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TODAY IN AI
3 things that happened while you were busy
1. ChatGPT Work can now sign into websites and finish the job for you. OpenAI is rolling out secure login support for its ChatGPT Work agent, so it can handle tasks on sites that sit behind a password, from booking DMV appointments to canceling trip tickets. You type your credentials into a secure form yourself, ChatGPT never sees or stores them, and your login persists across sessions so you only sign in once. It still asks for confirmation before payments or reservations, and it is live on web and mobile for Plus, Pro, and Business users.
2. Nvidia doubles its revenue and raises the bar again. The chipmaker reported $96.2 billion in quarterly revenue on Wednesday, up 106 percent from a year ago and well above the $92 billion Wall Street expected. Data center sales hit $89 billion, next quarter guidance came in at $108 billion, and the new Vera Rubin platform is now in full production. Investors treat this report as the health check for the entire AI trade, and this quarter the patient looks very much alive.
3. Broadcom wants to borrow $60 billion to build chips for Anthropic. Bloomberg reports the company is in talks with lenders on an AI chip financing package that could reach $100 billion in total, issued through a special purpose vehicle with Blackstone and Apollo in the mix. Under the structure, investors buy the custom chips and lease them to Anthropic rather than Anthropic buying them outright. It follows a $35 billion deal the same group struck in June, part of a plan to finance more than 20 gigawatts of computing power by 2028.
Bonus reads: Security researchers found a way to hide malicious instructions inside encrypted text on a webpage, tricking Grok into leaking a user's chat history with zero clicks. Read how the attack works.
FROM THE FRONTIER
The AI boom is now running on borrowed money
The setup. Demand for AI computing has never looked stronger. Nvidia just posted $96.2 billion in quarterly revenue, more than double last year, and guided even higher. The question is no longer whether companies want chips. It is who pays for them, and increasingly the answer is not the AI labs themselves.
The lease-back machine. Broadcom's proposed $60 billion debt package shows the new playbook. A special purpose vehicle raises money from investors, buys the chips, and leases them to Anthropic. The chipmaker guarantees part of the debt, which wins the deal investment-grade ratings and cheaper borrowing. Anthropic gets compute without a giant upfront bill, and the debt never touches Broadcom's balance sheet directly.
The circular check. Nvidia is playing a related game from the other side. It is in talks to invest in Perplexity at a valuation above $30 billion, roughly 40 times the startup's $750 million in annualized revenue. Nvidia writes the check, Perplexity spends much of it on Nvidia compute, and the relationship deepens in both directions. Analysts have started calling Nvidia the central bank of the AI economy, and it is not entirely a joke.
The exposure math. Bank of America estimates Broadcom's exposure could reach $370 billion by 2029, while Nvidia is assembling a capital pool north of $500 billion for the same purpose. These guarantees cost nothing as long as AI demand keeps compounding and lease payments arrive on time. They become very expensive in the one scenario where the industry builds too much and there is no one left to lease to.
The takeaway. For years, judging the AI race meant watching benchmarks and product launches. The next phase will be judged like a credit market. The chipmakers have become the lenders, the labs have become the tenants, and the health of the whole system now depends on rent getting paid. Watch the balance sheets, not just the demos.
IN THE KNOW
What people are actually watching and sharing
The login demo. OpenAI's Greg Brockman posted a clip of the new takeover flow, where you sign in once and the agent carries on with the task. Watch the demo on X.
The errand list. OpenAI's own examples of what the agent can now handle read like a chore chart: DMV and passport appointments, car registration paperwork, vet bookings, and trip cancellations. See the full list.
The zero-click leak. Adversa AI showed that a boobytrapped webpage can make Grok decrypt hidden instructions in its own Python sandbox and quietly ship your name, location, and chat history to an attacker. The attack worked about 40 percent of the time across 20 attempts. Read the technical writeup.
Poolside payday. Nvidia agreed to pay $6 billion to license AI model development software from Poolside while also investing $1 billion in the startup at a $12 billion pre-money valuation. Licensing deals are becoming the new acquisitions. Read why Nvidia keeps writing these checks.
The agent that pays rent. Perplexity's revenue tripled to $750 million annualized this year, and much of the growth traces back to Perplexity Computer, its cloud agent that runs multi-step projects from a single instruction. See how the product took off.
Turn any room into a miniature film set
This one works in Gemini's Nano Banana image model, and it turns an ordinary photo of your workspace into a tiny movie production, complete with a miniature crew filming your desk. It is the kind of image that makes people stop scrolling and ask how you made it. Upload a photo, paste the prompt, and you will have a shareable result in under a minute.
COPY AND PASTE THIS PROMPT Transform the attached photo of [YOUR ROOM OR DESK] into a hyper-detailed miniature film set diorama. Add tiny film crew figures adjusting lights and cameras around the scene, a small director's chair, a boom microphone, and a clapperboard, all scaled to the miniature world. Use tilt-shift photography style with shallow depth of field, warm studio lighting, and a photorealistic 4K render. Keep the original layout and colors of the room clearly recognizable. |
Swap [YOUR ROOM OR DESK] with your kitchen, your balcony, or a favorite bookshelf. For a moodier result, add a lighting cue like "golden hour light through the window" or "neon night shoot" at the end of the prompt.





