Altman introduces App SDK
Altman introduced App SDK, which will allow users to access apps directly through the company’s chatbot, ChatGPT. A user could type in ask the chatbot to create a playlist for a party, for instance, and get recommendations from Spotify.
— Ashley Capoot
Altman says ChatGPT has 800 million active users
Altman opened the session with a few stats — 800 million weekly users, 4 million developers, and 8 billion tokens processed per minute using the company’s API.
That user number is up from last month, when OpenAI said it hit 700 million weekly active users.
Over 22,000 people were streaming the announcements on YouTube as it kicked off.
— Kif Leswing
Altman takes the stage
Altman just stepped on stage to kick off the keynote. He was met with a big round of applause from attendees.
— Ashley Capoot
The stage is set for Sam Altman’s opening keynote
OpenAi DevDay 2025 at Fort Mason in San Francisco on Oct. 6, 2025
Ashley Capoot | CNBC
CNBC just sat down ahead of the keynote. Altman’s presentation will kick off in a few minutes.
The stream is available on the OpenAI YouTube page.
— Ashley Capoot
Altman’s talk with Jony Ive will be closely watched
Jony Ive attends The Metropolitan Museum of Art’s Costume Institute benefit gala celebrating the opening of the “Superfine: Tailoring Black Style” exhibition on Monday, May 5, 2025, in New York.
Evan Agostini | Invision | AP
Altman’s chat with the ex-Apple design chief Ive will be a highly anticipated part of this year’s event.
OpenAI rocked the tech sector in May when it announced it would buy Ive’s AI devices startup io for about $6.4 billion.
Ive is responsible for designing Apple‘s most iconic products, including the iPod, iPhone, iPad and MacBook Air. He is now overseeing “deep creative and design responsibilities across OpenAI,” according to a blog post.
The company has kept its work with Ive under wraps, but a screen-less hardware device is reportedly in the works, according to several media outlets.
— Ashley Capoot
DevDay Doors are open
Doors to the venue have opened, so CNBC and other attendees are heading inside to get registered and enjoy some breakfast ahead of Atlman’s keynote.
— Ashley Capoot
Line is forming outside the venue
OpenAI DevDay
Ashley Capoot | CNBC
It’s a crisp 60 degree morning here in San Francisco, and a line is starting to form outside the DevDay venue. Doors open at 8:30 a.m PT.
— Ashley Capoot
The DevDay Schedule
Here’s what’s on the agenda at this year’s DevDay.
10 a.m PT: Altman will deliver the opening keynote with Romain Huet, OpenAI’s head of developer experience. The pair will share announcements and walk through live demos. This session will be livestreamed.
11:15 a.m. PT: Three different sessions: “Context Engineering & Coding Agents with Cursor,” “Orchestrating Agents at Scale” and “OpenAI on OpenAI: Applying AI to Our Own Workflows.”
12:00 p.m. PT: Two sessions: “Evals in Action: From Frontier Research to Production Applications” and “Built for SF by SF: AI Solutions Helping Our City Thrive.”
12:30 p.m. PT: A session called “Shipping with Codex” will kick off, where four OpenAI employees will discuss how the company’s engineers use Codex’s coding tools.
12:45 p.m. PT: Attendees can listen to a talk called “Model Behavior: The Science of AI Style.”
1:15 p.m. PT: Two different sessions: “AMA: Scaling AI Applications into the Enterprise” and “Live Demo Showcase: Tools That 10x Your Codebase” will kick off.
2:00 p.m. PT: Three different sessions: “Sora, ImageGen, and Codex: The Next Wave of Creative Production,” Building with Open Models,” and “Measuring Agents with Interactive Evaluations.”
3:15 p.m. PT: Brockman and Olivier Godement, OpenAI’s head of platform, will give the “Developer State of the Union.” The pair will discuss how OpenAI’s Codex, gpt-oss and API can help developers build. This talk will not be livestreamed.
4:15 p.m. PT: DevDay will close with a conversation between Altman and Ive, where they will discuss “design process, and what it means to build tools thoughtfully, responsibly, and beautifully,” according to OpenAI. This chat will not be livestreamed.
— Ashley Capoot
OpenAI strikes another big infrastructure deal, this time with AMD
Early Monday, OpenAI announced a deal with Advanced Micro Devices that sent the chipmaker’s stock soaring more than 30%.
OpenAI will deploy 6 gigawatts of AMD’s Instinct graphics processing units over several years, the companies said. AMD has also issued OpenAI a warrant for up to 160 million shares of AMD common stock with vesting milestones tied to both deployment volume and AMD’s share price.
“We need as much computing power as we can possibly get,” OpenAI President Greg Brockman told CNBC in an interview on Monday.
— Ashley Capoot
Altman teases DevDay in a post on X
Sam Altman, CEO of OpenAI, attends the annual Allen and Co. Sun Valley Media and Technology Conference at the Sun Valley Resort in Sun Valley, Idaho, on July 8, 2025.
David A. Grogan | CNBC
