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DeepSeek V4 price war, GPT-5.5 leads, OpenAI device leak

AISaturday, May 2, 2026· 9 videos

Briefing

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DeepSeek V4 ignites price war

DeepSeek V4 is triggering a global pricing shock, cutting API costs by up to 90% and undercutting rivals. Input pricing reportedly dropped to around $0.036 per million tokens, far below Western offerings. Its open-weight model and support for Huawei Ascend and Nvidia GPUs broaden adoption. The move is pressuring U.S. labs to accelerate releases and rethink margins.

GPT-5.5 becomes default generalist

GPT-5.5 is emerging as the leading all-purpose model, balancing reasoning, versatility, and usability. It performs consistently across coding, writing, and general tasks without heavy configuration. Fewer restrictions and strong accessibility make it a practical default for users. This positions it ahead of more specialized but constrained competitors.

Claude Opus 4.7 excels in reasoning

Claude Opus 4.7 continues to dominate complex reasoning and agent-style workflows. It is widely used for software development and long-form analytical tasks requiring high accuracy. However, higher costs and tighter limits reduce its appeal for everyday usage. Its strength remains in professional and enterprise-grade deployments.

OpenAI plans screenless 2028 device

OpenAI is reportedly developing a voice-first AI device targeted for 2028, aiming to replace smartphones. Designed with Jony Ive and powered by chips from Qualcomm, it removes the traditional screen entirely. The system would rely on an AI agent to handle apps, communication, and media through natural language. This signals a major shift toward ambient, agent-driven computing.

Alphabet cloud surges 63% growth

Alphabet posted standout results with Google Cloud revenue jumping 63% to about $20 billion. Its backlog exceeded $460 billion, with over half expected within two years. Core search revenue grew 19%, defying fears of AI cannibalization. The results pushed the stock up करीब 10%, reinforcing Google’s AI positioning.

Cloud war intensifies across Big Tech

AWS grew 28%, Azure حوالي 40%, and Google Cloud 63%, highlighting infrastructure demand. Investors are increasingly focusing on cloud metrics as the primary AI battleground. Massive capital expenditure reflects the race to supply compute for models and agents. Control over infrastructure is becoming as critical as model quality.

Microsoft balances Copilot and OpenAI

Microsoft reported $82.9 billion in revenue, up 18%, with steady enterprise AI traction. حوالي 20 million Copilot users remain a small share of its 450 million सीट base. تغييرات in its OpenAI partnership, including reduced Azure exclusivity, complicate strategy. The company must balance cloud growth with its stake in OpenAI’s expansion.

Musk vs OpenAI courtroom showdown

Elon Musk’s legal battle with OpenAI is unfolding in a crowded Oakland federal court. Only 20 press seats and limited public access underscore intense interest. Judge Yvonne Gonzalez Rogers has enforced strict courtroom discipline while allowing unusual transparency. The case blends legal arguments with broader narratives about AI safety and control.

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