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Top stories today:
- OpenAI’s GPT-4.5 release likely at 1 PM ET on Thu.
- NVIDIA Q4 FY25 revenue +78% YoY to $39.33B on AI demand
- Perplexity could raise at $15B valuation, +67% from last time
- Amazon unveils GenAI-powered Alexa+ at $19.99/month
- Microsoft releases new Phi-4 AI models to take on Gemini, GPT-4o
0. Data and calendar
All values as of 6 AM ET / 3 AM PT, other than S&P500 and NASDAQ close (4 PM ET / 1 PM PT).
All times are ET.
Listen to our AI-generated podcast summarizing today’s newsletter (beware of hallucinations):
1. OpenAI’s GPT-4.5 release likely at 1 PM ET on Thu.
Anthropic’s Claude 3.7 Sonnet is said to beat GPT-4.5 on certain benchmarks.
GPT-4.5, codenamed Orion, will be OpenAI’s last non-chain-of-thought model, Sam Altman recently confirmed.
OpenAI’s o-series and GPT-series will be unified after the GPT-4.5 release.
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3. NVIDIA Q4 FY25 revenue +78% YoY to $39.33B on AI demand
$43B revenue expected in Q1 FY26, vs. $41.78B expected by analysts.
73% gross margin in Q4, -3 pts. annually due to expensive data center products.
“Significant ramp” of Blackwell sales in Q1, CFO Colette Kress said.
$11B in Blackwell sales in Q4.
4. Perplexity could raise new round at $15B valuation, +67% from last time
