🎬 Sora’s Launch Nearly Matches ChatGPT

Today’s Highlights:

• 🎬 Sora’s Launch Nearly Matches ChatGPT

• 🤖 SoftBank to Acquire ABB’s Robotics Arm for $5.4B

• 💷 Microsoft to Invest $30B in UK AI Push

• 🏗️ Microsoft Builds $7B Fairwater AI Campus

• 💸 OpenAI Adds $100B to Server Spending Plan

• 🇺🇸 TikTok US Deal Nears Final Approval

• 🤖 Figure AI Hits $39B Valuation with $1B Raise

• 📰 Latest AI + Tech Stories You Can’t Miss

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LATEST AI NEWS

OPENAI

🎬 Sora’s Launch Nearly Matches ChatGPT

Sora, OpenAI’s new AI-powered video app, amassed 627,000 iOS downloads in its first week — edging past ChatGPT’s 606,000 first-week total.

The Details:

• Sora’s launch spanned both the U.S. and Canada; ~45,000 installs came from Canada

• In U.S.-only equivalent terms, Sora achieved ~96% of ChatGPT’s first-week performance

• It climbed to #1 on the U.S. App Store by October 3, just days after launch

• Daily download highs reached ~107,800, with a lower bound around 84,400

• Sora operates on an invite-only model, which makes its strong uptake more noteworthy

Why it matters:

Even in beta, Sora is proving it can compete with ChatGPT-level buzz. Its fast adoption suggests deep appetite for AI-generated video tools — and confirms that OpenAI’s media push resonates with consumers from day one.

SOFTBANK

🤖 SoftBank to Acquire ABB’s Robotics Arm for $5.4B

SoftBank is doubling down on physical AI. The Japanese conglomerate announced it will acquire ABB Group’s robotics division for $5.375 billion, marking one of the largest robotics acquisitions in recent years.

The Details:

• The deal is expected to close by mid-to-late 2026, pending regulatory approval

• ABB’s robotics business employs 7,000 people and generated $2.3B in 2024 revenue, about 7% of ABB’s total

• The division designs industrial robots for picking, cleaning, and painting tasks

• SoftBank plans to integrate the unit with its SoftBank Robotics Group, launched in 2014

• ABB Robotics head Sami Atiya will exit once the acquisition completes

Why it matters:

SoftBank CEO Masayoshi Son called “physical AI” the company’s next frontier. The acquisition positions SoftBank to fuse robotics and AI at scale—an effort to lead the shift from digital automation to intelligent, real-world machines driving the next wave of industrial transformation.

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AI & TECH NEWS

💷 Microsoft to Invest $30B in UK AI Push

Microsoft will pour $30B into UK AI and cloud infra by 2028—half funding a supercomputer with 23,000 NVIDIA chips. The rest supports operations and training, aiming to fast-track trustworthy AI adoption across British industries.

💸 OpenAI Adds $100B to Server Spending Plan

OpenAI now plans to spend $350B by 2030—adding $100B more for rented servers. CFO Sarah Friar says compute shortages are already delaying releases. The boost aims to ease usage spikes and fuel next-gen model training.

🇺🇸 TikTok US Deal Nears Final Approval

TikTok’s US spinout is nearly done—Americans will hold 6 of 7 board seats, Oracle will secure the data, and the algorithm stays under US control. Trump and Xi reportedly approved the plan, with ByteDance keeping under 20% ownership.

🏗️ Microsoft Builds $7B Fairwater AI Campus

Microsoft is investing $7B in Fairwater—a massive AI datacenter in Wisconsin to train future models. The project brings jobs, green cooling, renewable offsets, workforce training, and a second site by 2029, boosting Midwest AI infrastructure.

🤖 Figure AI Hits $39B Valuation with $1B Raise

Figure AI just closed a $1B Series C round—backed by Nvidia, Intel, and Brookfield—pushing its valuation to $39B. The robotics startup will scale its humanoid workforce for warehouses and ramp up infrastructure for next-gen robot training.

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