What happened
OpenAI CEO Sam Altman stated artificial general intelligence (AGI) feels "pretty close" and progress is accelerating faster than anticipated, warning "the world is not prepared." He projected that by late 2028, data centres could house more intellectual capacity than outside them. OpenAI aims to develop an intern-level AI research tool by September 2026 and a fully automated AI researcher by March 2028.
Why it matters
Capital expenditure on AI infrastructure will remain high. Altman's accelerated AGI timeline, including OpenAI's 2026 and 2028 research tool targets, signals sustained demand for data centres, chips, and cloud services. The 2028 projection for data centre intellectual capacity reinforces this demand, impacting procurement teams and investors. This advancement intensifies calls for global AI oversight, similar to nuclear regulation, to prevent centralization risks, affecting policy architects and founders. This echoes Altman's earlier 2028 superintelligence prediction.
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