OpenAI DevDay live: Altman comments on 'strange' stock moves of demo companies (www.cnbc.com)

OpenAI used DevDay to roll out a major developer push: new toolkits (App SDK, AgentKit, ChatKit), Codex (now generally available), and Sora 2 in the API, plus model updates including GPT‑5 Pro and a lightweight voice model, gpt‑realtime‑mini. Live demos showed Codex editing a React app via voice, AgentKit enabling a fully built and deployed AI agent in eight minutes, and Sora 2 pairing richer audio with generated video. OpenAI also announced an AI chip agreement with AMD (joining recent deals with Nvidia and Oracle), while executives warned compute remains a tight bottleneck as the company prioritizes growth and platform investment over near‑term profitability. Why it matters: these announcements push AI from research into production-ready developer primitives—visual, agentic and embeddable chat components lower the bar for individuals and teams to ship complex AI features quickly. Technical implications include broader support for multimodal generation (video + ambient audio), real‑time voice interaction, and turnkey agent workflows that accelerate prototype→production timelines. The AMD partnership underscores rising hardware demand and ecosystem pressure; combined with OpenAI’s model and SDK releases, this could accelerate app innovation but also raise operational, copyright and compute‑capacity challenges as adoption scales.