OpenAI investors have approached the company about a new funding round

Summary

The segment covers AI safety and alignment, OpenAI's latest model and potential funding round, and continued demand for AI compute. Jim Cramer says compute remains a valuable asset and inference demand will stay strong, while Sarah Friar says OpenAI is focused on acquiring more compute. David Faber reports that OpenAI investors have discussed a higher-valuation funding round, but no active fundraising is underway.

• Hosts discuss AI alignment risks and Jensen Huang's confidence in model alignment.
• Jim Cramer sees no letup in AI compute demand, even if frontier training slows.
• Sarah Friar says OpenAI is pacing frontier safety while still seeking more compute.
• Jim Cramer mentions conversations with CrowdStrike, Okta, and Palo Alto Networks on AI security.
• David Faber says OpenAI investors have floated a potential higher-valuation funding round.
• Faber notes OpenAI is not actively fundraising and previously provided employee liquidity.
• No public market ticker for OpenAI is available.