On October 6, 2025, at its developer conference in the United States, OpenAI led by Sam Altman unveils AgentKit and opens ChatGPT to third-party ChatGPT applications, while a strategic agreement with AMD promises up to 6 GW of MI450 GPUs starting in 2026. The stated goal: Democratizing AI agents and securing supply against Nvidia are objectives of the Stargate project. This project is supported by Washington and partners like Samsung.
AgentKit, when the tool becomes a narrative
In the shadow of San Francisco’s glass facades, OpenAI unveiled AgentKit on October 6, 2025, a toolkit designed for anyone wanting to build artificial intelligence agents from the first sketch to production use. The announcement resembles a manifesto: bringing developers closer to applications like ChatGPT and democratizing the creation of agents. Additionally, it aims to reduce friction and offer a clear path from prototype to deployment. "We are pursuing a long-term vision where AI will transform the global economy," confides Sam Altman, CEO of OpenAI. The narrative shift is clear: moving from artisanal experimentation to controlled industrialization.
Concretely, AgentKit assembles ready-to-use modules. Agent Builder provides a drag-and-drop interface that organizes flows, versions paths, and exposes safeguards. ChatKit allows embedding conversations powered by agents into an application or site without reinventing the interface or session management. Evals for Agents provides datasets, tracing, and systematic ratings to measure the value of these agents in real situations. This tooled continuity offers a bridge between research and product, where previously scattered scripts and tinkering piled up.
The philosophy is implicit: offering simple interoperability. OpenAI touts standardized API connectors and a central registry to enable the agent to communicate with the services of a thriving ecosystem. The connectors rely on a common protocol for ChatGPT applications on macOS, iOS, and the web. Thus, anyone can build their app while adhering to security and privacy rules. The ambition is twofold: to expand the developer base and ensure stable service quality. In a world becoming agentified, the kit plays the role of a common grammar.
ChatGPT applications that converse within ChatGPT
Another piece of the puzzle: the arrival of ChatGPT applications. The interface no longer just produces text. On Mac, the interface of ChatGPT applications no longer just produces text. It summons, in the middle of a dialogue, services capable of acting and showing. Spotify, Canva, Booking.com, Expedia, Figma, Zillow appear as companions called by name. On iOS, request a playlist for Friday night or a presentation mockup. Thus, the application emerges in the conversation with its cards and thumbnails. Additionally, it offers interactive controls to enhance your user experience. You can also search for a hotel near Buttes-Chaumont …appear as companions, optimized up to MacBook Air, at the heart of ChatGPT applications.
OpenAI delivers an Apps SDK and establishes openness as a principle. The connectors rely on a common protocol so that everyone can build their app while respecting security rules. The goal is not just to group disparate blocks but to make them speak the same language. This must be done at the right time to ensure efficiency and interoperability. ChatGPT thus transforms into a software platform where everyone seeks the best ChatGPT application for their use… On Windows too, the interface of ChatGPT applications ceases to be a simple text rectangle to become a theater where cards, forms, players, workshops parade.
A power pact: 6 GW of AMD GPUs by 2026
Technological poetry does not hold without energy. At the same time, OpenAI and AMD sign an unprecedented partnership. The agreement provides for up to 6 GW of installed power based on Instinct MI450, with a first tranche of one gigawatt in the second half of 2026. It aims to anchor OpenAI’s infrastructure on a second source of massive computing. This is necessary in the face of Nvidia‘s dominance.
The contract is valued by several media at tens of billions of dollars. It includes warrants that could allow OpenAI to hold up to 160 million AMD shares. This is possible if technical and commercial milestones are reached. The figures circulate and hypotheses vary. However, it is important to remember that they depend on an industrial schedule. Additionally, they rely on the delivery of successive batches and a cascade of validations.
In the corridors of Wall Street, the reading is immediate: AMD gains a showcase and a multi-year business flow. OpenAI buys sovereignty over its supply and a financial lever to support the ramp-up. Beneath the surface, a silent issue emerges: the operating cost of a generative AI on a global scale, where the kilowatt-hour becomes the new unit of narrative.
Stargate, geography of an American dream
This material pact is part of a larger fresco called Stargate. The project is supported by Washington and carried by an industrial coalition. It aims to erect giant data centers in the United States. Additionally, it seeks to build bridges with Asia. The White House acts as a catalyst for colossal private investments. Donald Trump, President of the United States, makes it the banner of a strategy for technological leadership and jobs.
