Hello and welcome to Eye on AI. In this edition: Jeff Bezos calls AI a ‘bubble’ of a kind…Anthropic’s Claude Sonnet 4.5 shows an alarming self-awareness… Microsoft demonstrates an AI-powered bioterrorism “zero day”…and is the U.S. economy now just “one big bet on AI”?

I want to tie together two big pieces of news from yesterday that, at first, might not seem related, other than that they both involve OpenAI.

The first was the announcement of a major new strategic partnership between OpenAI and chipmaker AMD. The deal will see AMD provide its M4150 graphic processing units (GPUs) to OpenAI’s data centers beginning in the second half of 2026. OpenAI will use these chips primarily for inference—that is, running its AI products such as ChatGPT, Sora, and its API, rather than for training n

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