Episode Details

OpenAI is making a major push to build the physical backbone of the AI era. The company says it has already secured 10 gigawatts of U.S. compute capacity by 2029 and added more than 3 gigawatts in the last 90 days—signaling that infrastructure, not just models, is becoming the key battleground in AI.  

At the same time, access to the most powerful capabilities is tightening. OpenAI is rolling out GPT-5.5 Cyber to a limited group of vetted cybersecurity professionals, highlighting the growing tension between openness and misuse risk.

In research, we look at a new approach to evaluating text-to-SQL systems in production. The proposed framework aims to solve a real problem for builders: how to measure whether AI systems are still working correctly when you don’t have perfect ground truth.

And in today’s headline: Google and Kaggle bring back their free AI Agents Intensive course, focused on hands-on agent workflows and “vibe coding,” starting June 15.

Sources:

OpenAI – Building the compute infrastructure for the Intelligence Age
 https://openai.com/index/building-the-compute-infrastructure-for-the-intelligence-age

TechCrunch – OpenAI restricts access to GPT-5.5 Cyber
 https://techcrunch.com/2026/04/30/after-dissing-anthropic-for-limiting-mythos-openai-restricts-access-to-cyber-too/

arXiv – Agent-Agnostic Evaluation of SQL Accuracy in Production Text-to-SQL Systems
 https://arxiv.org/abs/2604.28049v1

Google Blog – AI Agents Intensive Course
 https://blog.google/innovation-and-ai/technology/developers-tools/kaggle-genai-intensive-course-vibe-coding-june-2026/