On the Asian side, Samsung and SK join the dance. The message is clear: the memory ecosystem aligns with demand and secures the supply of HBM. At this scale, the supply chain becomes a drama. Each wafer, each slice of silicon tells part of the story. Stargate sketches a map where Texas, New Mexico, Ohio, and a Midwest site stand alongside Seoul in a single narrative of steel and electricity.
A valuation that gives vertigo
OpenAI reaches a valuation of 500 billion dollars according to several stock transactions carried out in the fall. The symbolic threshold establishes the company as the most valued start-up in the world. The observation impresses, but editorial caution is required. These amounts reflect private transactions, revenue anticipations, still shifting adoption curves. The valuation is not a prophecy. It is a collective bet on the texture of the future.
In this harsh light, the agreement with AMD becomes more than a contract line. It materializes a readable capex. It converts enthusiasm into machines, an abundance of promises into tangible megawatts.
Sam Altman, the cautious architect
The saga could have been just a triumphant march. Sam Altman, a discreet figure with a very composed gaze, injects a note of lucidity. He acknowledges the speculative intensity of the moment, warns of the risk of a bubble, and reaffirms a patient vision: "the transformation will be sustainable, provided talents, energy, and rigor are aligned." His role is to hold together the idealism of a beneficial AI and the realism of a column of numbers.
Altman does not don the mantle of a demigod. He plays the role of the organizer of a project where researchers, engineers, regulators, and artists must find a common measure. AgentKit then resembles a specification as much as a software. It should be read as a discipline: evaluate, trace, correct. A factory of agents that does not sacrifice rigor on the altar of speed.
Bezos, the chorus of the moderns
On the adjacent stage, Jeff Bezos comments on the wave. He speaks of a useful bubble, similar to a rising foam. However, this should not obscure the underlying swell. He sees in AI a driving force comparable to the great shifts in digital technology. He already imagines data centers powered by space solar energy in ten or twenty years. His voice is not an oracle. However, it expresses the confidence of a builder experienced in long-term investment.
This external perspective illuminates the moment. It highlights a paradox: the excess of money can finance the best as well as the accessory. The responsibility is to sort, to concentrate capital on uses that solve concrete problems and respect the environment. This requirement aligns with Altman’s and, in a strange counterpoint, the temperance of some investors who fear euphoria.
Culture of the tool and transformation of the everyday
What does AgentKit change in ordinary life? Developers find a grammar that avoids rewriting the same functions. Companies gain a foundation to experiment without excessive risk. Creators can use agents to explore corpora and summarize information. Additionally, they orchestrate monitoring, compose a mockup, or prepare an itinerary. At each stage, integrated evaluation promises to distinguish the useful from the gadget.
With ChatGPT applications integrated into ChatGPT, the boundary between service and conversation dissolves. The plane ticket is purchased in the same sentence as the reading recommendation. The playlist is born from a command, then refined in a few exchanges. The interface ceases to be a simple text rectangle to become a theater where cards, forms, players, workshops parade.
Energy, climate, sovereignty: the flip side
The fresco has its grave song. Six gigawatts promised with AMD is the admission of an unprecedented electrical thirst. The environmental management of such parks cannot be a marginal epilogue. Water is needed for cooling, decarbonized electricity contracts, optimization engineering that tracks waste at every software and hardware level. OpenAI’s promise is evaluated as much by its models as by its emission curves.
Technological sovereignty weighs just as heavily. Multiplying GPU suppliers and distributing centers follows a geopolitical logic. Indeed, working with Samsung in Asia while consolidating American sites is strategic. In this context, the federal government, with Donald Trump at the helm, promotes an industrial narrative. Indeed, employment and defense stand alongside innovation in this vision.
An epic of Silicon Valley, without emphasis or complacency
It would be tempting to elevate OpenAI to the rank of an instant myth. The magazine takes another line. On one side, a school success story: a laboratory turned global platform, a brand that moved from researchers’ jargon to the public’s language. On the other, a vertigo: colossal amounts, a silicon battle, a democratic debate on the use and control of these tools.
The beauty of AgentKit and ChatGPT applications that live within ChatGPT lies in their simplicity. Their power rests on a more prosaic alliance: energy, supply chain, governance, and ethics. The agreement with AMD and the scale of Stargate articulate these dimensions in a single gesture. If the story is confirmed, it will tell how AI left the laboratory. Indeed, it reshapes the materiality of our lives.