ChatGPT wants to be the new operating system. Here's why that should worry us

"In a single day, OpenAI laid out the two pillars of its next empire: first, it signed a sweeping deal with AMD to secure no less than six gigawatts of GPU compute, an agreement that could give it up to a 10% stake in AMD if certain milestones are met. Then, on stage at DevDay, it unveiled a new layer of "mini-apps" that live inside ChatGPT, turning the chatbot into something much bigger: not a product, but a platform."

"The AMD deal is more than a supply contract: it's a signal. Six gigawatts of GPU compute by 2026, the first one-gigawatt plant in construction, and stock warrants worth up to 160 million shares at a cent apiece if performance goals are hit. That's not procurement: it's vertical integration through financial engineering. By embedding itself in AMD's roadmap for the next-generation MI450 chips, OpenAI is locking in compute capacity at a planetary scale."

"On stage, Sam Altman introduced "mini-apps" from Spotify, Canva, Expedia, Zillow, and others, micro-interfaces that live inside ChatGPT. The goal: let users interact with third-party services without ever leaving the chat, OpenAI's bid to make ChatGPT your conversational operating system. Think of it as the app store without the store. No icons, no screens, just conversation. You ask ChatGPT to plan a trip, it calls Expedia; you ask about housing, it queries Zillow; you design a logo, and Canva appears, seamlessly. The interface disappears."

OpenAI secured a deal with AMD for at least six gigawatts of GPU compute by 2026, including a one-gigawatt plant under construction and stock warrants tied to performance, potentially yielding up to a 10% stake. The agreement embeds OpenAI into AMD's MI450 roadmap, granting co-design influence, pricing leverage, and a hedge against Nvidia, framing compute as a strategic asset. At DevDay, OpenAI introduced "mini-apps" inside ChatGPT from companies like Spotify, Canva, Expedia, and Zillow, enabling third-party interactions without leaving chat. The mini-apps create an orchestration layer that turns natural language into direct service actions and centralizes the user interface.

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