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Top stories today:
- Moonshot’s Kimi K2.5 open model on par with GPT-5.2, Opus 4.5
- OpenAI said to target ~$60 CPM for ChatGPT ads
- Ricursive, by ex-Google researchers, raises $335M at $4B valuation
- NVIDIA invests $2B more in CoreWeave to expand 5GW+ AI capacity
- Microsoft unveils Maia 200 as Azure’s next-gen AI chip
- Alibaba’s closed Qwen3-Max-Thinking claims GPT-5.2-level reasoning
0. Data and calendar
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Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. Moonshot’s Kimi K2.5 open-weights model on par with GPT-5.2, Opus 4.5, Gemini 3 Pro
Across major benchmarks, according to Moonshot:
The model is live on Kimi.com in chat and agent modes.
K2.5 Agent Swarm is available in beta for high-tier users.
Weights are available through Hugging Face.
Chinese AI company.
DeepSeek has been teasing its next major release in recent weeks but without specifics.
2. OpenAI said to target ~$60 CPM for ChatGPT ads in early premium push
OpenAI reportedly won’t initially provide detailed data on ad context or user conversions.
Early advertisers will get basic metrics such as impressions and total clicks.
High-level insights like total ad views will be provided, an OpenAI spokesperson confirmed.
OpenAI’s partnership team has already made some early ad sales, including with existing enterprise customers.
Many advertisers are likely to hold off on major spend until there’s evidence ads drive sales.
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