.
They joined forces with Oracle and Japan’sSoftBank Group, pledging up to five hundred
billion dollars for new artificial intelligencedata centers in the United States.

(03:43):
This ambitious collaboration underscores thestrategic importance of maintaining a robust
partnership with OpenAI as they march toward aninitial public offering.
OpenAI is taking its Stargate project to theworld stage, and the implications are huge.
The Stargate initiative, which was firstunveiled with U.S.

(04:04):
President Donald Trump, is all about building arobust network of cutting-edge artificial
intelligence data centers.
And now, OpenAI is launching "OpenAI forCountries," a program designed to help
governments worldwide replicate this model.

Picture this (04:20):
a country-specific data center that not only stores data securely but is also
tailored to local languages and cultures.
That is exactly what OpenAI is planning todeliver through its new partnerships.
By collaborating with governments, OpenAI aimsto build in-country data centers that enhance
data sovereignty, foster local industries, andallow for customized artificial intelligence

(04:43):
solutions.
What's exciting here is the potential of theselocalized ChatGPT services.
Imagine the possibilities—improved healthcare,more efficient public services, and
personalized education, all tailored to thenuances of each culture and language.
This is artificial intelligence that is notjust for a global audience but is also deeply

(05:07):
connected to local needs.
The first phase of this ambitious project isalready underway in Texas with a supercomputing
campus, backed by a staggering one hundredbillion dollars.
OpenAI now has its sights set on launching tenglobal projects, each in partnership with a
different government.
This is a bold move to maintain U.S.-ledartificial intelligence leadership and create a

(05:31):
global network effect for democratic AI.
What makes Stargate stand out is its sheerscale and ambition.
The total cost of this initiative is projectedto reach five hundred billion dollars.
At its core, Stargate is about building enoughcapacity and performance to meet the
skyrocketing demand for artificial intelligenceacross sectors like scientific research,

(05:55):
medicine, automation, defense, and financialservices.
OpenAI is not doing this alone.
They are working with strategic partners likeSoftBank, which is providing funding and
support, and Oracle, which is bringing itscloud computing expertise to the table.
This collaboration is crucial as they build thelargest AI infrastructure network to date, with

(06:18):
each phase adding more computing power,storage, and networking capabilities.
The pressure on existing data infrastructure isimmense.
Large artificial intelligence models needthousands of graphics processing units,
advanced cooling systems, and massive amountsof electricity.
Many current data centers just cannot keep up.

(06:41):
Stargate is designed to tackle these challengeshead-on by creating purpose-built
infrastructure from scratch, specifically forartificial intelligence workloads.
Let's talk about how OpenAI is making waves inthe banking sector.
Banco Bilbao Vizcaya Argentaria, or BBVA, hasjust announced a massive expansion in their use

(07:03):
of OpenAI’s technology.
They are increasing their ChatGPT Enterpriselicenses from three thousand three hundred to a
whopping eleven thousand.
This is a big leap, showing just how integralgenerative artificial intelligence is becoming
in their operations.
So, what does this mean for BBVA employees?

(07:24):
Well, with these additional licenses, employeesare finding they can save nearly three hours
each week by automating routine tasks.
This extra time is then redirected towards morestrategic, high-value work.
Over eighty percent of those with licenses areusing ChatGPT daily, which speaks volumes about
its utility.

(07:44):
Elena Alfaro, the Global Head of AI Adoption atBBVA, highlights that this expansion is driven
by internal demand.
She notes that the tool's user recommendationscore is close to perfect, reflecting the
significant value it provides.
This is not just about efficiency; it's aboutempowering employees to innovate and transform

(08:04):
how they work.
Antonio Bravo, BBVA’s Global Head of Data,captures the essence of this shift perfectly.
He says, "At BBVA, we’ve entered a new phasewhere we’re amplifying human talent with the
capabilities of language models." This is abold step forward, integrating artificial

(08:25):
intelligence into their daily operations in aresponsible and secure manner.
BBVA is not stopping there.
They are actively fostering innovation throughinitiatives like the BBVA Bot Talent hackathon,
which has already seen over one hundred seventyideas proposed.
The winning projects are set to enhancecustomer service, streamline loan processes for

(08:50):
small and medium-sized enterprises, and improvefraud detection.
This expansion and commitment to artificialintelligence by BBVA underscores a broader

trend we're seeing across industries (09:01):
the integration of advanced technologies to boost
productivity and innovation.
It's not just about using artificialintelligence; it's about reshaping how business
is done and creating value at every level.
That’s it for today’s OpenAI Daily Brief.
BBVA’s expansion of ChatGPT licenses is atestament to the transformative power of

(09:25):
artificial intelligence in reshapingindustries.
Thanks for tuning in.
This is Bob, signing off.
Until next time.
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